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12/11/17
21:14
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Originally posted by hamstersam
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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.
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I'm looking for infrastructure companies that will be building EV charging stations or the companies that will be implementing them in conventional petrol stations. Thoughts?
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