We at Tematica have long acknowledged that pain points tend to give rise to opportunities that can benefit properly positioned companies. With interest in growing storage needs and the expanding electric vehicle market driving demand for batteries, we spoke with Ron Dutt, Chairman of the Board and CEO of Flux Power (FLUX).
We chatted with Ron about Flux’s overall commercial vehicle battery business and its position within the warehouse forklift and airport ground support vehicle segments.
During our conversation, Ron talked about what he sees happening in these end markets, the impact of Chile’s recent lithium nationalization announcement (and the possibility of an OPEC for lithium), and the importance of battery energy density. Ron touched on recent FLUX share price action including the company’s regional bank exposure (or lack of it), and what investors should be paying attention to when analyzing FLUX.
Folks that want to know more about FLUX and its markets should review Flux Power’s latest profile presentation.
Please note that while we find the Flux Power story a very interesting one from a thematic perspective, listeners should use this interview for informational purposes only. In no way does this conversation constitute investment advice of any kind. For more see the following disclosure: https://rb.gy/kvfisc. Listeners who want to learn more about Flux Power can visit its Investor Relations website.
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Thematic Signals Vol 7, #11