Microvast WKN: A3CV9D ISIN: US59516C1062 Forum: Aktien User: WALL.E
from 03/2026: The post argued Microvast had engineered a turnaround through a structured joint venture with Oshkosh Corporation (NYSE:OSK | OSK Price Prediction) Oshkosh Corporation to activate its Clarksville, TN factory, pointing to equipment imports, M&A-focused hiring, and tax credit mechanics. The author held 90,000 shares with a $17 price target. The earnings miss erased that optimism fast. The bullish case rested on three pillars: US revenue grew 173% year-over-year, though the CFO attributed this largely to customers accelerating deliveries ahead of tariff uncertainty, not organic demand growth A $169 million financing raise and insider ownership around 29.7% signaling management’s commitment to the long-term build The Clarksville factory, activated through a JV structure, would qualify for IRA 45X credits of $10 per kWh for domestic battery pack assembly, creating a structural cost advantage over imported alternatives https://247wallst.com/investing/2026/03/20/mvst-stock-is-down-46-this-year-and-a-32-5m-inventory-hit-explains-a-lot/
Aber das Thema wurde doch ausreichend behandelt, seit bekanntwerden dieser Klage ist der Kurs gestiegen. Also hat es keinen wirklich interessiert. Was jetzt wieder statt findet ist auf fehlende News zurückzuführen, wäre mal interessant ob die großen die vor 2 Wochen gekauft haben auch darunter sind. Ich denke nicht.
from 03/2026: The post argued Microvast had engineered a turnaround through a structured joint venture with Oshkosh Corporation (NYSE:OSK | OSK Price Prediction) Oshkosh Corporation to activate its Clarksville, TN factory, pointing to equipment imports, M&A-focused hiring, and tax credit mechanics. The author held 90,000 shares with a $17 price target. The earnings miss erased that optimism fast. The bullish case rested on three pillars: US revenue grew 173% year-over-year, though the CFO attributed this largely to customers accelerating deliveries ahead of tariff uncertainty, not organic demand growth A $169 million financing raise and insider ownership around 29.7% signaling management’s commitment to the long-term build The Clarksville factory, activated through a JV structure, would qualify for IRA 45X credits of $10 per kWh for domestic battery pack assembly, creating a structural cost advantage over imported alternatives https://247wallst.com/investing/2026/03/20/mvst-stock-is-down-46-this-year-and-a-32-5m-inventory-hit-explains-a-lot/
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| 1 | Iris Energy | -7,93 % | |
| 2 | Volatus Aerospace (Offener Austausch) | -0,03 % | |
| 3 | LUFTHANSA Hauptdiskussion | -0,69 % | |
| 4 | SIVERS IMA HLDG Hauptdiskussion | -12,26 % | |
| 5 | PLUG POWER Hauptdiskussion | +3,44 % | |
| 6 | Strategy Short | +10,87 % | |
| 7 | RHEINMETALL Hauptdiskussion | +4,42 % | |
| 8 | PERNOD RICARD Hauptdiskussion | -1,49 % | |
| 9 | Critical Infrastructure Technologies Hauptdiskussion | -26,53 % | |
| 10 | TAKKT Hauptdiskussion | -0,52 % | Alle Diskussionen |