Member Info for skier1

Up +14% now. Rerate underway.

Market is finally waking up to PDG potential. PDG is bigger online than Cazoo (LOOK is also bigger). A tech unicorn.

Cazoo is currently averaging online car sales of 1000-2000 per month.

For comparison, Lookers is currently averaging online car sales of 5000-15000 per month.

Cazoo is reported to have a current valuation of £5 billion.

A like-for-like calculation values LOOK at £10-75 billion.

Today's LOOK marcap is £0.3 billion.

Lookers is not a car retailer.
It is a tech unicorn.

Potential 200-bagger...

https://www.expressandstar.com/news/business/2021/04/08/lookers-sells-44000-cars-online-in-quarter/

The American CEO has moved to London. If he can rebrand the (bigger than you think) Carstore ecommerce division and flip it quickly for several billion quid to US bankers, like Cazoo, then happy days.

Outstanding results for Q1 2021.

UK car market is clearly bouncing back very strongly.

Top financial results -- even in lockdown.

LOOK's growing *Click and Drive* online business is now very attractive, with 3 times more cars for sale today than Cazoo ($7 billion valuation).

Rumours swirling today of a bid for Lookers by Cinch.

At $0.3 billion, LOOK is hugely undervalued here.

Massive upside potential.

What's good about PDG is that the new CEO is American. He "gets" tech and the unstoppable shift online. He's not your UK Arthur Daley type, obsessed with dividends and car superstores from the last century.

PDG is no longer a car retailer. PDG is a tech firm. Click, collect, deliver, go.

The Amazon of cars.

AUGM is now up over +100% in the past year.

Fintech is the future.

With the whole UK car market now jumping back to recovery, after Covid, PDG is in a prime spot for growth in H2 2021 and 2022.

Above all, PDG's *online ecommerce division* looks way, way undervalued here... PDG online is currently *5 times bigger than Cazoo*, which is soon to float for $7 billion in NY... Applying the same Cazoo valuation to PDG gets you to $30-40 billion marcap, compared with its current price at $0.4 billion in Apr 2021...

To put it another way... PDG can be a 100-bagger... a millionaire-maker.

https://www.google.com/amp/s/www.standard.co.uk/business/pendragon-online-used-car-sales-cazoo-ipo-flotation-b926777.html%3famp

CGNR price is obvs moving in sympathy with the rising industry gold price. But nothing has changed here... No gold, no exploring, no digging. Just a 20-year pump-and-dump. Old Con roy is nearly 100yo and CGNR is just his pension top-up. Same old cycle every year -- pump it with buzzwords, then dump a placing on overexcited mug punters. Anyone who "invested" here at the start has lost -99% of their "investment". Year after year of dilution and dump. While Con roy tops up his tan in the Irish and Finnish countryside.

Good to see I'm no longer talking to myself here...

ADA is now an 18-bagger in 18 months. One of the best-performing shares on all the world's stockmarkets in history.

The investment in remote tele-health for Covid-19 and other sickness has ignited the shareprice here.

Folks are bottom-feeding and buying beaten-up UK stocks. Also, Openreach is up for sale, which alone is worth 2 x more than the entire current stockmarket valuation for BT as a whole.

As predicted, BT recovering strongly. Up +25% in under a month. With Openreach up for sale, and assets (like EE) undervalued, this can easily do £2-3 in a flash.

Good to see more activity here. Fintech is banking of the future, which AUGM invests in.

Get ready for 25p...

Boris on TV today saying one of his top plans for reopening schools in June and July is "increase cleaning".

There are roughly 40,000 schools, colleges and universities in the UK, with perhaps 4 million rooms to clean 5 to 7 days a week.

That's a lot of new business for REAT to acquire. Will give the shares another liftup from here and provide strong support.

Charts suggesting it's now ready to bust thru the 2.1p recent high. REAT has momentum.

It looks like a Kia Sportage!

Strong intraday reversal in the shareprice here today. A bullish sign. BT is up 10-15% since the Openreach story emerged, so the market is buying into it. Far too many people looking at the past here for BT. Need to look forward, to the future. The narrative has changed. An energized CEO, pouring millions of his own money into the stock, getting ready for a £20 billion selloff -- 2 times higher than the current marcap. BT is a no-brainer.

It is just relentless bad news here. Giant debt, huge dilution on the horizon, DBX production less than expected, plunging car prices, massive inventory buildup, big HK-China market in turmoil, soaring costs of the F1 vanity project, AML shares down -5% every day, regular as clockwork, in a Dow bull market, shorters increasing, and major funds dumping stock every other day. More red flags than a Vettel F1 crash.

Vettel is perfect for Aston Martin.

Old, tired, miserable, vastly overrated, in sharp decline, and ready for the knacker's yard.

It is a sign from above.