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Beerinthepocket
LSU Fan
Dallas
Member since May 2011
727 posts

re: General Lee's NVVE
Is the tiger droppings share holder block voting “for” on these two proposals? Sounds like we have to for the Stonepeak and Evolve transaction to proceed.


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
Yes we are voting for it.


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GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
Just hit $13.40....


igoringa
LSU Fan
South Mississippi
Member since Jun 2007
11671 posts

re: General Lee's NVVE
Nice!

I closed my sold $22 calls for under $1 last week - that was sweet
This post was edited on 6/21 at 2:53 pm


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
Yep nothing like shaving your cost basis off by $1/share with almost no risk...


Beerinthepocket
LSU Fan
Dallas
Member since May 2011
727 posts

re: General Lee's NVVE
Anyone have any insights into this bipartisan infrastructure bill related to whether or not NVVE would benefit?

I see a line items listing $15 billion for Electric Vehicles - Infrastructure and buses/transit and $73 billion for power infrastructure. I haven’t seen a detailed breakdown of what both of these include though.


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
The $ that really move the needle for NVVE would be the $ the bill allocates to converting the school bus fleet to electric.


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
$13.76, nice!


igoringa
LSU Fan
South Mississippi
Member since Jun 2007
11671 posts

re: General Lee's NVVE
General - you mentioned in another thread you did some trimming of NVVE. You still holding to your thesis?

I am trimming a little too but still am long and strong.



GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
Yes, still very committed. But I overallocated on the dip to $8 so lightened up a bit after it mooned as it was a very high % of my portfolio at that point. It’ll be a $30+ stock within a year or so.


Beerinthepocket
LSU Fan
Dallas
Member since May 2011
727 posts

re: General Lee's NVVE
10% dip on no news that I can find. Anyone know what the deal is?


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Beerinthepocket
LSU Fan
Dallas
Member since May 2011
727 posts

re: General Lee's NVVE
JV Finalized

Looks like NVVE finalized the JV, but it hasn’t popped up that high. ~2% bump


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10
igoringa
LSU Fan
South Mississippi
Member since Jun 2007
11671 posts

re: General Lee's NVVE
Any thoughts on earnings release?

Just listening to call now... more of a 'story' quarter then anything


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
Yeah I expected this for Q2... not expecting huge revenues until Q2 2022. Contracts will take time to materialize into revenues. I’d be buying NVVE before SLI at the current price level of each.


Lightning
LSU Fan
Texas
Member since May 2014
585 posts

re: General Lee's NVVE
You mentioned a few months ago that you thought warrants were a better bargain than actual shares at that point - still the case?


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
I’d say that my opinion on that has changed a little towards commons. Thought about this a lot and with commons you can earn extra income on your shares through writing covered calls and doing fully paid lending. And with warrants you lose the ability to determine when the taxable event occurs. So I think at this juncture commons are a better bet in your brokerage account while in other tax advantaged accounts, it’s probably a draw between commons and warrants.


supadave3
LSU Fan
Houston, TX
Member since Dec 2005
26031 posts

re: General Lee's NVVE
Well, I’ve wanted to make another move in electric vehicle industry and chose this one with you. In for 20 shares. I’m no millionaire like you.


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go ta hell ole miss
New York Yankees Fan
Member since Jan 2007
10355 posts

re: General Lee's NVVE
Any thoughts on an entry point here?


GeneralLee
LSU Fan
Member since Aug 2004
11533 posts

re: General Lee's NVVE
Anything sub $10 is great, sub $11 is very good.


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igoringa
LSU Fan
South Mississippi
Member since Jun 2007
11671 posts

re: General Lee's NVVE
Anything driving today's action - I know it is risk on day but this is over performing.


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