u/barrel-boy

Reddit r/ASX_Bets
tracked since Oct 2026

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Horizon 7D30D90D180D360DAVG
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Long
Oct 23
$0.46
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CBA facilities could fund JNS order book into deliveries
Janus Electric secured A$11m in Commonwealth Bank facilities (A$10m revolving trade finance plus A$1m asset finance) to scale production and deliver orders, notably in North America, with no equity issue announced alongside them. The author argues this funding bridges the gap between a 118-truck North American order book and actual deliveries, customer receipts and cash generation, implying substantial upside for a speculative position over three to six months. Main stated risks: the facilities are borrowing capacity rather than cash, secured against assets with covenants and drawdown conditions and undisclosed pricing, and funding does not remove delivery, margin or future dilution risk.
Autos & EV
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u/barrel-boy has 1 trade ideas tracked on Buzzberg across 1 tickers since October 2026.

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