Tritium DCFC Limited DCFC

Hard to believe they actually pay these analyst to project out a price. Very few are worth a crap. No worries, by December dcfc stock is an easy double from here, 3x for the warrants and even better for the options. Let’s hope we get to 16-18$ range before they force a redemption though.

Not sure how many listened to the piper sandler conference but it was nothing but positive. If you get a chance, do listen. Highlights would be their Lisbon plant has a current capacity of 5000 units per year and the Tennesse plant will allow them to do up to an additional 30000 units per year but they are going to start the main assembly line in TN with 10,000 unit capacity and ramp up as needed. Cash flow positive is still scheduled for 2023. The sales price per charger ranges from 60-200k depending on the charging capacity of the unit. They currently have 20% market share of Europe and 50% of the USA fast charging market. Now it is just a matter until more investors find out on this little gem.

Don’t worry about after hours. This stocks volume is so low that it is easy for the institutions to move to price down to run the stops. I usually trade options but never get concerned unless I am down by more than 30%. Gotta give it wiggle room to move up and down.

Today might just be the quiet before the storm and what a beautiful storm it will when we stay above $10 for a week or so. The shorts did their job as usual but I sure hope none of you folks sold. Any positive news tomorrow at the EV charging day conference should cause dcfc to say goodbye to sub$10 for good. Don’t bother listening to the analyst either folks, they have their heads up their - - -. They never upgrade anything until the move already happens or unless they want the stock to go down so another brokerage can buy it on the cheap. That was my experience trading X and CLF between 11/2000-6/2021 and most recently this past Jan and Feb. As long as the opening of the new TN and European plant goes well, this stock should be 20-30$ by end of 2022. I’m long the warrants and most of that volume on the Nov strike was me. Lol. Have an awesome evening.

Regarding the warrants question, if you scroll down to my response on April 3, that should provide you with the necessary information and a link to the tritium website and there is some information about the warrants and the redemption.

Nothing will happen till tomorrow. Volume is anemic. No one is willing to sell which is awesome. The November 10 calls trading at 1.70 and if you believe this will run above $15 by November, which seems like a no brainer folks, these are a steal. Chargepoint November 30 calls which are $10 ootm are the same price($1.70). Easy easy money for us multi month traders.

Does anyone know what the average revenue is per unit sold? That will help us extrapolate future revenue but my assumption is somewhere around 80-100k per charger but maybe I am way off base. Thx

Don’t forget folks that they are already at 50% of there order goals they have set for the year and we have 9 months left. Also tritium is only assuming a 20% growth per year and they will shatter that easily. They are supposed to be profitable by end of 2023 as well based on 20% growth so just do the math. They will probably be the only charging stock that is profitable by end of 2023. There valuation is way too low based on their peers. Regardless this is a bargain price anyway you slice it.

The question about the warrant redemption, you can do either cashless or regular redemption. If you have a huge number of them then do cashless. I personally bought 40% more so I could get a certain number of shares when they are converted. The percentage rate for the redemption is based on the stock price when they notify the warrant holder. LCID did a cashless redemption as well if you want to see how they did theirs. For those of us that plan to hold for a few months, the longer term options(November) are another way to play it. I am in the November 10 strikes as well as the warrants. By November dcfc should be 20-25 so don’t wait too long. I won’t be selling Amy of mine till the fall. Hope that helped. Here is the tritium web link that has decent info on it.

https://investors.tritiumcharging.com/resources/investor-faqs

Picked up most of the of the November 10 strike. Had to pay up a bit for them but seems like a no brainer 8-10x from these levels. 1/2 the price of the warrants but Just another way to leverage up on dcfc if you don’t want to do the warrants which I am also in.