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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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A Canadian Electric Bus Maker with a Story and A December 13th 2022 Update

In the past bus manufacturing companies in Canada got a bad rap. Overhead is high and after sales servicing costs can bury you. Having said this do you know about The Lion Electric Company? A Quebec based maker of electric school busses and now planning on opening up a plant in the U.S.. Earnings come out in ten days.They might be losing money but they might be onto something good. Here is some background information as to why the timing may be right this time. Read about them on the "Sedar Website". That tells you everything.
Interesting right? A backlog or 2,357 vehicles. They need to execute better to speed up production. In the past that has being a problem. Let's hope they are not locked in at fixed prices. Now for a thirty day chart.
Now for it's three year chart. This might suprise. It is a business which requires economies of scale.
So here is what I did in the recent past. I am currently down $25.00
I bought two Jan 19th 2024 Calls with a striking price of $2.50. I am banking on the stock rebounding over the next fourteen months and these Call options are already "in-the-money". Even if it ends up to be a bumpy ride it's not a position I am going to lose sleep over. Long term Call options like this can sometimes suprise. * Nov 2nd. Here is a important suprise.
On this news I got nervous. Production levels of only one.
I got my money back. Now skip ahead one month and see this chart and read this news. This is December 13th news.
Ambitious new projects cost money and fresh money coming into a company often drags down the price of a stock. At these current prices the story is now more compelling.

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