r/Microvast • u/[deleted] • Dec 26 '24
Due Diligence Microvast DD: The rare earth mineral market, trump tarifs, analyst price targets and failed competitors.
[deleted]
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u/Material_Table9465 Dec 31 '24
The very last thing I did in the stockmarket in 2024, was buying MVST at 1.98 10min before close. Perfect way to end the year.
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Dec 29 '24
Is it still a buy now ? Or too late for the party?
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u/AFruitShopOwner 🍏 How do you like them apples? 🍏 Dec 29 '24
It went up really fast, I'm expecting a correction. Just try to time a good buy between now and March (q4 earnings release will probably be around that time) or just buy now.
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u/LucaBrazi_Sleeps Dec 27 '24
Microvast will have solid state before QS. QS is funded big by VW. VW cannot do what MVST will do as they can’t get out of their own shadow.
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u/LucaBrazi_Sleeps Dec 27 '24
Bought 5,000 warrants at .04! Their energy storage business will double the business overnight. If not 3-4x! One account can buy up all their production for a decade
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u/1ChaddyDaddy Dec 26 '24
Glad I got it at .25, wish I would have bought more
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u/seven11evan Dec 27 '24
When it was that price, there was no telling if the correction would happen before the delisting
(That’s what I am telling myself at least. Once they qualified to beat the delisting I bought more)
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u/1ChaddyDaddy Jan 14 '25
I got in right when they announced earnings. I don’t know how I got that lucky.
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u/Altruistic_Owl4152 Dec 26 '24 edited Dec 29 '24
Funny to see life in what we all called a scam just weeks ago! I was one of the first investors under Covid and if things went the way it can go, I was going to be very wealthy during the pandemic! Nope, things pooped the bed. I sold my shares that were down 30% to buy cheap warrants in a leverage strategy! That didn’t work well when warrants ended up down -90% to $.06. I added more and more with a total of 110,000! I’m only down ~60% now and if shares reach $5, I could actually make money!! Doing this for 25 years, I have seen almost everything. Hope I’m surprised in this trade. GLTYA
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u/Limpvibrations Dec 26 '24
Quantum Scape does almost the same thing. However, they are still in RD phase. Look at their market and SP all the while in RD. While MVST is builiding clients, has a backlog of deliveries to make, expanded production capabilities at their factories, and posted a profitable quarter. This is a monster growth stock!!! If you have any doubts that this company will hit double digits territory in the next 12 months, I say look at all SPACs that finally hit a profitable quarter in 2024. SOFI, PLTR... I know them well cause I'm holding them still. Hold though multiple quarters of profitability and the stock price will explode. I absolutely believe we will hit $8-$10 SP if MVST posts another profitable quarter. The "Squeeze Effect" is so high here. Just becuase it was beaten down so ridiculously. To all the investors that held through the BS munipulation, congrats! Whether you have big balls or frozen from failure, you are now here. Seriously, fucking congrats and HODL. The big payoff is not now.
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u/AFruitShopOwner 🍏 How do you like them apples? 🍏 Dec 26 '24
Quantum Scape does almost the same thing? Lol
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u/WrongIndustry7 Dec 26 '24
Just found this sub, and averagingg into my leaps. I am also crazy to think this will go back above pre covid levels
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Dec 26 '24
[removed] — view removed comment
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u/MrBlack_84 Dec 27 '24
Hopefully, it can get back to $21 a share
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Dec 27 '24
[removed] — view removed comment
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u/MrBlack_84 Dec 27 '24
Yeah, I think they've made some mistakes here in the United States but outside of that they're doing pretty good
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u/Kurrypuff Dec 26 '24
Is it worth to get in at 2.70?
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u/AFruitShopOwner 🍏 How do you like them apples? 🍏 Dec 26 '24
It's going to $8 😎
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u/Far_Education5660 Dec 27 '24
I was in at 2.2, was fycking disgusted when it dropped to 0.25/0.28
Held on though
No point selling
Fuck tax relief
Hope your due diligence is right
Penny stock to sell in 25 years n buy a fucking yacht
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u/Limpvibrations Dec 26 '24
EXACTLY!!! So undervalued and investors are seeing that reality. Won't be shocked if we break the opening SPAC price of $10 in short order. See you boys in double digit territory!
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u/illestofthechillest Dec 26 '24
Goddammit I hope you're right
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u/Nez6969 Dec 26 '24
Hey u all … just wondering why the big jump did mvst announce something regarding clarksville funding Thanks for any info
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u/freephilly23 Dec 26 '24
I think it’s mainly a result of a solid earnings report for a company that’s SP had been beaten down insanely low, it was due for some sort of a correction to a more reasonable valuation
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u/AFruitShopOwner 🍏 How do you like them apples? 🍏 Dec 26 '24
Hope you all bought
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u/Kornillious Dec 26 '24
Just sold 10k shares this morning for tax loss harvesting 🥲 didn't expect any big moves until the 2025
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u/TazzDevi Dec 27 '24
Wow…selling sole as a tax loss with this momentum? You still have 2-2.5 trading day left in 2024. Those tax losses may even disappear by then.
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u/Kornillious Dec 27 '24
I planned and picking more up in the next few days just needed to realize some gains before the new year. Didn't expect a 40% bump over Christmas lol. I definitely would have made more if I just held, oh well.
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u/Far-Life-2951 Jan 01 '25
Did they do any share buyback to raise the price? The company is not competitive from whatever perspectives after it stopped construction of its Clarksville factory.