The Investment Thread (8 Viewers)

[LonghornSaint]

yeah i think im gonna make a CHPT/EVGO buy soon off the heels of the infrastructure bill - shoulda pulled trigger a week ago, but these charging stations are going to be everywhere in the next 5-10 years.

Looking at their Cash Flow statements, it looks like CHPT is in a much better position financially than EVGO, and that EVGO might have to dilute their stock to raise cash (at least based on my limited interpretation). What do you think of my assessment?

 

[efil4stnias]

Looking at their Cash Flow statements, it looks like CHPT is in a much better position financially than EVGO, and that EVGO might have to dilute their stock to raise cash (at least based on my limited interpretation). What do you think of my assessment?

needle to my balloon assessment. LOLOL

no i havent spent much time on EVGO just yet. CHPT i have. EVGO piqued my interest because the CEO is former Chief of Staff for Environmental Policy under Clinton and was responsible for the "Energy Star " program as well. So she knows how to navigate DC.

 

[LonghornSaint]

needle to my balloon assessment. LOLOL

no i havent spent much time on EVGO just yet. CHPT i have. EVGO piqued my interest because the CEO is former Chief of Staff for Environmental Policy under Clinton and was responsible for the "Energy Star " program as well. So she knows how to navigate DC.

Cool, I haven't pulled the trigger on any of them yet, still watching them slide after they ran up. My assessment of EVGO and CHPT was severely limited due to Yahoo finance not providing all the info.

Also looking at BLNK.

 

[efil4stnias]

Cool, I haven't pulled the trigger on any of them yet, still watching them slide after they ran up. My assessment of EVGO and CHPT was severely limited due to Yahoo finance not providing all the info.

Also looking at BLNK.

I called my broker- said has no guidance from Edward Jones on either.

Liked CHPT - said he saw back on Oct 14 they announced 5.3 million new shares to be issued but couldnt be certain that was what was putting downward pressure today ( down like 2.27 ) however, they ARE earning a profit ( $.02 per share lol )

So we have on radar for opening bell tomorrow. starts to climb, im in. continues to fall, will wait.

Said on EVGO, its a micro, so cant even trade it but does like the CEO angle w/ DC.

I was eyeing BLNK too.

I think we are a good 3-5 years away from these companies really churning out profits, so they are all long plays for me. And i think at some point, when things really heat up in EV sales, someone is gonna merge/acquire another out of a group of about 5 ( CHPT, Volta, BLNK, EVGO etc )

And while we are all looking this way....Shell and BP both have quietly made acquisitions ( Shell bought GreenLots with stated plans of 500,000 locations in 4 years and BP bought Chargemaster - largest UK )


but consider this- Chargepoint doesnt "sell" electricity- they sell/manage the stations. EVgo does both- sell the electricity and manage their stations- but just read that their main focus is charging "fleets" - Individual owners can plug in at home. But say a fleet of 15 delivery vans originate at a small warehouse, may not have the area/capacity ( without sizeable investment ) to park/charge overnite- enter EVgo. For a fee, they will set up or you bring to their location.

but then that leads me to "taking units home" - does the company say we will stipend your pay $100 mo and install home charger at our expense and you just plug in at home.

INteresting things to think as all this evolves.

 

[efil4stnias]

Rivian IP debuts at $80.

now at $109

investors just love stout EV stocks

 

[superchuck500]

Rivian IP debuts at $80.

now at $109

investors just love stout EV stocks

Most IPOs of well known names pop. Give it 30 days to see if it holds.

 

[efil4stnias]

Most IPOs of well known names pop. Give it 30 days to see if it holds.

shoot in some instances, by 3pm lol

 

[superchuck500]

shoot in some instances, by 3pm lol

Truth

 

[efil4stnias]

Welp its official.

im bathing in a massive loss in BYND.

 

[B4YOU]

Welp its official.

im bathing in a massive loss in BYND.

Ditto. I may sell PFE and BYND and walk away with only a smallish loss.

 

[Turfie]

Destiny exists in the stock market on Fridays. Not even hiding this one.

 

[efil4stnias]

Ditto. I may sell PFE and BYND and walk away with only a smallish loss.

Well im sittin on PFE- they pay divi

BYND - not sure what "smallish" is but mine is nuttn but- i already trimmed 3-4 months ago when it was wallowing around $118. But i didnt trim enough. lol

Ahhh well...this one will go into the " fuggitaboutit" drawer and ill look to see where it is 5 years from now. lol

 

[Saint_Ward]

This is interesting - a bit unexpected.

 

[Rickboy]

I bought 150 shares of Rivian (RIVN) at $100 on Thursday. Today it briefly hit $150. It's absolutely insane. I intend to hold this for the long term but I had no idea it would get this crazy.

Meanwhile Tesla is down to $986. I'm just wondering how low it will go so I can buy in.

 

[LonghornSaint]

I bought 150 shares of Rivian (RIVN) at $100 on Thursday. Today it briefly hit $150. It's absolutely insane. I intend to hold this for the long term but I had no idea it would get this crazy.

Meanwhile Tesla is down to $986. I'm just wondering how low it will go so I can buy in.

I watched the IPO, but given my history of making bad choices on IPOs I held off on getting any shares, and now I am feeling like it's more of a gamble to get in now...