Customers:You know, I kept pondering about who their customers would be until I realized – DUH – it’s in their presentation! Let’s take a look:
Continue reading “MORE speculation on their customers”Month: November 2021
Speculation on their customers
Okay, so what could be so important that Enovix needs to airlift batteries from China to USA? There must be a customer that really, really needs the batteries. Well, I have some theories. Let’s first look at the slide:
Continue reading “Speculation on their customers”Competition within battery SPACs
Battery Maker SPAC markets:
Continue reading “Competition within battery SPACs”If you’re not buying now, you should be
Why buy now?
It’s unlikely that the prices will go much lower than current levels. Why?
Continue reading “If you’re not buying now, you should be”Warrant math
While we wait for the news about the shareholder vote to reach us, I thought it would be wise to answer some of the questions you have asked me about exercising your warrants and how the math works. So, let’s get through the disclaimer and go through some math:
Continue reading “Warrant math”S-4 Document release
There was a major news dump yesterday with an SEC filing (S-4) available on their website: tm217682-1_s4 – none – 43.6878596s (rodgerscap.com). I’d imagine you’ll be getting this in the mail soon enough.
Continue reading “S-4 Document release”The competition
Let’s have a look at the competition this week to see who Enovix might be up against.
Initial post
I suppose you guys wouldn’t mind signing up to my newsletters about Enovix and my other miscellaneous findings. I’m not expecting a response from these newsletters. I just want to share my findings and things that I see. If these newsletters end up being too much for you, just let me know and I won’t send them to you anymore. No hurt feelings, no questions asked.
With that out of the way, let’s begin!
Spitballing some customer ideas
Recent RSVA performanceIt might be easy to look at RSVA performance recently and feel like this:
