Been reading up on the company. Lot of strengths and I think the medium term prospects look exceptionally strong. Near term may vary on how EVs pick up.
My key doubts from a long-term standpoint are:
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Is there a threat to their business from alternate technology or design – Forum had a discussion on Hall effect sensors. I also came across a thread on twitter raising concerns around long term prospects for bimetals
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Is there a threat of more competition in the longer term (from Chinese suppliers or backward integration of biggies). I feel “this is too small” for someone to bother isn’t a good enough moat pointer. That in itself means that the market or size of the company cannot be large enough.
Great company and prospects but trying to find satisfactory answers on these two longer term concerns.