07-30-2013, 01:45 PM
Vanraw Wrote:I think Tesla is probably a good long bet. However my prediction is they will be bought. Probably by Toyota, who is one of their largest investors.
The big issue here is the recharge / swap out infrastructure. But that sort of thing is one oil crisis away from the feds paying for it. Talk oil to $300 a barrel and you will see the electric car refill issue resolved almost over night.
The other thing you might want to bet on is Compressed Natural Gas.
Natural gas might be risky because once we open up our exporting who knows if it'll remain cheap domestically. I can see a lot of NG going to India and China... China especially.
I see Tesla getting eaten as well and if I had shares I'd probably sell then.