Suggestions for a speculative punt?

adindas

adindas said:

Also do not forget EV charging station such as Chargepoint (CHPT) which is already mentioned here. US Infrastructure bill is coming soon which will be the major catalyst for EV charging station.

Congress passes $1.2 trillion infrastructure bill
https://edition.cnn.com/2021/11/05/politics/house-votes-infrastructure-build-back-better/index.html

Guess what The power of catalysts.
Have a look EV charging station which are direct beneficiary of infrastructure bill:

CHPT 10.5%

PLUG 7.20%

 VLTA 12.5%

EVGO  20% 
Today at the time of writing

adindas

If you missed CHPT, BLNK, .EVgo  might be the next.  Yesterday alone up +34.57% on this news and Infrastructure bill.

https://www.businesswire.com/news/home/20211108005425/en/EVgo-Awarded-Grant-Funding-by-State-of-Pennsylvania-to-Expand-Availability-of-DC-Fast-Charging-Stations

The State of Pennsylvania is not goin to give a grant / funding for a bogus company like NKLA. .

I already have position in Evgo which I have keep DCA since a while ago. Now it seems turn to be a good decision, let see.

Good to have index fund as the main holding, but if you just rely on index fund you will not be able to take advantage of the catalysts like thig. This is my personal opinion which might not be accurate.

Please do you own DD if you decide to invest in any assets. I hardly ever buy the stock when there are already running too  high,, good to wait until there is a pull back before entering.

csgohan4

adindas said:

If you missed CHPT, BLNK, .EVgo  might be the next.  Yesterday alone up +34.57% on this news and Infrastructure bill.

https://www.businesswire.com/news/home/20211108005425/en/EVgo-Awarded-Grant-Funding-by-State-of-Pennsylvania-to-Expand-Availability-of-DC-Fast-Charging-Stations

The State of Pennsylvania is not goin to give a grant / funding for a bogus company like NKLA. .

I already have position in Evgo which I have keep DCA since a while ago. Now it seems turn to be a good decision, let see.

Good to have index fund as the main holding, but if you just rely on index fund you will not be able to take advantage of the catalysts like thig. This is my personal opinion which might not be accurate.

Please do you own DD if you decide to invest in any assets. I hardly ever buy the stock when there are already running too  high,, good to wait until there is a pull back before entering.

looking closer to home, what are your thoughts on pod point?

adindas

csgohan4 said:

adindas said:

If you missed CHPT, BLNK, .EVgo  might be the next.  Yesterday alone up +34.57% on this news and Infrastructure bill.

https://www.businesswire.com/news/home/20211108005425/en/EVgo-Awarded-Grant-Funding-by-State-of-Pennsylvania-to-Expand-Availability-of-DC-Fast-Charging-Stations

The State of Pennsylvania is not goin to give a grant / funding for a bogus company like NKLA. .

I already have position in Evgo which I have keep DCA since a while ago. Now it seems turn to be a good decision, let see.

Good to have index fund as the main holding, but if you just rely on index fund you will not be able to take advantage of the catalysts like thig. This is my personal opinion which might not be accurate.

Please do you own DD if you decide to invest in any assets. I hardly ever buy the stock when there are already running too  high,, good to wait until there is a pull back before entering.

looking closer to home, what are your thoughts on pod point?

HI Mate

Pod Point Group Holdings Plc (PODP.L)

Unfortunately, I am not familiar with this stock.

I have been trying to find out what the Analysts are saying, Unfortunately I could not find any.

https://www.barrons.com/market-data/stocks/podp/research-ratings?countrycode=uk&mod=searchbar

But I tried to look at their summary at Yahoo Finance. It seems it is a pre-revenue small cap EV Charging company. Market Cap is also relatively small GBP352.216M.

52-week range GBX 210.00 - 232.95 and the current price is GBX230, it is already close to All time High.

I hardly ever buy the stock when they are close to ATH. So, if you decide, wait until there is a significant dip. I myself would rather miss them rather than buying them at this price.

adindas

EVgo
Last week Catalyst:
Infrastructure Bill Passed
Grant from The State of Pennsylvania
Another Catalyst
Partnership with "Uber" and GM and Beat earning on the top of that:

https://uk.finance.yahoo.com/news/uber-evgo-expand-partnership-support-121500978.html

https://www.benzinga.com/news/21/11/23981561/evgo-shares-on-the-move-following-expanded-gm-uber-partnerships

Almost 100% up in less than a week.
If you just rely on P/E ratio you would have excluded the company like this, as they are using most of their revenue to built new infrastructure, It is better to use revenue in that way..

Thrugelmir

adindas said:

csgohan4 said:

adindas said:

If you missed CHPT, BLNK, .EVgo  might be the next.  Yesterday alone up +34.57% on this news and Infrastructure bill.

https://www.businesswire.com/news/home/20211108005425/en/EVgo-Awarded-Grant-Funding-by-State-of-Pennsylvania-to-Expand-Availability-of-DC-Fast-Charging-Stations

The State of Pennsylvania is not goin to give a grant / funding for a bogus company like NKLA. .

I already have position in Evgo which I have keep DCA since a while ago. Now it seems turn to be a good decision, let see.

Good to have index fund as the main holding, but if you just rely on index fund you will not be able to take advantage of the catalysts like thig. This is my personal opinion which might not be accurate.

Please do you own DD if you decide to invest in any assets. I hardly ever buy the stock when there are already running too  high,, good to wait until there is a pull back before entering.

looking closer to home, what are your thoughts on pod point?

HI Mate

Pod Point Group Holdings Plc (PODP.L)

Unfortunately, I am not familiar with this stock.

I have been trying to find out what the Analysts are saying, Unfortunately I could not find any.

https://www.barrons.com/market-data/stocks/podp/research-ratings?countrycode=uk&mod=searchbar

But I tried to look at their summary at Yahoo Finance. It seems it is a pre-revenue small cap EV Charging company. Market Cap is also relatively small GBP352.216M.

52-week range GBX 210.00 - 232.95 and the current price is GBX230, it is already close to All time High.

I hardly ever buy the stock when they are close to ATH. So, if you decide, wait until there is a significant dip. I myself would rather miss them rather than buying them at this price.

Only just floated. Still majority owned by EDF. 

adindas

The elephant in the room, In my opinion.

https://www.bbc.co.uk/news/science-environment-58925049

The UK government currently offers a grant of up to £2,500 as a discount on the price of certain brand new low-emission vehicles including some electric models

Arrival (ARVL) the UK bus company that I have mentioned previously.

https://www.intelligenttransport.com/transport-news/117794/arrival-electric-bus/

Similar initiative everywhere in the world. In some cities in the US, the use of ICE will be banned to enter the city in less than 10 years’ time.

Count that how many ICE buses, cars currently on the street. In less than two decades from now, they will be replaced by either EV or Hydrogen Fuel cells. I believe, part of these money will go into your pocket.

Investors who just rely on value investing, relying on PE ratio they would have missed this sort of opportunities as none of these star-up companies will have a P/E ratio.

Sensible people could easily see, that the P/E ratio for a start up company (not mature companies) is irrelevant as they are using their revenue to grow business, to built new facilities, to expand everywhere in the world.

The only people who loss money in these sorts of companies are the people who bought them when the share price is at the peak, FOMO buying + Panic selling. People who are impatient to wait for the price to pull back, or waiting for the consolidation time. It is even worse when they bought them at the peak but do not follow the news, make them too late to pull the plug so they fall into the company like Nikola (NKLA), Theranos (THERA). Unlike a few decades ago, nowadays most of this informations are available in real time, so imo in mnay cases you will have suffiicient time to pull the plug before it is too late.

Thrugelmir

adindas said:

Investors who just rely on value investing, relying on PE ratio they would have missed this sort of opportunities as none of these star-up companies will have a P/E ratio.

Rivian has a current market value of $110bn. Yet has only sold a 156 vehicles so far.  With an aim to be producing a million a year by the the end of the decade. 

Some investors appear to have lost sight of the basics of investing. Too focussed on illusory concepts than future profitability and cash flow. 

csgohan4

You could argue Tesla's profits are far less than their SP are worth at the moment. You might have tripled your money if you invested last year, but certainly takes a leap of faith as well. Sadly I did not invest in Tesla due to my risk appetite at the time.

adindas

Thrugelmir said:

adindas said:

Investors who just rely on value investing, relying on PE ratio they would have missed this sort of opportunities as none of these star-up companies will have a P/E ratio.

Rivian has a current market value of $110bn. Yet has only sold a 156 vehicles so far.  With an aim to be producing a million a year by the the end of the decade. 

Some investors appear to have lost sight of the basics of investing. Too focussed on illusory concepts than future profitability and cash flow. 

As I  said before, people should not be buying any stock including Rivian (RIVN) when close to the peak.

The current share price is US$130 when you know the IPO price is $78 per share (originally it was valued $57-$62), why would you want to buy it at US$130?. To me I would rather miss it then buying it at the current price. It is ok when you are a day trader, short-term swing traders doing in and out within a day, or a few days within less than a week (say).

When the price retrace to original IPO price of around US$78 the market cap shall be around $62 billion based on your figures above. Lucid Motor (LCID) quite similar company Market cap is currently US$71b. Tesla (TSLA) has around $1.0T before pulling back this week.

As of Nov. 9, General Motors (GM) has an $85 billion market cap, Ford (F) is at $80 billion. But GM, F are relying their revenues on ICE, the declining market.

Also do not forget the growth figures how much revenue they will make in the future. You could find their revenue prediction in their investor presentation. Although I myself will adjustt the revenue prediction based on what I believe, as it is not uncommon it is exagerated

The news like this https://rivian.com/newsroom with all money from Amazon, Ford will help the company to survive and grow like an octopus.