My friend is taking a big bet on Panasonic, even though only 20% of their current revenue is related to batteries.
It seems Tesla has them by the balls (Panasonic is set up inside Tesla’s factory, sounds like an intellectual process nightmare)
It also seems Tesla is looking to make batteries themselves. Could this not spell doom for Panasonic? They seem to attract near 0 other car EV customers.
BMW, VAG, MB, they all seem to go CATL.
What is the growth case for PCFRY? Will it outperform the index?
Submitted November 06, 2021 at 01:23AM by waltwhitman83 https://ift.tt/3qbXF95
