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This is the first time posting something like this, thanks for taking a look, I'd love to hear any and all thoughts as I am here to expand my understanding.
My Positions (approx):
- GME: 50%
- VACQ: 25%
- RIDE: 15%
- HOL: 6%
- KULR: 4%
-GME-
- Skipped because its covered elsewhere
-VACQ-
- Set to merge with Rocket Lab by end of Q2
- Proven history of successful launches
- Impressive build and assembly time on rockets
- Multiple private launch sites (gov/commercial)
- Launching competing product to the Falcon 9
- Are heavily invested in reusable rocket technology development
-
Projected profits out to 2026 impressive, long term hold and options as soon as they're available
Investor deck: https://www.rocketlabusa.com/assets/Rocket-Lab-Investor-Presentation.pdf
Solid DD: https://www.reddit.com/r/SPACs/comments/lvhwks/vacq_rocket_lab_dd/
*This is my favorite holding, I have been following Rocket Labs efforts for years.
*Id like to hear thoughts on purchasing VACQW (VACQ shares w/warrants), or just experiences around warrant (maybe SPAC) purchases in general.
-RIDE-
- EV truck manufacturer with its own twist (Elaphe hub motors)
- Marketed towards fleets (fleet management suite confirmed) ("Skateboard" design to allow different body styles, still waiting to hear about the cab options)
- Partnership with Camping World to build electric RV, open Electric World
-
Partnership with GM, Workhorse (CEO Steve Burns was also CEO of Workhorse)
SS Report: https://hindenburgresearch.com/lordstown/
*I compare with Nikola SS Report here, their chairman resigns, GM pulls support after report is released, doesn't seem to be the case here so far
*Buying options for OCT 15th as CEO's shares are locked up until then, and trucks should be rolling off the line in September if they hit their marks
-HOL-
- At this point looking to dump this into VACQ, but fairly negative and waiting on the merger with ASTRA (launch company)
-KULR-
- Thermal management products for batteries (used in Mars Rover, etc)
- Just starting to move into electric supercar cooling
- Could see this type of tech spread to all electric cars/machines that will use larger batteries
- They have a pretty cool youtube
Their site: https://kulrtechnology.com/
Youtube: https://www.youtube.com/channel/UChgvQ-EZZsjyBlXT-TyJlmg
Thanks everyone!
~RAE~
Submitted May 25, 2021 at 10:01AM by RatioAtEngineering https://ift.tt/3hNsCMB
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May 25, 2021 at 10:57AM
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