Professional
Added to YB: 2025-06-27
Pitch date: 2025-06-25
MVST [bearish]
Microvast Holdings, Inc.
+63.92%
current return
Author Info
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Company Info
Microvast Holdings, Inc. engages in the design, development, and manufacturing of battery components and systems primarily for electric commercial vehicles and energy storage systems.
Market Cap
$469.8M
Pitch Price
$3.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.98
P/E
-7.24
EV/Sales
1.80
Sector
Machinery
Category
N/A
MVST’s House of Lies: The German Factory Stands Idle, the Chinese One Runs at Half Capacity, and the CCP Owns the Shop
MVST short: German factory idle, China plant at ~50% claimed capacity vs reported financials. On-site due diligence shows <30 cars at German facility meant for 250 workers. China has ~1,400 employees vs claimed 2,500. Most 'wins' are tiny startups with minimal revenue potential. CCP ownership proven despite denials. DOE cancelled $200M grant over China ties.
Read full article (19 min)