A Two-sided Coin For Battery & Hybrid Markets
TWST: Please begin with a brief overview of your coverage as it pertains to clean tech and share with us the specific names you follow.
Mr. Galves: I cover some U.S. lithium-ion battery makers and some startup electric vehicle makers. The companies that I cover currently are A123 (AONE) and Ener1 (HEV), who are both U.S. lithium-ion battery markers, and Tesla (TSLA), a startup vehicle maker. I am also part of DB's automotive research team, and I cover this sector from an automotive perspective. A lot of these companies are covered by clean tech analysts, and we think that differentiates us because of our contacts within the auto industry and the knowledge of automotive.
TWST: Which area of the industry do you think has the greatest potential for long-term growth?