Introduction
Luisa Moreno is an analyst and expert who offers invaluable information and data on battery metals, EVs, and relevant supply chains. With governments and auto manufacturers increasingly moving towards EVs, Luisa’s view provides investors with sharp insights into riding this megatrend.
Background and Experience
Luisa has accumulated more than 20 years of experience, which helped her work at two global investment banks focused on thin-film solar companies. This experience led her to develop an interest in electric vehicle adoption and the special battery metals behind it. Her focus transitioned to these specific and esoteric raw materials like lithium, graphite, and cobalt.
Since then, Luisa has shared her insights at over 300 global conferences, providing expert analysis on:
- Battery technology developments
- Supply and demand of the raw materials
- New opportunities in the electric vehicle system value chain
Luisa is a physics engineer from McGill University and an MBA holder from York University, which provides her with a multi-disciplinary approach. Her analysis covers all the angles, from shifting consumer behavior to the practicality of mining.
Luisa Moreno: Investment Analysis and Outlook
Luisa provides actionable investment analysis on publicly traded companies within the following sectors:
- Lithium mining and processing
- Graphite and graphene companies
- Cobalt miners and streams
- Nickel producers
- Vanadium resources
- Rare earth element projects
- Battery recycling technologies
- Electric vehicle supply chain component manufacturers
Her research is based on field trips, including exploration of lithium projects in Argentina and graphite deposits in Africa. She evaluates resource grades, production costs, ESG factors (environmental, social, and governance), and management teams.
Luisa is famous for finding promising investment opportunities that have yet to become popular in the market. For instance, she realized the prospect of lithium mining in Argentina before it became the world’s lowest-cost production arena.
Although optimistic that the demand for battery metals for electric vehicles would rise, Luisa still gives hard-core facts regarding mining accessibility, cost, and time to production. She assists in clearing the fog so that investors can know what to expect.
List of Expert Stock Picks and Calls by Luisa Moreno
Some notable stock picks and calls from Luisa Moreno over the years include:
- Buying a lithium mining company, Orocobre, in 2016 when it was less than $1 per share. It later reached above $8 due to an increase in demand.
- Recommending the cobalt streamer Electra Battery Materials before it changed its name to First Cobalt. The stock is now up more than three times that level or over 800% since then.
- Speculating on GGB Industries as a guar gum producer as part of an electric vehicle supercycle based on its graphite capability. This stock has doubled since her analysis.
- Referring to vanadium miners, such as Energy Fuels, as underappreciated given the battery metals angle. It has since tripled from where she bought it at her highlight point.
FAQ Here are answers to some frequently asked questions about Luisa Moreno:
Which companies does Luisa Moreno report on?
Luisa gives coverage to more than 50 publicly traded firms linked to the battery metals and EV supply chain, including lithium and graphite miners, battery recyclers, and material processing technologies.
Who is Luisa Moreno, and what is her background?
Luisa Moreno is a physics engineer with an MBA degree. She has more than 20 years of analyst experience, initially focusing on thin-film solar companies. Over the last decade, her coverage has shifted to the EV supply chain and the metals that go into the batteries.
Where does Luisa Moreno work now?
Luisa Moreno is the president and CEO of TAAS Insights, an investment analysis and advisory firm specializing in battery materials and EV trends. She heads this boutique firm that advises hedge funds and institutions across the world.
What is Luisa Moreno best known for?
Luisa Moreno became known for finding undervalued mining stocks exposed to the electric vehicle and battery metals bull run. For example, her early recommendation of lithium miners and cobalt firms has given substantial profits to those who took her advice.
What is Luisa Moreno’s overall attitude towards EVs?
Luisa Moreno is optimistic about the volume adoption curve of EVs over the next ten years. However, she offers rational insights into the prospects of new battery metals supply to the market. She does not sugarcoat the realities of industry timelines and barriers as most books and articles would do.
Conclusion
All in all, getting a glimpse into the thinking of Luisa Moreno provides investors with an advantage in anticipation and adaptation for the electric vehicle era. The depth of her supply chain analysis, ground-level research, and financial modeling offer investable stock recommendations. Taking time to listen to Luisa Moreno speak about battery metals and EVs is crucial.
