MVST Microvast Holdings Inc

$MVST Rare photo of MVST OGs telling stories about how they could have struck it rich it if the DOE hadn't done them dirty back in the day:

$MVST Well this is interesting... Microvast filed a trademark for THORVENA on Oct 8 (last week). Its category: IC 009: Lithium secondary batteries; Rechargeable electric batteries; Battery packs; Battery packs for use with robots; Rechargeable batteries; Electric storage batteries; Batteries; Electrical power distribution units; Solid-state batteries; All-solid-state batteries; Batteries for use with robots; Power supplies. SN: 50150395 Maybe Project Athena has been moving along just fine. I'll withhold judgement on the trademark name - but it sure sounds like the unholy bastard child of someone who thought ATHENA and THOR both are cool names but are already heavily trademarked.

$MVST worth reading from The Markets Daily: As of Friday, technology was the only sector pushing to new all-time highs, while the rest of the market, including the S&P 500 itself, lagged. That is the very definition of poor market breadth, where only a single or narrow group of stocks appreciates while everything else quietly bleeds or holds lower. Early signs suggest something may be shifting, though. Long-dated Treasury bonds, as tracked by the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT), caught a brief but notable bid this past week after a punishing stretch of rising yield. I would add t the following: today's 10 year bond auction was solid and eased demand fear. A recent bounce in long-dated Treasury bonds suggests yields may be peaking or have peaked, which could trigger a rotation into oversold, rate-sensitive stocks

$MVST I open this app every morning expecting to see MVST at the top of the list 150% up pre market. Not today.

$MVST Just look at the names in this battery screen. MVST: $367.6M trailing revenue, about $240M market value. EOSE: about $214M revenue, about $1.17B market value. FAC: no reported revenue, about $642M market value. MVST trailing gross margin is 34%. EOSE is negative 84.7%. FAC has no sales to put a margin on. MVST did $40.8M of EBITDA. EOSE's was negative $284.5M. FAC's was negative $37.3M. MVST trades at 0.9x EV/sales. EOSE trades at 10.4x. MVST's book equity is $543M against a market cap around $240M. FAC's is $85M against $642M. Just look.

$MVST People screaming for 40-50cents today is the same as screaming for 10$ last October. Although baffling for me to see this much value destruction, eventually the company will demonstrate we're out of the woods and we'll see a big rerate, thats why i keep adding.

$MVST 13F filings for September are starting to drip through. Nobody huge yet. 2 new buyers (70000 shares) 2 adding to positions (8500 shares) 1 unchanged 1 cutting (6000 shares) 1 completely sold (500 shares) Net increase 72,000 shares Fully aware this isn't significant. Just trying to keep myself occupied.

$MVST I’ve had this dream that Elon decided to license the MVST battery tech for the Tesla Semi. They convinced Wu to cancel the Clarksville build a few years ago and let Tesla instead build the factory. MVST gets a nice license fee for zero cost of capital per battery pack. I was reminded of this dream because the trademark of Thorvena sounds like something Elon would come up with. No facts have been released yet that throws this dream off track. If it came true, we would launch to $1,000s per share. Is the dream too much to ask for?

$MVST why would a company that is short on cash buy a (big) corporate headquarters building instead of continuing to lease? Seems like an illogical move. Or could there be something big in the works 🤷‍♂️ 🤔

$MVST The news and radio is flooded with speculations that diesel prices will continue to increase. Maybe I'm biased but it seems like the perfect narrative to me for EV stocks to fall back into favour.

$MVST is anyone still buying. Man this stock stresses me out. All the tradeshows, dd etc over the last few months, it looks like mvst batteries are everywhere when it comes to mining trucks. I always have a feeling that WU has it all planned out but i lost 20k with tritium and this shit reminds me of it. However, if your looking down the barrel of a gun with interest rates rising and the world gone mad do you convert your 25 million USD into common shares. Thats rolling the dice and the only reason I am still here. The next earnings our pivotal.

$MVST I often times sit and ponder the question at hand, “am I retarded for not selling at $7”

$MVST you know what!? LFG! Fawk the shorts, squeeze em! Lets make it happen sooner than later. (By lets, i obviously mean people with a lot more money than me)

$MVST To everyone complaining because they bought in at $5 or $3: My first purchase was at $15, before the SPAC. F*** y** Vogal Wu, you still owe me a lot of money. 🙃

$MVST Saudi Arabia and Russia is on fire, hedge funds shorted renewables to bankruptcy. US oil industry is really cleaning up. President is actively hiding the real cost of fuel by removing taxes, and without reducing spending, all to just to keep up fuel demand so that his oil buddies can get even richer. Trump is responsible for about 40% of all US debt since it's independence. I will never forgive y'all 🥹

$MVST The thing that blows my mind most about the valuation of this isn't the book value or future potential. It's the IP. Microvast is sat on a goldmine of patents. Arguably worth more than the current market cap. It also isn't mentioned enough that US revenue was inflated in 2025 due to orders being brought forward. It made 2025 look better and 2026 look worse. The decline isn't as surprising when you take this into account. I sit here most days wondering what I must be missing. I have never seen a company have a market cap so disconnected from reality. An expanding company in an expanding market with with a global reach. By no means does this come without risk. But this cow is priced like it's already dead.

$MVST this stock can do fine without a reverse split, it just needs real EARNINGS news to bring the liquidity back in. the market hasn't really taken notice with recent announcements because they have not impacted the earnings filings yet. the company has ~5 months remaining on the first grace period, and they can get another 6 month extension after that before "delisting" becomes a real risk. not an issue.

$MVST And another, four days later. 44 packages, 6,974 kg. The electrical side of a pack. The one on the 23rd was the housings and covers. This is what goes inside them. Same forwarder on both. No notify party listed on this one, so I can't say where it's headed, but likely Clarksville. Importer address is the new Houston Briarpark building rather than Stafford. First one with the new address, which is probably just the paperwork catching up. Two parts shipments in four days. Neat.

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$MVST Hope all the companies are eyeing up electric alternatives. Only a matter of time, unless they like big losses on fuel and margins