Nikola Hauptforum WKN: A40GAE ISIN: US6541103031 Kürzel: NKLA Forum: Aktien User: WALL.E
Das schreibt ein Investor: I am a Nikola investor since pre-SPAC merger. 26,000 shares and continuing to buy. The next three years will drive this stock 50X from current level. Generational wealth building opportunity. Stock was once $90 and I believe it will get there again in time. Total addressable market is huge, and Nikola makes a superior product. They Improvise, Adapt, and Overcome obstacles. Trucks are in production and the FCEV is leading the charge. Once we can turn this broken economy around and as interest rates start to fall later this year, and continue to fall, the barriers that plague companies' ability to borrow money to invest and grow will diminish and that will help propel Nikola as trucking fleets financial position improves. Not to mention that the trend to ZEV in the trucking industry and specifically the growing trend toward FCEV hydrogen trucks puts Nikola in a unique position with first mover advantage with a two-year head start and an amazing well thought out class-8 truck platform. In 2022, approximately 309,615 Class 8 units were sold in the US. As Nikola grows and commands a larger slice of the market, with just a 10% penetration into annual class-8 sales that equates to 30,000 trucks annually that Nikola could be providing customers. When the completion of phase 2 of their plant is finished being built out and production lines stood up, which will include robotic manufacturing and assembly, they have stated that max annual production is projected at 24,000 trucks a year. When Nikola reaches that point in the coming years (which I think will happen faster than we think), Nikola will likely expand production space once again. Nikola's gross revenue will be in the billions of dollars. But let's just focus on the near term for a minute. Beginning January 1, 2024, only zero-emission drayage trucks may register in the CARB Online System and operate in California ports. All drayage trucks entering seaports and intermodal railyards will be required to be zero-emission by 2035. It won't be long and other states will start to require the same thing. Approximately 33,500 drayage trucks service California’s seaports and railyards annually. Between now and 2035 as the ICE trucks reach end of life, they must be replaced with zero emission trucks. California's demand alone will put Nikola EBITDA positive which Nikola's continued guidance indicates will happen in 2025. They will realize increased profit margins with each production scaling event. Invest with at least a 5-year timeline. Take advantage of the low stock price while you can.
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