MVST Microvast Holdings Inc

$MVST 1 year ago tomorrow marks the multi year high. never thought I would be looking at this price a year ago. Time for a reversal for 1 year?

$MVST Rare photo of MVST OGs telling stories about how they could have struck it rich it if the DOE hadn't done them dirty back in the day:

$MVST worth reading from The Markets Daily: As of Friday, technology was the only sector pushing to new all-time highs, while the rest of the market, including the S&P 500 itself, lagged. That is the very definition of poor market breadth, where only a single or narrow group of stocks appreciates while everything else quietly bleeds or holds lower. Early signs suggest something may be shifting, though. Long-dated Treasury bonds, as tracked by the iShares 20+ Year Treasury Bond ETF (NASDAQ: TLT), caught a brief but notable bid this past week after a punishing stretch of rising yield. I would add t the following: today's 10 year bond auction was solid and eased demand fear. A recent bounce in long-dated Treasury bonds suggests yields may be peaking or have peaked, which could trigger a rotation into oversold, rate-sensitive stocks

$MVST I open this app every morning expecting to see MVST at the top of the list 150% up pre market. Not today.

$MVST Just look at the names in this battery screen. MVST: $367.6M trailing revenue, about $240M market value. EOSE: about $214M revenue, about $1.17B market value. FAC: no reported revenue, about $642M market value. MVST trailing gross margin is 34%. EOSE is negative 84.7%. FAC has no sales to put a margin on. MVST did $40.8M of EBITDA. EOSE's was negative $284.5M. FAC's was negative $37.3M. MVST trades at 0.9x EV/sales. EOSE trades at 10.4x. MVST's book equity is $543M against a market cap around $240M. FAC's is $85M against $642M. Just look.

$MVST This is what the export numbers look like if you convert them to monthly changes so it’s a bit easier to read. Based purely on this, it would seem Q3 lands around $76 mil rev. Exports (one month delayed to factor in shipping times) rose 20.2% Q1 to Q2 while non China rev increased 23.8%. Seems pretty linked. Last quarter china rev did increase $18 million sequentially (124%). I assume this is where analysts estimates of $80 mil quarter come from, $76 million from change in exports (less Iveco) with a few million increase in China. Assuming an operating loss of something like $3 million. Most of the growth bulls are hoping for comes from within China. So Q2 the number to watch was EU sales, Q3 its Chinese sales.

$MVST People screaming for 40-50cents today is the same as screaming for 10$ last October. Although baffling for me to see this much value destruction, eventually the company will demonstrate we're out of the woods and we'll see a big rerate, thats why i keep adding.

$MVST Well this is interesting... Microvast filed a trademark for THORVENA on Oct 8 (last week). Its category: IC 009: Lithium secondary batteries; Rechargeable electric batteries; Battery packs; Battery packs for use with robots; Rechargeable batteries; Electric storage batteries; Batteries; Electrical power distribution units; Solid-state batteries; All-solid-state batteries; Batteries for use with robots; Power supplies. SN: 50150395 Maybe Project Athena has been moving along just fine. I'll withhold judgement on the trademark name - but it sure sounds like the unholy bastard child of someone who thought ATHENA and THOR both are cool names but are already heavily trademarked.

$MVST Glad I held off buying more so far. I need another 250,000 shares to complete my set. Gonna be patient until this really bottoms.

$MVST Snapshot of the next six months*: - Q3 $85M revenue, net profit - Announcement of $500 million loan to finish LFP production and for 1st Bipolar SSB line at Clarksville - $100M KAF platform order - Q4 record $200M revenue - Surprise opening of secret LFP factory in South Korea - $50M humanoid robot SSB battery order - $50M drone SSB battery order - $1B revenue estimate for FY2027 *source: I had a dream. NFA

$MVST Hang in there. We didn't suck all this d*ck for nothing. (Have a great weekend ya'll!)

$MVST is anyone still buying. Man this stock stresses me out. All the tradeshows, dd etc over the last few months, it looks like mvst batteries are everywhere when it comes to mining trucks. I always have a feeling that WU has it all planned out but i lost 20k with tritium and this shit reminds me of it. However, if your looking down the barrel of a gun with interest rates rising and the world gone mad do you convert your 25 million USD into common shares. Thats rolling the dice and the only reason I am still here. The next earnings our pivotal.

$MVST I often times sit and ponder the question at hand, “am I retarded for not selling at $7”

$MVST Saudi Arabia and Russia is on fire, hedge funds shorted renewables to bankruptcy. US oil industry is really cleaning up. President is actively hiding the real cost of fuel by removing taxes, and without reducing spending, all to just to keep up fuel demand so that his oil buddies can get even richer. Trump is responsible for about 40% of all US debt since it's independence. I will never forgive y'all 🥹

$MVST The thing that blows my mind most about the valuation of this isn't the book value or future potential. It's the IP. Microvast is sat on a goldmine of patents. Arguably worth more than the current market cap. It also isn't mentioned enough that US revenue was inflated in 2025 due to orders being brought forward. It made 2025 look better and 2026 look worse. The decline isn't as surprising when you take this into account. I sit here most days wondering what I must be missing. I have never seen a company have a market cap so disconnected from reality. An expanding company in an expanding market with with a global reach. By no means does this come without risk. But this cow is priced like it's already dead.

$MVST this stock can do fine without a reverse split, it just needs real EARNINGS news to bring the liquidity back in. the market hasn't really taken notice with recent announcements because they have not impacted the earnings filings yet. the company has ~5 months remaining on the first grace period, and they can get another 6 month extension after that before "delisting" becomes a real risk. not an issue.

$MVST why would a company that is short on cash buy a (big) corporate headquarters building instead of continuing to lease? Seems like an illogical move. Or could there be something big in the works 🤷‍♂️ 🤔

$MVST CRRC Datong posted a new order to Hongwei today. Brake parts for its mining vehicles in Mongolia. No bidding they just picked Hongwei. Third CRRC order since July 2025, and Hongwei's site says it helped build a CRRC mining truck. Went back through Hongwei's other bids while I was there. Most customers come back. Sept 2026: Benxi's heavy truck maker bought batteries and drive motors. May 2026: mining group Sinoma hired Hongwei to rent it electric mining trucks that drive themselves. About $2.3M. Looks like Hongwei's second self driving order, after Hunan University in 2024. Sinoma first bought Hongwei trucks in 2021, on Microvast batteries. April 2026: Hongwei bought four used electric mining trucks back from State Grid, which had hired it for vehicle repairs in 2023. Biggest one is Hunan University's intelligent control institute, paid about $4.3M for Hongwei's smart electric dump trucks in 2024. Probably self driving work.

$MVST it's kind of crazy that literally all EV related stocks are in the dump. Can't say this is not a coordinated event with the oil industry and those invested in it, especially with Trump SPENDING BILLIONS to actually STOP renewable energy infrastructure projects.

$MVST right hand drive and everything. The same Pall-Ex truck set for trials back in July, now delivered. Cheers 🇬🇧 https://stocktwits.com/Bdono92/message/660145183 Same S-eWay Rigid platform Disfrimur put into service in Spain this summer. Gruber is also trialing a prototype based on it in Italy, as part of the EU's EMPOWER research project.