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Polestar EV

698 Posts
Pagina: «« 1 ... 3 4 5 6 7 ... 35 »» | Laatste | Omlaag ↓
  2. Centenbakkes 3 februari 2022 12:59
    Ik heb mijn gak eindelijk onder de 11 dollar gekregen, de merger piek kan zo boven de 20 uitschieten als je het vergelijkt met lucid (cciv spac). Soort van dezelfde opbouw met iets minder hype maar meer verkochte auto's... Ik twijfel zelfs om all-in te gaan op ggpi maar is dat slim? met pas 4 jaar ervaring voelt het alsof het een beginnersfout zou kunnen zijn, te impulsief misschien.
  3. forum rang 9 nine_inch_nerd 3 februari 2022 13:22
    Persoonlijk ben ik altijd voor spreiding. "Gokken" op één aandeel kan positief zijn, maar ook helemaal dramatisch zijn.
    Bij een SPAC kan die theorie natuurlijk anders zijn als je dicht bij de $10 blijft. Bij falen merger krijg je nl altijd ca $9.80 terug ($10 minus kosten).
  4. forum rang 9 nine_inch_nerd 3 februari 2022 13:34
    Polestar is niet een Amerikaans product en dat merk je bv in dit bericht. Geen Polestar opmerking te zien. Dit kan toch een rol gaan spelen hoe het aandeel het gaat doen.
    Op korte termijn zal dit invloed hebben.
    Op langere termijn moet het eigenlijk goed komen, omdat bij een stijgende autoverkoop zoals ie nu groeit de winsten stijgen en het een goed rendabel bedrijf is/wordt.

    investingnews.com/electric-vehicle-ou...

    EV Outlook 2022: Sales to Have Another Stellar Year in Key Markets
    Priscila Barrera Feb. 02, 2022 02:00PM PST

    The electric vehicle (EV) revolution has been top of mind for battery metals investors for quite some time now, but 2021 was the year that saw an uptick in EV demand finally materialize.
    Demand in large markets, such as Europe, continued to soar after strong 2020 sales numbers around the world.
    Given the importance of the EV narrative for battery metals and all the commodities associated with the EV supply chain, the Investing News Network (INN) reached out to analysts and experts in the space to ask for their thoughts on what happened last year and what the EV outlook is moving forward.

    EV trends 2021: Demand soars in key markets

    The EV story has unmistakably been getting stronger and stronger, pushing many investors to consider metals riding this green wave for the first time ever (or in years).

    “2021 was the year when EVs finally took off; they became an important player in the market,” Felipe Munoz of JATO told INN in an interview. “We started to see more affordable models, wider offerings from many car makers, many different brands and in different segments.”

    Sales of EVs doubled last year, with most of the increase coming from Europe and China, which despite reducing its subsidy for EVs saw little impact on new energy vehicle (NEV) sales.

    “In 2021, China exported around 300,000 NEV passenger vehicles,” Charles Lester of Rho Motion told INN. These mostly came from Tesla's (NASDAQ:TSLA) Shanghai plant, which exported to Europe and other regions, resulting in more lithium-iron-phosphate vehicles in Europe.

    Strong demand in China came from a rise in sales of low-cost, small-segment vehicles. Most notable was the SAIC-GM-Wuling Hongguang Mini EV, which had a market share of around 13 percent in 2021, Lester explained.

    Other catalysts that drove demand in the country include Tesla kicking off production of the Model Y in Shanghai, making it the third highest sold EV, and BYD (OTC Pink:BYDDF,HKEX:002594) significantly ramping up EV production throughout 2021, selling over half a million vehicles.

    “In 2021, the US lacked the same levels of growth that Europe and China experienced,” Lester said. “Tesla and GM (NYSE:GM) did not add any new models to the table, and European OEMs delayed mass rollouts of new models in North America while they focused on markets closer to home.”

    Despite not growing at the same pace as other key regions, US registrations of battery EVs reached 2.95 percent from January to November 2021, compared with 1.8 percent in 2020, according to data compiled by IHS Markit.

    Speaking about the EV industry in 2021, Stephanie Brinley of IHS Markit said the growth in EV sales was largely related to Tesla’s increased capacity, although new vehicles from other automakers played a role too.

    “In addition, the semiconductor shortage ultimately affected all automakers, and that included some EV production as well,” she explained to INN. “Fewer EVs were produced than automakers planned to build, and demand outstripped supply — whether internal combustion engine (ICE) vehicle or EV, if more could have been built, more could have been sold.”

    Another 2021 trend was the introduction of EVs in different segments to accommodate consumer lifestyles.

    “Automakers are choosing to launch EVs into the most popular segments and introducing more utility vehicles than traditional sedans at this stage,” Brinley said. “Given this dynamic, we will see more EVs in the C- and D-SUV segments, though in the US there is also expansion in the full-size pickup segment.”

    JATO’s Munoz pointed to the rising popularity of mini EVs in China as one of the main 2021 trends seen in terms of the diversification of EV offerings.

    “These cars are pure electric and they're extremely cheap, very affordable,” he said, adding that this wasn't just a China trend — in Europe, consumers started to see more affordable cars too.

    “In 2021, we also started to see more electric SUVs, which are still quite expensive, but it's a good step forward because the industry, the consumers, demand these cars,” Munoz said.

    EV outlook 2022: Strong growth ahead

    Last year brought record EV sales, with registration numbers in Europe, the US and China all growing.

    In Europe, pure EV registrations surpassed the 1 million mark for the first time ever, jumping from 740,000 units in 2020 to 1.2 million in 2021; that represents a 63 percent increase, according to JATO data. In the US, registrations increased by a significant 78.3 percent, rising from 2020’s 254,000 units to 2021’s 453,000.


  5. forum rang 9 nine_inch_nerd 4 februari 2022 09:00
    Northvolt -- Volvo -- Polestar
    Stevige samenwerking.
    Northvolt is/wordt een grote batterijspeler in Europa met al een VW link.
    NB: Northvolt wilt ook asap naar de beurs, dus ik ben de SPAC wereld aan het monitoren op een merger.

    Northvolt and Volvo Cars select Gothenburg for gigafactory

    Volvo Cars and Northvolt have selected Gothenburg, Sweden, to establish a new battery manufacturing plant which will commence operations in 2025, create up to 3,000 jobs and complement the planned R&D centre that both companies announced in December as part of an investment of approximately SEK 30 billion.

    The new plant and close ties with Northvolt will significantly strengthen Volvo Cars’ electrification strategy as the company aims to produce and sell only fully electric cars by 2030.

    Construction of the plant will start in 2023 and it will produce state-of-the-art battery cells, specifically developed for use in next-generation pure electric Volvo and Polestar cars.

    The plant will have a potential annual cell production capacity of up to 50 gigawatt hours (GWh), which would supply batteries for approximately half a million cars per year.

    The Swedish location of the plant, which will be built in Torslanda, Gothenburg offers benefits in terms of a direct route into Volvo Cars’ largest car plant, access to infrastructure, a strong pipeline of renewable energy supply and relevant job competences, as well as its proximity to both Volvo Cars’ and Northvolt’s R&D units.

    “Our battery cell partnership with Northvolt is key to our strategic ambitions in electrification,” said Håkan Samuelsson, Volvo Cars chief executive. “We are committed to becoming a leader in the premium electric car segment and selling only pure electric vehicles by 2030.”

    “Establishing this gigafactory in Gothenburg is a decisive move, both to continue to transform one of the most dynamic automotive regions in the world, and to become the leading global supplier of sustainable batteries”, said Peter Carlsson, Co-Founder and CEO of Northvolt.

    As sustainable production is a central tenet of the partnership between Volvo Cars and Northvolt, the plant will be powered by fossil-free energy with focus on driving renewable energy capacity in the region, and will integrate engineering solutions which prioritize circularity and resource efficiency.

    Battery production for Volvo Cars’ and Polestar’s fully electric models represents a large part of each car’s total life cycle carbon emissions. By working with Northvolt, a leader in sustainable battery production, and producing batteries near its manufacturing facilities in Europe, Volvo Cars and Polestar can significantly reduce the environmental footprint attributable to battery sourcing and production for their future cars.

    “Our new battery plant will support our ambition to have a fully climate neutral manufacturing network and secure a supply of high-quality batteries for years to come,” said Javier Varela, head of engineering and operations at Volvo Cars. “Through our partnership with Northvolt we will also benefit greatly from an end-to-end battery value chain, from raw material to complete car, ensuring optimal integration in our cars.”

    The battery cell production joint venture between Northvolt and Volvo Cars will be a significant player in European battery cell production and will represent one of the largest cell production units in Europe. Volvo Cars and Northvolt have appointed former Tesla executive Adrian Clarke to lead the production company.

    The R&D centre, which will become operational in 2022, will create a few hundred jobs in Gothenburg and positions Volvo Cars as one of the few automotive brands to make battery cell development and production part of its end-to-end engineering capabilities.

    The partnership between Volvo Cars and Northvolt will focus on developing tailor-made batteries and vehicle integration concepts that give Volvo and Polestar drivers what they want, such as long range and quick charging times. Establishing deep vertical integration of battery development and production is important for Volvo Cars and Polestar, since the battery represents the largest individual cost component in an electric car, as well as a major part of the carbon footprint.

    Taken together, the new battery plant and R&D centre will need a range of competences and the joint venture company is therefore actively recruiting highly skilled engineers and team leaders to advance the project. Large scale recruitment of operators and technicians will begin late 2023.

    Volvo Cars in 2020-2021

    For the twelve months between July 2020 and June 2021, Volvo Car Group recorded an operating profit of 22.5 BSEK (14.3 BSEK in 2019). Revenue over the period amounted to 292.1 BSEK (274.1 BSEK), while global sales reached 773,000 cars.

    About Volvo Car Group

    Volvo Cars was founded in 1927. Today, it is one of the most well-known and respected car brands in the world with sales to customers in more than 100 countries. Volvo Cars is listed on the Nasdaq Stockholm exchange, where it is traded under the ticker “VOLCAR B”.

    Volvo Cars aims to provide customers with the Freedom to Move in a personal, sustainable and safe way. This is reflected in its ambition to become a fully electric car maker by 2030 and in its commitment to an ongoing reduction of its carbon footprint, with the ambition to be a climate-neutral company by 2040.

    As of December 2020, Volvo Cars employed approximately 40,000 full-time employees. Volvo Cars' head office, product development, marketing and administration functions are mainly located in Gothenburg, Sweden. Volvo Cars' production plants are located in Gothenburg (Sweden), Ghent (Belgium), South Carolina (US), Chengdu, Daqing and Taizhou (China). The company also has R&D and design centres in Gothenburg, Camarillo (US), Sunnyvale (US) and Shanghai (China).

    About Northvolt

    Northvolt is a European supplier of sustainable, high-quality battery cells and systems. Founded in 2016 to enable the European transition to a decarbonized future, the company has made swift progress on its mission to deliver the world’s greenest lithium-ion battery with a minimal CO2 footprint and has grown to 2,500 people from over 100 different nationalities.

    Northvolt has to date secured in excess of $30 billion worth of contracts from key customers, including BMW, Fluence, Scania, Volkswagen, Volvo Cars and Polestar, to support its plans, which include establishing recycling capabilities to enable 50 percent of all its raw material requirements to be sourced from recycled batteries by 2030.
  8. forum rang 9 nine_inch_nerd 4 februari 2022 21:10
    Despite Market Chaos, Upcoming Polestar SPAC Still Holds Appeal
    GGPI stock still has positives even in a rough market

    2d ago · By Ian Bezek, InvestorPlace Contributor
    Gores Guggenheim, Inc. (NASDAQ:GGPI) stock hasn’t fared too badly. At least by special purpose acquisition company (SPAC) standards, anyway.

    A close up of a Polestar vehicle in front of a company sign.
    Source: Jeppe Gustafsson / Shutterstock.com
    Gores Guggenheim intends to merge with electric vehicle (EV) player Polestar early in 2022. And, despite the bloodbath in the SPAC and EV stock arenas as of late, GGPI shares are actually still trading above $10. Not far above $10, mind you, but in today’s market, it’s a win nonetheless.

    Before the stock market as a whole crumbled, GGPI stock had traded up to $16 in November. Even with electric vehicle companies losing their charge in recent months. Polestar was able to generate substantial trader interest. And, as I previously detailed, there is good reason for that.

    GGPI Stock Is Already Commercially-Proven

    Polestar delivered more than 10,000 vehicles even in pandemic-stricken 2020. Its 2021 full-year deliveries are up sharply. The company will also have brought in more than $1.6 billion in full-year 2021 revenues.

    This means that Polestar is already a demonstrated success in terms of attracting a meaningful customer base. Look at all the struggling electric vehicle stocks that listed recently. Firms like Nikola (NASDAQ:NKLA), Arrival (NASDAQ:ARVL), Faraday Future Intelligent Electric (NASDAQ:FFIE), and Canoo (NASDAQ:GOEV) all share a common ingredient. They still don’t generate substantial amounts of revenues.

    Even some of the seeming leaders of the new electric vehicle space, like Lucid (NASDAQ:LCID) and Rivian Automotive (NASDAQ:RIVN) are just reaching the point of starting to sell significant volumes of vehicles. Polestar, by contrast, already has a sound operational business that has sold an impressive number of cars at a workable price point. There’s proof that the business model is workable.

    Polestar Is A Platform Company

    Another attractive feature to Polestar is that it is going for a full range of electric vehicles. The Polestar 1 is a premium performance hybrid, and the Polestar 2 offers drivers a 100% electric experience with an impressive 336 mile range.

    Coming up, Polestar plans to launch one new vehicle each year. This year will bring a luxury aero SUV. Next year, Polestar will unveil a sport SUV, and in 2024, the Polestar 5, a GT 4 Door will launch. Overall, Polestar envisions getting to nearly 300,000 vehicles sold annually by the end of 2025.

    If a company like Nikola or Canoo said they will make 300,000 vehicles a year, we’d take that with a grain of salt. Those companies failed to meet the first steps of their initial business plans, inspiring little confidence toward reaching their additional goals. Polestar, however, already has built two successful models and generated a ton of momentum. It’s far more credible hearing them lay out a measured growth plan including rolling out one new vehicle type per year.

    Polestar’s backers also inspire confidence. Polestar originally came about as part of Volvo (OTCMKTS:VLVLY) and still benefits from its partnerships. Volvo offers global reach, marketing, and distribution. In Polestar’s investor presentation, it notes that only it and Tesla (NASDAQ:TSLA) have true international brands across multiple EV types. Other players are limited to certain regions or vehicle types. Polestar, by contrast, has the chance to truly rival Tesla on a global scale.

    Don’t Fret Short-Term Market Jitters

    GGPI stock got up to $16 after the planned merger with Polestar was announced. This is a great deal as far as SPACs go, and investors wanted to get involved. With the recent market meltdown, however, the valuation on most companies of this sort have plunged. GGPI stock has slid in sympathy with them, and is back near its original $10 offering price.

    That’s hardly a disaster given the state of the SPAC market. Polestar also attracted a private investment in public equity (PIPE) deal to inject more capital into the company at $9.09 per share.

    In a frothy SPAC market, a PIPE deal going off below $10 would not be ideal. But given current times, having investors being willing to pony up more funds not far below the opening price should offer some support for GGPI stock. In any case, it should stop the SPAC from plunging the moment that the merger ends and the company changes to its new name and ticker symbol.

    GGPI Stock Verdict

    You’ve got to be something of a gunslinger to be aggressively buying stocks here. And that’s doubly true for shares of unprofitable companies that have yet to prove out their business model. This is where Polestar shines, however. It has already demonstrated significant commercial success with its first vehicles.

    Polestar has solid backers and a credible story. This is not just another fly-by-night EV SPAC with a nice prototype or two. There’s a real team here and a commitment to making a serious run at large-scale electric vehicle production.

    Now look, automobiles are not an easy industry. Most players are likely to ultimately fail, based on the historical track record. However, as far as early-stage electric vehicle companies go, Polestar has the right ingredients to have a shot at lasting success. Only time will tell if Polestar can execute. But it’s at least got a decent chance, putting it ahead of many of its electric vehicle peers.

    On the date of publication, Ian Bezek did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

    Ian Bezek has written more than 1,000 articles for InvestorPlace.com and Seeking Alpha. He also worked as a Junior Analyst for Kerrisdale Capital, a sizable New York City-based hedge fund. You can reach him on Twitter at @irbezek.
  9. forum rang 9 nine_inch_nerd 5 februari 2022 10:11
    Persbericht Volvo (ook over Northvolt).

    Volvo Cars and Northvolt accelerate shift to electrification with new, 3,000-job battery plant in Gothenburg, Sweden

    Volvo Cars and Northvolt have selected Gothenburg, Sweden to establish a new battery manufacturing plant which will commence operations in 2025, create up to 3,000 jobs and complement the planned R&D centre that both companies announced in December as part of an investment of approximately SEK 30 billion.

    The two companies will jointly host a live webcast to mark the announcement at 09:00 CET today (Friday 4 February), accessible here.

    The new plant and close ties with Northvolt will significantly strengthen Volvo Cars’ electrification strategy as the company aims to produce and sell only fully electric cars by 2030.

    Construction of the plant will start in 2023 and it will produce state-of-the-art battery cells, specifically developed for use in next generation pure electric Volvo and Polestar cars.

    The plant will have a potential annual cell production capacity of up to 50 gigawatt hours (GWh), which would supply batteries for approximately half a million cars per year.

    The Swedish location of the plant, which will be built in Torslanda, Gothenburg offers benefits in terms of a direct route into Volvo Cars’ largest car plant, access to infrastructure, a strong pipeline of renewable energy supply and relevant job competences, as well as its proximity to both Volvo Cars’ and Northvolt’s R&D units.

    “Our battery cell partnership with Northvolt is key to our strategic ambitions in electrification,” said Håkan Samuelsson, Volvo Cars chief executive. “We are committed to becoming a leader in the premium electric car segment and selling only pure electric vehicles by 2030.”

    “Establishing this gigafactory in Gothenburg is a decisive move, both to continue to transform one of the most dynamic automotive regions in the world, and to become the leading global supplier of sustainable batteries”, said Peter Carlsson, Co-Founder and CEO of Northvolt.

    As sustainable production is a central tenet of the partnership between Volvo Cars and Northvolt, the plant will be powered by fossil-free energy with focus on driving renewable energy capacity in the region, and will integrate engineering solutions which prioritise circularity and resource efficiency.

    Battery production for Volvo Cars’ and Polestar’s fully electric models represents a large part of each car’s total life cycle carbon emissions. By working with Northvolt, a leader in sustainable battery production, and producing batteries near its manufacturing facilities in Europe, Volvo Cars and Polestar can significantly reduce the environmental footprint attributable to battery sourcing and production for their future cars.

    “Our new battery plant will support our ambition to have a fully climate neutral manufacturing network and secure a supply of high-quality batteries for years to come,” said Javier Varela, head of engineering and operations at Volvo Cars. “Through our partnership with Northvolt we will also benefit greatly from an end-to-end battery value chain, from raw material to complete car, ensuring optimal integration in our cars.”

    The battery cell production joint venture between Northvolt and Volvo Cars will be a significant player in European battery cell production and will represent one of the largest cell production units in Europe. Volvo Cars and Northvolt have appointed former Tesla executive Adrian Clarke to lead the production company.

    The R&D centre, which will become operational in 2022, will create a few hundred jobs in Gothenburg and positions Volvo Cars as one of the few automotive brands to make battery cell development and production part of its end-to-end engineering capabilities.

    The partnership between Volvo Cars and Northvolt will focus on developing tailor-made batteries and vehicle integration concepts that give Volvo and Polestar drivers what they want, such as long range and quick charging times. Establishing deep vertical integration of battery development and production is important for Volvo Cars and Polestar, since the battery represents the largest individual cost component in an electric car, as well as a major part of the carbon footprint.

    Taken together, the new battery plant and R&D centre will need a range of competences and the joint venture company is therefore actively recruiting highly skilled engineers and team leaders to advance the project. Large scale recruitment of operators and technicians will begin late 2023.

    -------------------------------



  13. forum rang 9 nine_inch_nerd 10 februari 2022 13:23
    Goeie aandacht op de goeie plek!

    electrek.co/2022/02/10/polestar-tease...

    Polestar teases its first-ever Super Bowl ad before it airs on Sunday – spoiler alert: No supermodels, explosions, puppies, or monkeys

    Young EV brand Polestar will be one of several automakers joining the big game this Sunday, as its first-ever Super Bowl campaign will air during the first quarter. Unlike many other brands, Polestar is not revealing its full 30-second spot before Sunday, but it has shared a 15-second teaser that tells us more about what the ad will not feature than what it will.

    Polestar is a growing premium EV brand launched in 2017 as a new venture co-owned by Volvo Cars Group and Geely Holding. The automaker currently only offers two electrified vehicles – the PHEV Polestar 1 and the all-electric Polestar 2 – but there are three more on the way.

    First will be the Polestar 3 SUV, which we were hoping would be featured in the Super Bowl ad (it’s not), followed by a Polestar 4 SUV in 2023. Polestar’s Precept concept will enter full-fledged production as the Polestar 5 and is set to arrive in 2024.

    In 2021, the Polestar 2 got model-year updates in Europe, followed by a new Long Range, Single Motor trim for North America, offering 270 miles of range. That’s a 37-mile increase compared to the 2021 model.

    Despite three new EVs on the way, Polestar is still looking to build a wider audience for its brand on the back of its Polestar 2 fastback EV. Judging by the company’s upcoming Super Bowl ad, Polestar is taking a much simpler approach without all the bells and whistles … or special effects.

  16. forum rang 9 nine_inch_nerd 11 februari 2022 07:51
    GGPI Stock Jumps Into Spotlight as Polestar Gears Up for Major Super Bowl Debut
    The EV company recently released a Super Bowl teaser ad

    14h ago · By Eddie Pan, InvestorPlace Assistant News Writer

    Investors in Gores Guggenheim (NASDAQ:GGPI) stock are anxiously awaiting Feb. 13, the day of Super Bowl LVI. As a refresher, Gores Guggenheim plans on merging with electric vehicle (EV) maker Polestar via a special purpose acquisition company (SPAC) in the first half of this year.

    A close up of a Polestar vehicle in front of a company sign.
    Source: Jeppe Gustafsson / Shutterstock.com
    Polestar recently released a 15 second Super Bowl teaser ad that details the 2022 Polestar 2. As a result, all eyes are on Polestar and the big game.

    Here’s what you should know about the company and GGPI stock.

    GGPI Stock: Polestar Releases a Super Bowl Teaser Ad

    In the teaser video, Polestar boasts that it will have “No stunts,” “No play on words” and “No supermodels.” The EV company seems to be taking a minimalistic approach with its audience, going straight to the point. In the background of the ad, the side of a 2022 Polestar 2 can be seen.

    This year, advertisers paid an average of $6.5 million for a 30-second Super Bowl ad, so it can be assumed that Polestar coughed up a decent chunk of change for this one. Is it worth it? Well, the Super Bowl is one of the biggest sporting events in the world. Last year’s game boasted an estimated 91.6 million viewers in the U.S. alone. With that large of a spending budget, it seems Polestar is confident in its new model.

    Business Insider calls the Polestar 2 “the coolest electric car you’ve never head of.” The model is the company’s first mass-produced car and starts at $45,900. The long-range single motor version comes with 270 miles of range and 231 horsepower. Further, the more expensive long-range dual motor version comes with 249 miles of range and 408 horsepower. Like Tesla (NASDAQ:TSLA) cars, the Polestar 2 will be capable of over-the-air (OTA) updates. It also utilizes an Alphabet (NASDAQ:GOOGL) operating system and comes pre-installed with features like Google Maps and Google Assistant.

    What’s Next for Polestar?

    Looking forward, this EV company plans on releasing the Polestar 3 this year, a premium SUV. Next year, the company will also likely launch the Polestar 4. That vehicle is predicted to be an SUV coupe. By the end of 2023, Polestar expects to be active in at least 30 global markets.

    Polestar is entering into a phase of expansion as the trend of vehicle electrification accelerates. Last year, EVs accounted for just under 9% of the global passenger vehicle market. That figure almost tripled from two years prior.

    Polestar and GGPI stock have a massive opportunity to capitalize on this trend as long as acceptance and adoption of EVs continue. However, the competition is rigid. Contenders like Tesla, Ford (NYSE:F) and Lucid (NASDAQ:LCID) are all vying to take market share.
  17. forum rang 9 nine_inch_nerd 11 februari 2022 17:34
    Buy GGPI Before The Merger With Polestar

    seekingalpha.com/article/4486334-buy-...

    I have purchased a substantial call option position in Gores Guggenheim , Inc. (GGPI) in expectation of a rise beyond $20 within the next four months. After a couple of weeks sitting quietly in the $10.50 range, there has been a sudden uptick in interest the last couple of trading days. The stock closed Thursday at $11.20. Given the sudden surge in buying that has come out of nowhere and appears to be immune to market forces, I think this is the market signaling that it expects imminent progress towards an announcement of a merger voting date, requisite SEC filings and an eventual date where GGPI delists in favor of Polestar (PSNY). Now is the ideal time to open a long position on speculation that these events will lead to a substantial rise in the stock price.

    Polestar has stated in the past that it expects to complete the merger in the first half of 2022. That would mean the listing could be as much as four months away. While the first instinct some traders or investors may have is that it will be dead money for a while and they can buy it later, following the pattern on Lucid (LCID) suggests that now may be the bottom.

    On the initial hype of the news, LCID's pre-merger SPAC shell (CCIV) ran to over $60 in mid-February 2021. It sunk to below $20 in mid-April and stayed range-bound there for most of May. As progress was being made towards the eventual July 23, 2021 listing date for LCID, the stock began moving back up. It broke through the $20 mark and hit $27 in a week's worth of trading in June and challenged the $30 mark by the end of the month. After listing, LCID actually dropped back down to the teens before taking off to $50 once again in the fall.

    GGPI hasn't seen and is unlikely to see that type of volatility. The SPAC listing currently has 80 million shares outstanding but PSNY post-merger will have over 2.1 billion shares outstanding compared to LCID which has over 1.6 billion shares outstanding. We are also in a less favorable market environment for stocks running hard on speculation and hype than we were a year ago.

    GGPI topped out at over $16 in its initial run in mid-November. Three months later and it looks awfully similar to LCID's bottom last spring. GGPI has spent a couple of weeks bottoming out in the $10.50 range while the last few days looks like the start of a similar run that occurred on LCID in early June.

    No news regarding the vote and merger date has been announced, but the uptick in trading suggests it might be coming soon.

    Fundamentally, Polestar is worth at least $20

    If one was to take the Lucid blueprint as gospel, they could estimate that GGPI would top out in the low-to-mid teens leading up to the PSNY listing. A nice return, but not one you bet the farm on. However, there are fundamental factors that make me believe that GGPI will diverge from that aspect of the Lucid blueprint and actually surpass $20 by the time PSNY trades.

    Lucid, Rivian (RIVN) and other electric vehicle startups all have minimal to no revenue. This isn't the case for Polestar. It hit its sales target of 29,000 vehicles in 2021. According to its investor presentation, this figure leads to $1.6 billion in revenue. The company projects to make $3.2 billion in 2022 and $17.8 billion by 2025 with over $2 billion in EBITDA based on delivery of 290,000 vehicles.

    Financial projections
    Polestar's investor presentation
    This is light years ahead of where LCID and RIVN are today and more than double where LCID expects to be in 2025. An excellent article by SMB Insights provides a comparison chart between these three companies and Tesla (TSLA). Frankly, the existence of this article covers a lot of the fundamental and competitive analysis inherent in my bullish thesis on GGPI, and saves me from writing it all up myself. I'm thankful for this article and strongly suggest anyone interested in investing in GGPI to read it as well.

    LCID closed Thursday at a $46 billion market cap. RIVN finished the day at a $57 billion market cap. Assuming a post-merger tally of approximately 2.15 billion shares, a stock price of $20 on GGPI equates to a $43 billion market cap. At $11.20 it's $24 billion. Right now investors are paying half as much to get double the electric vehicle company of LCID or RIVN when they buy GGPI at these prices.

    What about Geely and its relationship to China? Shouldn't Polestar be valued more like NIO?

    One of the questions I often see is Polestar's connection to China because of Geely's (OTCPK:GELYF) ownership stake in the company. Then people bring up NIO (NIO) which has a $40 billion market cap on $5 billion of trailing 12-month revenue. In that context, Polestar doesn't appear so undervalued.

    However, NIO and many other Chinese-based listings in the United States are subject to lower valuations right now due to the fears over variable-interest entity structures. Just like how Amazon (AMZN) has a P/E ratio that is three times that of Alibaba (BABA), electric vehicle companies with an international presence should see a substantial premium to Chinese companies. Taking a look at a three way comparison of the one-year price chart among NIO, BABA and LCID, it's quite clear that NIO is much more highly correlated to BABA than it is to LCID.

    Polestar will be leveraging its connections and manufacturing capacity in China, but its roots are in Sweden and will not be structured as a variable interest entity. While NIO is achieving decent revenue figures, it's doing so almost exclusively in China. It has only just begun expanding its operations outside of the country.

    Contrast that to Polestar, which has global reach in terms of manufacturing location and sales. The company has made this fact very clear in its investor presentation, grouping itself with Tesla (TSLA) as the only true global player.

    Investors need to think of Polestar as a mini-Tesla rather than a mini-NIO. If Polestar can make good on its growth projections, it would closely mirror that of TSLA back in 2015 through 2018. Buying Polestar now could be like buying Tesla back in 2015 at a sub-$50 billion valuation.

    Conclusion: GGPI/PSNY will trade above $20 within four months

    I think $20 represents a fairly conservative floor valuation for GGPI/PSNY post-merger. This still puts the valuation below that of LCID and RIVN, two companies which Polestar clearly has the superior financial, operating, and performance metrics as well as manufacturing capacity both right now and over the next several years. Keep in mind that both of these listings pulled back substantially in the recent bear market for speculative stocks and had valuations closing in on or exceeding $100 billion not too long ago. Should they return to such lofty valuations, a $50 target could be justified on GGPI/PSNY. The only way I don't see Polestar rising in the near term is if there is a substantial market crash that weighs the entire electric vehicle industry down.
  18. forum rang 9 nine_inch_nerd 14 februari 2022 08:42
    Grappig, vanwege de referenties naar Tesla.... Polestar Adv Superbowl afgelopen nacht.
    Elon Musk schijnt ook gereageerd te hebben.

    Hopelijk asap merger-date nu.

    The goal of PolestarCars Ad was to increase brand awareness. It definitely did. Elon Musk’s reply on their Ad is a proof of that.

    youtu.be/B4QI0VzbkHk

    Dit wordt gesuggereerd:
    No dieselgate - $VW
    No empty promises - $BMW
    No conquering Mars - $TSLA
    No epic voice overs - $LCID
    No blah blah blah - $LCID : a famous phrase used by GretaThunberg
    No greenwashing - $TM
    No nonsense - $GM
    No compromises - $F
    No punchlines - @Porsche ?

    Wel gedurfd.
  19. Centenbakkes 14 februari 2022 14:39
    "No conquering Mars" zou eigenlijk vooral bedoeld zijn als duwtje naar Elon Musk, Tesla als bedrijf heeft niks te maken met de Mars-ontwikkelingen. Daar heeft hij SpaceX natuurlijk voor.
    Wat in ieder geval gelukt is de aandacht naar zich toe trekken, ik had stiekem wel gehoopt op een reveal van de Polestar SUV of de Polestar Precept. Dat spreekt het "gewone" volk toch meer aan denk ik...

    Anyway, Polestar als ggpi stock nog steeds een koopje:)
  20. forum rang 9 nine_inch_nerd 15 februari 2022 14:50
    Polestar 5 to be Faster, Lighter and More Dynamic Thanks to Brand-New UK-Developed Bonded Aluminum Platform

    Bonded aluminum platform developed in-house by over 280 engineers from Polestar’s UK R&D team based in Coventry, England; demonstrates Polestar’s industry leading in-house engineering and R&D capabilities Bespoke aluminum platform unlocks exciting possibilities for Polestar; set to provide forthcoming Polestar 5 with class-leading dynamics, rigidity and safety features Innovative manufacturing process accelerates Polestar 5 development schedule by allowing both body and platform to be built in unison, significantly reducingtraditional lead times Expanding UK R&D team expected to grow to 500 employees in coming months

    February 15, 2022 07:00 AM Eastern Standard Time
    GOTHEBURG, Sweden--(BUSINESS WIRE)--Polestar, the Swedish premium electric performance car maker, has confirmed that the forthcoming Polestar 5 electric performance 4-door GT will feature a brand-new, bespoke, bonded aluminum platform.

    Bonded aluminum is light-weight and rigid, offering superlative performance and environmental advantages. While this technology has previously proven labor-intensive and difficult to use in mass production vehicles without sacrificing quality, Polestar’s 280-strong team of former Formula 1, low volume and bespoke sports cars engineers working in the heart of the UK’s Motorsport Valley in the Midlands have resolved this challenge by developing an entirely new, faster manufacturing process that develops both body and platform in unison.

    As a result of the new materials and techniques involved, the body-in-white (completed platform and body) is expected to weigh less than that of cars in smaller segments, contributing to improved vehicle efficiency, real-world EV range and dynamic responsiveness, all while delivering leading safety levels. The new bonded aluminum platform will also help drive faster product introduction, high quality and platform rigidity.

    “Our UK R&D team is one of Polestar’s greatest assets,” says Thomas Ingenlath, Polestar CEO. “Their mix of engineering and technological expertise enables us to develop advanced, light-weight sports car technology with a creative mindset and a spirit that embraces innovative engineering. This will set Polestar apart in the years to come.”

    By further developing this technology for Polestar’s first in-house platform, the 4-door Polestar 5 is being designed with torsional rigidity superior to that of a traditional two-seat sports- or supercar. The decision to develop a bespoke platform has also enabled the brand to deliver a production model that remains true to the Precept concept car that inspired it.

    “We knew we wanted this car to be light-weight, we knew we wanted high quality and we knew we wanted it quickly,” says Pete Allen, Head of Polestar UK R&D. “This architecture delivers outstanding dynamic and safety attributes, with low investment technology applicable to high production volumes.”

    Development of Polestar 5 continues at pace, with global efforts led by a growing UK R&D unit, which is expected to grow to approximately 500 engineers in the coming months and will continue to play a critical role in enhancing Polestar’s in-house R&D capabilities. More details on Polestar 5 will continue to surface as the YouTube documentary series “Precept: From Concept to Car” details how the Polestar Precept evolves into the production car.

    This announcement continues to strengthen Polestar’s position ahead of its proposed business combination with Gores Guggenheim, Inc. (Nasdaq: GGPI, GGPIW and GGPIU), which is expected to close in the first half of 2022.


    www.businesswire.com/news/home/202202...
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