MVST Microvast Holdings Inc

$MVST I open this app every morning expecting to see MVST at the top of the list 150% up pre market. Not today.

$MVST worth reading from The Markets Daily: As of Friday, technology was the only sector pushing to new all-time highs, while the rest of the market, including the S&P 500 itself, lagged. That is the very definition of poor market breadth, where only a single or narrow group of stocks appreciates while everything else quietly bleeds or holds lower. Early signs suggest something may be shifting, though. Long-dated Treasury bonds, as tracked by the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT), caught a brief but notable bid this past week after a punishing stretch of rising yield. I would add t the following: today's 10 year bond auction was solid and eased demand fear. A recent bounce in long-dated Treasury bonds suggests yields may be peaking or have peaked, which could trigger a rotation into oversold, rate-sensitive stocks

$MVST Another one. 48 packages, 7,874 kg, no batteries on it. The box a pack goes in and the parts that close it up. Pack line stuff. Notify party is 780 International Dr, Clarksville. Clarksville is on four records this year. A welder and a thermal paste machine in March. The gap filler that machine uses in July. The packs on the 14th. Pack parts on the 23rd.

$MVST People screaming for 40-50cents today is the same as screaming for 10$ last October. Although baffling for me to see this much value destruction, eventually the company will demonstrate we're out of the woods and we'll see a big rerate, thats why i keep adding.

$MVST With $143.1M in cash and restricted cash, expanding capacity, and Clarksville localization coming online, I see a clear path for higher revenue and better operating leverage. At MVST’s current valuation, I think the upside 📈🚀⚡

$MVST Sure the market is green at the minute but we are also seeing a comparatively larger increase compared to our peers . We also saw a sharper decline so it is needed.

$MVST Just look at the names in this battery screen. MVST: $367.6M trailing revenue, about $240M market value. EOSE: about $214M revenue, about $1.17B market value. FAC: no reported revenue, about $642M market value. MVST trailing gross margin is 34%. EOSE is negative 84.7%. FAC has no sales to put a margin on. MVST did $40.8M of EBITDA. EOSE's was negative $284.5M. FAC's was negative $37.3M. MVST trades at 0.9x EV/sales. EOSE trades at 10.4x. MVST's book equity is $543M against a market cap around $240M. FAC's is $85M against $642M. Just look.

$MVST is anyone still buying. Man this stock stresses me out. All the tradeshows, dd etc over the last few months, it looks like mvst batteries are everywhere when it comes to mining trucks. I always have a feeling that WU has it all planned out but i lost 20k with tritium and this shit reminds me of it. However, if your looking down the barrel of a gun with interest rates rising and the world gone mad do you convert your 25 million USD into common shares. Thats rolling the dice and the only reason I am still here. The next earnings our pivotal.

$MVST Saudi Arabia and Russia is on fire, hedge funds shorted renewables to bankruptcy. US oil industry is really cleaning up. President is actively hiding the real cost of fuel by removing taxes, and without reducing spending, all to just to keep up fuel demand so that his oil buddies can get even richer. Trump is responsible for about 40% of all US debt since it's independence. I will never forgive y'all 🥹

$MVST The thing that blows my mind most about the valuation of this isn't the book value or future potential. It's the IP. Microvast is sat on a goldmine of patents. Arguably worth more than the current market cap. It also isn't mentioned enough that US revenue was inflated in 2025 due to orders being brought forward. It made 2025 look better and 2026 look worse. The decline isn't as surprising when you take this into account. I sit here most days wondering what I must be missing. I have never seen a company have a market cap so disconnected from reality. An expanding company in an expanding market with with a global reach. By no means does this come without risk. But this cow is priced like it's already dead.

$MVST it's kind of crazy that literally all EV related stocks are in the dump. Can't say this is not a coordinated event with the oil industry and those invested in it, especially with Trump SPENDING BILLIONS to actually STOP renewable energy infrastructure projects.

$MVST The news and radio is flooded with speculations that diesel prices will continue to increase. Maybe I'm biased but it seems like the perfect narrative to me for EV stocks to fall back into favour.

$MVST higher lows higher highs…I’m buying and I know you are too. If you’re commenting stupid stuff about selling then you’re a liar..why would you troll this stock. We have got the goods and you know it! Have a good weekend. I’m several deep in Pina Colada’s and just bought some more..who’d have known 🤣

$MVST Long term projection of company lining up with a change in the 1 year trend of SP plummeting. It should rebound and settle much higher. Been adding through the whole dip and want to add more soon.

$MVST When you layer a 61.1 RSI, a 65.4% Bollinger Band placement, a +0.18 CMF, and 2.5x volume expansion, the technical data points to a legitimate institutional accumulation squeeze. Big players are accumulating the stock near its generational lows. A 65.6 reading on the Stochastic Oscillator for Microvast Holdings, Inc. (MVST) confirms that the stock is in a healthy, sustainable bullish momentum phase. 📈

$MVST I often times sit and ponder the question at hand, “am I retarded for not selling at $7”

$MVST this stock can do fine without a reverse split, it just needs real EARNINGS news to bring the liquidity back in. the market hasn't really taken notice with recent announcements because they have not impacted the earnings filings yet. the company has ~5 months remaining on the first grace period, and they can get another 6 month extension after that before "delisting" becomes a real risk. not an issue.

$MVST you know what!? LFG! Fawk the shorts, squeeze em! Lets make it happen sooner than later. (By lets, i obviously mean people with a lot more money than me)

$MVST To everyone complaining because they bought in at $5 or $3: My first purchase was at $15, before the SPAC. F*** y** Vogal Wu, you still owe me a lot of money. 🙃

$MVST agreed, this one's interesting. The role asks for five years building working humanoids, which can't be a long list of people. The job is the robot body. Joints, motors, balance, walking, whole body control. For a battery company, batteries barely come up. Power distribution and that's it. Ties to Wu's robot power patent from July. Humanoids are first on its list of uses. The box cuts or limits power when a robot does something unsafe. The open question is what happens to a robot that has to balance, since a walking robot falls over when it loses power. Not ideal for a safety device. This posting asks for that exact skill set: dynamics, stability, locomotion.