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is that it ?
could be
I did look up Rivian income and it is seriously - and more - larger than NKLA
but -- if NKLA has the factory and distribution and HYLA and ...and software and ... and .... I would gladly (without doing the math) welcome say 1B (v 4B) to have a 50-50 partner going forward
thoughts?
(as opposed to some company buying 100% of NKLA now)
NKLA $10.48 ride the RVN wave break $10.72 a second time and off to $14.43 likely
Nikola Trucks Surpass 2.5 Million Zero-Emission Miles
24th June 2024
https://eletric-vehicles.com/nikola/nikola-trucks-surpass-2-5-million-zero-emission-miles/
Live in 10 min, Mission Hydrogen webinar “Hydrogen Purification for Electrolyzers and Fuel Cells???????” with Robert Jozsa and Marc van Deth, Parker Hannifin will start.
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WOW
Now need to look at Rivian sales and such to get a sense of ratio to NKLA
As I read it --- it seems going forward - RIVIAN is now half a company (the other half is VW -- "equally") but that half has a boat load of capital and added brand and marketing and ?
for NKLA --- I wonder how much - 1B - 5B - some company might want to use to acquire HALF of NKLA --- or would such company simply buy it out at 40% rise in pps?
not need to dilute?
based on trailing 12 month loss (cash basis !!) and 12 month trailing revenue - lots of capital - (cash raises to supplement revenue earned) will be needed -- big time
AT SAME time
1. What will be the price per share of the stock when it goes to market ------ 10 v 20 v 5 makes MASSIVE difference in dilution impact
2. How fast can NKLA increase revenue - as the 12 month trailing includes just about zero months .... I.E. Good production and sales - and some add from BVE - can change (accelerate larger) income BIG TIME
Will we get that move up and up in income ---- as others have noted ----- the speculation of long term wins is 100% based on a rapid growth in income from sales (and some HYLA quarters and dimes as I do not see how buying and reselling to NKLA truck customers H is a big profit contributor - as the higher the mark up the costlier the cost of operating of the truck we are trying to sell as more and more cost effective
So the quarterly report is ---- as ALWAYS --- very important
Volkswagen's $5 bln investment in Rivian boosts EV maker's shares
June 26, 2024
https://www.reuters.com/business/autos-transportation/volkswagen-invest-up-5-billion-rivian-part-tech-joint-venture-2024-06-25/
one of the better posts this week
currently though the company doesn't seem to be needing to dilute although they have been stating their requirements quarterly at each earnings report so they have the cash on hand for the next 12 months. Typically $100-120m I believe.
So we need production numbers - we better see the quarterly number on July 3rd - since we missed the May numbers.
I am expecting more large fleet news even if they can’t name names. The Q1 call had a big focus on getting large fleet commitment so 10 units this quarter underpins 1000 units in 2025 against which they can get supply chain costs reduced.
Unless NKLA provides solid reports about production and catalysts, or cooperation with strong partners, it is unlikely to keep the SP. Even worst it will be an easy target for shorts with the unlimited dilution since it reflects that the company doesn't have the capabilities to progress in a right direction other than robbing the investors.
Here are the links ---- so there is a lot of potential dilution - or equity based capital gathering - however you want to phrase it
But I did not see terms - ANYONE have better luck reading the fine print ?
And I do wonder if shares are post split shares or pre split shares ---- that is a 30x difference
https://www.sec.gov/Archives/edgar/data/1731289/000173128924000198/prosuppno91333-239940.htm
https://www.sec.gov/Archives/edgar/data/1731289/000173128924000199/prosuppno92333-239185.htm
and this third one - which may well be saying --- that everything BEFORE (warrants - awards - incentive plans) gets the RS action (which I think is good???? e.g. 30,000 warrants - as I read it - become 1,000 warrants?)
https://www.sec.gov/ix?doc=/Archives/edgar/data/1731289/000173128924000195/nkla-20240620.htm
In article that said nothing ---- talking about decline in PPS at NKLA (to me it is the risk and then the RS shake off that is near unavoidable) ---- I found the below
The company also filed a prospectus with the SEC regarding the offering of an aggregate of up to 23.89 million shares, issuable upon the exercise of warrants originally issued in the initial public offering of VectoIQ.
VectorIQ ---- I thought that was ancient - ancient 2020 2021 stuff ???
And if post RS that is 700 million pre RS shares ??
"issuable on exercise of warrants" ????
Hell - with rose colored glasses this might be a nice infusion of cash if the exercise price is say $9 or $10 a share --- if exercised
Anyone know ?
Already got it done 10.16 to 8.84 it was nice trade. There will be more opportunities as the management team dilutes this back down to a dollar. Close at 9.37 (,312 pre split pricing)...that is quality right there, it doesn't matter though, they maintained a large load to dilute with.
good luck with your short - not
New low and plenty of shares to dilute with, this will go back under a dollar before they repeat it (lather, rinse, and repeat).
jmho
How would you like to be LONG. ....
PLUG
NKLA
HYZN
This Year ?
So
The fall from 50 cents to 35 cents did NOT reduce the expected hit on the post RS price
And 9.50 did not hold
??
There we go, into the 8s what a pos management team.
Girsky must have already fired up the printing presses....wow.
jmho
Now I find I hold exactly 666 shares in one of my accounts - an Omen?
LOL
Shorts will probably take this to the upper 8's before any bounce then it just depends on how fast they start diluting.
jmho
now down about 8%
seems about right
would be good to hold at 9.50 and have PR that is good and start climbing
NOT any sort of in the dark prediction
IH still crazy
Marketwatch just woke up to new price
pre market up
we will see
I do hope - sort of expect ? - some good news from NKLA PR shop today ???
you have to love it - from IH - below - now
Bid: 10.52
Ask: 0.346
Also a bunch of "sites" also do not have the new reversed price
10.50 I assume
I dont think so, just takes brokers a few hours to get their systems updated to the new share structure and pricing
Anyone seeing this when trying to set up a trade. Are we restricted for a time period from trading NKLA?
Error
(009833) The symbol you entered is not a security that is traded by Fidelity. Please verify the symbol and re-enter your order.
Cool
Informative
A bit surprised the clip did not include IVECO?
Hyundai to transform Jeonju plant into hydrogen vehicle hub
Jung-Eun Shin
2 HOURS AGO
https://amp.kedglobal.com/newsAmp/ked202406240019
Challenges in operating hydrogen trucks in extreme cold
Art Aiello
Editor, Power Briefing
24 June 2024
https://www.powerprogress.com/news/challenges-in-operating-hydrogen-trucks-in-extreme-cold/8037876.article
Bosch & Nikola Motor [ENG-CC]
Idealgroups Channel
2.19K subscribers
Posted 2 days ago
IMO
NKLA is seriously speculative
A huge heated race between sales - cash income - and cash expense
Seems 99% to me NKLA will need equity increases
If such is the case - this was the right move
As far as my thoughts on making money --- I have lost on initial investment and 2 subsequent speculations. Now I wait and watch. I will hold and hold. At some future point - in a quarterly report - or a special PR --- NKLA will need to AGAIN AND CLEARLY lay out say a 24 month window of cash coming in (they anticipate and from where) and cash needs to build trucks and HYLA. The shortage - and there will be one - is new equity
At that time - I will likely sell or add --- or if even then the future is too too too murky but still possible I still hold
Nikola's hydrogen semi-truck at Truck World
Signature Electric Ltd.
Posted Jun 17, 2024
At Truck World Nikola turned heads with its hydrogen-fueled behemoth, which boasts the largest hydrogen capacity to date. This truck isn't just about size; it's about pushing the boundaries of what long-haul freight can achieve without leaving a carbon footprint.
I do not think a class action would work as management has an argument they were looking at the long term and bluntly the need for more capital -- as in say 400MM more - and thus this was the only way - one ugly one time pill - with authorization for more shares UNDERSTOOD
Agree with you that They DID NOT WANT the price to go up!!! It is highly manipulated. That is what most annoyed me. I keep my shares even when it collapsed believing that I am supporting a good company and eventually it will pay back. But obviously the company cares little about its reputation and the investors. I do hope there is a lawsuit against it.
I feel your pain!! I wonder if we can do a class action lawsuit against NKLA? The stock was trading at $1.15 with momentum and then thay announced a RS. This stock could have easily have run to $1.50-$2.00. They DID NOT WANT the price to go up!!! They needed to justify a 30-1 RS so they would have enough shares left over to keep diluting stock.
My average share price for NKLA is ~$2.8. It is my bad that I didn't do anything to trade it when I still can. With a 1:30 RS, I don't know how to make money out of this scamming dilution. I even don't believe that the shareholders approved the split.
Repost from PLUG board, courtesy of B_B!
Why US Towns are Changing Lanes from Electric to Hydrogen Buses
June 23, 2024 By ERIN KILGORE
In the evolving landscape of public transportation, the shift from traditional diesel-powered buses to more sustainable alternatives is gaining momentum. While electric buses have been at the forefront of this transition, many US towns are now reconsidering their strategies and turning to hydrogen fuel cell buses. This shift is driven by various operational needs, environmental concerns, and technological advancements.
…..
Conclusion
The shift from electric to hydrogen buses represents a significant evolution in public transportation. Hydrogen fuel cell buses offer extended range, better performance in extreme conditions, and faster refueling times, making them a compelling alternative to electric buses. As more US towns and transit agencies explore this technology, the future of public transportation looks poised for a hydrogen-powered revolution.
https://www.hydrogenfuelnews.com/hydrogen-buses-us-towns/8565333/
I hear you
At same time -- would hate to see sales limited by production delays or problems
has to be fake,
they dont have a production line for pick up trucks. may be in 3 years time
The problem with that is you are spending cash on unfinished products (aka inventory) and getting no revenues.
Their limited production so far (c 75-100 per quarter now - we never got May's numbers) are shipping to dealer and end customers
Girsky and other s in the team have to earn their salary (they are paid market rate nothing exorbitant) and get supplies at reducing prices as volumes and commitment to future volumes increase. That was the key fact in the last earnings call with a focus on larger customers (HVIP is about small fleets). The deals with large fleets not only are for say 10 trial units but also includes what they will commit to when the trial is complete and successful - like 200-500 units for 2025 delivery. Sign 10 of those deals and we will be very rich.
with that in their back pockets they can get much cheaper radiators, batteries etc
WTM, I think it's fake news! The RS is next week and the stock is going to fly! They will pump up it until it reaches a price where they will sell stock to raise cash. I'm waiting for that moment to reduce my position in the stock.
Fake News?
Nikola CEO Reveals New Pickup Truck & SHOCKS The Entire Industry!
Truck Future
4.1K subscribers
Posted Jun 20, 2024
logical
if any one key part is not there - the truck is not finishable (is that a word?)
that is vulnerability
I do not like that
At same time --- I assume (??) a lot of a truck can be built independent of other parts --- so if delays of say a radiator happen - build around it --- and keep moving and when they arrive focus on radiator installation
said by one who does NOT know the assembly process but hopes for the above ability
When does NKLA sell those already built BEVs?
hhmm
that was a slide (down) I did not need
hoping -- ?? --- the market is punishing the stock PPS now - so there is less punishment after the RS
NKLA has the product and factory and HYLA -- but it needs customers and cash --- THE RACE IS ON
(not much room for negative news - like no room for slow sales or production delays or cost over runs)
When does NKLA sell those already built BEVs?
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Nikola and VectoIQ Acquisition Corp. Announce Closing of Business Combination
Published June 03, 2020
https://nikolamotor.com/press_releases/nikola-and-vectoiq-acquisition-corp-announce-closing-of-business-combination-77
Steve Girsky
Girsky was GM Vice Chairman from March 2010 through January 2014. During that time he was responsible for several functional areas, including:
Global corporate strategy,
New business development,
Global product planning and program management,
Global connected customer/OnStar, and
GM Ventures LLC and global research & development.
Girsky also served as Chairman of the Adam Opel AG Supervisory Board and as interim President of GM Europe during this time frame, a critical period in
which the company established its current 'Drive Opel 2022' strategy. Girsky also held responsibility for GM's Global Purchasing and Supply Chain function
from 2011 to 2013, and served as Senior Advisor to General Motors from January 2014 to July 2014.
https://investor.gm.com/news-releases/news-release-details/gm-announces-stephen-girsky-retire-board-directors
https://www.freightwaves.com/news/shell-stuffing-how-nikola-became-vectoiqs-public-preference
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=165678224
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=165764942
Nikola and TC Energy Sign Joint Development Agreement
for Co-Development of Large-Scale Clean Hydrogen Hubs
October 7, 2021
Nikola and TC Energy sign joint development agreement for co-development of large-scale clean hydrogen hubs. Nikola Corporation (Nasdaq: NKLA), (Nikola),
a global leader in zero-emissions transportation and energy infrastructure solutions, and TC Energy Corporation (TSX,NYSE: TRP), (TC Energy), a leading
North American energy infrastructure company, have agreed to collaborate on co-developing, constructing, operating and owning large-scale hydrogen
production facilities (hubs) in the United States and Canada.
https://hydrogen-central.com/nikola-tc-energy-agreement-hydrogen-hubs/
#NationalHydrogenDay celebrations continue with a sneak peek of all things happeningat our Coolidge
manufacturing facility, including our Nikola Tre #FCEV, for our next episode of the #DrivingChange series!
1:57 PM · Oct 8, 2021
https://twitter.com/i/status/1446565427493044225
Hydrogen Heavy Duty Vehicle Industry Group Partners to Standardize Hydrogen Refueling,
Bringing Hydrogen Closer to Wide Scale Adoption
Published October 08, 2021
https://nikolamotor.com/press_releases/hydrogen-heavy-duty-vehicle-industry-group-partners-
to-standardize-hydrogen-refueling-bringing-hydrogen-closer-to-wide-scale-adoption-137
Gettin' it done. Season 2 of #DrivingChange starts with the continued journey
of the #NikolaTre FCEV alpha builds in Coolidge, Arizona.
November 3, 2021
https://www.facebook.com/nikolamotorcompany/videos/driving-change-season-2-episode-1-
get-it-done/1259891077770836/?__so__=permalink&__rv__=related_videos
https://www.youtube.com/watch?v=RokrKePeRrk
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