Volex Share Discussion Threads

[pcok] 08/8/2021 18:24

SCSW positive update with another buy rec.

[sooty snipes] 03/8/2021 16:44

WTW. I'll second that. Hear Hear!

[wanttowin] 03/8/2021 16:40

it would be nice to see the back of 350p !

[zingerburger] 03/8/2021 16:21

Rising channel Will get to 410-420p next run

[ali47fish] 03/8/2021 16:13

yes but the share price has been stuck in a range for quite sometime! i just remembered there is agoing to be more at the next issue

[nw99] 03/8/2021 15:56

Just think it's overlooked and might get tipped by scsw again at the weekend

[ali47fish] 03/8/2021 09:50

nw why? i am interested in your analysis

[nw99] 03/8/2021 08:58

Looks a solid buy

[rainmaker] 02/8/2021 08:06

So EVs currently account for 8.7% of all new vehicle sales from just 3% in 2020, up a staggering 150% in a year. UBS predict that they will reach 20% by 2025 and 50% in 2030 then virtually 100% in 2040.

hxxps://www.ubs.com/global/en/investment-bank/in-focus/2021/electric-vehicle-revolution.html

regards

[rainmaker] 02/8/2021 08:05

So EVs currently account for 8.7% of all new vehicle sales from just 3% in 2020, up a staggering 150% in a year. UBS predict that they will reach 20% by 2025 and 50% in 2030 then virtually 100% in 2040.

hxxps://www.ubs.com/global/en/investment-bank/in-focus/2021/electric-vehicle-revolution.html

regards

[rainmaker] 02/8/2021 07:47

hxxps://thedriven.io/2021/08/02/tesla-claims-top-two-spots-in-global-ev-sales-with-model-3-and-model-y/

Tesla claims top two spots in global EV sales with Model 3 and Model Y
AUGUST 2, 20211 COMMENT2 MINUTE READBRIDIE SCHMIDT
model s vs model y
SHARE
TWEET
Tesla claimed the top two positions in global electric vehicle sales in June with its Model 3 and Model Y, new figures reveal.

With a little more than 70,000 Model 3s and 36,000 Model Ys delivered in June according to figures compiled by José Pontes, it marks a record-making month for electric vehicles and Tesla in particular.

Global electric vehicle sales jumped by 150% compared to June, 2020, Pontes says, which means that 8.7% of the entire new auto market was all-electric, amounting to 583,000 EVs.

Note, this figure does not includen plug-in hybrids and “mild” hybrid cars. All in all, 20% of the entire auto market in June was electrified in some format, according to the figures published overnight by Cleantechnica.



Plugin vehicle market share (%) is for year-to-date (YTD) sales.
PLUGIN VEHICLE MARKET SHARE (%) IS FOR YEAR-TO-DATE (YTD) SALES. SOURCE: CLEANTECHNICA
While in year-to-date sales the Model Y is still giving way to the tiny Wuling Mini EV made by SAIC-GM in China, Pontes makes some notable observations.

One is that Model 3 deliveries have stabilised at around 120,000 units per quarter, suggesting that in major markets the electric sedan reached a ceiling of sorts, with Pontes pointing the finger at market saturation.



If this is true, whether this would be the case if there weren’t a multitude of markets now waiting for the launch of the Model Y – a roomier vehicle with more flexible interior space and practical rear hatch – is not clear, but it is likely.

In any case, figures shared by Tesla in its Q2 2021 earnings report suggest that demand for Tesla is not yet ready to subside.

tesla market share
SOURCE: TESLA
The EV maker says that with Fremont and Shanghai combined it has the capacity to make more than 950,000 Model 3 and Model Ys.

While Model Y production commenced in Fremont in March 2020, Shanghai output is still ramping. Considering that Tesla in China has just overtaken Europe in terms of market share, and Berlin is not yet online, it is just the beginning.



And let’s not forget the potential of India’s market – if Tesla ever manages to get there. Local import duties of 100% currently in place mean the Model 3 would become too unaffordable for the average driver in the Indian market.

Pontes’ second observation is that with Wuling Mini EV sales also stabilising, SAIC can now start considering exporting the micro electric car. “That could be interesting,” Pontes notes.


Bridie Schmidt
Bridie Schmidt is lead reporter for The Driven, sister site of Renew Economy. She has been writing about electric vehicles since 2018, and has a keen interest in the role that zero-emissions transport has to play in sustainability. She has participated in podcasts such as Download This Show with Marc Fennell and Shirtloads of Science with Karl Kruszelnicki and is co-organiser of the Northern Rivers Electric Vehicle Forum. Bridie also owns a Tesla Model 3 and has it available for hire on evee.com.au.



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[rainmaker] 02/8/2021 07:46

hxxps://thedriven.io/2021/08/02/tesla-claims-top-two-spots-in-global-ev-sales-with-model-3-and-model-y/

Tesla claims top two spots in global EV sales with Model 3 and Model Y
AUGUST 2, 20211 COMMENT2 MINUTE READBRIDIE SCHMIDT
model s vs model y
SHARE
TWEET
Tesla claimed the top two positions in global electric vehicle sales in June with its Model 3 and Model Y, new figures reveal.

With a little more than 70,000 Model 3s and 36,000 Model Ys delivered in June according to figures compiled by José Pontes, it marks a record-making month for electric vehicles and Tesla in particular.

Global electric vehicle sales jumped by 150% compared to June, 2020, Pontes says, which means that 8.7% of the entire new auto market was all-electric, amounting to 583,000 EVs.

Note, this figure does not includen plug-in hybrids and “mild” hybrid cars. All in all, 20% of the entire auto market in June was electrified in some format, according to the figures published overnight by Cleantechnica.



Plugin vehicle market share (%) is for year-to-date (YTD) sales.
PLUGIN VEHICLE MARKET SHARE (%) IS FOR YEAR-TO-DATE (YTD) SALES. SOURCE: CLEANTECHNICA
While in year-to-date sales the Model Y is still giving way to the tiny Wuling Mini EV made by SAIC-GM in China, Pontes makes some notable observations.

One is that Model 3 deliveries have stabilised at around 120,000 units per quarter, suggesting that in major markets the electric sedan reached a ceiling of sorts, with Pontes pointing the finger at market saturation.



If this is true, whether this would be the case if there weren’t a multitude of markets now waiting for the launch of the Model Y – a roomier vehicle with more flexible interior space and practical rear hatch – is not clear, but it is likely.

In any case, figures shared by Tesla in its Q2 2021 earnings report suggest that demand for Tesla is not yet ready to subside.

tesla market share
SOURCE: TESLA
The EV maker says that with Fremont and Shanghai combined it has the capacity to make more than 950,000 Model 3 and Model Ys.

While Model Y production commenced in Fremont in March 2020, Shanghai output is still ramping. Considering that Tesla in China has just overtaken Europe in terms of market share, and Berlin is not yet online, it is just the beginning.



And let’s not forget the potential of India’s market – if Tesla ever manages to get there. Local import duties of 100% currently in place mean the Model 3 would become too unaffordable for the average driver in the Indian market.

Pontes’ second observation is that with Wuling Mini EV sales also stabilising, SAIC can now start considering exporting the micro electric car. “That could be interesting,” Pontes notes.


Bridie Schmidt
Bridie Schmidt is lead reporter for The Driven, sister site of Renew Economy. She has been writing about electric vehicles since 2018, and has a keen interest in the role that zero-emissions transport has to play in sustainability. She has participated in podcasts such as Download This Show with Marc Fennell and Shirtloads of Science with Karl Kruszelnicki and is co-organiser of the Northern Rivers Electric Vehicle Forum. Bridie also owns a Tesla Model 3 and has it available for hire on evee.com.au.



GET THE NEWSLETTER
Enter Email
I agree to the Terms of Use

TRENDING POSTS

How much does it cost to replace the batteries in electric vehicles?
POSTED ON JULY 23, 2021



How much will it cost to install an EV charger at home?
POSTED ON JULY 29, 2021
EV towing caravan
Ten weeks and 10,000km with an electric vehicle and camper trailer
POSTED ON JULY 29, 2021
merritt supercharger
Tesla owners line up at Superchargers amid record Canada temperatures
POSTED ON JUNE 30, 2021



The Driven Podcasts


FAQS

How much does it cost to replace the batteries in electric vehicles?
POSTED ON JULY 23, 2021
Source: Pixabay/Blomst
Can non-Tesla electric cars use Tesla EV chargers?
POSTED ON APRIL 3, 2019
Kona CCS2
What is CCS charging?
POSTED ON DECEMBER 10, 2018
three phase charging evse
Is a 3-phase electric vehicle charger at home really necessary?
POSTED ON AUGUST 18, 2019
EV NEWS
EV MODELS
ROAD TRIPS
MULTIMEDIA
FAQS
PRESS RELEASES
the driven electric vehicle podcast

The Driven
ABOUT THE DRIVEN
GET IN TOUCH
ADVERTISE
TERMS OF USE
PRIVACY POLICY
FEEDBACK
Electric Vehicle Insiders
Get up to 3 quotes from pre-vetted solar (and battery) installers.
Your Postcode

[davebowler] 30/7/2021 20:34

hTTps://twitter.com/SCSWSharewatch/status/1420640267342843904?s=19

[ijamlon] 29/7/2021 21:43

It was just catching breath!

[buttcoin] 29/7/2021 14:59

5% upgraded

[igoe104] 29/7/2021 14:58

You would of got a Q@A if morris was still CFO.... he was never one to avoid questions..

[buttcoin] 29/7/2021 14:57

Acqusitions mmm, 3 of them. That’s delightful to hear.

[pcok] 29/7/2021 14:53

...s zero added to the RNS.

[pcok] 29/7/2021 14:53

Yes very disappointing. Was hoping for a q&a from the 'floor' at least. Not worth the effort of attending a

[buttcoin] 29/7/2021 14:41

Acquisition is imminent

[ali47fish] 29/7/2021 14:34

igoe- it wa wrapped up in 10 minutes only one question asked - i dont know why/ should have been a seperate webinar not combined with AGM

[igoe104] 29/7/2021 14:18

That was a waste of time, the webinar has crashed...

[disneydonald] 29/7/2021 12:31

One wonders if the timing and media promotion of BIG's launch on AIM has anything to do with the proximity to VLX AGM. Maybe indicates subtle dig from Morris. Either way looks like Morris will have made a few bob from the launch.

[igoe104] 29/7/2021 08:10

Just a reminder....

Today AGM 14.00 @ meettheinvestor.com

[wanttowin] 29/7/2021 08:05

It could refer to the potential 3 acquisitions they mentioned ages ago.