Cramer Discusses EV SPACs, Highlights Fisker, Hyliion
Cramer Discusses EV SPACs, Highlights Fisker, Hyliion
“That’s why I warned you away from that Nikola.”On Thursday’s “Mad Money” show on CNBC, Jim Cramer changed his tone slightly and highlighted some of the electric vehicle SPACs.
在周四的CNBC《疯狂金钱》节目中，吉姆·克雷默略微改变了语气，突出显示一些电动汽车SPAC。
Cramer On SPACs: SPACs are basically investments that have “managers with a big pot of money they can use to make deals,” Cramer said.
SPAC上的Cramer：克雷默说，SPAC基本上是一种投资，“经理们有一大笔钱可以用来进行交易”。
There's too much hype around them, the CNBC host said.
这位CNBC主持人说，围绕他们的炒作太多了。
“That’s why I warned you away from that Nikola.”
“这就是为什么我警告你远离尼古拉。”
Nikola Corporation (NASDAQ:NKLA), a former SPAC, went from $75 to $20 after questions about its technology surfaced.
尼古拉公司(纳斯达克：NKLA)，前SPAC公司，在其技术问题浮出水面后，从75美元上涨到20美元。
After being asked a question about Kensington Capital Acquisition Corp (NYSE:KCAC) weeks ago, Cramer promised viewers he would look more into SPACs. Kensington is set to merge with QuantumScape.
在被问到关于肯辛顿资本收购公司纽约证券交易所代码：KCAC)几周前，克雷默向观众承诺，他将更多地研究SPAC。肯辛顿将与Quantumscape合并。
Cramer also mentioned Canoo, which is going public with Hennessey Capital Acquisition Corp IV (NASDAQ:HCAC); Lordstown Motors, going public with DiamondPeak Holdings Corp (NASDAQ:DPHC); Luminar, going public with Gores Metropoulos (NASDAQ:GMHI); XL Fleet, going public with Pivotal Investment Corp II (NYSE:PIC); and ChargePoint, going public with Switchback Energy Acquisition Corp (NYSE:SBE).
Cramer On EVs: Many of the SPACs are following the same playbook and investing in electric vehicle startups, Cramer said.
电动汽车上的克雷默：克雷默说，许多SPAC都在遵循同样的策略，投资电动汽车初创企业。
He warned investors to be careful with the large number of electric vehicle companies going public.
他警告投资者，面对大量电动汽车公司上市要小心。
“I think fossil fuels are on the way out,” he said.
“我认为化石燃料即将被淘汰，”他说。
He referred to telling investors to buy Tesla (NASDAQ:TSLA) last year prior to a run up of more than 600% in the stock.
他提到告诉投资者买入特斯拉(纳斯达克：特拉斯)去年，该股涨幅超过600%。
Cramer on Fisker: Several weeks ago, Cramer spoke negatively on Fisker, a company set to merge with SPAC Spartan Energy Acquisition Corp (NYSE:SPAQ).
Cramer compared Fisker and its CEO to Nikola and its former executive chairman Trevor Milton.
克雷默将菲斯克及其首席执行官比作尼古拉及其前执行主席特雷弗·米尔顿(Trevor Milton)。
Cramer called Fisker a “brilliant designer” and said he has “created some gorgeous cars.”
克雷默称菲斯克是一位“才华横溢的设计师”，并表示他“创造了一些华丽的汽车”。
On Wednesday’s announced deal between Fisker and Magna International (NYSE:MGA), Cramer said: "that’s a company we like very much."
Fisker is making all the right moves with the Magna partnership and adding ServiceNow Inc (NYSE:NOW) CEO Bill McDermott to its board of directors, he said.
菲斯克与麦格纳的合作伙伴关系做出了所有正确的举动，并补充说ServiceNow Inc.纽约证券交易所代码：现在)首席执行官比尔·麦克德莫特(Bill McDermott)进入董事会，他说。
Cramer On Hyliion: The company that was highlighted on Thursday by Cramer was Hyliion Holdings Corp (NYSE:HYLN).
克雷默谈海利安：Cramer周四强调的公司是海利安控股公司纽约证券交易所代码：HYLN).
Cramer likes the company's focus on CNG and the fact that they "actually have a product."
克雷默喜欢该公司对CNG的关注，以及他们“实际上拥有一款产品”这一事实。
Cramer mentioned positives of the company owning its battery technology, having a software angle and already having infrastructure in place.
克雷默提到了该公司拥有电池技术、有软件角度以及基础设施已经到位的积极一面。
“Hyliion figured that designing a new truck was a fool’s game.” Cramer said he likes that the company has a better shot at improving existing infrastructure.
“海利安认为设计一辆新卡车是愚蠢的。”克雷默说，他喜欢该公司在改善现有基础设施方面有更好的机会。
Hyliion has over 1,000 pre-orders and believes it will sell over 4,100 units in 2022. The company could also see $344 million in revenue from the sale of 2,500 Hypertruck ERXs.
Hyliion有超过1000份预购，相信2022年将售出超过4100台。该公司还可能从销售2500辆超级卡车ERX中获得3.44亿美元的收入。
A slide Cramer showed said the Hypertruck ERX will have a total cost of $279,776 compared to the current Hyliion improvement of $404,493.
Cramer的一张幻灯片显示，超级卡车eRx的总成本为279,776美元，而目前Hyliion的改进为404,493美元。
Existing diesel trucks cost $431,850. Future trucks from Nikola and Tesla have expected costs of $637,500 and $438,000, respectively.
现有的柴油卡车价格为431,850美元。尼古拉和特斯拉未来的卡车预计成本分别为637,500美元和438,000美元。
Cramer recommended waiting for a pullback to $20 for investors to buy.
克雷默建议等待回调至20美元，让投资者买入。
Disclosure: The author is long HYLN, SBE.
披露：作者为龙HYLN，SBE。
