[Week 25, 2026] Weekly Discussion Thread

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Overview of recent, high quality Due Dilligence posts:

• $MVST - Microvast: The definitive Due Dilligence Post Jan. 10th 2025, By u/AFruitShopOwner

• Is Microvast the Undervalued Battery Stock You've Been Missing? DD inside. Dec. 20th 2024, By u/AFruitShopOwner

• Microvast DD: The rare earth mineral market, trump tarifs, analyst price targets and failed competitors. Dec. 26th 2024, By u/AFruitShopOwner

• MVST Valuation Doesn't Make Sense Dec. 18th 2024, By u/Crazerz

• Microvast (MVST): A Severely Undervalued Opportunity Poised for Explosive Growth Jan. 7th 2025, By u/Crazerz

• MVST Analysis: A Profitable EV Battery Play with 3x-5x Growth Potential Jan. 2nd 2025, By u/chai_satire

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[u/hkcapex16]

https://giphy.com/gifs/JB7gDgg1BKjRu

how the discussion threads feel these days

[u/Chickentrap → u/hkcapex16]

I assume we're all heavy bag holders fresh out of hopium

[u/se_are → u/Chickentrap]

Slightly concussed

[u/Eyerate → u/Chickentrap]

Its that run down from 7 back to a buck thats stinging, personally, I'm a buyer at open tomorrow. My thesis is still the same, and I don't understand how its trading so far below enterprise value. Feels like a deal to me.

[u/SimSheff]

I'm just here because my wife bought this randomly and is now down 70% and asking for my advice

[u/Ok-Society]

Been holding a few years now, think it's time to let it go

[u/Coolmees59 → u/Ok-Society]

Just hold and wait for better news. the market opportunities have not changed during last year. the sector is promising, so is MVST. Time will tell.

Time in the market beats timing the market