$ENVX โฆ. Itโs ALL about architecture, units economics and execution.
Enovix has a multi year long runway for open field running if the above plays out the way I think it will.
The stock can easily be well north of $100 a share.
@EnovixBatteries@rajtalluri
$ENVX โฆ. Terrific price action into the close. If you were short you had a window to cover โฆ. If you think we are going to have anything less than a stellar earnings call โฆ you will be painfully mistaken โฆ the event horizon is very bullish IMHO.
In addition we have July seasonality in play โฆ as I have mentioned before Enovix has been up 29%-200% every July for the past three years.
At no point in the companies history has is ever been so well positioned.
Stay tuned!
@EnovixBatteries@rajtalluri
$ENVX
There's a nice circularity to this story.
Not only was @rajtalluri previously at Qualcomm, while he was there he led Snapdragon product management.
Going further back Qualcomm (and Intel) were early investors in Enovix.
There is a lot of potentially outstanding news 'bubbling under' right now.
$ENVX
So, the day before 4 July, celebrating The Declaration of Independence @EnovixBatteries
decides to announce its 'Declaration of Victory'.
Make no mistake. Announcing the Grand Opening on 8 August is exactly that. They could have delayed it a bit if they weren't absolutely sure but no, five weeks ahead of time they put out the PR.
This is a monumental announcement and imo deserves much more of a market reaction than it has so far received.
No matter. We are watching an amazing success story unfolding before our eyes.
Huge congratulations to all but I think Ajay has to take most of the plaudits here. As @rajtalluri said a while back, 'he's a rock star' :)
https://t.co/3sSLl6zTxq
#UPL is pleased to announce that the current monthly shareholder progress report is now accessible on the Company's website.
๐ทPre-drill activities identified & a Pre-drill work program developed to allow early commencement of activities & expedite the drilling program
#UPL Wrapping up an excellent week in Sarawak.
Focus now on next phase Collaboration, SK334 Prospecting Strategy & Campaign Well Planning with our JTS partners, PETROS
Petros participating in 17 offshore blocks in Sarawak with over RM3.5 bln investment over next 3 years #UPL
โIn addition, Petros and Petra Energy Bhd have commenced drilling activities in onshore block SK433 in Miri. Petros has also completed the prospectivity study for onshore block SK334 in Limbang and Lawas area,โ
https://t.co/5LeAzeCEjL