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Eaton Vance Corp

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Recent Comments

China to remove all agriculture tariffs on Canada if they remove EV tariffs . I guess if that happens we can expect a meltdown from 🥭 .
their next report on sales is gonna be abysmal without the EV credits, they're gonna end up in negative cash flow easily
As a Canadian i hope we just fold. Lift the Chinese ev tariffs and make a deal with China 🇨🇳
50% of an EV battery is graphite. Graphite demand projected to increase 4x by 2040.
And RIVN is the most regarded pick of them all. Cash burning, low margin EV business?? This ain’t 2021
lol, nah. I know they're negative EV. I was looking for bigger things and was just shitposting with chat while playing them cause it was fun. Got rekt both times - I would have printed with 1DTE both times tho.
Lmao I completely forgot about LCID after the whole EV mania disappeared
My home has no EV charger, My workplace is SURROUNDED by them. I get 5 lunches a week, and i can probably charge just on mondays / fridays when im eating or walking a store lol. these things can get 200-400 miles a charge now... not 25
Why the fuck would anyone own an ev if they can’t afford a house to charge it with? Do people really go spend like 30 min at a gas station?
Everyone has PTs chasing momentum. Figure out a way to get their actual model and laugh. Shit like GS’s valuation of Oklo. Their model has a 50/50 split of a 2040 DCF and 2035 EBITDA where they just slap on a 4% real terms FCF for infinity. So the valuation is 45% based on a terminal value that they slap a 40x multiple on. And the ev/ebitda multiple is slapped on at 50x. These valuations and models are insane. This is a fucking car loan company based on preying on poor people who won’t have access to capital in the next ten years at all.
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