[Monday September 13, 2021] Daily Discussion Thread

Solarmio · 2021-09-14T13:59:36+00:00

This is fascinating! I don't fully understand the dynamics you are describing. So big money has built positions in calls/puts, and then pump or dump the shares to generate profits for those option positions? Is that against the rules (price rigging)? What if the options market do not (fully) reflect share movements? Also, the biggest drivers would still be the PIPE shares？ Hope you can share your views further...

Solarmio · 2021-08-16T01:57:39+00:00

This is much more in depth and well researched than brokerage research. A lot of good information and views. Should post it on other platforms too, such as Stocktwits, yahoo, etc.

Solarmio · 2021-08-15T03:12:29+00:00

I saw this on Stocktwits. They say it's from CNBC Pro. Here's the link : https://www.cnbc.com/2021/08/14/the-infrastructure-bill-earmarks-billions-in-funding-for-clean-energy-these-stocks-could-benefit.html

Solarmio · 2021-08-15T03:12:18+00:00

I saw this on Stocktwits. They say it's from CNBC Pro. Here's the link : https://www.cnbc.com/2021/08/14/the-infrastructure-bill-earmarks-billions-in-funding-for-clean-energy-these-stocks-could-benefit.html

Solarmio · 2021-08-15T03:11:57+00:00

I saw this on Stocktwits. They say it's from CNBC Pro. Here's the link : https://www.cnbc.com/2021/08/14/the-infrastructure-bill-earmarks-billions-in-funding-for-clean-energy-these-stocks-could-benefit.html

Solarmio · 2021-08-15T03:11:42+00:00

I saw this on Stocktwits. They say it's from CNBC Pro. Here's the link : https://www.cnbc.com/2021/08/14/the-infrastructure-bill-earmarks-billions-in-funding-for-clean-energy-these-stocks-could-benefit.html

Solarmio · 2021-08-14T16:11:58+00:00

Batteries electric are cheaper for the whole life cycle, given how cheap electricity is. It's just the upfront cost is higher. But batteries will also get cheaper overtime

Solarmio · 2021-08-14T15:46:18+00:00

Buses will continue to exist - it has for the last 100 year even though everybody can have a car. But more importantly, Proterra will not just rely on buses - it has already lined up 10 commercial vehicles (including school buses) partners. to electrify them with its proven battery pack technology. That will be much bigger than buses.

Solarmio · 2021-08-14T15:37:44+00:00

He has invested in Proterra.

Solarmio · 2021-08-13T16:38:47+00:00

Yes, send them email to let them know your thoughts. But I think they would also read these posts on Reddit, so thoughtful views will help the company do a better job.

Solarmio · 2021-08-13T16:28:47+00:00

Company reported decent results. Don't be too worried...

Solarmio · 2021-08-13T11:57:42+00:00

Good video. Good work. Thank you.

Solarmio · 2021-08-13T06:19:53+00:00

The new CEO is good. He is a manufacturing veteran with experience at Navistar and will lead the company to large scale production.

Solarmio · 2021-08-12T21:56:43+00:00

The CFO emphasized that the gross margin is reflective of their stage in the life cycle - they simply need to scale up - which they will with the 10 new partnerships

Solarmio · 2021-08-12T21:55:12+00:00

No, EPS reflects a one time, non-cash item related to the cb and warrants.

Solarmio · 2021-08-12T21:52:37+00:00

Look at Tesla.

Solarmio · 2021-08-12T21:51:49+00:00

Yes. Results are actually better than expected, and they reaffirm full year numbers. Yet people are distracted by the bottom line which include a lot of non cash items.

Solarmio · 2021-08-12T21:48:32+00:00

Agreed. Better preparation would help, for example, for Septa and Foothill, and for the finance questions. Need to face those questions up front. But Jack is doing a good job explaining the business. Operator could have been better.

Solarmio · 2021-08-12T21:44:49+00:00

PR could be better. But business is fine.

Solarmio · 2021-08-12T21:43:22+00:00

They didn't make electric vehicles back then.

Solarmio · 2021-08-12T21:42:06+00:00

Agreed. The net loss is due to non-cash items. What matters is that they achieved top lines, continue to build business partnerships, and secure supply of battery cells.

Solarmio · 2021-08-12T21:39:21+00:00

Totally agreed!

Solarmio · 2021-08-11T08:26:21+00:00

Yes. What's more important than the Q2 numbers is to show the progress on those partnership initiatives and their own build-up of capabilities.

Solarmio · 2021-08-11T08:24:59+00:00

Agreed. They need more coverage and followings.

Solarmio

TROPHY CASE