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re: ELVA - logistic batteries expanding to robotics and defense

Posted on 8/10/26 at 4:35 pm to
Posted by ynlvr
Rocket City
Member since Feb 2009
5663 posts
Posted on 8/10/26 at 4:35 pm to
Held on too long. Not heavy, but painful.
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 8/10/26 at 6:34 pm to
UGLY report.
I’m not sure what they can say tomorrow to massage 17mm revenue.
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 8/10/26 at 6:41 pm to
quote:

This thing is getting destroyed
Rightfully so. I was wrong on this one. Doesn’t look like they’re executing.

I’ll try to learn from it.
Thankfully hedged quite a bit.
Posted by NaturalBeam
Member since Sep 2007
15132 posts
Posted on 8/11/26 at 9:54 am to
Do we still like this as a long-term play or are we cutting bait here?
Posted by StonewallJack
Member since Apr 2008
1151 posts
Posted on 8/11/26 at 9:59 am to
Run
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 8/11/26 at 10:52 am to
quote:

Do we still like this as a long-term play or are we cutting bait here?

I didn't listen to the call. It could be order delays, but I think there are better opportunities so I'm not waiting around.

Not everyone is the same so they may see this as an opportunity to average down. But I believe that I'm done with this one.
Posted by Boomer Rick
Member since Apr 2021
438 posts
Posted on 8/11/26 at 11:21 am to
It is a shite company and I got downvoted like crazy for a simple expression of the truth.

There isn’t a company with a magic battery and right now with the pressures on manufacturing (see FLNC as well for a better option with problems) battery companies have huge hurdles to meet their own expectations.
This post was edited on 8/11/26 at 11:24 am
Posted by bayoubengals88
LA
Member since Sep 2007
26207 posts
Posted on 8/11/26 at 12:18 pm to
You got downvoted because you provided zero reasoning.

You gave us no reason or ability to judge your assessment, even if we wanted to.
Posted by NaturalBeam
Member since Sep 2007
15132 posts
Posted on 8/11/26 at 12:20 pm to
quote:

I didn't listen to the call. It could be order delays, but I think there are better opportunities so I'm not waiting around.
Thanks

I'm still undecided and need to go back and listen to the call, but your perspective is always appreciated!
Posted by Boomer Rick
Member since Apr 2021
438 posts
Posted on 8/11/26 at 1:15 pm to
Just a quick hitter. No explanation should be needed to tell you a sub 1 billion battery company in 2026 is dog shite.
This post was edited on 8/11/26 at 1:16 pm
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