tl;dr: buy MVST. Destroy the shorts. Make tendies.

As some of you might know, Microvast's trading volume has recently gotten to levels abysmally low. So low that, in fact, it would take short-sellers almost 23 days to cover right now.

https://fintel.io/ss/us/mvst

Additionally, the borrow fee is fairly high, albeit not at levels that we saw back in november. It's currently at 34% as the majority of the float is still locked up.

https://iborrowdesk.com/report/MVST

Now, you guys might remember the insane surge in stock price that MVST experienced back in august, going from just 8$ to 16$ in a matter of days. Now what if I told you that the stock is currently trading at 5$, meaning that if WSB got into it this time you would truly be looking at an easy multi-bagger even with just shares.

Obviously, the fundamentals of this company still matter and at an equity value of just about 1 billion dollars with multiple billion dollars of revenue contracted a long-term position is certainly not as risky as when going for other stocks in the EV industry.

Now, I don't have a specific price target for this company but I do believe that a potential Oshkosh contract could easily lead to a company that is worth around 6-12 billion $ in the next 2 years.

Positions: through a mix of shares and derivatives I currently have a delta of about 5000, which equals 5000 shares.

Disclosure: This is not financial advice.