India is already starting to ride the EV boom.. look at mahindra&mahindra and tata motors > both have commercial EV models and getting rewarded government contracts for EV buses, taxis etc.
Tbh after AVZ, I might look to nickel like ML suggests, or I've even considered stopping investments in the EV/ battery sphere as it is getting more mature and less exciting by the day. Next play for me will be manufacturing 3.0 > China will need to reposition their manufacturing sector to a more high skilled, high tech one and I'm wagering they will need industrial robotics that they cannot support domestically and will import from Japan/ Taiwan. I digress, but just imo, we should all worry less about AVZ (set an exit strategy/ ride it out to TO) and start thinking about our plays moving into the future.
- Forums
- ASX - By Stock
- AVZ
- Running Commentary on the SP Movements.
Running Commentary on the SP Movements., page-6296
-
-
- There are more pages in this discussion • 12,258 more messages in this thread...
This thread is closed.
You may not reply to this discussion at this time.
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AVZ (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
LPM
LITHIUM PLUS MINERALS LTD.
Simon Kidston, Non--Executive Director
Simon Kidston
Non--Executive Director
SPONSORED BY The Market Online