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馃挵馃挵 Polestar GGPI Stock Huge Gains Coming 馃敟馃敟 Polestar EV Has Massive Growth Potential - YouTube
Channel: Paul Thomas Investing
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what's up guys and welcome back to the
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channel
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i said on thursday that i would be
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looking into some new companies this
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weekend
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and this is the first of those
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if you've been following the markets in
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recent weeks then you know that the ev
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sector is booming right now
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tesla reached insane all-time highs
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making elon musk by far the richest man
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in the world
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the ipo of rivien earlier this week seen
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it be placed at an initial valuation of
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over 80 billion dollars before rallying
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on thursday and friday and is now worth
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more than 100 billion
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the ev sector stocks took a bashing
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during 2021
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but in recent weeks we've seen major
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revivals such as lucid and evgo
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that have both gained over 100 recently
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these two stocks in particular went
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public via spat mergers and the stock
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that i am talking about today is also a
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spec
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gore's guggenheim
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ticker ggpi is one of the most talked
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about stocks in the world right now and
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for good reason
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if you've been watching my channel over
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the past few months then you will have
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seen the huge gains that we made
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recently
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over the past few months we've seen 9x
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gains on ils since my first wireless
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video
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we've had 10x gains on shiba inu from
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the time of my first shiba inu video
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back in may when nobody else was talking
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about this
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and in the past few weeks alone we've
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seen aabb stock 3x from the time of my
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video in september
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if you watch my recent petrotek videos i
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covered the stock a few weeks ago at
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only 11 cents telling you about a
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potential buyout offer coming this stock
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reached as high as 34 cents just a few
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days later and even now it's a bargain
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at only 18 cents the board of directors
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currently has an offer on the table to
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buy the shares at 74 cents per share so
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what are you waiting for hit that
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subscribe button now and stop missing
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out on these huge money making stocks
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turn on notifications and find out about
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these stocks as soon as i make a video
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instead of finding my video after the
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stocks have made huge gains it costs you
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nothing but it could make you a lot of
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money this is not financial advice i
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encourage everyone to do your own due
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diligence now let's dive into it
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ggpi gore's guggenheim
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went public
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with its ipo in march
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the firm is backed by serial
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entrepreneur
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billionaire alec gores and the
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guggenheim investment group
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if you're not familiar with gore's
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gore's guggenheim strategy is to
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identify and complete business
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combinations with market leading
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companies with strong equity stories
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that will benefit from the growth
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capital of the public equity markets and
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be enhanced by the experience and
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expertise of goers and guggenheim's
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long history and track record of
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investing in and operating businesses
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gores have brought several companies
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public over the past year including
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luminar
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which reached as high as 47 but is now
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trading at 93 percent above its ipo
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price at 19
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or mata port which is currently
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over 105
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above its ipo price currently at twenty
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two dollars
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at the time of the ggpi ipo
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we had just come to a time when many
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dspac company share prices had began
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dropping
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and the stack hype had ended the share
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price didn't move too much until
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september when gore's guggenheim
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announced his reverse merger with
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polster
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with that announcement ggpi stock
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went from less than ten dollars to a
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high of 1069 but just as quickly faded
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back to 10 again the pollster deal will
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be supported by cash proceeds of around
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800 million dollars from gore's
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guggenheim
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and includes a pipe
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or private investment in public equity
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of 250 million dollars from top tier
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institutional investors
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polls they're backed by volvo care group
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and julie
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also counts hollywood actor
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leonardo dicaprio among its investors
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pollster is a global
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pure play premium electric vehicle
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company based in sweden with a mission
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to produce progressive electric
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performance cares designed and
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engineered without compromise they say
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that they are
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design focused electric performance care
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brand harnessing refined performance and
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cutting edge technology determined to
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improve the society we live in by
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accelerating the change to fully
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electric climate neutral future they are
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trying to achieve net zero greenhouse
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gas emissions while leading development
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of new technologies
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the company was originally founded in
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1996 as a racing company and developed a
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partnership with volvo before being
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acquired by the volvo group in 2015.
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they announced their poster won in 2017
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and post their two in 2019.
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in 2019 they opened their poster
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production facility and by 2020 were
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making their first sales
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as of 2021 the company is operating in
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select countries across europe and the
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united states and canada but are
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planning major expansion over the next
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two years across europe asia and the
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middle east there is a lot of ev
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companies getting a lot of attention
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over the past few weeks we have seen
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lucid
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begun to make some gains
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lucid had reached as high
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as 64. back in february before dropping
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to only 18 in september in the past few
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weeks lucid stock has gained over 150
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and is now up to 43
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with a market capitalization of over 70
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billion dollars
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and this week we have the highly
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anticipated ipo of rivien
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automotive this ipo'd
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at over seventy dollars before making
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huge gains on thursday and friday with
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the company now having a market
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capitalization of over 110 billion
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dollars
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and then we have tesla which now has a
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market capitalization of over one
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trillion dollars
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polestar is valued very modestly in
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comparisons to all of these the ipo
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price place an enterprise valuation of
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just 20 billion on pollster the
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transaction will result in approximately
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995 million dollars of cash added to
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posters balance sheet to go towards
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funding its business plan and future
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model launches so to have nearly one
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billion of cash at its disposal will be
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significant
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and pulls their price of 20 billion
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dollars means that it is three times its
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2023 estimated revenue and 1.5 times its
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2024 estimated revenue
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this is very favorable when compared
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with its u.s peers lucid and tesla
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who have 10.8 times and 6.5 times
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of their 2023 estimates and 9.3 and 3.6
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times their 2024 estimates now this
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investor's presentation
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is from its merger announcement in
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september so i have adjusted these
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figures to reflect the current price
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changes
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tesla was trading at over 1200 before
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elon musk decided to crash the price
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with a huge sell-off
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at that price
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tesla would have been 63
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above the price in this presentation
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or trading at 15 times projected 2024
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revenue lucid at the time of this
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presentation was only about 24
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so it is currently 75 above that price
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and therefore about six times 2024
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estimated revenue
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ggpi was trading at ten dollars at the
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time
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now this is up to 1281
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so that's a 28 rise so the current price
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is still less than two times its 2024
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estimated revenues
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which is an extremely low
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valuation in my opinion
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and this is reflected by alec goes who
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said that the spac deal represented a
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great entry point into pulsar because
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ggpi was conservative in its valuations
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this stock has got huge gains to make
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yet and pollster also compares very well
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to neo and x-ping
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who each have market capitalizations far
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in excess of polestar's 20 billion
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valuation
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when it comes to projected growth over
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the next four years we can see that pole
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star is second to only lucid on the
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annual growth rate projections
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now it's worth noting here that tesla is
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the lowest of these but that is because
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tesla is very much the market leader
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tesla is the most established and is a
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leader in the ev sector
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lucid is due to publish its first
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earnings report on monday and has only
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began
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its very first deliveries in the past
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two weeks
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i mentioned rivien earlier this went
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public during the week and now has a
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market cap of over 100 billion
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although it's being backed by some major
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players as of yet they still have no
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sales
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neo seen huge rises in 2020 and is
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becoming well established now in china
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but as of yet they operate in china
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alone
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pulsed air is operating across the globe
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right now and expanding exponentially
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pole star is now well ahead of and more
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established than lucid in terms of sales
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so far with approximately 29 000 sales
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in 2021 and this is expected to see huge
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growth rates over the next few years
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over the next four years it's expected
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that pulse there two three and four are
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expected key drivers of volume from 2003
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onwards mainly from the launch of the
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latter two models resulting in
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significant sales increases
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and pulse there is expecting to see huge
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revenue increases in these years
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reaching a 20 gross profit margin by
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2023 and achieving positive free cash
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flow in 2024.
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on friday post there won
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two
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wards auto awards for the poster 2 wards
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auto
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a global leader
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in automotive intelligence this year
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they've chosen poster 2 as one of 2021's
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best engines and propulsion system
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winners as well as this year's best ux
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winners
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praising poster 2's mastery of ux design
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philosophy
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this is one of the most intuitive
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efficient
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human machine interfaces that i've ever
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encountered in a care
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this along with the minimalistic design
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and the fact that it was the first car
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to feature a native android automotive
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os ensured poster two's victory
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according to judge jim irwin
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in a time when so many ev companies do
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not actually have real cares that are
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rolling off the production line
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we are generally looking at these
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companies and assessing the potential
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based off projections and those
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projections and concepts are not always
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what they seem who remembers when nicola
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had to admit that their prototype was
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rolling downhill in a promotional video
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after saying that they had a fully
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functional vehicle
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poles there already have the cars out
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there for us to be able to see and get
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an actual opinion of
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and ward's auto praise it as a near
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perfect blend of the bev formulation
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pulse there too is a blasted drive which
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offers up
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enough miles between charges for any
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commuter
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and on friday the stock jumped 16
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after the company filed its preliminary
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proxy
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and on general excitement around the ev
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sector right now
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as i said already at the time of the ipo
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alec gore stated that the spak deal
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represented a great entry point into
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pulsed air because ggpi was conservative
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in its valuation
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the move in ggpi
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also comes after rivien automotive
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rose again following its ipo earlier
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this week and has now gained
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65 percent since its ipo
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rival electric caremaker lucid group
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which also went public through a spec
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deal has risen about 83 percent since
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its dec backing in late july
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lucid group now sports a market cap of
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more than 65 billion dollars so guys
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that brings us to the end of the video
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if you've watched all the way through
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then hit that like button it really
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helps the channel out a lot
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before anyone jumps to any conclusions
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although i mention
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other ev companies in this video i'm not
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saying that these are bad companies or
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that they are undervalued or overvalued
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in any way this video was solely about
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polestar
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pulse there is a company that i feel is
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undervalued and by comparing it with the
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likes of lucid or neo i am trying to
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show you why i feel poster is
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undervalued with some logical reasons
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when we see the market capitalization
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that some of these companies already
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have then i feel that 20 billion here
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seems very low
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if you're new hit the subscribe button
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and bell notification
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follow me on twitter and i'll catch you
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in the next one
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