Microvast - Technology Innovator of Li-ion Batteries

Osakkeet
361

Hyvin on kurssi hönkinyt ylöspäin viime aikoina. Onko joku tarkemmin seurannut yhtiötä ja osaisi jakaa tilannetietoja?

362

Grokin tekemä kooste - itse myin omani tässä nousussa pois, kun pääsin IPO:n jälkeen plussalle. Seurannassa kyllä.

  • Financial Performance: Microvast reported a significant year-over-year revenue increase of 26.6% in the third quarter of 2024, reaching $101.4 million. The company achieved profitability with a net profit of $13.2 million compared to a net loss in the previous year. Their gross margin improved to 33.2% from 22.3% in Q3 2023. Additionally, Microvast established positive Adjusted EBITDA of $28.6 million for the same period.

  • Strategic Outlook: For the full year 2024, Microvast targets a revenue growth of 15-18% with Q4 guidance set at $90-95 million, aiming to maintain a gross margin between 25-30%. The company continues to invest in R&D for new product development, including the ME6 ESS container solution, enhanced silicon-based cells, and solid-state batteries. They are also focusing on expanding strategic partnerships to bolster revenue streams in line with global energy transformation.

  • Innovation and Patents: Microvast has been active in innovation, with a new patent announced for battery packs and devices aimed at reducing temperature inside storage chambers, which reflects their ongoing commitment to improving battery technology and safety.

  • Market Sentiment and Trading: There’s been bullish sentiment around Microvast’s stock, with significant trading volumes in options and discussions on platforms like X about the company’s undervaluation in the battery sector, comparing it with other companies in terms of market cap and revenue.

  • Operational Efficiency: The company announced an increase in efficiency by 5%, which is part of a major push to improve end-of-year numbers, with expectations to surprise the market positively in Q4

4 tykkäystä
363

https://ir.microvast.com/news-releases/news-release-details/microvast-announces-breakthrough-true-all-solid-state-battery

Pre-marketissa hyvin positiivinen reaktio edistymiseen solid state -rintamalla (tällä hetkellä +32%).

5 tykkäystä
365

Paitsi uutinen tuli jo eilen ennen avausta. Nyt tää trendaa wsb:llä…

366

NYSE oli eilen kiinni, eli tänään ensimmäinen päivä uutisen jälkeen.

Ihan mielenkiintoinen uutinen, en aiemmin tiennyt SSB:n ja ASSB:n eroa. Mielenkiinnolla odottelen et saavat tuotantopilotin tehtyä :grin:

5 tykkäystä