alvinpmc
2021-03-12
To the sky.....
While You Slept, Tesla Ushered In The Golden Age Of Electric Vehicles
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":328400814,"tweetId":"328400814","gmtCreate":1615545555938,"gmtModify":1703490727533,"author":{"id":3571790492386093,"idStr":"3571790492386093","authorId":3571790492386093,"authorIdStr":"3571790492386093","name":"alvinpmc","avatar":"https://static.tigerbbs.com/35834faf01a49827f2961d3ee9bf667a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>To the sky.....</p></body></html>","htmlText":"<html><head></head><body><p>To the sky.....</p></body></html>","text":"To the sky.....","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/328400814","repostId":1145359984,"repostType":4,"repost":{"id":"1145359984","kind":"news","pubTimestamp":1615538055,"share":"https://www.laohu8.com/m/news/1145359984?lang=&edition=full","pubTime":"2021-03-12 16:34","market":"us","language":"en","title":"While You Slept, Tesla Ushered In The Golden Age Of Electric Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1145359984","media":"seekingalpha","summary":"Summary\n\nTesla's rapid ascent has helped usher in a new class of electric vehicle companies.\nThese h","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla's rapid ascent has helped usher in a new class of electric vehicle companies.</li>\n <li>These have raised record amounts of capital over the past 12 months through mergers with blank check companies as they prepare to start production of their flagships.</li>\n <li>The market for EVs is still in very early innings.</li>\n</ul>\n<p>There's a quiet revolution happening in towns and cities across the world as engines that once vroomed get replaced with silence. This revolution will usher in a new age of cleaner air, quieter streets, and less environmental pollution.</p>\n<p>For the new class of electric vehicle owners who now get the opportunity to power their car from the sun, they get a lower total cost of ownership and exert influence on helping bring in a new reality where catastrophic oil spills become a thing of the past. Critically, the revolution will lead to a reduced reliance on oil whose almost daily gyrations in price makes large economies vulnerable to price spikes and supply disruptions.</p>\n<p>Tesla's (NASDAQ:TSLA) meteoric rise has done more than enrich its shareholders, it has undoubtedly helped catalyze a new golden age of the electric vehicle. The unabridged history of capitalism holds few examples of such a rush of companies targeting the same industry raising money and going public and in such a short period of time.</p>\n<p>Hence, while 2020 was nicknamed the year of the SPAC, it was really the year of the EV SPAC. The year saw a surge in the number of EV manufacturers, charging companies, and battery suppliers going public. From QuantumScape (NYSE:QS) to Canoo (NASDAQ:GOEV) to ChargePoint (NYSE:CHPT) the list of publicly listed EV economy companies that recently went public via SPAC nowstands at 22.</p>\n<p>These all hold the promise of helping change the future of human transport forever and readers should consider monitoring the space due to its longer-term impacts on a number of other industries including energy.</p>\n<p><b>A New World With New Fundamentals: The New EV Paradigm</b></p>\n<p>The passenger EV market is forecasted to grow significantly across all major developed economies over the next decade. Passenger EV unit sales in the United States is expected to grow at a 34% compound annual growth rate to 4 million by 2030. The actual figures are likely to be higher on the back of new state and federal regulation promoting EVs as well as legislation drafted to phase out sales of new internal combustion engine vehicles past certain dates.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e6459a8794473f96fc5f58737218828\" tg-width=\"640\" tg-height=\"359\"><span>Faraday Future Investor Presentation (Source)</span></p>\n<p>Norway presents a window to the direction of the developed world as EV sales in the Nordic country represented 54% of new cars sold in 2020. While it's the first country in the world to reach this milestone, it certainly won't be the last.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8b432e9ce4ffa23dff67f39517bbfdd\" tg-width=\"1198\" tg-height=\"1198\"><span>Norway Plug-In Electric Vehicle Passenger Car Sales in 2020 (Source)</span></p>\n<p>The 2020s are set to be chased by a new breed of newly capitalised EV startups seeking to replicate Tesla's incredible ascent and rise to dominance. When compared to the traditional auto manufacturers like GM (NYSE:GM) and Ford (NYSE:F), these new upstarts have nearly zero borrowings and no legacy operations pulling down their operational flexibility or cannibalising other parts of their business. Also breaking from the old status quo of sub 1x revenue multiples, these companies trade at strong premiums to their estimated forward revenues.</p>\n<p>This has merged with strong investor enthusiasm and euphoria over EVs to create the conditions where these companies can tap into equity markets for nearly unlimited share offerings without experiencing a steep decline in their stock prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e0d5b66fc172a54fcea3ca66ae89541\" tg-width=\"840\" tg-height=\"601\"><span>New Plug-In Electric Vehicle Passenger Car Sales In 2018 (Source)</span></p>\n<p>The dash for capital to usher in the new post-ICE world will continue to drive new EV companies to go public with Amazon(NASDAQ:AMZN)backed Rivian, China-based Byton, and Karma Automotive all considering going public either via SPAC or IPO this year.</p>\n<p>The reason is clear, we are still in the very early innings of the global shift towards electric vehicles. In the United States, sales of new plug-in electric vehicles in 2018 amounted to just 2.09%, and this figure was 2.53% in the United Kingdom, and 4.44% in China. The slow pace of the traditional automakers to carve out market share has created a generational opportunity for new companies to build brand recognition and recognize sales with the coming class of EV owners. Underlying the extent of this opportunity, if EV sales in the USA was to mirror Norway, the market for electric vehicles would go up by 20x.</p>\n<p>There are a lot of exciting and promising companies in the space, including London-based Arrival (NASDAQ:CIIC) and Tel Aviv-based REE Automotive (NASDAQ:VCVC). The three highlighted below are done so mainly due to extent of current hype amongst retail investors.</p>\n<p><b>Lucid Motors (NYSE:CCIV)</b></p>\n<p>Lucid Motors is an American EV company aiming to bring its flagship Lucid Air sedan to market towards the end of 2021. The company is one of the most high-profile EV companies to go public via SPAC after it raised$4.6 billionfrom Churchill Capital IV Corp. This included a $2.5 billion PIPE for an equity value of $16 billion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84bd501fcbb400a914c3139682a7d751\" tg-width=\"1280\" tg-height=\"640\"><span>Lucid Air by Lucid Motors (Source)</span></p>\n<p><b>Fisker</b> <b>(NYSE:FSR)</b></p>\n<p>Fisker Inc. is a North American EV company that aims to bring its SUV, the Fisker Ocean, to the US passenger car market by late 2022. The company raised$1 billion in gross proceeds, including a $500 million PIPE with its merger with blank check company Spartan Energy Acquisition Corp. at a $2.9 billion valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/897d12f2cddb9378c17a8c9d3b7b2b89\" tg-width=\"1280\" tg-height=\"720\"><span>Fisker Ocean SUV By Fisker Inc</span></p>\n<p><b>Canoo</b> <b>(NASDAQ:GOEV)</b></p>\n<p>Canoo is an American electric vehicle startup that went public on the back of the SPAC boom in 2020. The company is currently pre-revenue but plans to start production of its Lifestyle Vehicle in 2022 after it raised$600 million, including a $300 million PIPE, at a valuation of $2.4 billion through a merger with a blank check company Hennessy Capital Acquisition Corp IV.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6690897d7af82e3adaa8ba7ea589d3f7\" tg-width=\"1280\" tg-height=\"960\"><span>Canoo Lifestyle Vehicle</span></p>\n<p>The Golden Age Of Electric Vehicle Will Change The World</p>\n<p>The rush of EV companies going public as well as the abrupt shift by traditional automakers to the electrification of their product lines will spark a golden age for electric vehicles. This will be characterized by the rapid ascent of new plug-in electric vehicle sales against a structural decline in their ICE alternatives. We are rapidly heading towards an all-electric singularity that will change the way of transport forever.</p>\n<p>Further, as the electrical grid becomes increasingly decarbonised with the proliferation of solar, wind, and new nuclear power plants, EVs will see their current environmental costs drops even more. Government policy which was previously slow and somewhat remiss for the need for EVs has been instrumental in helping bring about this new age as countries like the United Kingdom and US states like California have instituted timelines for total bans on the sale of new ICE vehicles.</p>\n<p>The bearish narrative does hold some sway. These are still mostly pre-revenue companies trading at significant multiples to strong estimates which show an unencumbered ramp in future revenue growth. Warning bells of an EV bubble has been ringing since the SPAC boom, hence, the recent pullback in growth stocks vindicated these bears. They however miss the point, the growth in EV sales over the next decade will be nothing short of dramatic.</p>\n<p>Will some of these stocks pull back further and fade into obscurity? Yes. Will some of them attain even higher highs and carve out space for themselves in this new world? Yes. The difficulty in picking new winners in a still-emerging industry opens up the possibility of investing in pick-and-shovel plays likebattery supplier Microvast (NASDAQ:THCB) and charging infrastructure company Volta Industries(NYSE:SNPR). I have covered both Volta and Microvast.</p>\n<p>Over three years ago, I wrote my first EV article on Tesla where I concluded that readers should \"imagine a future where the rumbling streets of major metropolises fall silent with electric engines.\" That future now more than at any point in history looks likely.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>While You Slept, Tesla Ushered In The Golden Age Of Electric Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhile You Slept, Tesla Ushered In The Golden Age Of Electric Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 16:34 GMT+8 <a href=https://seekingalpha.com/article/4413386-while-you-slept-tesla-ushered-in-golden-age-of-electric-vehicles><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla's rapid ascent has helped usher in a new class of electric vehicle companies.\nThese have raised record amounts of capital over the past 12 months through mergers with blank check ...</p>\n\n<a href=\"https://seekingalpha.com/article/4413386-while-you-slept-tesla-ushered-in-golden-age-of-electric-vehicles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOEV":"Canoo Inc.","FSR":"菲斯克","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4413386-while-you-slept-tesla-ushered-in-golden-age-of-electric-vehicles","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1145359984","content_text":"Summary\n\nTesla's rapid ascent has helped usher in a new class of electric vehicle companies.\nThese have raised record amounts of capital over the past 12 months through mergers with blank check companies as they prepare to start production of their flagships.\nThe market for EVs is still in very early innings.\n\nThere's a quiet revolution happening in towns and cities across the world as engines that once vroomed get replaced with silence. This revolution will usher in a new age of cleaner air, quieter streets, and less environmental pollution.\nFor the new class of electric vehicle owners who now get the opportunity to power their car from the sun, they get a lower total cost of ownership and exert influence on helping bring in a new reality where catastrophic oil spills become a thing of the past. Critically, the revolution will lead to a reduced reliance on oil whose almost daily gyrations in price makes large economies vulnerable to price spikes and supply disruptions.\nTesla's (NASDAQ:TSLA) meteoric rise has done more than enrich its shareholders, it has undoubtedly helped catalyze a new golden age of the electric vehicle. The unabridged history of capitalism holds few examples of such a rush of companies targeting the same industry raising money and going public and in such a short period of time.\nHence, while 2020 was nicknamed the year of the SPAC, it was really the year of the EV SPAC. The year saw a surge in the number of EV manufacturers, charging companies, and battery suppliers going public. From QuantumScape (NYSE:QS) to Canoo (NASDAQ:GOEV) to ChargePoint (NYSE:CHPT) the list of publicly listed EV economy companies that recently went public via SPAC nowstands at 22.\nThese all hold the promise of helping change the future of human transport forever and readers should consider monitoring the space due to its longer-term impacts on a number of other industries including energy.\nA New World With New Fundamentals: The New EV Paradigm\nThe passenger EV market is forecasted to grow significantly across all major developed economies over the next decade. Passenger EV unit sales in the United States is expected to grow at a 34% compound annual growth rate to 4 million by 2030. The actual figures are likely to be higher on the back of new state and federal regulation promoting EVs as well as legislation drafted to phase out sales of new internal combustion engine vehicles past certain dates.\nFaraday Future Investor Presentation (Source)\nNorway presents a window to the direction of the developed world as EV sales in the Nordic country represented 54% of new cars sold in 2020. While it's the first country in the world to reach this milestone, it certainly won't be the last.\nNorway Plug-In Electric Vehicle Passenger Car Sales in 2020 (Source)\nThe 2020s are set to be chased by a new breed of newly capitalised EV startups seeking to replicate Tesla's incredible ascent and rise to dominance. When compared to the traditional auto manufacturers like GM (NYSE:GM) and Ford (NYSE:F), these new upstarts have nearly zero borrowings and no legacy operations pulling down their operational flexibility or cannibalising other parts of their business. Also breaking from the old status quo of sub 1x revenue multiples, these companies trade at strong premiums to their estimated forward revenues.\nThis has merged with strong investor enthusiasm and euphoria over EVs to create the conditions where these companies can tap into equity markets for nearly unlimited share offerings without experiencing a steep decline in their stock prices.\nNew Plug-In Electric Vehicle Passenger Car Sales In 2018 (Source)\nThe dash for capital to usher in the new post-ICE world will continue to drive new EV companies to go public with Amazon(NASDAQ:AMZN)backed Rivian, China-based Byton, and Karma Automotive all considering going public either via SPAC or IPO this year.\nThe reason is clear, we are still in the very early innings of the global shift towards electric vehicles. In the United States, sales of new plug-in electric vehicles in 2018 amounted to just 2.09%, and this figure was 2.53% in the United Kingdom, and 4.44% in China. The slow pace of the traditional automakers to carve out market share has created a generational opportunity for new companies to build brand recognition and recognize sales with the coming class of EV owners. Underlying the extent of this opportunity, if EV sales in the USA was to mirror Norway, the market for electric vehicles would go up by 20x.\nThere are a lot of exciting and promising companies in the space, including London-based Arrival (NASDAQ:CIIC) and Tel Aviv-based REE Automotive (NASDAQ:VCVC). The three highlighted below are done so mainly due to extent of current hype amongst retail investors.\nLucid Motors (NYSE:CCIV)\nLucid Motors is an American EV company aiming to bring its flagship Lucid Air sedan to market towards the end of 2021. The company is one of the most high-profile EV companies to go public via SPAC after it raised$4.6 billionfrom Churchill Capital IV Corp. This included a $2.5 billion PIPE for an equity value of $16 billion.\nLucid Air by Lucid Motors (Source)\nFisker (NYSE:FSR)\nFisker Inc. is a North American EV company that aims to bring its SUV, the Fisker Ocean, to the US passenger car market by late 2022. The company raised$1 billion in gross proceeds, including a $500 million PIPE with its merger with blank check company Spartan Energy Acquisition Corp. at a $2.9 billion valuation.\nFisker Ocean SUV By Fisker Inc\nCanoo (NASDAQ:GOEV)\nCanoo is an American electric vehicle startup that went public on the back of the SPAC boom in 2020. The company is currently pre-revenue but plans to start production of its Lifestyle Vehicle in 2022 after it raised$600 million, including a $300 million PIPE, at a valuation of $2.4 billion through a merger with a blank check company Hennessy Capital Acquisition Corp IV.\nCanoo Lifestyle Vehicle\nThe Golden Age Of Electric Vehicle Will Change The World\nThe rush of EV companies going public as well as the abrupt shift by traditional automakers to the electrification of their product lines will spark a golden age for electric vehicles. This will be characterized by the rapid ascent of new plug-in electric vehicle sales against a structural decline in their ICE alternatives. We are rapidly heading towards an all-electric singularity that will change the way of transport forever.\nFurther, as the electrical grid becomes increasingly decarbonised with the proliferation of solar, wind, and new nuclear power plants, EVs will see their current environmental costs drops even more. Government policy which was previously slow and somewhat remiss for the need for EVs has been instrumental in helping bring about this new age as countries like the United Kingdom and US states like California have instituted timelines for total bans on the sale of new ICE vehicles.\nThe bearish narrative does hold some sway. These are still mostly pre-revenue companies trading at significant multiples to strong estimates which show an unencumbered ramp in future revenue growth. Warning bells of an EV bubble has been ringing since the SPAC boom, hence, the recent pullback in growth stocks vindicated these bears. They however miss the point, the growth in EV sales over the next decade will be nothing short of dramatic.\nWill some of these stocks pull back further and fade into obscurity? Yes. Will some of them attain even higher highs and carve out space for themselves in this new world? Yes. The difficulty in picking new winners in a still-emerging industry opens up the possibility of investing in pick-and-shovel plays likebattery supplier Microvast (NASDAQ:THCB) and charging infrastructure company Volta Industries(NYSE:SNPR). I have covered both Volta and Microvast.\nOver three years ago, I wrote my first EV article on Tesla where I concluded that readers should \"imagine a future where the rumbling streets of major metropolises fall silent with electric engines.\" That future now more than at any point in history looks likely.","news_type":1},"isVote":1,"tweetType":1,"viewCount":301,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/328400814"}
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