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re: AT picks, where are they now?

Posted on 3/10/21 at 12:54 pm to
Posted by playmakers in space
Member since Sep 2018
1259 posts
Posted on 3/10/21 at 12:54 pm to
quote:

I don't believe WKHS was an AT pick to begin with


No, it was definitely one of his picks. And it was one of his more confident picks at that. He even doubled down on his support after they missed on the USPS contract.
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
31314 posts
Posted on 3/10/21 at 12:55 pm to
And I think he was on WKHS when it was in the single digits.
Posted by CarRamrod
Spurbury, VT
Member since Dec 2006
57472 posts
Posted on 3/10/21 at 1:05 pm to
quote:

The only one I am not particularly high on is WKHS.

why is that? have you done any DD on WKHS?
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
75277 posts
Posted on 3/10/21 at 1:06 pm to
That’s not true. Several times AT mentioned that a lot, if not all of his picks were long term holds and not pump and dump.
Posted by CarRamrod
Spurbury, VT
Member since Dec 2006
57472 posts
Posted on 3/10/21 at 1:12 pm to
quote:

His 90 day moonshots thread was straight up deleted but the picks were MVIS, WKHS, ZOM, and TSNPD. They’re all down substantially from the thread date in February, but there’s still still a couple months to go for the 90 days,
quote:

They’re all up since he first mentioned them though,
which is it? the only one im not up in is WKHS because i got in later.

up 115% in zom
up 162% in tsnp
down 50% in WKHS.


I didnt even get it right when he brought up these stock. so they are WAY higher than when he brought them to the board. You need to get over your little hissy fit about him.




and BTW WKHS was 100% getting that contract until politics got involved. Which you see that now with other politicians calling this out. They were the only entry that submitted a products based on the criteria in the RFP. ANY other contract, the submittals that didnt follow criteria would have been thrown out.
Posted by CarRamrod
Spurbury, VT
Member since Dec 2006
57472 posts
Posted on 3/10/21 at 1:13 pm to
quote:

AT picks, where are they now?


in the red
liar.
quote:

just butt hurt?


most definitely
you and slacker are 100% butthurt.
Posted by CarRamrod
Spurbury, VT
Member since Dec 2006
57472 posts
Posted on 3/10/21 at 1:13 pm to
quote:

WKHS was a disaster. Not his fault I suppose, but it wasn’t a good pick.

you know absolutely nothing. read up before you make wild claims like this.
Posted by CajunTiger78
Member since Aug 2017
2528 posts
Posted on 3/10/21 at 1:28 pm to
Doubled on SNDL and ZOM twice. Sold rest of SNDL holding my original investment in ZOM long term
Posted by playmakers in space
Member since Sep 2018
1259 posts
Posted on 3/10/21 at 1:29 pm to
quote:

why is that? have you done any DD on WKHS?


I have. And I'm not particularly high on it. I'm not really high on any of these North American EV plays to be honest. A lot of over-promising and under-delivering with these companies.

I did tell you I was a n00b, though. What do I know?

Posted by ReadyPlayer1
Clown World
Member since Oct 2020
1063 posts
Posted on 3/10/21 at 1:48 pm to
The only ev play that I like. (non tsla) is Lion Electric as far as been having vehicles. I was in workhorse but had got out just had a bad feeling and didn't like the fact that I couldn't find anything about their assembly line.
Posted by tigerpimpbot
Chairman of the Pool Board
Member since Nov 2011
67021 posts
Posted on 3/10/21 at 1:54 pm to
quote:

WKHS


Class action incoming. I saw there were articles saying the postmaster said WKHS never had a chance at getting the USPS contract despite what the company was putting out in the press etc
Posted by CarRamrod
Spurbury, VT
Member since Dec 2006
57472 posts
Posted on 3/10/21 at 2:11 pm to
quote:

I have. And I'm not particularly high on it. I'm not really high on any of these North American EV plays to be honest. A lot of over-promising and under-delivering with these companies.

I did tell you I was a n00b, though. What do I know?

no prob. and yea i totally understand the OP-UD. but the play here was a grand slam. EVERYONE in the business knew it was going to WKHS because of the proposals. and politics got involved that fricked everything up. Lawsuits are on the way there.

But because of legislation EV companies will boom.... we are gambling on who all it is going to be.
Posted by go ta hell ole miss
Member since Jan 2007
13664 posts
Posted on 3/10/21 at 2:15 pm to
Up 112% in ARBKF
Up 102% in TSNPD
Down 56% in WKHS
Up 24% in ZOM and sold.
This post was edited on 3/10/21 at 2:18 pm
Posted by CarRamrod
Spurbury, VT
Member since Dec 2006
57472 posts
Posted on 3/10/21 at 2:19 pm to
quote:


Class action incoming. I saw there were articles saying the postmaster said WKHS never had a chance at getting the USPS contract despite what the company was putting out in the press etc

the postmaster wasnt choosing the contract and from everything i have read the RFP required an all electric vehicle. Doesnt matter if it is impractical or if the PMG says it is impractical. here is your link on the class action
LINK


here is the links with legislators trying to halt the selection.
LINK LINK
This post was edited on 3/10/21 at 2:21 pm
Posted by TheChosenOne
Member since Dec 2005
18532 posts
Posted on 3/10/21 at 2:25 pm to
What criteria in the NGDV RFP did the other proposals, or specifically Oshkosh, not meet and can you link that info?

When I did DD on WKHS over the summer when it was brought up in the watchlist thread, all I saw in the RFP was specs on vehicle size, functionality, maintenance, and emission standards -- EPAct and EISA compliant.


ETA: Basically what I'm saying is I didn't see anything that said it had to be EV or hybrid only.
This post was edited on 3/10/21 at 2:36 pm
Posted by tigerpimpbot
Chairman of the Pool Board
Member since Nov 2011
67021 posts
Posted on 3/10/21 at 2:26 pm to
The firm I saw was a different firm. Nobody will get anything from it but the lawyers anyway
Posted by High C
viewing the fall....
Member since Nov 2012
54017 posts
Posted on 3/10/21 at 2:30 pm to
quote:

Doubled on SNDL


As did I. Could have tripled but played it a bit safe.
Posted by Ballstein32
Member since May 2020
368 posts
Posted on 3/10/21 at 2:33 pm to
If I only lost about 6k should I even bother? It says if you lost 100k or more you should contact them...or am I too small a fish in this fight?
This post was edited on 3/10/21 at 2:41 pm
Posted by jchamil
Member since Nov 2009
16549 posts
Posted on 3/10/21 at 2:34 pm to
quote:

Doubled on SNDL and ZOM twice. Sold rest of SNDL holding my original investment in ZOM long term



Was SNDL one of his as well? I made a little over 300% and sold on that, forgot if it was one of his. Thanks AT
Posted by CarRamrod
Spurbury, VT
Member since Dec 2006
57472 posts
Posted on 3/10/21 at 3:14 pm to
i dont remember. but i though it said that there had to be an all Electric option. and workhorse was the only proposal that had that.
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