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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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Auto Talks - Ford

Strong profits and strong vehicle demand. Investors in Ford have opted to discount the cost of future labor demands. Management might have a different slant. Take a hit on plants closing and let the demand for new vehicles heat up (or help reduce the need for dealers to offer incentives). Interesting times. Tesla seems be running with more efficiences.**Barron's coverpage on Sept 18th reads.The EV Wars, As General Motors and Ford confront a UAW strike, they're falling behind rival Tesla in the battle over electric vehicles. Can they catch up? Their article notes that in July, Ford increased it's EV division's full-year projected loss to 4.5 billion from 3 billion, while pushing back a goal of producing roughly 50,000 EVs a month from the end of 2023 to some point in 2024. In the U.S., Ford sold some 32,000 EVs in the first seven months of the year, up 3.5% compared with 2022. (Tesla sells more than 58,000 cars a month in the U.S. and produces 150,000 EVs every month around the globe).( Evs now account for about 7% of new vehicle sales in the U.S. and 22% in California ).

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