RE:RE:RE:RE:RE:So how many yellow submarines...?Indeed, Dibah, in the jungle, the mighty jungle, the Lions (better not) sleep tonight. (unless having a few doobs at 420, and nesting in the yellow submarine where we all live)
AS you indicate, the size of the Gorilla troop in the sector is quite significant ... lets see:
Beiqi Foton Motor Co. Ltd. (Beijing Automotive Group Co. Ltd.), Blue Bird Corporation, BYD Company Ltd., Collins Bus Corporation (REV Group Inc.), Dominion Energy Inc., Mercedes-Benz Group AG, Navistar International Corporation (Traton Group). Mercedes Benz (through Daimler) gets a bye in the "Buy America" scheme of things by linking with Thomas Built and their Jouleys. BYD is Californian and has a leg up on the west coast market. https://en.byd.com/bus/school-bus/
There are enough in that list to warrant building a dedicated fund with a basket of Yellow Submarine stocks (and add in a few of those juicy 12/16/27 LEV warrants to spice up the portfolio)
So who will be the dominant male in the troop, or king of the jungle, remains to be seen -- some of those above are way more than 800 pound heavies, or as Greenpower calls their EV's "Beasts"
The "Bullt in America" and "Union Labour" banners will keep the Chinese out of the school bus market for a while (although not the EV car market) -- unless they have been covertly delivering school buses in the Yukon (or is that the Yutong?) by balloon.