GM
General Motors Company
stockNYSE

GM anach

> I mean they are also growing at the rate that no business has grown before. They are doing that through additional fundraising. It does nothing to refute the "it's overhyped" thesis to point out that there's a lot of hype. Anthropic has raised something like $100 billion in the last year alone, and we know of a $42 billion deal for debt from Broadcom. That money has to come from somewhere, and the macroeconomic trends are presenting headwinds for the first time in this current AI cycle: higher interest rates, high energy prices, data center projects over budget and behind schedule, etc. OpenAI's deals with Oracle and Softbank are actually threatening the solvency of both of those. An asset retaining value doesn't mean that the person who owns the asset can't run out of money operating that asset. Sometimes the best play is to wait for the current owner to run out of money, and then buy that valuable thing at fire sale prices. We have dozens of household name brands that went through that cycle, from GM to Hostess to basically everything Bending Spoons owns. Being invested in the previous owner doesn't guarantee being invested in the product in the future.

General Motors just revealed a driverless Silverado, but it’s not for civilian use. At the Association of the United States Army (AUSA)’s annual expo, GM Defense showed off an Unmanned Ground Vehicle (UGV) based on the Chevrolet Silverado 3500HD. The autonomous Silverado-based UGV is a completely new project for GM Defense, and it relies on drive-by-wire technology and Scout AI’s Gx Ground Agent system to get around, according to a report from Motor1. GM Defense is aiming to start functional trials with the UGV in 2027. https://www.caranddriver.com/news/a74124718/gm-defense-autonomous-silverado-us-military/

GM from the NW 🇬🇧. Have a gr8 day all! Let’s gooooooooo! 🌶️🏃🏼‍♂️🚀🚀🚀🔥💥📈🤑🍻

Love LAC! Been following them, and buying small chunks of stock intermittently since spring. The way I look at it, there’s risk yes, but with a 38% ownership from GM, and a 2.2 B investment from DOE, I’m willing to take it. We’ll know how they’re fairing this November, but as we know, with share prices this cheap, who cares. Even a marginal increase fall 2027 will be a win fall for those of us buying on the cheap. This recent drop is welcomed.

Still eager to see which LiDAR supplier GM ends up selecting. It’s for the 2028 Cadillac Escalade IQ, so hopefully news will be announced soon.

Doing a bit of research.. the management is world class, the financing for phase 1 is de-risked .. and GM has 100% offtake option for 20 years.. The bearish side for this play is that lithium is super abundant everywhere, and there are very few MOAT locations.. they are mostly found in Australia as hard-rock mining vs the salares found all over America & Asia. I'm not convinced the OPEX of $6,000/t is realistic long term nor is it enough to sustain big profits if SQM, ALB, and the Chinese decide to ramp up production and spot prices drop further. Then again, demand projections are very high. They have spend nearly $2b on developing the mine so far and expect to spend another $5-6b with the next 2 phases from what I can tell in their latest investor deck. I am not seeing what you're seeing, so I suspect you believe that demand is going to outpace supply in a big way over the next few years and the stock market will re-rate long before revenue hits? For now I am not convinced of the position myself, but I hope you make big money. If you care to expand on some of your bullish thesis, I am all ears. Also feel free to just reply "time will tell" ;).

Yeah exactly, I want to capture the re-rating which I can't get from already producing miners. Tier 1 aisc is industry best which they have, can survive bear markets. If built out into phase 3 this will will be an 80+ year mine. Very favorable loan conditions on $2.23B from DOE, deferred payments and low interest. Doesn't need to look for customers for the lithium, it has a 20 year agreement with GM for phase 1 production. Orion $250M backing, these guys have a history of backing winners in the construction phase.

My big issue with it is that the actual mine is a JV which LAC will only own about 58.9% of if the DoE executes its warrants. GM would own 36.1% and the DoE has dilution protected warrants to acquire 5% with a $0.01 strike price. That is in addition to the DoE also having dilution protected warrants to acquire 5% of LAC itself for the same 1 cent strike. The JV splits the mine's profits before they trickle up to the LAC publicly traded corporate entity so LAC would only see 58.9% of the mine's profits. They also have an active "At-The-Market equity program" which authorizes them to sell $250 million worth of common shares directly to the market as well as $175 million in subordinated convertible debentures outstanding.

I’m sure Ford and GM was saying the same thing 15 years ago.

Adjusted for inflation GM was $245B in debt and spent $120B between 2005-2009, of course they got a gov bailout, split the company in two, declared bankruptcy and walked away from their debt...

I had no idea vehicle manufacturer stocks were so cyclical and so badly looked upon. When I started investing 5 years ago GM was one of my picks, I'm currently up like 75% on my total investment so I guess I lucked out. Also own Toyota but they are better as a company than as a stock I guess.. their value is always pretty much the same. CAT is definitely a great investment, also truck manufacturers.

An aside: I'm glad that some auto makers have placed service access ports for easy fuel pump replacements under the rear seats of their vehicles. HOWEVER, I wish a pox upon the other automakers (looking at you Ford and GM) who require you DROP the entire fuel tank to replace the goddamn fuel pump! Sorry, not wallstreet-related, but for those of us who have hobbies outside of this forum ;)

Cadillac is GM

“You want to pay FOUR BILLION for an electric car company that has delivered like 20,000 cars!?!? That’s valued like GM who delivers hundreds of thousands!!” Yes, yes I did. I’d rather it went public earlier. But here we are.

https://x.com/smr_vision/status/2109863245263597679?s=61&t=-r7idne4MgpKkBbQQn02tA Here’s a future I can get behind… the Lidar bump on a GM vehicle… or is it a Cadillac? Good either way.

AAPL, AMD(though dropped today), META(huge recent runup), and TEAM all have run too much, also shorting GM

F GM

I don’t like the guy at all but his companies have a higher payroll than GM.

GM GM Anach!

GM is doing very well under Kurt Kelty.

GM from the NW 🇬🇧 Have a gr8 day all. Let’s gooooo! 🚀🚀🚀🔥💥📈🤑🍻

Spots position relative to GN, DN, VN, and GM