A List of 16 Battery Stocks Reviewed

[@joepiv]

Before you start reading the comments you need to subscribe to our channel using the below link. Violators will be persecuted.👮 kzbin.info

[@rk-mu8yf]

I'm a subscriber already. Shall I hit that button again?

[@joepiv]

@@rk-mu8yf ;) No don't do that! We're told you need to ask once at the beginning of vids and once at the end so we'll do that for a while and try to boost numbers. Note we have ads set to absolute minimum so we make almost nothing on this channel. We need to it grow large to show an ROI so we'll be pushing on subs until it happens. Thank you for the support and understanding!

[@TheOnlyGHOST1015]

Best video I've seen so far when it comes to battery stocks information Thanks

[@Nanalyze]

Thank you for the feedback! Glad you found our video useful.

[@Adam-ul2px]

Great coverage on my favorite investment, energy storage. I understand that it's not investable for you yet, but keep an eye on $GMG.V and $GWH for non-lithuim based energy storage. Merry Christmas!

[@Nanalyze]

Nice mention of ESS (GWH) - a flow battery firm that went public via SPAC. You've already guessed what we're going to say. ;) We'll take a closer look for sure once they have meaningful revenues. We touched on GMG.V in our past video on graphene: kzbin.info/www/bejne/nl6niIF7hcaqpZI Thank you for the feedback and Merry Christmas as well!

[@MS-sc7vx]

What about Panasonic? I feel like its missing here, although its not a pure play...

[@joepiv]

Good call. We covered them in our original piece on 8 largest battery producers (www.nanalyze.com/2021/02/8-biggest-lithium-battery-stocks/). It's a conglomerate (nothing wrong with that) but we're looking for pure plays.

[@joepiv]

Note they're also in the chart "Leaders by 2028" in the video here (kzbin.info/www/bejne/nJXHdGlrd9Rqq9k)

[@shelbyindianajones3226]

i used to work for a very small medical device manufacturer... just 5 of us in the lab/production, it seems like the strength of your engineers and scientists are what make or break a place. we skyrocketed based on the brilliance of a optical physicist.. right guy at the right time. i felt pretty smart when i figured out the trick he did with just a few semesters of chemistry lol.

[@Nanalyze]

Impressive! A good, competent team can really help a business flourish. Likewise, an incompetent team can ruin a good thing. Glad to hear you experienced the former. -Wyatt C.

[@jeffpeterson8510]

I was a big 3d printer stock guy, thinking that was the future but loosing so much money in them I have no idea anymore..

[@Nanalyze]

3DP was a big disappointment for lots of investors. Investing in disruptive technologies is risky, make no mistake.

[@fatjohn1408]

I'm more interested in the companies who are the clients of the battery providers. Who is buying electricity at 0 euro in Germany at mid day and selling it at 100+ euro/Mwh in the evening? Seems very profitable but can't really pin down which companies are focussed on this.

[@Nanalyze]

Most companies don't name clients unless they're over 10% of revenues, and even then, most times they don't name names.

[@kibirkshtis]

thanks! but frey way more than 2% I believe close to 20%

[@Nanalyze]

That was a typo, good spot. FREY is up exactly 13.5% as we type this.

[@ThaiCarnivore]

Excellent as always.

[@Nanalyze]

Cheers for the feedback David!

[@chargingrhino77]

What do you think about Amprius $AMPX?

[@Nanalyze]

No meaningful revenues yet (what we define as $10 million per annum). We might cover them in a future piece if revenues start to pick up. Good comment.

[@daniuskac1527]

Great video Joe! I have a large risky position in ABML, and two small positions in QS and BYD. I will buy more of the last two if I need more exposure in this sector.

[@Nanalyze]

We haven't looked at ABML. Given they appear to have no revenues, you can probably guess what we have to say about that ;)

[@daniuskac1527]

@@Nanalyze Joe, for sure I know! It is a terrible risk bet on recycling lithium for its proximity with Tesla.

[@Nanalyze]

There's risk in every investment and we all have differing tolerances.

[@daniuskac1527]

@@Nanalyze Definitely, Joe! Have you ever research ESI? They have significant insider buying activities recently, and ESI serves many sectors of our economy.

[@joepiv]

@@daniuskac1527 Have not, thank you for the heads up. We have limited research resources as we try and scale our business so we're largely focused on disruptive tech. Our dividend growth investing strategy sort of fends for itself right now, though we plan to scale that vertical as well.

[@911_TruthNow]

Why is AMPX Amprius Technologies, Inc. not covered here? Q1 2024 Earnings Conference Call May 9, 2024 5:00 PM ET This quarter, all $2.3 million of our revenue came from our product revenue, representing a 397% increase from the prior year period and 147% sequential increase.

[@Nanalyze]

Too small to be on our radar. Hasn't even cleared $10 million per annum yet.

[@911_TruthNow]

@@Nanalyze soon This quarter, all $2.3 million of our revenue came from our product revenue, representing a 397% increase from the prior year period and 147% sequential increase.

[@Nanalyze]

That's great. Still too small to be on our radar. When they clear one year with one more than $10 million in product revenue and they have a market cap of more than - at least - $500 million we'll take a look.

[@Nanalyze]

We covered them a decade ago. Not sure why it took them so long to finally realize revenues but they're going to need to do a lot more than what they're doing now before we waste research resources peeking under the kimono. Joe P.

[@911_TruthNow]

@@Nanalyze The award with the military might be beyond $10 million in product revenue. Not sure.

[@johndoe1646]

Do you think premiere assets listed on NASDAQ will ever be issued as security tokens on a blockchain? I've read your other posts from 2018.

[@Nanalyze]

Blockchain started out as a solution looking for the problem. For any given use case, always ask the question - what problem is being solved? We already have fractional share ownership that works just fine, free trading, good reporting, etc. What problem would blockchain solve?

[@johndoe1646]

@Nanalyze phantom shares (used by short sellers), counter-party risk, instant settlement. Patrick Byrne moved overstock to a security token, due to this.

[@joepiv]

@@johndoe1646 For all practical purposes these are problems that can be handled using the current systems. We've spent a fair amount of time speaking with the folks at Securitize and the low-hanging fruit would be more along the lines of VC/PE funds. Overhauling some of the world's largest exchanges with blockchain probably won't happen anytime soon. We've met with firms working on blockchain for oil supply chain and real estate and spoke with the founders on their respective use cases which are very credible and create lots of efficiencies.

[@johndoe1646]

@@joepiv Gotcha, I've looked into the start-ups creating fractional shares for real estate assets, but they seem to all want to create their own monopolized order book. Instead of opening themselves up to interoperability across multiple exchanges with a blockchain being the transport mechanism between exchanges. From a regulatory perspective it seems real world commodities / currencies will be the first to go on-chain.

[@Nanalyze]

Fractional ownership of real estate is one blockchain use case but the low hanging fruit is in process efficiencies. Check out Othera: www.nanalyze.com/2020/02/blockchain-residential-mortgages/

[@jeffpeterson8510]

Have been waiting for videos like this. Also more videos about the clean energy sector which I'm told is the future, Ai stocks, best in class and where smart money is moving into would be very helpful. Investing is no fun now days because of the environment we are in. Seems like nothing is safe. But one day when it turns I would like to know about the stocks that have potential to have long term growth. Apple, meta, Amazon and alike already had their best days maybe?. Looking for the best future Apples of the world. KZbinrs think Pltr, sofi, plug, enph, Tesla, nio, dna and alike are the future. It's so confusing, I don't know but excited to listen and learn from people like yourself..

[@Nanalyze]

Generational wealth is built during bear markets as they say. Quality companies are now trading at large discounts (not to say they won't fall further). As long as you're investing in quality companies you needn't worry. Don't try to find "the next Tesla" or "the next Microsoft" as that's the wrong approach. Decide how much capital you want to allocated to tech stocks and then invest in quality names using dollar-cost-averaging. Yes, it's overwhelming, don't worry. Just learn as much as possible and don't stress. ;)

[@rockthepunchx9547]

Surprised you didn't mention illika plc.

[@joepiv]

We've come across them before and first wrote about them seven years ago. It's just way too small of a company and no meaningful revenues.

[@kimketchmark4991]

Do you have an opinion on Novonix ?

[@Nanalyze]

Doesn't look like something we'd want to get involved in. No meaningful revenues, below our market cap cutoff, etc.

[@meNtor890]

So did you buy Snowflake yet? Great channel.

[@Nanalyze]

We always let Nanalyze Premium annual subscribers know when we buy or sell stocks via trade alerts. ;)

[@meNtor890]

@@Nanalyze Thanks for the reply. Sorry I just looked at the old video about Snow, 20 SVR. $106 dollars. You have to be willing to walk away. Ok. Suggested stock: Micron. Thanks.

[@joepiv]

@@meNtor890 We haven't looked into Micron much tbh. What's the thesis? We're pretty heavy in chips atm.