Wall Street Signals: Capitalizing on the Long-Term EV Investment Opportunity (KULR, TSLA, TM, ALB, BLNK, PLUG, NIO

Capitalizing on the Long-Term EV Investment Opportunity (KULR, TSLA, TM, ALB, BLNK, PLUG, NIO


The broad opportunity in the electric vehicle space represents one of the few investment themes almost guaranteed to drive enormous investment returns over the next two decades. For younger investors able to ride out cyclical volatility in high-beta investments, exposure to this space is a must.

But the devil is in the details.

In other words, the only way to lose in a surefire theme like this is to invest in companies that don't end up being an important part of the ecosystem in the space over time, which can happen for several key reasons.

One company that may offer a path around these pitfalls while still representing enormous upside growth potential in a unique niche with a very strong IP foundation is KULR Technology Group Inc (NYSE: KULR).

Avoiding the pitfalls, if the transition to electric vehicles as the dominant form of auto transportation is a surefire winner as a thematic premise, how can investors with capital in related stocks stand to lose over time?

Avoiding the Pitfalls

So, if the transition to electric vehicles as the dominant form of auto transportation is a surefire winner as a thematic premise, how can investors with capital in related stocks stand to lose over time?

There are several ways an electric vehicle stock could end being a long-term dud.

The other issue to stay away from is to place every one of your eggs into a container that has effectively limited enormous development potential for quite a long time to come. One may present a defense that this could apply to Tesla Inc (NASDAQ: TSLA). TSLA is as of now exchanging with a market cap that addresses the aggregate of each and every significant car producer on the planet aside from Toyota Motor Corp (NYSE: TM). At the end of the day, it is as of now limiting the EV strength we may see a long time not too far off. 

To stay away from these likely traps, financial backers should zero in on building an expanded openness impression in the EV space, with little and medium-sized names engaged with vehicle innovation, charging framework, battery producing, battery security, and materials mining. One ought to likewise attempt to stay away from names with no settled restrictive IP and no conspicuous examination organizations to stay away from the actors. 

Inside these specialties, intriguing names incorporate Albemarle Corporation (NYSE: ALB), Plug Power Inc (NASDAQ: PLUG), Blink Charging Co (NASDAQ: BLNK), and Nio Inc - ADR (NYSE: NIO). These award openness to batteries, charging, vehicle innovation, and materials mining.

Yet, one region that may have a minimal rivalry on this rundown is battery security innovation. Furthermore, one stock that fits this specialty just as the remedies above is KULR Technology Group Inc (NYSE: KULR).

KULR: Light Competition, Heavy Credibility, Massive TAM

For a little foundation, KULR Technology Group creates, produces, and licenses cutting-edge carbon fiber warm administration innovations for batteries and electronic frameworks.

The jewel in this blend is the organization's restrictive innovation for forestalling heat-actuated disastrous harm in EV batteries. This incorporates the organization's two center items: its Passive Propagation Resistant (PPR) battery plan (cooler and more secure battery module or pack) and its Thermal Runaway Shield (TRS) (battery fenced-in area).

The organization likewise keeps on supporting its IP insurance, as of late being conceded its third full patent on its TRS innovation in May 2021.

The innovation behind these items has created an organization with NASA - and you can't get a more unmistakable or regarded research accomplice than that one.


This last point is significant on the grounds that it addresses industry attention to designing guidelines: NASA will not go into space with whatever hasn't been demonstrated as far as possible to be solid in its usefulness.


This credibility factor is supported by more than just its research relationship with NASA. KULR has already built custom heat management technology for two NASA JPL space missions (Mars Perseverance Rover and the mission to put a human back on the Moon's surface by 2025) and its tech is currently in use on the International Space Station. KULR has also already won over 30 NASA contracts and has inked deals with the DoT and USAF.

In other words, KULR is building its business around proprietary IP that has the NASA seal of approval and is already being used in space as well as by the US Dept of Transportation and the US Air Force. That represents a huge head-start and gives KULR a major advantage when it comes to gradually build market share as a force in battery safety in electric vehicles.

 As a side note, the other major application of this technology is in 5G devices, which is another surefire winner in terms of secular growth opportunities for long-term investment results.

 This point is important.

According to the company, its technologies are used in electric vehicles and autonomous driving systems, artificial intelligence and cloud computing, and energy storage, and 5G communication technologies. In other words, there is also lateral diversification gained through shares of KULR given its exposure to multiple major secular growth themes.