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Another Blog On "Vinfast"

There is so much to read about this companies history online. Do your own homework. Their success is not dependent on what ends up happening with their sales in North America. They are nimble. There are plenty of auto factories all over the world now for sale they can acquire. They have dabbled in Australia. Having access to money to keep going doesn't seem to be their problem. Rivian also seems to enjoy this advantage. Vinfast is currently building a new plant in India which could employ thousands of people. That's an emerging new market. New relationships are being built and new investors will be coming onboard. Are option players looking at this stock? Not really if we look at these "one-month-out" Calls. What about Calls further out? What about next January? Here is a look at the three and four series of Calls. Nobody seems willing to bet Vinfast Calls. Now this. Here are two snippets taken from a blog I wrote about this stock back in early December of 2024. ...
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January Blues and News on Taiga- The Opportunity to Tap Into 90 Dealerships

Here is the list of auto stocks I watch. All are down this morning.
It's difficult to think about playing the upside. It's also difficult to play the downside. Caterpillar is struggling. It dropped today. Analyst are always busy looking in their rear view mirrors to explain what is happening. They now say that Caterpillar is exposed to the slowdown in China. That's not really a fair assessment of the overall big picture. It recently had a nice run up.
Boeing is entering into a cup formation.
Moderna was $86.00 back at Christmas and jumped to $115.00 on Jan 8th only now to settle back down again to $96.00.
Then there is Nio an Ev maker. They are expanding their sales into Europe. I often talk about this stock as it trades in very high volumes and has a huge following . A few years back it traded five times higher in price than it does now. It's product line is now much improved. The stock however is now crashing. There seems to be to much focus on monthly production numbers.
Nothing is being spared in this massive grubbing and jumping in now hoping for the start of a reversal doesn't seem to be a smart approach. Times will however change. ****
Now news on Taiga. Electric watercraft. This will keep them busy.
Why isn't the stock jumping upwards in price? One reason is that the potential of these new orders will force this company to raise additional working capital. They seem burn through money quickly. That plus why are they trying to build two different product lines at the same time? Maybe they should focus on only one product. A few years back this stock was $10.00 per share and now when things seem to taking off it's down to $1.00. If the watercraft division takes off this company might have a bright future. As a general rule I don't like Quebec based companies. It's still very much a wait and see situation.

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