Search This Blog

Thursday, September 24, 2009

No steak sauce for me

Do not play AONE. At the moment the business model is simply not there. The costs are too high, and the margins are way too small. The real play in the Li-Battery makers is Li. IMO, the best way to play Li is through SQM.

I have done an analysis on AONE (in my previous blog location), and do not like what I see regarding the fundamentals.

Previously, I posted an article on how the massive push to hybrids and battery fueled cars will transform the auto industry over the next decade, and that SQM will benefit. Li is the only real choice for the autos (for now anyway) as it has the highest energy density of any battery.

No comments:

Post a Comment