@Mike__421 Have to agree, held over 5 years, hoping for something, all we got is zero communication and disappointment, might look again if stock drops under a $1, which I think it will
Microvast marketing NMC and LTO batteries to data center buyers. Named both chemistries by name.
LTO does 15,000+ deep cycles with 10-minute fast charge. That profile maps directly to data center backup power duty cycles. The likeliest revenue path is cell qualification into backup power system manufacturers like Vertiv, Eaton, or Schneider, which sell into hyperscaler facilities. GreeLTO already has LTO deployed in Tier IV data centers on exactly that model. The lithium-ion backup power market is projected at $3.8B by 2032.
ME6 is LFP, made in the USA, grid-scale. That track is unchanged. Clarksville surrendered its NMC construction permit three weeks ago.
Three chemistries, three buyer profiles. No confirmed LTO container product yet. But the company just told data center buyers, by name, that they have two proven chemistries ready for that market. Thatโs a new door opening, and LTO is a chemistry most competitors canโt offer. $MVST
Schwab does this today. At $1.40.
After a going concern flag, a 12 minute call with no Q&A, and a 50% YTD decline. That is not the profile of a stock that gets upgraded. Companies in that position get downgrades, not removals of Sell ratings.
Something in the filings changed the math for Schwabโs model. Wise move, Charles. $MVST