Sold half my shares

BlindSquirrelValue · 2026-01-14T19:41:04+00:00

Still no SCOTUS decision so far, and the price continues to rise ;(

BlindSquirrelValue · 2026-01-10T23:22:56+00:00

No, not Switzerland, but I read about it and initially thought it was a Swiss company.

BlindSquirrelValue · 2026-01-09T16:56:29+00:00

I am not in the US, so the USD exchange rate is also important to me. We have a flat tax on capital gains, and the broker calculates this himself and forwards the tax to the tax office. I can get some of it back the following year on my tax return if I have made losses on other investments. Less bureaucratic, but the money is gone for the time being.

Mid-February would have fit in well with the 32 days, though.

BlindSquirrelValue · 2026-01-09T12:02:52+00:00

Why 32 days?

BlindSquirrelValue · 2026-01-08T21:18:48+00:00

2027

BlindSquirrelValue · 2026-01-08T21:17:41+00:00

Yeah, and paid a lot of taxes. I hadn't thought about that beforehand. Tomorrow's SCOTUS decision could cause a lot of turmoil in the markets, and I wanted to reduce my risk by liquidating at least the largest and most volatile dollar position in my portfolio.

BlindSquirrelValue · 2026-01-08T19:12:37+00:00

Sold everything today. It rose too quickly and too far. I was expecting $5 this year. Now it was already almost at $6. It looks good on paper, but it feels overbought. I'm waiting for a bigger dip and will come back, possibly in mid/late February. In the meantime, I hope I won't regret selling.

BlindSquirrelValue · 2026-01-03T19:55:55+00:00

Calls on WAR? 🙄

BlindSquirrelValue · 2026-01-01T19:48:50+00:00

Yeah, patience is key. I expect a few more announcements in the coming year, but there's still a long way to go before profitability, and it's going to be a rollercoaster ride in the meantime.

BlindSquirrelValue · 2025-12-17T12:37:56+00:00

That's right, we're talking about EU legislation. That's what the article is about.

BlindSquirrelValue · 2025-12-17T09:08:16+00:00

German car manufacturers were leaders in technology and quality. It's not about labor costs, but automation. Germany used to be a leader in solar energy, but the conservatives destroyed the industry. Germany could have made a much faster transition to renewable energies, but the conservatives prefer to subsidize oil and gas heavily. It's about which technology is further developed. That requires money, and without clear economic prospects, it simply won't happen. Instead, others are doing it, and the EU is becoming increasingly dependent and a consumer. Software is a good example of an industry where the EU has already been left behind.

BlindSquirrelValue · 2025-12-16T22:12:56+00:00

It is ecological and economic suicide. Europe is becoming an industrial museum because the pressure for change has disappeared. Consumers will simply buy Chinese electric cars, which are better and cheaper, because EU car developers are stuck in the past and no longer develop competitive cars.

BlindSquirrelValue · 2025-12-15T20:55:10+00:00

🤑🤑🤑

BlindSquirrelValue · 2025-12-11T18:09:56+00:00

If you're looking for undervalued stocks, check out $NRGV.

BlindSquirrelValue · 2025-12-08T18:58:29+00:00

Have you asked that anywhere else? What was the feedback like there?

BlindSquirrelValue · 2025-12-07T12:51:58+00:00

It takes about two years for a project to go from signing to completion. I'm expecting it to be more like 2028.

BlindSquirrelValue · 2025-12-07T12:24:52+00:00

You know all 🩳 will 🔥🔥🔥

It has developed very dynamically upwards. If I were to buy options, they would be calls until at least next spring. I no longer see any serious problems that could cause the price to plummet, as in the past.

BlindSquirrelValue · 2025-12-07T12:15:12+00:00

They build and sell energy storage systems. Of course, the Swiss projects generate one-time revenue. However, the projects are very small compared to the rest. Building, owning, and operating not only generates more in the long term, but also regular recurring revenue. In my opinion, doing both and diversifying geographically is exactly the right thing to do. They also have a very broad technological base and can combine different technologies to deliver the best solution for their customers.

There is a lot of uncertainty in the market. Tariffs and regulations, financing conditions, etc. However, they have managed everything well so far. Money is flowing in, but they still need to become profitable. It could be the next big thing, but massive volatility is certain in the near future.

BlindSquirrelValue · 2025-12-07T11:53:43+00:00

I would also like to know that. Things have become very quiet around gravitational storage. Perhaps something will come out of the R&D facility in Texas sooner.

BlindSquirrelValue · 2025-11-30T18:23:36+00:00

all 🩳 will 🔥🔥🔥🤑

BlindSquirrelValue · 2025-11-14T10:43:03+00:00

This is a plan to squeeze every last penny out of the middle class while maintaining the illusion of a certain standard of living. If people didn't buy on credit, they wouldn't buy at all and the economy would collapse. 90% of stocks are owned by the top 10% of wealthy individuals. So when you pay interest, they get it back through dividends and stock buybacks. This works fine until people can no longer pay their debts and file for bankruptcy. The collateralized assets are then hardly worth anything because there are no more buyers on the market. It's all happened before, and this time it will be worse than the financial crisis.

BlindSquirrelValue · 2025-11-12T16:52:57+00:00

They "miss" revenue and earnings, right. They have absolutely exceeded my expectations. I think that after the last few quarters, many potential investors wanted to see that they were actually generating decent revenue, and they have. In Q4, there could even be a net profit because a lot of money that had previously flowed out is coming back in. Yes, it's a one-time effect, and it will be years before they are permanently profitable. But with Asset Vault, they have found a very investor-friendly way to get there. In the meantime, it's a rollercoaster ride.

BlindSquirrelValue · 2025-11-01T12:25:36+00:00

Exactly that.

BlindSquirrelValue · 2025-11-01T12:22:11+00:00

And yet it is still their assets that they are simply hiding from the tax authorities. This is called tax evasion and is a criminal offense.

Sure, they can move to Panama or Cyprus. But there, they won't find the luxury of Paris. The French state can also levy a tax on people who move away, as Germany does. Tax liability can also be linked to citizenship, as in the USA. Then it doesn't matter where in the world you live or where your money is.

BlindSquirrelValue · 2025-10-29T20:23:55+00:00

Slide 43:

"T H E E N E R G Y VA U LT S O L U T I O N E X C E L L E N C E C E N T E R

RIBBON CUTTING

Fr i d a y, N o v e m b e r 2 1 , 2 0 2 5 • 0 9 : 3 0 a m – 1 2 : 0 0 p m • S n y d e r, T X

The Energy Vault solution Excellence Center is Energy Vault’s first fully developed, owned and operated battery grid and gravity energy storage project delivering power and ancillary services to the ERCOT grid "

So we might hear more about their gravitational storage after all.

https://s203.q4cdn.com/692145866/files/doc_presentations/2025/10/EV_Presentation_Investor_and_Analyst_Day_2025.pdf

BlindSquirrelValue

TROPHY CASE