Meson Capital Partners: Why Sevcon is uniquely positioned to benefit from the global shift towards electrification of mobility and autos?
Excerpts from the letters
- As per Mason Capital, current time period is the inflection point for electric vehicles – the market is growing exponentially.
- The rapidly declining cost of lithium-ion batteries and tightening emissions standards are causing explosive growth in the market for electric and hybrid drivetrains.
- Once the engineering design window begins to close, market share could be determined for decades to come by virtue of the long product life-cycles and high switching costs. There is a window of opportunity to capture market share that will close within 2 years.
- Sevcon has a proven unique ability to engineer the critical and highly challenging power electronics designs required to enable electrification of a wide variety of applications. Sevcon is uniquely positioned to benefit from the global transition to electrification of motion and away from fossil fuels.
- If the Company is to take advantage of the current market acceleration and maintain a strong position, it must scale this capability rapidly. If you are interested to read insights like this, we are happy to offer you a free trial.