Member Info for PanamaPete

What don’t you understand about the word ‘incremental’ ?Maybe four syllables is too much.

Boards may be red today but Gas is maintaining it’s high.

"We’re proud to announce that Pod Point is bringing its award-winning home charging system to Spain, through a partnership with solar equipment specialist SeisSolar.

The arrival of our Solo 3S home charger in Spain marks the beginning of Pod Point’s international expansion, first outlined in our Powering Up strategy. In line with our mission, we will bring easy and affordable EV charging to a new audience as we support drivers in Spain to make the EV transition"

"P415 allows companies that aren’t energy suppliers to sell wholesale energy as a Virtual Trading Party (VTP). By working with a VTP, Pod Point gains access to a new incremental revenue stream, allowing us to reward customers for charging their EVs whilst also helping to stabilise the UK’s energy grid. In other words, it’s a win-win-win for Pod Point, our customers, and the Grid!"

You’re conveniently forgetting revenues from Energy Flex & the expansion into Europe with the Spanish solar tie up. But don’t let those details bother your short position.

It's a pity so many people on these boards are illiterate.

‘What Car’ best value Home EV Charger 2024.

But what do they know eh alex ?

Very much oversold imo.

With large doses of hopium, I'm waiting for an update on the actual revenue stream numbers of Energy Flex etc following the RNS of 29th January.

Recent Director buys are now down iro £20k each.

"On 23rd December 2024, Pod Point became the first company to sell energy on wholesale electricity markets under P415, generating revenue for the Group. Pod Point is working with a VTP, providing the Group with another incremental high margin revenue stream to support its customer lifetime value model by rewarding customers for smart charging their car."

When the deal was announced, some analysts were unhappy that the deal undervalued the assets - the share sank.

When the deal was under threat, the share plummeted.

When the deal was cancelled & those previously undervalued assets were going to be retained, the share sank again.

Energean has now retained those assets and their income stream will add to the bottom line. They also provide geographic, geopolitical and commodity diversity.

Clearly, the Directors think the share price represents good value & have topped up their holdings by £3m.

Next thing, imho, they will be announcing buybacks & increasing the quarterly dividend, possibly by up to 10%.

GLA

Wholesale gas prices have doubled over the last year from $2 to $4 MMBtu

Next thing, they wil be announcing buy-backs

As opposed to Peel Hunt commission & Directors’ salaries. It’s a lose lose situation for retail.

I hope this lot fail to raise further equity from retail investors & go in to administration. That would be a wake up call for them. They cannot be taking huge salaries on the one hand & pass the begging bowl around with the other. The Intellectual Property Rights & licences could be sold to the highest bidder.

Really, all the company from the top honcho down to the mouse catcher need to take a serious haircut to their salaries otherwise it's just charitable giving. I'd rather they went bust than give them a penny more. The Directors should be stumping up private money to keep this afloat if they are so confident in future revenues.

I think that makes three Director buys now or companies owned by them.

And another.

Nice to see a Director buy.

Dividend payment next Monday (31st March) will see some buyers return & I would expect the price to have recovered somewhat by then with a current 11.28% yield at 815p.

Still accumulating.

My lowest price paid ever with this stock circa 820p.

Yes, you couldn't make it up but it does make for great entertainment.

Good. Now if we can just get back to business as usual.