Royal Dutch Shell’s valuations make its stock look very tempting despite concerns over electric cars taking over. Show More
electric cars
Shareholders and bondholders have bought the Tesla growth story. However, my column in The Australian notes that Tesla's significant debt, negative free cashflow and losses loom large. Flagged higher production of the Model 3 hasn't materialised. Where to now for investors? Show More
Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors love Netflix but competition is coming. Amazon may move into the $560bn prescription drug market. And more exciting technology developments in transport. Show More
Lithium demand forecasts by several parties have been dramatically increased recently, driven largely by the expected growth in the use of electric cars driving demand for lithium-ion batteries. 2025 demand forecasts range between 500,000t and 1,000,000 LCE, multiples of the current demand of ~220,000t, and boding well for stocks in... Show More
Don’t let some of the commentary from the Energy Markets 2016 conference fool you; the ‘death spiral’ remains a key risk to energy network companies. With the cost of solar with battery storage rapidly decreasing, opting out of the grid has never been more attractive. Show More
Following our recent post about electric vehicles https://www.livewiremarkets.com/wires/33181, a Livewire reader asked if it’s possible that Hydrogen Fuel Cell vehicles could become the dominant type of zero-emissions vehicle. As the comment noted, Toyota was the first to commercially sell fuel cell vehicles (called the Mirai) while Hyundai leases them out... Show More
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As investors, we believe it is important to develop a framework so we can evaluate emerging technologies to protect and create value. In this article, we use the example of electric vehicles (EVs) to illustrate our approach towards analysing emerging opportunities and identifying the investment implications. We have focused on... Show More
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US-based Tesla Motors, run by billionaire Elon Musk, hopes to boost production tenfold to 500,000 vehicles by 2018. Such is the optimism surrounding environment-friendly electric cars that many say that in 20 years the majority of cars on the road will be powered by electricity. While demand is growing, electric... Show More