Trevors svar på Hindenburg-rapporten
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Jeg sad lige i dag og forberedte en video om Brint-teknologi. Men så dumpede svaret fra Trevor Milton på Hindenburg-rapporten forleden ned på min computer, og så måtte jeg simpelthen give min mening med den.
Ifølge artiklen, jeg gennemgår, så er dette et omfattende svar på tiltalen. Dette er dog ikke min opfattelse. Dette er en utrolig tynd kop te. Men læs deres svar og se videoen, og lad mig vide, hvad du tænker om det. Måske er jeg bare farvet af min kritisk indstilling til Nikola.
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God opfoelgning paa din tidligere rapport. Jeg har sat popcorn over og foelger med fra sidelinien.
Trevor Milton brugte oevrigt $1.2mill paa at koebe 41.400 aktier i dag. Skal dog naevnes, at han allerede har over 91 millioner aktier saa sikkert bare Window Dressing.
Sec Form 4 Filing - Milton Trevor R. @ Nikola Corp - 2020-09-14
Sec Form 4 Filing - Milton Trevor R. @ Nikola Corp - 2020-09-14
(www.secform4.com)
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Seneste nyt fra CEO Mark Russell der i dag praesenterede paa Morgan Stanley's Virtual Laguna Conference:
Den korte udgave er, at Mark Russell tilkendergiver at eneste egen IP er software code skrevet til at faa OEM komponenter til at fungere.
"We are absolutely owning all of our software, everything that we've got on the software front is 100% ours, every line of code we wrote. And then everything that the software controls we're developing in collaboration with partners."
..."And we've been very pleased to collaborate with them (dvs Borsch) on developing the unique parts that we're providing for our vehicles, which are those core parts, the software controls, the batteries, eAxles, inverters, infotainment systems. That's the way it works."
Med hensyn exclusivity fortsaetter han med: ".. generally, we have the right to buy components from other people over time if we find something that's better, and they generally also have the right to provide what we developed together to other people over time" saa virkelig bare et firma som sammensaetter komponenter koebt i markedet og haaber de kan lave en bedre mouse trap.
Deres store bet er tydeligvis, at de kan skabe et monopol paa Hydrogen fuel cell gennem et nationalt netvaerk af fueling stations, men modellen her er at de kommer med "demand", dvs. en masse trucks med et behov, og at de mener andre derfor vil funde den enorme kapital investering der ligger i at udbygge dette netvaerk og ikke mindst hydrogen produktion hvilket tydeligvis er et omraade som Trevor Milton tidligere har sagt at Nikola havde en helt unik teknologi.
"So because we have the demand, the people who want to build hydrogen networks say, "hey, let's get together." And we say, "okay, what do you bring?" Because if what you bring is maybe locations that are already existing and you might have real estate in the right spots already, which a lot of them do. And maybe you're already making hydrogen on an - for the industrial gas market. And in which case you've got some technology that you can bring in terms of scaling up hydrogen production, and maybe you've got capital, maybe you've got expertise inciting, permitting, building, and operating submissions. That's helpful to us."
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Hedge fund manager Patrick Boyle analyse af Nikola
https://www.youtube.com/watch?v=Vomb4G_z9lE -
Meget flot overblik og pædagogisk fremstilling. Ikke kun af NIKOLA casen, men også fordele/ulemper ved h.h.v. at shorte aktier eller købe forskellige former for optioner.
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Rygtet er, at Trevor Milton er traadt tilbage som Chairman for Nikola og stopper oejeblikkeligt.
Uha, hvis dette er korrekt faar NKLA det rigtigt svaert.
Breaking News: Trevor Milton out at Nikola Motor
Sources close to the embattled fuel cell truck manufacturer are reporting that founder Trevor Milton has resigned as executive chairman of Nikola Motor
FreightWaves (www.freightwaves.com)
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