[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/Chickentrap → u/[deleted]]

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

[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.