Saw thread on new tech stocks but what about companies associated with tesla that are non tech.
Can only think of two both giants with small tesla input to their model BUT as tesla grows that will change. In particular Panasonic battery and Alcoa at teslive someone mentioned musk comment about working with Panasonic to ramp up battery production with multiple factories. I don't see tesla straying from Panasonic since proprietary battery development. Panasonic went through restructuring with the chairman apologizing for prior results. I like the we're not going to paint this turd white attitude. Also yen to dollar rate helps buy the stock now. As tesla ramps up and if other companies come along the battery division will grow
alcoa hurt by global demand but if car companies emulate tesla they may get into aluminum as wewell these maybe companies to think about now but they could be helped in the future.
Can only think of two both giants with small tesla input to their model BUT as tesla grows that will change. In particular Panasonic battery and Alcoa at teslive someone mentioned musk comment about working with Panasonic to ramp up battery production with multiple factories. I don't see tesla straying from Panasonic since proprietary battery development. Panasonic went through restructuring with the chairman apologizing for prior results. I like the we're not going to paint this turd white attitude. Also yen to dollar rate helps buy the stock now. As tesla ramps up and if other companies come along the battery division will grow
alcoa hurt by global demand but if car companies emulate tesla they may get into aluminum as wewell these maybe companies to think about now but they could be helped in the future.