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Polestar

Remember Polestar and it's recent reverse stock split? It was a 1-for-30 reverse stock split effective December 9th 2025. Now it is rebounding back upwards. But wait, the option makers are making sure use can't use these short term options as a way to play it. Look at this, options on it that expire at the end of this week. No volume, no open interest and a crazy wide bid and ask. What about it's further out Calls? Here is one series further out. Last at $3.30. They are priced reasonably. Four month buys you a lot of time. Now look at these other four EV companies over the last 90 days. Given the volatility in all of these options maybe Polestar's four month out options do have some creditability.

Pension Funds and EV Stocks - A Need To Be Part Of The Action

Pension funds invest in EV stocks. Currently Lucid is 81% owned by institutions and 4% insiders. Rivian is 63% owned by institutions and 12% insiders. It's not the average guy on the street who own these two stocks. What do institutional investors know about stocks in this sector that we don't? Tesla is 44% owned by institutions and 13% by insiders. Workhorse is 33% owned by institutions and 4% insiders. In contrast Polestar is only 4% owned by institutions and 47% by insiders. Lucid and Rivian are both up and running with production output. For this reason they both seem to be gaurishing an inordinate amount of attention. Please now read this. After you finish reading this I will tell you what I think.
It seems to me that institutions are out in the garden patch whimically putting EV stocks into their basket. What a dangerous voyage of discovery. Yet what floats the boat is Tesla which has had a wonderful run. The scary part is that this stock has a P/E ratio of 71:80-1. The boat will continue to float as long as consumers continue go electric. It looks like things are headed in that direction. England for example has the goal to ban the sale of all new petrol and diesel vehicles by 2030. Now for a reality check. Look at how these six EV stocks traded this week. What a scrubbing!
The charging station evolution is just as crazy with pension fund money also following the action. This weeks downward action across the board was abnormal.* A look at this situation one year later. What a mess. Investing in companies before they start to have earnings has proven to be a huge mistake.

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