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Started By
Message
re: General Lee's NVVE
Posted on 6/17/21 at 9:02 am to GeneralLee
Posted on 6/17/21 at 9:02 am to GeneralLee
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.
1
Posted on 6/17/21 at 9:20 am to Beerinthepocket
Yes we are voting for it.
Posted on 6/21/21 at 2:49 pm to igoringa
Just hit $13.40.... 
Posted on 6/21/21 at 2:51 pm to GeneralLee
Nice!
I closed my sold $22 calls for under $1 last week - that was sweet
I closed my sold $22 calls for under $1 last week - that was sweet
This post was edited on 6/21/21 at 2:53 pm
Posted on 6/21/21 at 2:53 pm to igoringa
Yep nothing like shaving your cost basis off by $1/share with almost no risk...
Posted on 6/24/21 at 6:22 am to GeneralLee
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.
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.
Posted on 6/24/21 at 7:02 am to Beerinthepocket
The $ that really move the needle for NVVE would be the $ the bill allocates to converting the school bus fleet to electric.
Posted on 6/24/21 at 9:34 am to GeneralLee
$13.76, nice!
Posted on 6/24/21 at 2:13 pm to GeneralLee
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.
I am trimming a little too but still am long and strong.
Posted on 6/24/21 at 2:22 pm to igoringa
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.
Posted on 7/16/21 at 12:22 pm to GeneralLee
10% dip on no news that I can find. Anyone know what the deal is?
Posted on 8/4/21 at 11:55 am to GeneralLee
Posted on 8/12/21 at 4:56 pm to GeneralLee
Any thoughts on earnings release?
Just listening to call now... more of a 'story' quarter then anything
Just listening to call now... more of a 'story' quarter then anything
Posted on 8/12/21 at 5:11 pm to igoringa
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.
Posted on 8/12/21 at 9:34 pm to GeneralLee
You mentioned a few months ago that you thought warrants were a better bargain than actual shares at that point - still the case?
Posted on 8/12/21 at 10:46 pm to Lightning
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.
Posted on 8/13/21 at 6:50 am to GeneralLee
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.
Posted on 8/16/21 at 5:21 pm to igoringa
Any thoughts on an entry point here?
Posted on 8/16/21 at 6:12 pm to go ta hell ole miss
Anything sub $10 is great, sub $11 is very good.
Posted on 9/2/21 at 2:54 pm to GeneralLee
Anything driving today's action - I know it is risk on day but this is over performing.
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