Electric Vehicle (EV) Market Focus - Detroit is focusing on driving down EV prices [1]

Investors anxiously await an earnings report from Xiaomi following a rally that has driven its market value up $120 billion in the past year on excitement over its push into electric vehicles https://t.co/pjcqIYIoFc ...

Core Viewpoint - Energi Holdings Limited will acquire a 51% stake in Tembo e-LV B.V. from VivoPower International PLC, enabling Tembo to proceed with its SPAC merger at an equity valuation of $838 million [1][2]. Group 1: Investment Details - The total enterprise valuation for 100% of Tembo is set at $200 million, with the equity purchase price for the 51% stake adjusted for Tembo's net debt and customary adjustments at closing [2]. - The investment is contingent upon the completion of Tembo's business combination agreement with Cactus Acquisition Corp 1 Limited and customary closing conditions [2]. Group 2: Corporate Structure and Strategy - VivoPower has initiated the recruitment of a dedicated board of directors for Tembo in preparation for its public listing [3]. - VivoPower is undergoing a strategic transformation to focus on XRP and digital assets, aiming to support decentralized finance infrastructure and blockchain applications [4]. Group 3: Company and Subsidiary Overview - VivoPower operates globally with a focus on sustainable energy solutions and has two business units: Tembo and Caret Digital [5]. - Tembo specializes in battery-electric and off-road vehicle solutions for various industrial sectors, including mining and agriculture, providing electrification solutions for utility vehicle fleet owners [6].

Industry Focus - Turkey aims to attract foreign investment while controlling the influx of inexpensive Chinese EVs [1] - Progress in achieving both goals has been slow [1]

Tesla Stock Performance & Investment - Tesla's stock closed at $330.56, down 1.50% [2] - JP Morgan increased its Tesla holdings to 46,015,610 shares, becoming the fifth-largest shareholder, with a value of over $15 billion [2] - Tesla is held by 3,989 institutional investors, totaling 1580 million shares [2] Tesla vs Short Sellers - MUFG Securities EMEA holds the largest net short position against Tesla, valued at $4100 million [2] - Musk believes short sellers will be "obliterated" if they don't exit their positions before Tesla achieves full self-driving [2] - The core of the multi-party game is whether Tesla's FSD will be successful; if successful and commercially available on a large scale, Tesla will become an AI robotics company, and its valuation model will be completely subverted [2] Tesla & Swedish Union Dispute - Tesla has been in a dispute with the Swedish union IF Metall for over 600 days due to Tesla's refusal to sign a collective agreement [2] - Only about 60 Tesla technicians participated in the strike [2] - IF Metall is now open to alternative solutions to a collective agreement, including incorporating Swedish industry standard terms into individual employee contracts or transferring Tesla's Swedish operations to a company with a collective agreement [2] Tesla's Used Car Market & Service - Tesla dominates the used electric vehicle market, with Model 3, Model Y, and Model S taking the top three spots in Carvana's sales [3] - Electric vehicles and plug-in hybrid vehicles accounted for 9% of Carvana's sales in Q2 2025, the highest record [3] - Tesla launched a monthly payment Extended Service Agreement (ESA) in Canada, similar to the US version, with prices varying by model [3]

Core Insights - Fly-E Group, Inc. has opened a new retail location in Boston, Massachusetts, as part of its expansion strategy in the Northeastern United States, aiming to provide eco-friendly transportation options [1][3] - The Boston store features the full lineup of Fly E-Bike products, including electric bikes, e-scooters, and accessories, catering to both commuters and delivery professionals [2][3] - The company now operates over 40 retail locations across North America, including major metropolitan areas like New York and New Jersey, indicating a strong focus on markets with high potential for electric mobility adoption [3] Company Overview - Fly-E Group, Inc. specializes in designing, installing, selling, and renting smart electric motorcycles, electric bikes, and electric scooters under the brand "Fly E-Bike" [4] - The company's mission is to promote eco-friendly transportation and contribute to a more sustainable future [4]

When China’s biggest electric carmaker offered a $1bn investment in 2024, Turkey rolled out the red carpet. Yet a year down the line, things have not progressed much https://t.co/yO0lZA7cGm ...

🚨 JP Morgan Buys 6.6M $TSLA Shares in Q2, Becomes 5th Largest ShareHolderIn the second quarter, the position increased by 16.7% to a new high of 46,015,610 shares, valued at $14.62 billion as of June 30, when Tesla shares closed at $317.66.The New York-based firm held 39,415,548 shares in the U.S. EV maker by the end of March — a position worth $13.70 billion.Link: https://t.co/CRZiawv1n7 ...

越通社8月13日报道，越南电动车企VinFast当日宣布与欧洲领先充电服务商Plugsurfing签署战略合作协 议，扩大其欧洲电动车充电站网络，VinFast客户将可通过VinFast应用程序接入遍布24个欧洲国家、超 100万个公共充电站。两企业的合作有助于解决多家供应商独立平台并存而导致的充电系统碎片化问 题，体现了VinFast对消费者绿色出行转型的承诺，也是其欧洲扩张战略的重要里程碑。 VinFast欧洲区总经理黎玉芝表示，与Plugsurfing的合作不仅有效拓展了VinFast充电网络，还将提升用户 便捷度与无缝体验感，从而大力推动欧洲的电动车转型进程。Plugsurfing首席执行官索菲亚（002572）· 亚卡特表示，Plugsurfing将不断扩展充电网络，为用户带来更稳定、更易获取的服务，助力VinFast在欧 洲的稳步拓展。 据悉，在欧洲市场，VinFast目前销售两款智能电动车型VF-6和VF-8，该司积极扩展在法国、德国和荷 兰的经销商、分销网络及售后体系，并与ATU（德国）、Norauto（法国）、LKQ（荷兰）、Fixico等知 名合作伙伴携手，提供符合标准的维修保养服务，彰显 ...

Core Viewpoint - Xos, Inc. reported a breakout quarter in Q2 2025, achieving record unit volumes, highest revenue to date, and the lowest operating loss since going public, alongside positive free cash flow for the second time in its history [1][3][9]. Financial Performance - Generated $4.6 million in net cash from operating activities, marking the highest in the company's history [1][5]. - Delivered 135 units, generating $18.4 million in revenue, compared to 90 units and $15.5 million in Q2 2024, representing the highest quarterly deliveries and revenues in the company's history [5][21]. - Achieved gross margins of 8.8%, down from 20.6% in the previous quarter and 13.1% in Q2 2024, attributed to product mix and unfavorable inventory adjustments [5][21]. - Reported an operating loss of $7.1 million, the lowest since going public, with a 35% year-over-year reduction in operating expenses [5][21]. Strategic Developments - Xos's fleet-first growth strategy is outperforming in a volatile industry, with significant deliveries to UPS and steady deployments to FedEx ISPs and other large fleet operators [3][4]. - The company is diversifying revenue streams beyond vehicle sales, with powertrain systems and mobile charging hubs gaining traction [3][4]. - Xos is transitioning from a truck manufacturer to a complete electrification platform, reinforcing its market position [3][4]. Outlook for 2025 - Xos maintains its revenue and unit delivery outlook for 2025, projecting revenues between $50.2 million and $65.8 million, with unit deliveries expected to range from 320 to 420 units [7][9]. - The company revised its Non-GAAP operating loss outlook for 2025 to between $26.9 million and $24.4 million due to changes in expected product mix and increased costs from tariffs [7][9].