What’s your big gamble? (Volume 4)
Discussion
Greshamst said:
ARVL have reduced their predicteddelivery of 400 vehicles next year to just 20 vans.
Sell out, or hold?
Not next year. This year. And I'm still holding.Sell out, or hold?
Been in touch with the chap supplying the robots and he's totally confident in it still.
Slightly nerve-racking at the mo meanwhile...
Premarket looking good.
Luke. said:
Greshamst said:
ARVL have reduced their predicteddelivery of 400 vehicles next year to just 20 vans.
Sell out, or hold?
Not next year. This year. And I'm still holding.Sell out, or hold?
Been in touch with the chap supplying the robots and he's totally confident in it still.
Slightly nerve-racking at the mo meanwhile...
Premarket looking good.
I'm in the same boat as you. Worst case, I hope, is "just" more dilution.
Adam. said:
Presumably that came out yesterday given the 25% fall? Seems a bit over done for 380 lost sales unless it hints at a general over optimism
They're just ramping up their equipment and fine tuning stuff. Honestly the message I had from the CEO of KUKA the robotics factory just this morning was very encouraging. Luke. said:
Adam. said:
Presumably that came out yesterday given the 25% fall? Seems a bit over done for 380 lost sales unless it hints at a general over optimism
They're just ramping up their equipment and fine tuning stuff. Honestly the message I had from the CEO of KUKA the robotics factory just this morning was very encouraging. Having said that, I previously didn't think they were as close to production as they appear to be so I've somewhat warmed to their potential. Early on it seemed a bit vapourware and the valuation at listing was way ahead of itself.
From the ER yesterday....
Our nonbinding MOUs and orders have continued to grow to 149,000 units, which, if all completed, is over $6 billion in potential revenue. We have moved away from referring to our demand pipeline as LOIs, since in actuality, the demand is captured in the MOUs we have in place to customers that are duly discussed, negotiated and signed by both companies.
Now that we have achieved certification and begin production imminently, the sales team is focused on conversion in addition to growth. And we have strong customer engagement, as evidenced by our large backlog, we are excited about this next evolution of our preorder sales into revenue. We see ourselves being capacity constrained rather than demand constraint.
https://seekingalpha.com/article/4533010-arrival-a...
Our nonbinding MOUs and orders have continued to grow to 149,000 units, which, if all completed, is over $6 billion in potential revenue. We have moved away from referring to our demand pipeline as LOIs, since in actuality, the demand is captured in the MOUs we have in place to customers that are duly discussed, negotiated and signed by both companies.
Now that we have achieved certification and begin production imminently, the sales team is focused on conversion in addition to growth. And we have strong customer engagement, as evidenced by our large backlog, we are excited about this next evolution of our preorder sales into revenue. We see ourselves being capacity constrained rather than demand constraint.
https://seekingalpha.com/article/4533010-arrival-a...
Adam. said:
Skyedriver said:
Looked like a couple of RNS today and a 10% jump. Dipping slightly now, have I missed the boat?
I don't want to ramp, but its only back to the January SP, they have a very good product and are ripe for takeover.I would rather it continues to grow and hits profitability before that happens though.
(and the RNS was a prominent invesot taking a 7% stake, which bodes well)
I don't want to ramp either, DYOR and all that but I think it's got legs yet. Provided the results on 7th September are break-even or better - and that's the guidance they've given the market to which they've held firm - then there's plenty of headroom. Directors were buying at ~0.54 in April so I'm confident that they had faith in the numbers.
Nanoco back up to mid 40's. Samsung look to be on the back foot with the court case. Has been a gamble to be fair (I've started investing from around 16p, before things began to firm up), got the best part of 17000 shares; fingers crossed they are worth £1.50 or more in a couple months once the case has been settled.
Recommended final cash offer for TED of 110p - https://www.lse.co.uk/rns/TED/recommended-final-ca...
Good for newish holders, but glad now that I sold out at 131 and 146 earlier in the year having bought in at various times over the offer price.
Good for newish holders, but glad now that I sold out at 131 and 146 earlier in the year having bought in at various times over the offer price.
Chris Type R said:
Recommended final cash offer for TED of 110p - https://www.lse.co.uk/rns/TED/recommended-final-ca...
Good for newish holders, but glad now that I sold out at 131 and 146 earlier in the year having bought in at various times over the offer price.
Was in and out of TED a few times and think overall I was in profit although sold a few weeks ago at 88p thinking it wasn't going anywhere, having bought in at about 113p. The big question is why accept 110p when they've already refused 137 & 155 as undervaluing the company? Skulduggery!Good for newish holders, but glad now that I sold out at 131 and 146 earlier in the year having bought in at various times over the offer price.
Skyedriver said:
Was in and out of TED a few times and think overall I was in profit although sold a few weeks ago at 88p thinking it wasn't going anywhere, having bought in at about 113p. The big question is why accept 110p when they've already refused 137 & 155 as undervaluing the company? Skulduggery!
Yes, that does seem very odd - defeat snatched from the jaws of victory.Gassing Station | Finance | Top of Page | What's New | My Stuff