GBA Presents: THE BARE ESSENTIALS

Discussion in 'Stocks' started by stonedinvestor, Mar 9, 2022.

  1. vanzandt

    vanzandt

    GBA Cement Week lol! :thumbsup: :thumbsup:

    Stoney I got sidetracked on another thread. I ended up defending Thor. THO.
    I have not looked at it since $90, it's $77 now and that damn thing looks cheap.
    Insiders have been buying all month.
    There's a $250MM buyback in place, the divy is fat, debt is nil, they're back-logged af on orders.... I mean it doesn't get much cheaper than this.

    People are like "yeah but the interest rates and inflation".... pfff. Whatever. That's already priced in.

    Have your HF buy some THO for the long haul Stoney.
    They have a tangible book value of friggin $55/share!

    Read the thread. It's right above this one.
    https://elitetrader.com/et/threads/about-the-rv-industry-getting-clobbered.366606/
     
    #2011     Apr 24, 2022
  2. vanzandt

    vanzandt

    THO>>>> $77
    HDELY>>>$11.35
     
    #2012     Apr 24, 2022

  3. I was on UA, but I let it go with a tiny lost for been greedy and didn't let it go when I should (learn my lesson on greediness) on the previous earnings report.

    They had a good quarter but the CEO play the Debbie Downer on the conference call regarding the supply chain issue I want to get back in. I will follow @vanzandt your advice on it; will see if it holds $14.
     
    #2013     Apr 25, 2022
  4. vanzandt

    vanzandt

    Well.... bear markets can be tough. Everyone is looking around for something to buy, and if history is any guide, those picks are few and far between. So don't get too crazy with anything.
    And NEVER use a Stoney pick in a bear market. Make that "quote of the month" going forward when he checks in today with 10 new stock ideas fresh off SA's homepage. :cool:
     
    #2014     Apr 25, 2022
    Centuria100 likes this.
  5. vanzandt

    vanzandt

    Stoney!!!!!!
    The savant shorted WOLF last week. :thumbsup:
    I wanted $100, I think I'm gonna get it today.
    Should I cover or let it keep dropping?
    It looks like it might test $94 this week.
     
    #2015     Apr 25, 2022
  6. vanzandt

    vanzandt

    Stoney!!!! :mad:

    Ark Genomic is rolling by on my 52 week low screen. As are a few of the other Arks.
    It's about time for Cathie to come on Power Lunch and talk about "the long haul" again.

    >>>>Note to CNBC>>> time to bring Art Cashin out.

    "Better Call Art".

    [​IMG]
     
    #2016     Apr 25, 2022
  7. vanzandt

    vanzandt

    AR is dropping like a rock Stoney!
    Didn't I tell ya to gtfo of the energy stocks?
    Watch how fast they come down.
    This could be brutal.

    NFE>>>> Granny's shorts!
     
    #2017     Apr 25, 2022
  8. vanzandt

    vanzandt

    Interesting VZ stock discovered this weekend.
    It's a Chinese stock too. :wtf:

    This goes on the watchlist because when Shenzen opens opens back up this one will climb.

    $BYDDF

    Ev batteries Stoney. They're already locked in with contracts for all the mines. China's leader in autonomous vehicles too.

    Much more to follow.
    Xpeng out Stoney>>> BYDDF in.

    BYD is a Chinese automaker. It’s among the world’s notable electric vehicle companies. Besides electric cars, BYD’s other products include electric bikes, rechargeable batteries, and solar panels.
    *********************************

    BYD receives single largest order for electric vehicle e6 from here
    [​IMG]

    A BYD service center will also be set up at Spark Group's facility in Guheshwori, Katmandu. The modern workshop facility is scheduled to be operational within May 2022 with trained professionals and modern equipment to strengthen BYD’s position in Nepal. As part of the workshop, Fast Chargers have already been installed at the facility in Guheshwori, Kathmandu.

    The e6 is equipped with blade battery, the only battery that successfully passes the nail penetration test, the most rigorous way to test the thermal runaway of batteries. :wtf:

    With a focus on safety and efficiency, the e6 is easy and convenient to charge, as it supports both AC and DC fast charging. Designed for a smooth and comfortable ride, the All-New e6 comes with a large boot space of 580 litres.

    +++++++++++++++++++++++++

    China EV Sales Rebound In March
    In March, BYD sold 104,878 electric and hybrid vehicles, up 333% :wtf: vs. a year earlier, according to Chinese media reports. March EV sales rebounded 20% from February.

    BYD's March total included 53,664 all-electric vehicles, up 229% from a year earlier. Plug-in hybrid sales skyrocketed 615% to 50,674.

    March Expeng sales>>> 15,514
    March Nio sales>>>> 9985
     
    Last edited: Apr 25, 2022
    #2018     Apr 25, 2022
  9. vanzandt

    vanzandt

    BYD Batteries



    The BYD Battery-Box is a high voltage lithium battery with battery control unit (BCU) for usage with an external inverter. It is the first real high voltage battery that comes with a flexible and modular design with no cables inside. One Battery-Box HV contains 2 to 4 battery modules B-Plus H 2.5 in series connection and reaches up to 10.2 kWh usable capacity

    5 Items

    Items per page:
    Sort By

    1. [​IMG]


      BYD Battery 2.56kWh lithium iron phosphate (LiFePO4) battery module (SKU Part Number B-Plus-H 2.5)
      [​IMG]

      $1,520.00

    2. [​IMG]


      BYD Battery Control Unit for BYD B-Box (SKU Part Number BCU)
      [​IMG]

      $662.67

    3. [​IMG]


      BYD Battery-Box H10.0 - Complete 10.24kWh system (SKU Part Number Battery-Box H10.0)
      [​IMG]

      $6,742.67 :wtf::wtf:

    4. [​IMG]


      BYD Battery-Box H5.0 - Complete 5.12kWh system (SKU Part Number Battery-Box H5.0)
      [​IMG]

      $3,702.67

    5. [​IMG]


      BYD Battery-Box H7.5 - Complete 7.68kWh system (SKU Part Number Battery-Box H7.5)
      [​IMG]

      $5,222.67 :wtf::wtf:
     
    #2019     Apr 25, 2022
  10. vanzandt

    vanzandt

    BYD said to have secured Tesla's battery order for 204,000 vehicles per year


    BYD's batteries for Tesla will begin mass production in March, and Tesla cars with the blade batteries are expected to hit the market in the second quarter, the latest rumor says.

    [​IMG]


    (Image credit: CnEVPost)

    There were several rumors last year that BYD would supply power batteries to Tesla, and now the latest rumor provides more information.

    Join Us On Telegram

    Tesla has officially placed orders with BYD's battery-making arm, FinDreams Battery, for blade batteries for 204,000 vehicles per year, @雪域新峰, a longtime BYD follower on the Chinese investment community Xueqiu said today.

    The batteries, model C112F, will begin mass production in March, the user said, adding that Tesla cars with BYD's blade batteries are expected to hit the market in the second quarter.
     
    #2020     Apr 25, 2022