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re: My WKHS cost basis is $38.57. Should I hold or sell?
Posted on 3/2/21 at 8:09 am to Street Hawk
Posted on 3/2/21 at 8:09 am to Street Hawk
How many players are attempting to serve the commercial light/medium duty space with a dedicated BEV? Not many. Really none other than WKHS. I think they will carve out a very profitable niche, and they have plenty of mfg capacity via RIDE. The USPS thing is DOA, don't even pay it any attention, unless you want to buy more WKHS during the inevitable dips as people start to realize USPS isn't happening. OSK has never and will never effectively serve the broader commercial market. They will be like Grumman was with the LLV - they'll do this van for USPS, then back to other defense contracting.
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