Tuesday, 25 May 2021

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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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May 25, 2021 at 11:25AM
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May 25, 2021 at 11:31AM

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