April 28, 2022

Morningstar Research EV Equity Strategist Seth Goldstein Interview

Midas Letter
Midas Letter
Morningstar Research EV Equity Strategist Seth Goldstein Interview
/

Morningstar’s EV Equity Strategist Seth Goldstein joined James West to present his electric vehicle thesis, lithium stories, battery metals supply/demand, and stock recommendations.

We discuss his views on the potential valuation of Lithium Americas Corp (NYSE:LAC) as the top pick to play growing lithium demand from increased EV adoption. According to Morningstar’s research, the stock trades at a more than 30% discount from its $45 fair value estimate.

Transcript

🧐 Morningstar Research EV Equity Strategist Seth Goldstein (00:00)

🚗 Lithium alternative chemistries in EV space (00:51)

📈 Lithium futures vs spot prices (02:55)

🚙 Tesla (NASDAQ:TSLA) lithium acquisition opportunities (04:16)

🥇 Lithium Americas $LAC top lithium stock pick (06:07)

⬆️ Additional battery metals driving EV price (08:01)

🔋 EV battery supply partnerships (08:58)

🤝 Automakers securing lithium supply (10:47)

Related Articles

Disclosure

Midas Letter is provided as a source of information only, and is in no way to be construed as investment advice. James West, the author and publisher of the Midas Letter, is not authorized to provide investor advice, and provides this information only to readers who are interested in knowing what he is investing in and how he reaches such decisions.

Investing in emerging public companies involves a high degree of risk and investors in such companies could lose all their money. Always consult a duly accredited investment professional in your jurisdiction prior to making any investment decision.

Midas Letter occasionally accepts fees for advertising and sponsorship from public companies featured on this site. James West and/or Midas Letter may also receive compensation from companies affiliated with companies featured on this site. James West and/or Midas Letter also invests in companies on this site and so readers should view all information on this site as biased.