BorgWarner Inc (NYSE:BWA)

$ 37.09 -0.54 (-1.44%) Market Cap: 8.45 Bil Enterprise Value: 11.30 Bil PE Ratio: 14.05 PB Ratio: 1.47 GF Score: 84/100

BorgWarner Inc at Wolfe Research Global Auto, Auto Tech, and Mobility Conference Transcript

Feb 25, 2020 / 01:00PM GMT

Release Date Price: $27.07 (-4.32%)

Transcript

Rod Avraham Lache

Wolfe Research, LLC - MD & Senior Analyst

Okay. It's 8:00 sharp. We're ready to kick things off. On behalf of Wolfe Research, I'd like to welcome everybody to our 2020 Auto Tech -- Auto and Auto Tech Conference. We think it's a particularly interesting time to be gathering here not only because of questions about the threats like China and coronavirus and European regulatory pressure, we think that there's something even bigger underway. We think that right now, in 2020, we're at the edge of some very disruptive changes that has been in the works for decades. Until now, the investment community has kind of viewed these changes as down-the-road issues, really not very relevant for stock picking, but that's all now changing. And it's changing because it's going to be in this decade that EVs will inflect.

In June of 2008, Pat Nolan, who is now Head of Investor Relations at BorgWarner; Dan Galves, who's my partner covering auto 2.0 research, and I wrote a report in which we predicted that by the mid-2020s, battery electric vehicles are going to reach cost parity with internal

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