Member Info for Acuere

From PodPoint client Lidl announcement yesterday.

“24th November 2021: Lidl GB today announces plans to create 4,000 new jobs across the country with a new store target of 1,100 stores by the end of 2025.
Lidl remains on track to reach 1,000 stores by the end of 2023, as previously communicated. The additional 100 new stores will be across England, Scotland and Wales and will feature solar panels and electric vehicle charging points. Sites of particular interest include town centres, retail parks and metropolitan locations.”

Neither. Just a technical situation that is done to help MMs set a price. It usually occurs when there is high volatility in a stock.

Thanks to Simon gordon for flagging this up. Listen to it from 6.00 for Saietta part.

Couple of quotes worth noting.
“talking to all 7 of the largest moped manufacturers in India”

“One of the best companies I’ve seen ……..it has extraordinary potential “

https://m.youtube.com/watch?v=DuZnOj2hUcc&ab_channel=WhatInvestment

https://www.bbc.co.uk/news/business-59369715

Chartist Zak Mirs technical analysis throws up a target of 315p by year end. Any major contract news beforehand would see that upgraded though I imagine.

Thanks for sharing.
Hmmm so Brown found PODP valuation a bit steep at £350m and passed on the IPO at 225p. However he doesn’t rule out wanting to buy the shares in the future. Therefore it’s hardly surprising that he is talking them down when they quickly moved 20% above the price he baulked at.

Whilst I appreciate your Bigger than Tesla comment is tongue in cheek, it should be reminded that the CEO is on record as hoping to achieve a $500 billion market cap by 2035.

The e-traction deal was last week and caused and we’ve already discussed what a steal it was. I would imagine whoever has tipped it will have pointed it out though.

I flagged up the Vic Kist interview elsewhere and notice it’s picked a few more viewings in last day. If you watch the interview it makes it quite hard to resist hitting the Buy button.

https://m.youtube.com/watch?v=AIh_bpOqN2E

My guess is they’ve been tipped by someone and email was sent to subscribers yesterday at around 12.00.
There were a flurry of trades from then on that have continued this morning.

That’s just my guess though.

Watchmen,

I thought I had answered this. Pod Point do provide rapid 50kw chargers.
As per this link.
https://pod-point.com/rollout/tesco-ev-charging

And from Driving Electric:-
“In comparison to fast charging, a 50kW DC charger will charge a 40kWh Nissan Leaf from flat to 80% in 30 minutes.”

For me that seems rapid enough. Agree that the potential for shopping malls and public car parks is huge. But for the shops and cafes there, they will want people to spend more time there. Therefore an ultra rapid 250kw charger giving 100km distance in 10 mins isn’t going to appeal to them. Far better they spend more time shopping as their car charges up for free.

Watchman,

The 22kw chargers are classified as fast. Pod point do them. They also do 50kw chargers that are classified as rapid.
When you say fast are you referring to the 150kw plus chargers which would be classified as ultra rapid? They don’t do those but there is a school of thought that they may not be the route to go down. I certainly don’t see any demand for them in the home charging market.

Yes I think you’re right there. I also think that if PODP could provide the market with an update on expected FY revenues before the year end it’s the sort of share that will appear in the usual crop of New Year tips.

Here’s the press release for this weeks product launches at METS.

https://saiettagroup.com/saietta-launches-propel-a-new-force-in-electric-marine-motors/

Draft, it depends from which angle you’re looking at it. Priced at a multiple of 13 times 2020 revenues of £33m then I would agree.
However I’m conservatively assuming £60m revs 2021. That multiple is down to 7 and looks about right.
And what about next year (7 weeks away). The growth is so rapid we could be up to £100m revs and a multiple of 4. In which case I’d say we’re looking rather cheap.

Wallbox , at a similar stage and with very similar revs to ourselves have a market cap of $2.5bn.

Yes , excellent piece and thank you for sharing.

Just a couple of points. You mention a couple of negative customer feedbacks but the overwhelming feedback for them is very good. I think they will continue to lead the home charging market which will ramp up massively.
The other thing was that Electric Highways 80% dominant share of the en route charging market has caught the attention of the Competition & Markets Authority. So there could be opportunities opening up for Pod Point in what I believe could be a lucrative long term market.

It looks cheap compared to peers and I also think this is an area that retail investors will want a part of. I also think most investors are unaware of it ( look at the very few posts on this and other BBs), but I think we could see a sharp rise in SP soon as awareness increases and new investors come on board.

Nor sure I understand your question.

They make money by selling the charging pods to EV owners for use at home. For me anyone who buys an EV would want one. They are the UK market leader in this.

They can also sell them commercially eg Tesco. The loss leader model refers to this. That is do Tesco want to use the charge points as a loss leader and not charge customers for the electric or do they install pods that customers have to pay to use. Podpoint still make money whichever type Tesco choose.

Keeping this statement in mind:-

“We remain on track to have our two lead products fully tested by the end of the year and look forward to reporting the data in Q1 2022.”

Makes me wonder if this tweet from yesterday is significant :-

“Verici Dx
@VericiDx
While kidney transplants are routine, a patient's individual immune response and other related biological pathways are, at best, an educated guess…

Until now.

Our proprietary tests forecast which patients are most at risk of rejection, to take early action.”

Absolutely. It feels more like someone should report to the police that a poor Chinese property developer just got robbed!

This has quickly retraced the gains made off the back of the Sept 27 Operatioal Update. It shows the lack of patience amongst investors. I’m happy to add at these levels.

I just relistened to the Vic Kist vox market interview from that day and how he signed off on it. Basically saying he’ll speak again in few months after next update OR “we land a massive contract and I’ll ring you sooner”.

For me that seems a silly and unnecessary thing to say unless you are very confident about landing a massive contract soon

Excellent set of figures.

Worth noting that within that 30 Jun portfolio valuation of £31.98m, Exscientia was valued at £13.3m. At the IPO price it was valued at £25m.

Lots of forward comments to like about the core companies. I’ll just highlight one for now. Pulsiv looks like it could provide next catalyst for SP rise.

“(Pulsiv)….. will become a major green technology business.
Its unique technology improves the efficiency of electricity conversion meaning devices waste much less energy than conventional techniques. If widely adopted, it means electricity grids can generate less electricity to meet the demand from devices and appliances. It can be used in virtually all mains-powered devices and has a host of other applications.. . . . and is now in advanced discussions with a number of major companies about integrating it into their devices.”