The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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That is quite common, doesn't mean the company is bad. My biggest concern is the staffing levels. Why on earth do they have £30m in staff costs with £60m revenue. £100k rev per staff member is awful. Very overstaffed and clearly need a consultant to go in and fire a whole load of them. If they brought payroll down to £15m, still 25% of revenue, they'd be much closer to a sustainable business.
My comment was treated with derision when I suggested that the IPO was possibly an exit strategy by the founders while the EV euphoria was high. To me that is now proved. In just 18 odd months the IPO price is history, the ceo has legged it to be replaced with an regurgitated auto industry journeyman. This looks pretty appalling for us.
Down 85% since the IPO. Pathetic.
What else is there to say? Don't think I'll ever see my initial investment back. Totally **** performance since the IPO.
The net cash is as much as the market value. This means the sp at this level is safe enough
Still keep.looking at this in case I decide to return..I looked at the share price on Google and pressed 'all time'. Reminds me that I must book a week's skiing next year
Canaccord Genuity have a buy rating on Pod Point. I had pretty much given up on my investment in this stock but you never know! If anyone can access the report please share the knowledge.
Builders up again and
https://www.bbc.co.uk/news/business-66237935
Car manufacturers backing EV in a big way
They have. Great announcement but it seems to ever have little effect on the share price!
On a positive note, Podpoint have recently announced a tie-up with the above housebuilder, to provide their charging points
Nearly 11% down as it stands says it all really.
I'd love to be a long term holder and that was my intent but having bought in not long after IPO and doing my best to average down, honestly if i can get back to my average buy price i think I'd rather get out and have the cash. The journey this share is going on is way too choppy. For those who bought in at the start, this feels like a 8- 10 year hold before you'd be realising gains.
For other people warching and waiting, this could be a good time to get in. I wasn't sure we'd see the 40-50p lows again but who knows. Lets wait on the results.
Not sure about that news, both stepping down of the founder or of Andy Palmer who, depending on how you look at it, doesn't have an unblemished record. I'm sure he wont be cheap either having held top positions at Nssen and Aston Martin. Time will tell.
I won't top up now till after the results, I think your 100% right correct, The results will be a horror show and this is them getting ahead.
This was a long term play, nothing has changed.
Well, that seems like huge news this morning. Not sure how the market will take it but hopefully it is positive. Worried the intent behind this is they are trying to get ahead of more bad news when the results come out.
I know there are only about 4 people who read this board and most people gave up with this share a long time back, which i suppose is part of the problem really thar they are addressing with this change.
I'm hoping a more canny CEO can play the game a littke more and make more impact in announcements and RNS. A big problem seems to be this company has nothing to say to the market and when it does, like a new contract win, the RNS lands randomly in the day and the share price barely reacts.
Added here today on the sole purpose that the stocks technical setups, indicate it's price action is turning towards a solid long-term reversal.
Stock has patterns that could move the price action back up to its IPO price.
The company developments will play a key part towards that path forward.
Long-term hold for some very respectable returns. 🎯🙌
That's a positive investment, congrats on buying in. This is a good price to buy in at. I'm positive on this share but its a long term purchase for me. You'll have seen from the big drop from the IPO to today this is not a share that is going to rip, but i hope with time and the move to car electrification this companies dominant market position is better reflected in the share price.
Showing buys as sells or vice versa is quite common unfortunately. I don’t know if these bugs in displaying have any impact on the algorithms deciding the bid/offer prices subsecond by subsecond
Pod Point provides domestic and commercial charge points, as well as operating its own charging network, Pod Point has good coverage over the UK. Tesco and Lidl are two of many brands that has partnered with Pod Point to support its roll out to destination locations. Pricing: From free to 44p per kWh, for rapid charging. Chargers at Lidl supermarket locations are 28p per kWh.
The Car Magazine’s Verdict: The charge points are really well-located and abundant. The app, however, struggles to communicate with the devices reliably. Sometimes it’s great, other times we’re so frustrated. This should improve with 5G connectivity though.
In a note to clients on April 11th, analysts led by Marianne Bulot in Bank of America with the subject of UK charging infrastructure reiterated a Buy rating because they still see Pod Point as the #1 in the market, and they said the company has >100% upside potential."
A BofA spokesperson said the discounted valuation for Pod Point shares is "unjustified" given the company's growth in recent years.
Just seems to be what this share does
Serious answer, i guess anyone that bought in at the lows saw the pump and took the opprtunity to get out with a quick profit.
So wish I'd gotten out when it hit a pound. Would have been a small loss but then i wouldn't be seeing this share go back into the doldrums again. Very frustrating share is this, and it feels like you need to be in it for the long term. Not sure if I've got the appetite having been a shareholder these last 18 months and watched it get completely decimated in the process.
We need repeating the encouraging notes from BOA
There seems no reason for the fall. Anyone has any clue?
Southbank Research had Pod as their go to stock for 2022.
They still state buy upto 256p.
Maybe it might now
I averaged down to £1.17 so not far to go back to break even. What to do from there though....decisions, decisions...
Glad to see you all starting to get back into profit! I took my shares out at 80p, disappointed I let my nerves get the better of me, but happy it’s made this great rise!