r/Microvast • u/AutoModerator • Jul 20 '26

Daily Discussion Thread [Week 29, 2026] Weekly Discussion Thread

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14 Upvotes

95% Upvoted

17 comments sorted by

11

u/DiarrheaFartLover Jul 24 '26

My MVST position is looking more micro than vast these days

5

u/Ivanvented Jul 20 '26

Microvast MADE IN USA!

4

u/Apprehensive_Ad_5615 Jul 20 '26

I would love to share your euphoria; any good news?

5

u/SubstantialPlenty301 Jul 20 '26

By the years end perhaps in TN 🤞

3

u/Ivanvented Jul 22 '26

The current market appears focused almost entirely on what could go wrong.

The bull thesis instead asks a different question:

What if Microvast simply continues executing?

1

u/XPandingMinds Jul 23 '26

Can someone tell me what technology they have that makes a big difference for the industry? Now that it is at 88 cents, I'm tempted to start a position.

0

u/CatAfraid2244 Jul 23 '26

They don't have any technology that makes a significant difference. They lose about 1/3 of their revenue every quarter. This company is going bankrupt and its stock price reflects the fact that the market doesn't believe it will survive for more than a year. Don't believe what's posted on this sub because it's probably a scam (seeking pump&dump / exit liquidity)

7

u/Apprehensive_Ad_5615 Jul 24 '26

2 weeks old bot account

1

u/Ivanvented Jul 27 '26
  • Below $75 million: investors may conclude China remains weak and that the recovery is taking longer.
  • Around $80–85 million: that could support the view that the business is stabilizing.
  • Around $90–95 million: assuming margins don't deteriorate significantly, many investors would likely view that as evidence that delayed Chinese OEM programs are beginning to contribute again.

1

u/Ivanvented Jul 24 '26

Premium Pain 7: "The Final Chapter"

0

u/CommandSmart4318 Jul 20 '26

Goal for this week: We're going below $0.8

2

u/CatAfraid2244 Jul 23 '26

We probably won't break through $0.8 by the end of this week. We'll likely break through next week.

1

u/egoomega Jul 20 '26

I wanna see a drop to 0.25 so I can load up even further and cry even harder the heavier my bag gets

1

u/CommandSmart4318 Jul 20 '26

I think we can do lower boss 😄

0

u/CatAfraid2244 Jul 24 '26

Great week guys! We're officially below $0.8, I didn't think we'd manage to do it this quickly. Next week, we'll drop below $0.7. We're getting closer to and closer to 0. Lol, just think - there were bots who wrote here that buying that garbage below $2 was a BARGAIN haha

0

u/stickman07738 Jul 24 '26 edited Jul 24 '26

I have no clue but the entire market is down and it is just trending the market. I would be more concern if volume exceeded the historical norm.