Bought a little more today and will buy a little more in next month or so, this business is very inexpensive and is turning into a peripheral EV play that Mr Market hasn’t seemed to realize….…….yet.
M
it does not make sense that Lucid has $74B market cap and BWA's $11B. The Earning per Share for LCID is minus -12.57 and EPS for BWA is plus +3.21. If Lucid management is smart, they will buy out BWA by paying $100 or more in stock swope and create real value for LCID!
J
Been told this is a pump & dump stock. Seems legit to me, even if it is a company that will survive or perish based on what the EV market does over the next 3-5 years. So, even if legit there is enormous risk with this company/stock.
I need to do more DD on this one. Any comments, pro or con, are very welcomed.
Value stocks will always outperform popular stocks in a long run. Wait till every electric car company out there start buying parts in the next 2-5 years. Easy 10 X on your investment. Go BWA could be another AMZN if they do just one thing…
C
Will pick up some shares at $38 - $39 range. Still too early to buy.
Y
BorgWarner is up 4.91% to 47.40
S
I predict...Omicron burns out in 3 weeks, economy surges, President Harris cackles and the supply chain gets figured out by Tucker Carlson. At least some of this will be true... :)
S
BWA is a solid value stock. Very interested in what the company has to say during tomorrow’s earnings discussion.
Particularly interested in forward looking comments in light of the recent successes with their products and the agreements regarding potential future sales with various OEMs.
t
hope they raise divy....this is a long term hold.
S
See the Autoline interview with BorgWarner CEO/Pres. Fred Lissalde. Interesting stuff. they are going about vehicle electrification the right way. I have long thought that the real money to be made in the EV sector was through the Tier One component and system suppliers rather than through start-ups that are only making their first attempt at manufacturing.
The electrification revolution is happening. For a long time that was far from certain. If we are in fact going to build tens of millions ov EVs per year the world will need real industries with the scale and engineering to do that reliably and profitably. BorgWarner has the resources in engineering, facilities, cash, connections, and experience to make that happen.
This is a long term play. Expect lots of ups and downs along the way (See the latest chip shortage news) but I bet you wish now that you had bought Ford back when it was in the midst of reorganizing and sold in the $8 range.
B
I would suggest buying any BWA dips. Wall Street views Borg as a dying dinosaur of a company. They are once again revamping under the slogan “CHARGING FORWARD”. Ford and Hyundai ( by 2023) will be using BWA’s IDM’s. Borg is at an inflection point right now as it won’t be long until Wall Street recognizes this company as a major player in the EV market. Expect major growth in this adapting company once again over the next decade.
💰 LETS LIST ( some ) of Romeo Power’s Partners: • Borg Warner : ( $BWA ) • Dana Inc. Commercial Vehicle Drive and Motions Systems. (Photo: Dana Inc.)In China, where Dana has 23 operations and 6,750 employees, it saw the bus market seeking green solutions as cities sought to reduce smog. • "Since 2018, we've invested $300 million in strategic acquisitions and partnerships • Heritage Environmental Services, Inc. ("HES"), a leader in environmental and recycling services, • US Ecology Inc. (NASDAQ-GS: $ECOL), a leading provider of environmental services, • Republic Services, Inc. (“Republic Services”) (NYSE: RSG), a leader in recycling and solid waste solutions, with a fleet of 16,000 vehicles, now Romeo Power ( $RMO ).
G
good balance sheet, improving metrics, good cash flow for buybacks and dividend increases, and should be able to squeeze out add'l cost savings from the delphi merger ...market reaction not the smartest ...i am a buyer here .
4
The 3.5% drop is a head scratcher for sure. They had a top and bottom line beat. Time to add on the dip.
t
BWA has the right stuff...a great way to play autos , near and long term Great Q report
D
BoA had a nice automotive report upping the PO for $BWA to $66. Said that auto sales will begin to rise again starting in 2022
J
Does anyone receive the dividend?
C
What a spam board . BWA definitely a good company to invest in for the long haul . Price is ready to climb into auto earnings . While not that excited about the FUSO short distance delivery truck its a great start and I imagine those who need to deliver in big cities to commercial accounts will love it . 100 km on a charge needs to be tripled though in order to complete routes for 99% of local businesses . I imagine in very large cities over a million these might work now . BWA is into the best parts and growth in the auto business in combustion , hybrid and pure electric . Would not hesitate to average in a little here and there under $60 well spread out .
I need to do more DD on this one. Any comments, pro or con, are very welcomed.
A little company looking to run with the big dogs...
https://hillcrestenergy.tech/news/2021/11/hillcrest-achieves-technical-proof-of-concept-for-high-efficiency-inverter/
Particularly interested in forward looking comments in light of the recent successes with their products and the agreements regarding potential future sales with various OEMs.
EV sector was through the Tier One component and system suppliers rather than through start-ups that are only making their first attempt at manufacturing.
The electrification revolution is happening. For a long time that was far from certain. If we are in fact going to build tens of millions ov EVs per year the world will need real industries with the scale and engineering to do that reliably and profitably. BorgWarner has the resources in engineering, facilities, cash, connections, and experience to make that happen.
This is a long term play. Expect lots of ups and downs along the way (See the latest chip shortage news) but I bet you wish now that you had bought Ford back when it was in the midst of reorganizing and sold in the $8 range.
• Borg Warner : ( $BWA )
• Dana Inc. Commercial Vehicle Drive and Motions Systems. (Photo: Dana Inc.)In China, where Dana has 23 operations and 6,750 employees, it saw the bus market seeking green solutions as cities sought to reduce smog.
• "Since 2018, we've invested $300 million in strategic acquisitions and partnerships
• Heritage Environmental Services, Inc. ("HES"), a leader in environmental and recycling services,
• US Ecology Inc. (NASDAQ-GS: $ECOL), a leading provider of environmental services,
• Republic Services, Inc. (“Republic Services”) (NYSE: RSG), a leader in recycling and solid waste solutions, with a fleet of 16,000 vehicles, now Romeo Power ( $RMO ).