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Yep. I'm very confident that this is a great share. This board is nice and quiet. The only board I follow which is quieter is yougov. All the boards that I follow that are noisier have had SP tanking this last year. If the IIs have this wrapped up then great IMO. Just go along for the ride, no stress. Electric vehicle charging? Is it going to be a growth sector? Of course it is! I'll be adding on Monday.
Results next Friday. It seems this has been worked down by autobots with lack of news. Perhaps someone’s got wind and I don’t mean flatulence. If this moves up on Monday then maybe back over 225p in a flash. Expecting more MM games though.
twenty past four big jump and telephone trading only on IG, whats that all about.
Thanks for the info. FWIW I have gone in again at 195. I am buying based on company experience as a user, amongst other things. I have electric car and find pod point to be best public charging offering I have used so far.
This is turning out to be a real PO*P of an investment. Holding for the turnaround.
In addition, as DogTyred has suggested, volumes aren't high, which supports the view that the fall lacks substance.
It's gone down on relatively low volume, so it won't take much to move it up strongly.
PODP final results etc. next week, with all the publicity that comes with them, will I believe provide a major boost.
And I also wouldn't be surprised to see major shareholders and directors buying more after the results end the current closed period.
PODP's boss Erik Fairbairn for example bought about £4M. of PODP shares in its November IPO, at 225p, so the current s.p. looks a bargain.
From 14th.January 2022:
"France to force EDF to take €8.4bn hit with energy bill cap
... EDF has said the plan could hit its earnings before interest, tax, depreciation and amortisation by between €7.7bn and €8.4bn based on market prices in December and January. Barbara Pompili, France’s environment minister, said the government planned to help EDF withstand the blow but has offered no details on this. ..."
https://www.theguardian.com/business/2022/jan/14/france-edf-cap-household-energy-bills
Steve,
It's a big hit, but is still only about half of EDF's EBITDA.
And as EDF is largely (c. 84%) owned by the French state, it should provide it with any support it needs.
Furthermore, EDF's stake in PODP is a drop in the ocean in comparison.
And PODP itself is very well-funded after raising about £100M. gross from its November IPO for the company, and its losses aren't that big.
So I don't see why that news last month would have caused the drop.
I think it's largely due to the correction in tech etc. stocks.
But that seems to have stabilised now, with the NASDAQ recovering strongly recently.
Does anyone think the drop is anything to do with majority shareholders EDF being forced to take an £8bn bath by the French govt. they have only been allowed to put up gas prices by 5%, not 50% like here in UK!
The clue is ‘being played’. Artificially low individual trade numbers indicates (to me at least) that someone has an agenda to keep this down and has set their algobot accordingly.
Today is not much better.
Hi hum
DT, could please expand on your comment? I don’t understand why the trades are so low but fail to grasp what you are insinuating? Sorry to be a thicko!
Cheers
Jb
Sixty trades between 9.33AM and 10.14AM and 22 of them above 20 shares. 37 of them below 10 shares, 33 of which are below 5 shares, including 12 x 1 share trades. Pathetic.
Being played like a fiddler's elbow.
DT
All i can assume is selling into the financial results as its the first time they have ever reported. I have averaged down during this dip as i purchased when it first IPOd. SO will look to continue to do it as I think this has great potential and currently valued not at an extremely crazy multiple.
yeah cos i bought in a couple of weeks ago.
Story of my life.
Anyone got any thoughts on why this hasn’t performed in the recent weeks? The way EV is being pushed for this year, the contracts they have with Volkswagen group, Mercedes’ etc. i would have thought this would go from strength to strength? Wondering what anyone else’s thoughts are on this
https://electrek.co/2022/01/16/bp-claims-ev-charging-stations-on-the-cusp-of-being-more-profitable-than-gas-pumps/
and Podpoint is bigger in EV charging.
"Concerned that fast growing companies come back to the market for more cash."
Pete,
PODP raised about £100M. gross from its November IPO for the company.
That's different from many IPOs, where a lot of the money raised sometimes goes to selling shareholders.
There were no net selling shareholders, & the boss invested millions of pounds.
If and when the company wishes to raise more (and it could get taken over first), I would think that the company would have progressed significantly, and that stock market conditions would be very different.
Strong bounce at 200p. Let’s hope that’s the bottom.
I've been waiting patiently for an entry on this, got in this morning at just over £2
A few stop losses triggered.
Not looking so hot now . I guess those in the know had wind of the govs intentions to tax EV’s yesterday. Explains the drop yesterday and today.
So much for a quick trade. Doh!. Looks like I could be here a while longer.
Ho hum
I hold a few of these but they're not Tesla and they haven't got Elon Musk behind them.
I was disappointed by the drop today of course and hope the SP will recover with the results.
I'm interested especially in recurring revenues not just sales of charging points.
Up against BP Chargemaster and the increase in energy prices having a knock on effect of EV sales. Having said
that, if you can afford an EV or your'e on here trading, you're probably not overly concerned by the hike in energy prices which will eventually come down. Why do the media always have to overdo everything. Yes, honestly I'm bracing myself for the end of the price cap (only another 3 months of this hysteria). Ive strapped myself in and put myself in the crash position - brace, brace. Oh wait a minute, I've fixed my energy costs 'till the summer. Mine's a Martini - shaken, not stirred please, thanks.
Very little volume, doesn't take much to move the SP. Level 2 not very deep atm. Concerned that fast growing companies come back to the market for more cash. Investors impatient for returns on investment. Now below IPO price. Could see more consolidation, JVs etc in the industry. Is PODP still a bit under the radar.
Tesla has rebounded about 10% in the last week, and I would expect PODP to rebound too.
PODP was at this level when it started conditional trading three months go, and it quickly made some great gains.
The company's final results are due two weeks tomorrow, which I think should provide a good boost, especially as the company hasn't been helped by its lack of newsflow.
There's a lot of great progress going on behind he scenes, but this need to be conveyed to the market.
100-bagger Tesla has fallen back recently in line with the EV sector, but still has a market cap of US$0.941 trillion, which is about thirty times its full year revenues:
Market Cap US$ 941,407,914,913
Latest Fiscal Revenue US$ 31,536,000,000
PODP's 2022 revenue could exceed £100M., and could be up about ten-fold in just a few years from its 2018 level.
At that point, valuing PODP at about ten times sales would I think be quite possible, which would give it a market cap. of about £1 billion ... which is nearly three times its current level.
"KEVIN DECAMP’S STORY OF HIS 100-BAGGER WITH TESLA
Dec 22, 2020, 1:19 pm"
https://www.valuewalk.com/kevin-decamp-100-bagger-tesla/
Thanks for the post Hedgehog 100.
Looking forward to the update from Pod Point in February.????