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ArQule Inc. Message Board

dr_strachan 4 posts  |  Last Activity: Jul 14, 2014 5:17 PM Member since: Oct 2, 2007
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  • Reply to


    by golfcompanion49 Jul 14, 2014 5:06 PM
    dr_strachan dr_strachan Jul 14, 2014 5:17 PM Flag

    This barely scratches the surface. How about massive government subsidies (31M check already written). How about consumer acceptance in China for purchasing EVs being the highest on the planet. How about the largest automobile market in the World creating even more demand for EVs by reducing license plate allocations for ICE cars (license plates cost more than cars themselves on the black market). How about only 10% of Chinese currently having a car, so many more need to buy. How about a company that has manufacturing capacity for 300,000 cars (expandable from there), without the need to build a gigafactory. How about a country that is used to building 15 story buildings in 6 days (ie +200% sequential growth is going to be the norm).

  • dr_strachan dr_strachan Jul 14, 2014 1:16 PM Flag

    Yes study TSLA and I think PLUG. Beyond the promise of the products it was the realization of orders that had the major impact on getting the PPS moving for these companies. This is the phase that we are entering into now for KNDI and there are several tailwinds that will make the growth here exponential.

    Reminds me of several youtube videos of Chinese skyscrappers being built in a few weeks time (search you can find them). The rate of growth here is going to be amazing, since it clearly has the will of government $$$.

  • Reply to

    Today and the next month

    by trade_up_whenever Jul 14, 2014 8:49 AM
    dr_strachan dr_strachan Jul 14, 2014 9:54 AM Flag

    I've been investing for a long time and this feels like one of those rare sweet spot moments. Granted its the market so anything can happen. Good luck to you and your call options.

  • Reply to

    Today and the next month

    by trade_up_whenever Jul 14, 2014 8:49 AM
    dr_strachan dr_strachan Jul 14, 2014 8:59 AM Flag

    ????? Right here we are at annualized EV sales of 16,000 assuming no more growth (which is nuts with all these tailwinds). This will be a subsidy payment of over 150M. What would the craziest low PE valuation equate to for this company? I'm not upset, but your question is hysterical. Don't let these growth numbers get you down.

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