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ITPM Flash Ep94 Charged Up $MVST
Manage episode 516693275 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!
The world is going electric faster than you think — but not just for passenger cars.
In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution.
While Tesla and Rivian dominate headlines, the commercial EV space is growing even faster — and Microvast is solving its biggest bottleneck: charging speed. With batteries that charge to 80% in 10 minutes, a breakthrough in solid-state technology, and partnerships with BMW and GM, this $1.8B company is positioned to benefit from powerful tailwinds in electrification, regulation, and energy storage demand.
Philip walks through the company's fundamentals, catalysts, and valuation — including strong revenue acceleration, U.S. expansion, and a calendar ratio call spread options trade designed to capture high implied volatility and asymmetric upside.
165 Episoden
Manage episode 516693275 series 2467143
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!
The world is going electric faster than you think — but not just for passenger cars.
In this episode of ITPM Flash, Philip Klein presents Microvast ($MVST) — a U.S.-based advanced battery company powering the commercial EV revolution.
While Tesla and Rivian dominate headlines, the commercial EV space is growing even faster — and Microvast is solving its biggest bottleneck: charging speed. With batteries that charge to 80% in 10 minutes, a breakthrough in solid-state technology, and partnerships with BMW and GM, this $1.8B company is positioned to benefit from powerful tailwinds in electrification, regulation, and energy storage demand.
Philip walks through the company's fundamentals, catalysts, and valuation — including strong revenue acceleration, U.S. expansion, and a calendar ratio call spread options trade designed to capture high implied volatility and asymmetric upside.
165 Episoden
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