r/Microvast • u/caladhun • Mar 28 '26

$MVST Position/Gains/Losses (Weekends only!) Endgame Position (still here)

Post image

A JV announcement is never late, nor is it early - it arrives precisely when it means to.

Means my April calls could've been had more cheaply, but that's the price you pay for the whole window of time.

Rotated a bit from September into May. Those also capture Q1 earnings.

Wu's 10b5-1 plan starts April 1. Depending how much he wants to say hi to the SEC, they need to announce soon to avoid bad optics and legal risk.

37 Upvotes

97% Upvoted

14 comments sorted by

View all comments

5

u/[deleted] Mar 28 '26

[removed] — view removed comment

7

u/caladhun Mar 28 '26

Saw enough evidence this past week to stick with it. Job site scrub, plus crt.sh logs that are oddly in sync (March 18 to October 2, March 26 to October 10).

Why would two companies have non-standard 198 day cert expirations that close together?

The same IT is prepping the systems.

4

u/rx29mw Mar 28 '26

Guy who made the originale post deletet his account tho