$THBR I've covered this repeatedly and now
we are sitting on the 50 day moving average. I've continued to add
to my warrants position. Every day marks one day closer to the
merger and production of their $2.5 billion backlog. Five years of work just
sitting and waiting to be done. Demand as far as the eye can see.
Best value in the market here. Here is an article on GM's cuts til
they get the chips they need, estimated to come back in March right
now. Market will look forward here as usual. Ford and others in the
same boat as this is global
://www.reuters.com/article/us-gm-semiconductors-exclusive/gm-extends-vehicle-production-cuts-due-to-global-chip-shortage-idUSKBN2A91VY
from Stocktwits Daily Rip letter last
evening "Shortage":
Processing chips are largely unavailable
thanks to increased demand caused by booming tech sales, a side
effect of former President Trump’s trade war.
Recently, car companies face the brunt of
this issue as GM, Ford, Honda, and FCA all indicate that production
may (or has already) slow(ed).
Guarav Gupta, a semiconductor analyst,
commented on the situation:
The problem is even if that 10-cent chip is
missing, you can’t sell your $30,000 car.
The semiconductor chip industry is working
hard to pull through, but only time will tell when delays will
stop.
Yes, figured that was coming. Really nice move today and much
more to come. Executive order being explored. This is a $16 billion
addressable market going to $38 billion by 2025. Gross margins at
60% with 30% operating margins. Best part is, the more tech
advanced the vehicles get, the more profit per car for THBR, soon
to be Indie semiconductor.
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$THBR I've covered this repeatedly
Posted by fundamentalvalues on 11th of Feb 2021 at 08:11 am
$THBR I've covered this repeatedly and now we are sitting on the 50 day moving average. I've continued to add to my warrants position. Every day marks one day closer to the merger and production of their $2 .5 billion backlog. Five years of work just sitting and waiting to be done. Demand as far as the eye can see. Best value in the market here. Here is an article on GM's cuts til they get the chips they need, estimated to come back in March right now. Market will look forward here as usual. Ford and others in the same boat as this is global ://www.reuters.com/article/us-gm-semiconductors-exclusive/gm-extends-vehicle-production-cuts-due-to-global-chip-shortage-idUSKBN2A91VY
from Stocktwits Daily Rip letter last evening "Shortage":
Processing chips are largely unavailable thanks to increased demand caused by booming tech sales, a side effect of former President Trump’s trade war.
Recently, car companies face the brunt of this issue as GM, Ford, Honda, and FCA all indicate that production may (or has already) slow(ed).
Guarav Gupta, a semiconductor analyst, commented on the situation:
The problem is even if that 10-cent chip is missing, you can’t sell your $30 ,000 car.
The semiconductor chip industry is working hard to pull through, but only time will tell when delays will stop.
Ièm curious - a huge
Posted by tahoe on 11th of Feb 2021 at 02:26 pm
Ièm curious - a huge bearish engulfing candle on the daily yesterday - some wild price movement today. Watching and learning.
just read this, White House working
Posted by janethaley on 11th of Feb 2021 at 01:03 pm
just read this,
White House working to address semiconductor shortage hitting auto production
Yes, figured that was coming.
Posted by fundamentalvalues on 11th of Feb 2021 at 07:30 pm
Yes, figured that was coming. Really nice move today and much more to come. Executive order being explored. This is a $16 billion addressable market going to $38 billion by 2025. Gross margins at 60% with 30% operating margins. Best part is, the more tech advanced the vehicles get, the more profit per car for THBR, soon to be Indie semiconductor.