If you've been subscribed to any of our free publications for more than a few weeks, you've most likely run across articles I've written about a young tech company based in Calgary that reinvented the world's single most abundant electric device: the electric motor.
It did it by applying AI algorithms to the charge distribution inside an electric motor's coil — something that's never been done before.
This "smart power management" immediately paid off in the form of more power and efficiency at a vastly improved range of rotational speeds.
Though it may not sound very dramatic, the difference in performance is. With a full 50% of the world's generated energy ending up inside the coils of an electric motor of one kind or another, the potential energy savings globally is roughly equal to the total energy demand of the United Kingdom.
This smart power management system was the first major evolution of the electric motor since the very advent of the device all the way back in the first half of the 19th century, and the response it's received from the consumer tech and transportation industries was more than enough to take this tech firm from startup status to a globally recognized brand.
It wasn't, however, enough for this company's brain trust.
Another World-Changing Innovation... on the Way
While it continues to refine and market its AI-driven power management systems to companies ranging from e-bike-makers to mass transit firms, it's now embarked on another potentially even more disruptive project: a next-generation "e-axle" for the electric vehicle industry.
Traditional EV powertrains consist of an axle, a motor, and an inverter, all in separate housings located at different parts of the car's substructure.
The new e-axle will contain everything in a single unit, cutting down on size, weight, complexity, and mechanical inefficiency.
Of course, the motors found inside these new e-axles will feature the new smart power management system as well, bringing together an entire suite of new technologies to optimize power delivery to a wide spectrum of consumer and commercial vehicle types.
In case you're wondering, there is nothing like this anywhere on the market today... and given the company's existing relationships and collaborations with major global brands, the path to market should be quick and easy.
The problem here exists solely on the side of the establishment. EV-makers like Tesla, Rivian, and Lucid, as well as older, more established car brands now moving into the EV space, including Toyota, VW, Ford, and GM, all have their own approaches to EV powertrain design, and all of them, without exception, now face potential market obsolescence at the hands of this one company.
All the Big Automaker CEOs Are Already Scared
Just think of every car that came before the Ford Model T and every car that came after.
These new smart components will soon become the benchmark against which all others are judged, which gives today's big names three choices: They can try to build competing technologies, or they can license the tech from, or outright purchase, the company that's already mastered them.
Competing is not just costly and time-consuming, but it also comes with the added risk of potential intellectual property claims.
As many of these automakers count their market capitalizations in the tens or even hundreds of billions of dollars, whereas the Calgary-based thorn in the side I've been mentioning is worth only a couple hundred million at this point, a buyout offer is more than a little likely.
Buyouts come with all the privileges of ownership, including the ability to license (or not license) the tech to competitors.
Since the big dog in the EV game is still Tesla, I would look there as the most likely candidate.
Regardless of whether the IP is sold or licensed, however, one thing is all but guaranteed: This company is going to make a serious and permanent impact on the EV industry in the next few years.
With commercialization in sight, this could be one of the most underbought stocks out there today.
Start and Finish Your Due Diligence in Half an Hour
Like I said at the beginning, I've been writing about this company for a while now. These days, however, things are ramping up, and it looks like this story is soon going to get coverage from the mainstream press.
For that reason, it's of paramount importance that you view the following video presentation as soon as possible, because once the MSM get their hands on this story, you can kiss the microcap valuations goodbye forever. My video team put together this informative and entertaining presentation to convey all the necessary facts and stats in as short a time as possible.
You'll learn about the tech, the company, the stock, and what to expect in the near term and midterm.
Don't wait for this to wind up on Yahoo Finance.
If you do, you'll have already missed the bus. Get instant, registration-free access right here.
Fortune favors the bold,
Alex Koyfman
Investment Director, Microcap Insider
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