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/
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| 1 | Diginex | ±0,00 % | |
| 2 | bitcoin&gamestop | -1,23 % | |
| 3 | Security der nächsten Generation | -1,78 % | |
| 4 | BLOOM ENERGY A Hauptdiskussion | -4,72 % | |
| 5 | Metaplanet | +4,01 % | |
| 6 | NVIDIA Hauptdiskussion | +4,03 % | |
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| 10 | MICRON TECHNOLOGY Hauptdiskussion | -1,24 % | Alle Diskussionen |