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Tritium DCFC Is Stuck In A Death Spiral Financing Trap
Tritium (DCFC) Amazing Earnings & Margins Released Today!!!
Tritium (DCFC) (Electric Vehicle Charger Manufacturer)
Tritium DCFC (Electric Vehicle Charging Stations) Customers
Tritium (DCFC) Electric Vehicle Charging Stations
Tritium (DCFC) Electric Vehicle Charging Stations
Tritium (DCFC) (Electric Vehicle Charging Stations)
News Catalyst Round-Up: $DCFC $JSPR $EOSE $EBET $SBET
DC Fast Charging EV Charging companies are ground zero for binary speculation. The bet is Tik: DCFC gets funding.
What company should you invest in long term when it comes to EV charging stations? The US government wants a station every 50 miles by 2030.
Recession proof EV charging giant in the making. $DCFC
$QTEK / QualTek - A solid fundamental/value play with the bonus of a “teflon” float that could move up quickly
$QTEK - QualTek - A solid fundamental/value play with the bonus of a “teflon” float that could move up quickly
Mentions
i do lol, twice but it was on small caps precisely nemaska lithium and vivopower also all other lesser positions of mine that went bankrupt good natured products, vicinity motors, mission ready solutions, lordstown motor, DCFC, and im probably forgetting one or two
I have come to learn DCFC ( Tritium) when bust and their assesses was bought by an Indian company. Who’s remembers their ‘biggest ever order’ from BP? Madness. I lucky got out the entire charger game with no dent, else it would have been a zero moment.
The bull case for Tesla is extremely strong, with a history of excellent execution given the odds. Between profitability on their core electric vehicle business, including a big refresh of their highest volume production coming soon in 2025 plus new models (not counting Cybercab), their core business may be back to 50% revenue growth. Plus, they have FSD/robotaxi business that is making good progress - folks are experiencing V13 that is just starting to ship wide. Plus they expect to start Cybercab operations in 2025 in a limited fashion. Tesla Semi high volume factory is being built and is on track for 2025 start of operations - the Tesla Semi's are actually being built on their temporary production facility and is well received. Furthermore, Tesla's Supercharger network continues its excellent operations and will be a source of revenue growth, especially as many DCFC EV's from multiple manufacturers across many countries also have access. Then there's Tesla Energy, which has been having stellar growth of both revenues and margins. And finally and maybe most of all, their humanoid robotic effort seems to be making good progress. They recently showed a video of it doing slip and fall recovery down a slope of mulch that demonstrated local control, not just teleoperation. And with tele-operation, the humanoid can catch balls thrown at it in real time... which means the servos/motor control is extremely quick. The TAM of the sectors they are doing well in is very high, and the valuation of the company comes across multiple business units with strong futures. As usual, the sp is looking at forward sentiment, and lots of folks use valuation arguments looking at the past.
Yes and no. EVs are a shithole market because not all states have incentives. Michigan doesn’t offer anything. With depreciation, I would never buy a new EV. That’s why I bought one used. Cars are too expensive, but EVs costing more already with DCFC being higher priced than gas, it’s a major turn off for some real world people.
DCFC Tritium by any chance? Haha I lost on that one luckily on about 2k
You might want to check out the stock history of now flatlined DCFWQ DCFCQ before venturing into those fields of dreams. TRITIUM DCFC LIMITED TRITIUM DCFC LIMITED WTS EXP 01/13/2027
Battery tech was not there 2 decades ago, and it basically still isn't here quite yet. As a daily driver, EVs are fine. Spontaneous road trips less so. Level 1 charging nets you 2-5 miles of range per hour. Level 2 10-20 miles per hour. Even level 3, DCFC only does 40-200 miles of range per hour. Tesla stock may be huge, but the actual market penetration is shallow. Ford and friends don't want to invest in a market that isn't ready or demanding enough. it's not that they aren't capable, it's simply not worth the time to design an EV from the ground up for them. No one has heavily invested into battery production besides Tesla either. Why would that be? Because something better, actually game changing could be around the corner like solid state batteries that have been perpetually a few years away. There's no guarantee that investing in a basic lithium battery now would guarantee you could manufacture solid states with the same equipment.
DCFC 200-1 reverse split in the current month to deal with threat of delisting, already flirting with sub-$1 again. Meanwhile, the noble Rhodes scholars at ZCAR, which practically gave away $3 shares to close a blatantly crappy deal, trading in the $.30's, and approaching $0 asymptotically. I'm basically here to see bad things happen to bad people.
No idea what this means; the filing says the company ( i.e. Tritium DCFC Limited ) and the Australian subsidiaries went into administration; but the foreign "subsidiaries will continue to operate outside the voluntary administration." "[On April 18, 2024, by resolutions of their boards](https://www.sec.gov/Archives/edgar/data/1862490/000110465924048646/tm247645d3_6k.htm#:~:text=On%20April%C2%A018%2C%202024%2C%20by%20resolutions%20of%20their%20boards), it was determined that ***the Company*** and **three of its Australian subsidiaries, Tritium Pty Ltd, Tritium Holdings Pty Ltd and Tritium Nominee Pty Ltd** (together with the Company, the “VA Companies”) (i) were insolvent or likely to become insolvent; (ii) a voluntary - administrator should be appointed under the Australian Corporations Act 2001 (the “Act”), and (iii) to appoint Peter James Gothard, James Douglas Dampney and William Martin Colwell of KPMG as joint and several administrators (referred to hereinafter in the singular as “Administrator”) pursuant to section 436A of the Act. As a result of the Administrator’s appointment, the powers of the directors of the VA Companies are suspended and the Administrator takes control of the affairs of the VA Companies subject to the appointment. **The Company’s other subsidiaries will continue to operate outside the voluntary administration.** **Pursuant to section 437F of the Act, a transfer of shares in the Company during the voluntary administration is void, except with the written consent of the Administrator or if approved by a court with jurisdiction under the Act.**" [Subsidiaries of Tritium DCFC Limited](https://www.sec.gov/Archives/edgar/data/1862490/000110465923102576/dcfc-20230630xex8d1.htm#:~:text=Subsidiaries%20of%20Tritium%20DCFC%20Limited) **Tritium Holdings Pty Ltd** Australia Tritium America Corporation Delaware Tritium Europe B.V. Netherlands Tritium Technologies Limited United Kingdom **Tritium Pty Ltd** Australia **Tritium Nominee Pty Ltd** Australia Tritium Technologies LLC Delaware Tritium Technologies B.V. Netherlands
Another one bites the dust. Australian manufacturer Tritium DCFC goes into administration and collapses From the Australian Financial Review: A Nasdaq-listed electric vehicle fast-charger company hailed first as a Queensland success story and then as a justification for government subsidies is the second major Australian manufacturer to collapse this week. Tritium, founded in 2001 and worth about $2 billion when it went public at the peak of the market for loss-making technology companies in early 2022, went into administration on Friday. Read the bad news here: [https://www.afr.com/companies/manufacturing/australian-manufacturing-poster-child-tritium-collapses-20240419-p5fl6o](https://www.afr.com/companies/manufacturing/australian-manufacturing-poster-child-tritium-collapses-20240419-p5fl6o)
A sale process for Tritium DCFC Ltd. is underway and McGrathNicol Restructuring “will be reengaging as a matter of urgency with interested parties and the broader market,” the receiver said Friday
I am no expert, but I have been looking at a lot of reverse splits after BCAN appear in this group. As soon as it reverse splits, the price will drop. HOLO stock reverse split on the 2/2, the price went down, and then a bump up on 2/7 caused it to go up for over a week. But that is not how it usually goes from what I can see. DCFC did a reverse split on 4/2 so you can follow that one. If AGEN does reverse split, I might test something out. I never understood why anyone would short a stock under a dollar, but it makes a little more sense if there is a reverse split. Are you trying to pump it for squeeze? I can't add images to this, but I can tell you the borrow rate for shorting AGEN is cheap, and there are still shares available to short. Take a look at BCAN, DCFC, CTRM, EMKR, LGVN, and see if you can come up with a plan to profit from reverse splits. I have been looking at them just because I didn't understand just how quickly BCAN lost value.
Trading halt on DCFC as of last night pending news (obv the split) this could be one to watch out for guys..
DCFC.. good time to buy? Yes or no?
[Tritium Receives Nasdaq Delisting Determination](https://www.globenewswire.com/news-release/2024/03/21/2850095/0/en/Tritium-Receives-Nasdaq-Delisting-Determination.html) \- DCFC DCFCW "The Company simultaneously is holding an extraordinary general meeting of shareholders on March 22, 2024 to vote upon a reverse stock split on the basis that every two-hundred (200) ordinary shares of the Company’s stock (the “Shares”) be consolidated into one (1) Share, with the consolidation to take effect upon the completion of administrative procedures pursuant to listing exchange requirements with an anticipated effective date of April 1, 2024." 1 for 200 reverse split upcoming.
Come join me in DCFC and LLAP
Anyone buying in on DCFC dip?
Tritium DCFC Limited (DCFC) All in 
Im in for DCFC. I did some DD on it. Next week numbers of 2023. Tritium Dcfc Ltd 
$DCFC looking stringer today. Good news from Li Auto earnings didn’t hurt any for sure. See what happens with $FSR earnings.
Financial Performance In 2023, Tritium DCFC's revenue was $184.54 million, an increase of 115.03% compared to the previous year's $85.82 million. Losses were -$121.37 million, -5.86% less than in 2022. As we can see and read from the news artciles. DFCF will be profitable in 2024. Its a high volatile stock, be carefull. No financial advice off course.
Short interest is jumping some. Over a day to close now. The borrow rate is at 88. The Ionna deal for a charging network I can almost guarantee will get a chunk of it. The company could be bought out, and I fully believe they will be profitable at the next earnings release. Just a lot of positive catalyst. The shorts have worked very hard to DCFC under .15. $FSR I predicted would tank after the 2nd NHTSA case and it has. The shorts there are now starting to close sonthat one is a bust in my opionion. DCFC will continue to be attacked by the shorts, but it’s holding pretty strong. Just ONE catalyst and this thing will explode.
I dumped out my remaining $FSR after another NHTSA, a vote on a warrant, and a few other factors. Moved everything into $DCFC. Made a lot off that one so far over a few weeks, and the high borrow cost continues to make it tasty!
Borrow rate above 80 today. DCFC is still looking good. $FSR is going to be a blood bath. They are likely going to reverse spilt and issue more shares through a warrant which will tank it further.
i definitely trust this sub for the most part, at least one of the posters. the one that turned me on to DCFC is a friggin genius right now.
Blink Charging popped today based on earnings. Same will likely happen with DCFC when they report their earnings as they said they will be profitable in 2024. Now Blink is sitting at 10 on the borrow rate. DCFC is at 209. This could be a huge pop long term if that happens.
$DCFC has been rising steadily for the past week around 5 to 15% a day.
$DCFC. Keeps going up day after day usually starts around 10:30. Cost to borrow has gone from 6.58 to 180.11 since last Monday
$DCFC looks kinda nice. the Tennessee Department of Transportation awarded $21 million in federal funding to a couple companies, but 50% of the funding went to dcfc to build 48 fast chargers across 12 locations
$DCFC is pretty interesting. I saw a post earlier this week about some guy with some DD on them and it’s worked out pretty well so far. Can someone with an unbiased mind tell me their opinion on it, I might be blinded by the moonshot. But something about this is screaming out to me, especially after Tennessee invested 10 or 20 million into them earlier this week
$DCFC is a pretty nice long term play. I saw some dudes post earlier this week with some beautiful DD and they received some heavy funding from the state of tennessee a couple days ago.
DCFC runs again, CTB still 120%. Perfect buy. 🚀
$DCFC. It’s been on an absolute tear, up 30% in two days. Went from a borrow rate of 6 on Monday to 120 on Friday. Looks like very similar to what happened with Rail Vision. Small squeeze, betting goes above $6 a share this week.
Still holding some. I fully believe it will squeeze, but you might look at $DCFC. Up 30% in two days and borrow rate has gone from 6.26 to 120.12 in a week. Looks like it might launch.
$DCFC last two days of 15% increases in price after a huge drop. Borrow rate is jumping quick from 6.26 to 120.11 in a week 🚀. Looking like another Rail Vision.
HOLO AI DCFC MLGO BOWL 
Anyone notice $DCFC borrow rate has sky rocketed in the last few days? Stock has absolutely been a dumpster fire, but suddenly the borrow rate went from 6.26 to 44.21 on Tuesday and now over 72 today 😟. Never seen something like this. Wondering if it is going to do like Rail Vision did a week or so back as this is extremely similar.
Good news of DCFC 10.5m$ funding
We're seeing mass adoption right now without those criteria. Those criteria will not be met any time soon. That's asking for a huge change in efficiency which just isn't going to happen any time soon. Most EVs come with about a 70kWh battery. They go approximately 250 miles with that battery on average. What you're asking for is a 160kWh battery. Ball park, that's another $10k on the price of the vehicle. All so you can go 500-600 miles on a full charge, which isn't necessary for the vast majority of people except a few times a year, at most. Realistically, the expectation should be: Lighter batteries. Cheaper batteries. Potentially batteries that work better in the cold. More charging infrastructure. We're not going to see a sedan with a 500-600 mile range for $40-50k any time soon. It's just not realistic and frankly, it just doesn't make any sense. The magic number is 250-300 miles of range and a DCFC time of 15-20mins from 10%-80% SOC and for that to be a consistent result that you can count on 99% of the time.
Bear with me… I’m in the automotive industry and work actively on EV technologies. We constantly evaluate where the market is going. Back in 2017 the prediction was to have a mass market EV for $25000 by 2024. Due to the pandemic and a lot of supply issues, those targets got pushed back by 2 years. So it’s 2026. BYD is releasing a battery pack costing as little as $60ish per kWh in 2024. That will allow OEMs to make a $25k car for the masses. So the targets are back to where they were. Hydrogen for passenger vehicles is a non-starter. Each filling station costs about $65 million vs a gas station about $2 mil vs Level 2 charging stations $5k-$30k. DCFC stations cost about $250k and there’s only about 50k of them in the USA. China has 800k. So there’s a lot of improvement to be made on the infrastructure but the costs a very low compared to a hydrogen station. This is not even considering the cost of making and transporting hydrogen. Hybrids and plug-in hybrid vehicles will have a market share of about 20% especially rental vehicles and pickup trucks. Most of the vehicles will be EVs based on economics and convenience of charging at “home”.
My second comment. Solar has little upside near term. EV charging just got hammered again on zero day options 2 days after fed released $700 million of $7.5 billion promised for EV charging. DCFC is at 0.17, down from 10.00 and could be a 10 bagger on squeeze since they make all the EV chargers are stand most to benefit. EVGO will see the biggest hunk of change among charging companies as most states pre-determined to set up large scale charging projects along interstates at pilot flying j who has exclusive deal with EVGO. Expect most of that $7.5b released before elections so it can’t be clawed back. A ton of stocks are now coming at low valuations that’s going to dilute interest in solar overall. Solars best chance for a comeback was 2-5 weeks ago when stocks were more overvalued. The massive zero day options hit to EV charging is looking like a set up for the next big institution/fund runup.
And for most car rental locations, nothing more than level 2 charging can ever be installed or (best case) level 3 at tremendous cost. Converting a giant outdoor parking lot that previously used not much more total electricity than a few homes, into a multi-bay DCFC which, if at full draw utilization, would pull electricity like a small town, is either expensive or nearly impossible.
> It’s an implementation issue. 100%. You can't really expect to see a 1:1 replacement between an ICE and EV, just like any other major technology shift it takes adjustments to the routine. Hertz tried to force feed the EVs into customers hands without providing them with the necessary tools. I agree with others, they should've only put EVs at rental stations where they installed sufficient fast chargers that the customers can return it with whatever percentage charge and then it is on Hertz to DCFC them for the next customer.
Truly regarded play is DCFC Tritium they build the charging equipment
Advent Technologies ADN and DCFC Tritium both are at .20c and could be delisted within 6 months , received warnings etc Not sure about a list but you could search those for lists then maybe use that from google
QBTS/W and DCFC/W. Been scooping up warrants for a couple months, I'll definitely be looking into other tickets here, thank you. It seems Micro and small caps still have a lot of lost ground to come back from, good luck to all!
DCFC (Tritium). Trevor St. Baker owns 22% of the company, and I think he's in at around 1.26. He'll make an announcement in the next week or two on whether he bails them out, might take it private- [https://www.pv-magazine-australia.com/2023/12/01/tritium-scrabbles-for-finance-courts-investors-and-bans-media-from-agm/](https://www.pv-magazine-australia.com/2023/12/01/tritium-scrabbles-for-finance-courts-investors-and-bans-media-from-agm/)
DCFC has killed me. Made some pretty good money, cashed out. Came back in when it was back down. Now holding forever with hopes of just breaking even lol
DCFC infrastructure play for EV's
If you’re only getting 20% in 15 minutes, you’ve either got some kind of hardware fault or you’re not at a DCFC - or you’re already at a high state of charge. eGMP platform cars are quoted to do 10-80% in less time. Tesla adds over 40% in less than that time as well.
It's not just the people here who are losing money on SPACS. Rich Listers are also being hit.... From our favourite Australian company $DCFC/Tritium: "This could be a dud", key Tritium backer laments ========================================== One of Tritium's biggest shareholders, Brian Flannery, says the company has left it too late to reduce its ongoing costs and should have closed its Brisbane factory a year ago and moved all manufacturing to the United States. Shares in the Nasdaq-listed maker of fast chargers for electric cars fell another 20 per cent on Tuesday to US18¢ amid concerns that customers needing warranties over Tritium’s charging products may start to walk away. Mr Flannery, a Financial Review Rich Lister whose investment in Tritium dates back to 2017, said he was disappointed in the company’s performance and decision-making. Mr Flannery’s 8 per cent stake in Tritium at listing in May 2021 was worth $US96 million. His current 5 per cent stake is valued at $US1.66m. “They should have bitten the bullet and moved to the United States earlier and kept an R&D [research and development] centre in Brisbane,” he told The Australian Financial Review. “They have to shut the Brisbane factory, that’s what they have to do.” Mr Flannery said he was “shocked” by the board’s inaction. “The current directors have let it go too far and watched the margins disappearing,” he said. “I think they need to find a big backer to take it private. I think taking it private is the only option. I am hoping someone takes them over.” Mr Flannery, who made his fortune in the mining industry, said he had no plans to sell his Tritium stake, and would wait to see if the company was bought out. At its listing two years ago, Tritium’s equity value was $US1.2 billion. “If I did sell, I don’t think I would get very much for it,” he said. “I’ve had plenty of winners and I have had plenty of duds. And it looks like this could be a bit of a dud. I hope I’m wrong.” [https://www.afr.com/companies/energy/looks-like-this-could-be-a-dud-key-tritium-backer-laments-20231031-p5egi5](https://1ft.io/proxy?q=https%3A%2F%2Fwww.afr.com%2Fcompanies%2Fenergy%2Flooks-like-this-could-be-a-dud-key-tritium-backer-laments-20231031-p5egi5)
$DCFC/Tritium making the news again.....for all the wrong reasons From the Australian Financial Review: Tritium asks Qld government for up to $90m bailout Embattled Brisbane fast charging company Tritium has asked the Queensland government for an equity injection of up to $90 million as it tries to deal with its dire liquidity issues. While the company has warned it may be forced to close its Australian factory and move its headquarters overseas to ensure its financial survival, it is understood the request to the Palaszczuk government is unlikely to be successful. “It’s been extremely difficult in Australia to secure sources of capital,” Ms Hunter told The Australian Financial Review. “We’ve had discussions with all levels of government. Unfortunately, the National Reconstruction Fund won’t be ready for us to access it. It will be too late for us,” she said It is understood in August Tritium put two options on the table - a $90 million equity injection from government or a $30 million investment linked to five-year job guarantee at its Brisbane factory and a 10-year job guarantees at its headquarters. The company did not get a response to either proposal, especially as the first option would be worth more be than the current market capitalisation of the company. Read more about it here: [https://www.afr.com/companies/energy/tritium-asks-qld-government-for-100m-bailout-20231030-p5eg2u](https://1ft.io/proxy?q=https%3A%2F%2Fwww.afr.com%2Fcompanies%2Fenergy%2Ftritium-asks-qld-government-for-100m-bailout-20231030-p5eg2u)
I am into DCFC and DM. Both big losers, but any good news and they could run.
$DCFC Tritium Brisbane based charging company Tritium loses its spark Brisbane fast-charging company Tritium may be forced to close its Australian factory and move its headquarters overseas after a dramatic fall from a double unicorn $2 billion listing on the Nasdaq two years ago to being issued a show-cause notice last week about its underperformance on the American bourse. Tritium chief executive Jane Hunter said the company faced some tough choices if it could not secure a strategic capital partner in the next year. She said her preference would be to remain in Australia – strongly believing in the need to nurture a local manufacturing sector – but the company was likely to be at the mercy of its next major capital partner. “The fundamentals of the business are good, but the only issue we have is we are undercapitalised, and we have been since the time we listed,” Ms Hunter told AFR Weekend. "We just didn’t raise enough money in the listing, and it’s been a very difficult market for clean tech since.” Read more here: [https://www.afr.com/companies/energy/brisbane-based-charging-company-tritium-loses-its-spark-20231026-p5efel](https://1ft.io/proxy?q=https%3A%2F%2Fwww.afr.com%2Fcompanies%2Fenergy%2Fbrisbane-based-charging-company-tritium-loses-its-spark-20231026-p5efel)
For DCFC? Here it is https://www.reddit.com/r/SPACs/comments/16vxjtd/tritium\_dcfc\_is\_stuck\_in\_a\_death\_spiral\_financing/
Very surprising that they went the Yorkville so soon. Must be really desperate for cash. It will tank the price as they tap into it, but it is not as bad as real death spiral deals like the one DCFC took (there was an excellent post on this sub regarding that)
Somewhat fair point. But I see different expectations for level 2 chargers. 70% of people already have the infrastructure in place for at home charging. So for 70% of people the only charging needs will be DCFC for road trips. For the other 30% of people (primarily urban apartment dwellers), there might be room for level 2 chargers. Maybe office building parking lots, but I think we'll more likely see cities building overnight charger lots. And yes, this can be level 2. Tesla is overkill for this. But of course, don't be surprised if Tesla rolls out a better level 2 chargers for overnight dwellers. They recently bought a wireless charging company. You could see curbside wireless chargers from Tesla taking over urban settings in the years ahead. Again, not a high likelihood, but a non-zero chance Tesla is 100% of charging in the US.
I disagree. Most people will be charging using level 2 chargers in places like apartments, parking lots, office parking lots, retail store parking lots etc. where your car is going to sit there for hours. Chargepoint allows anyone to buy and install these public level 2 chargers so their network is able to grow significantly faster. NACS is only better as a DCFC standard and their chargers are expensive to use.
I'd love DCFC to his $100. I'd also love a free pony. (not in the "long time" manner)
Yes and I'd encourage people to read the lawsuit in detail just to see how scummy some of these loan sharks masquerading as investment firms can be. GNS had a very similar agreement with Ayrton (a convertible note instead of preferred shares however both required installment payments that could be settled in shares rather than cash). Ayrton had the option of using 90% of the lowest 3 days VWAP with a 20 trading day lookback (worse terms than DCFC with 94% and 10 day look back). They also had an acceleration provision (DCFC has a similar one) which allowed Ayrton to convert the upcoming installment to shares at an earlier date. They took advantage of this when GNS stock price climbed from around 35c to $5+ in early January. They requested 3.975M shares @ $0.2856 per share on January 31 (they were able to use the VWAP from dates earlier in January), a further 8.1M shares @ $0.3173 per share on February 8. and another 35.7M shares at < 50c per share on February 13. The stock was trading at $5+ at this time so Ayrton stood to make as much as $200 million from this, essentially risk free, on an initial investment of $17M (the conversion mechanics protect them from market risk as long as the companies they invest in remain listed on an exchange). The issue, and one of the elements of the lawsuit against Ayrton, was that they couldn't take all these shares without hitting the 4.99% ownership threshold set out in the agreement so they attempted to evade this by demanding GNS hold the shares in escrow until they could sell their previous shares on the market (there was nothing in the original agreement allowing Ayrton to do this). They also asked GNS not to disclose this to the public, including the ramifications of Ayrton unloading 50M shares onto the market. Essentially these deals are a short term loan at a high interest rate with very little risk to the lender due to the share conversion mechanics (you are always guaranteed shares at under market price that can be on-sold immediately). Furthermore, the ability to accelerate the installment date and convert at a price based on a 10 day (or 20 day for GNS) look back acts as a free short dated rolling call option on the company allowing them to profit massively from any price spikes. A great deal for the lender but almost always a poor deal for existing shareholders.
DCFC got nuked. I apparently sold at 10/9 according to my broker. For reference: https://reddit.com/r/SPACs/s/wZthWTr5zn Doing covid times I obvs had too much time and too much pre workout. My meme library lives on.. 😂
I'm not too good at investing (more like devesting), so I'm not surprised I'm missing something, but all my charging deSPACs are down big and still sliding (EVGO, CHPT, BLNK, DCFC), in spite of compatibility with Tesla chargers, a transition to electric vehicles, a dearth of charging stations, and massive federal subsidies. In CA, we need a huge infrastructure build out to meet the impending fleet vehicle electrification requirements, and these chargers are pricey. The only money I make on these dogs is lending them out, which is generally at pretty good rates.
DCFC! I will post my gain porn in a few months! If you don’t hear from me… well I’ll be at your local Wendy’s
TUP, TLRY and DCFC sky rocketing me into a Ferrari!!
DCFC now at about 5X normal volume today on that rumor.
There is a huge Buzz going about Tritium chargers. DCFC a Deal with U.S auto makers. I'm watching...
Anyone buying SLDP here? Thinking of adding to my small list of deSPAC shares I own (DNA, ORGN, ASTS, DCFC)
DCFC is a bargain at the moment!
Ohh I forgot to mention, there is a big tent of 20 EV only cars called Electric Avenue By BP Pluse. Aka the chargers and network. Saw DCFC in real life, even had it’s name on it
It'll crash but not catastrophically like you think imo. It's overvalued but not by an insane amount. Reasons for this. They make 4X more profit on average of each car sold than any other carmaker. They're more than likely to be the de facto DCFC charging standard in the U.S. and own a global network of their branded charger. The potential is there to be the Microsoft Windows of EV charging for better and worse. On top of industry leading profits, they are able to move and sell EVs as well. All other companies are still playing catch-up in regard to EV production volume. Despite competing products made, dealers and carmakers are shooting their sales on the foot tripping over themselves in the process. Traditional automakers also carry a lot of historical debt which is making the transition that much harder for them. They also carry the burden of unionized employment which while better for employee wages and benefits, is ultimately worse for company profits compared to Tesla. Tesla doesn't have a century of built up corperate fat and waste that traditional automakers carry and it's putting them at a competitive advantage. The 3 unknowns current to Tesla is FSD, Semi and Roadster. I don't believe even if all 3 fail that it's a death sentence to their stock price given the above. All signs have been pointing to Cybertruck being a real product coming soon as well.
Look at SEC with ticker CRML. They are foreign so they do it through the future ticker (from my experience with DCFC and ALLG) original was filed 12/23/22 with 3 amendments so far.
Hopefully near Nashville, where Tritium (DCFC) just built an EV charger plant
My line of thinking is that Walmart doesn't care so much about profiting off the chargers, as they do using them to keep people in their store longer. The math probably works out to people spending more money that way than just getting a fast & quick charge. I know the one guy was talking about his truck taking 40m to charge on DCFC, but most people will have smaller cars. Teslas, Leafs, etc that sort of thing
Tesla's charging standard had been proprietary until November, when it made the design and specifications public and rebranded the technology as the North American Charging Standard (NACS). "It's great to see the industry coming together to adopt the North American Charging Standard," Tesla's senior director of charging infrastructure, Rebecca Tinucci, said in a statement. Manufacturers and operators of CCS chargers such as ABB E-mobility North America, a unit of Swiss industrial firm ABB (ABBN.S), Tritium DCFC (DCFC.O), EVgo (EVGO.O) and FreeWire have raced to announce the addition of NACS plugs to their charging stations since the Ford and GM announcements. Tesla has struck comparable deals in recent weeks with General Motors (GM.N) and Ford (F.N). While other automakers get access to Tesla's charging network, Tesla stands to profit from selling power to a bigger group of electric vehicle drivers.
[Tritium Announces Support for NACS Connector](https://www.globenewswire.com/news-release/2023/06/12/2686262/0/en/Tritium-Announces-Support-for-NACS-Connector.html) \- DCFC DCFCW [Wallbox Embraces NACS, Reinforcing Commitment to Simplifying EV Charging](https://www.businesswire.com/news/home/20230612665496/en/Wallbox-Embraces-NACS-Reinforcing-Commitment-to-Simplifying-EV-Charging) \- WBX WBX.WS
A lot of charging isn’t free if it’s DCFC simply because they use SIGNIFICANTLY more electricity. That would be comparable to a Tesla Supercharger. I can see them charging since now anyone can use their chargers. I’m no Tesla fanboy but they do currently have a good hold on the EV market. Having charging costs in this case means they can still profit from a competitor’s vehicle. And their stations might as well also be a form of advertising for Tesla brand as well. Whether this works in the long run after so many controversies about the cars is up for debate. I’m more confident in their charging infrastructure since a lot of permitting and regulation typically goes into that construction. This is my insight as someone who works in the industry.
>Remind me again how long a 25kw charger would take to charge a model 3? It doesn't matter. By your own definition a DC fast charger has to put out at least 15kw. I gave you two examples of DC chargers that put out at least 15kw and ran off single phase power. >Yeah it can be DC but that doesn’t make it DC fast charging. DCFC requires at least 15kw. You can’t get there with single phase power. So you're obviously wrong that you can only get DC fast charging on a 3 phase power supply.
Yeah it can be DC but that doesn’t make it DC fast charging. DCFC requires at least 15kw. You can’t get there with single phase power. If you’re charging with only single phase it’d take at least 6+ hours https://www.revcharge.com.au/blog/single-phase-vs-three-phase
You can’t do DCFC without 3 phase power….
Why would you go for a 500+ mi EV that has poor DCFC support when you can get a 400+ mi one that has all the same L2 support and DCFC that's massively better?
DCFC is filling the void[https://www.evcandi.com/news/blink-charging-commissions-first-battery-storage-energised-dc-fast-charger-pennsylvania](https://www.evcandi.com/news/blink-charging-commissions-first-battery-storage-energised-dc-fast-charger-pennsylvania)
DCFC got a HOT tip on this banger
I'm far from an expert so maybe u/SPAC_Time can chime in here regarding the purpose of the 8-A12B. I know some companies in the past have had the shares underlying the warrants registered on the initial business combination F-4/S-4 which allowed warrant holders to exercise without needing an additional F-1/S-1. I think this was the case for BKKT and DCFC. The interesting thing with SDA (as I think you mentioned) is that there is no wait period of 30 days after business combination before warrants become exercisable which is normally the case (the later of one year after the initial SPAC IPO or 30 days after business combination is the standard wording). I tend to think IF the warrants were already exercisable though then the gap between the intrinsic value of the warrants and their current price would've closed already which makes me think an effective F-1 is still required. Looking at recent deSPAC's most of the time this doesn't occur until 2-3 months after closing and sometimes much longer (YS and CXAI for example still don't have an effective registration covering warrants.
holding DNA, DCFC, ORGN, STEM, and a little bit of QBTS. Are they good to buy here? Probably not for the short term, but they’re decent long term hail marys
32? Bullshit. 72, still bad but it was a city car. Later improved to 110 with DCFC added IIRC. Like all compliance cars, it leased out dirt-cheap, which no Tesla then or now could say.
DCFC and forget you bought it.