thanks i would think about buying that. i'd probably wait for a down day though. looks like it's doing well today.
"Special Meeting of Foley Trasimene stockholders to approve proposed business combination with Paysafe to be held on March 25, 2021 "
GBA's "2021 Stock Phantasma"
- Thread starter stonedinvestor
- Start date
"Special Meeting of Foley Trasimene stockholders to approve proposed business combination with Paysafe to be held on March 25, 2021 "
VWAGY HAS BEEN ADDED TO THE Phantasma
Volkswagen’s Electric Car Stacks Up Well Against Tesla in UBS Teardown
1/ 2
Volkswagen’s Electric Car Stacks Up Well Against Tesla in UBS Teardown
PUT VWAGY IN YOUR DAMN IRA'S-
The right product mix
Volkswagen has a great product mix under its umbrella. It has two main categories 'premium', and 'volume', with the likes of Audi, Skoda, and Volkswagen under its volume segment, and Porsche and Lamborghini under its premium segment. The Volkswagen brand is one of the most globally recognized brands and with continuous model refreshment and the tailwind from the brands under its umbrella, the company should fare well in the coming years. Volkswagen and Audi remain its two biggest selling brands, and these brands should continue to perform well, especially in China and the broader Asia market, as VW looks to make inroads into Southeast Asia, etc.
Most of the brands mentioned continuously witness new models come onto the market and the refreshment pipeline remains strong, which should only add to the company's fortunes. Volkswagen remains one of the most recognized brands in the automotive sector as well, where it competes with the likes of Toyota, Honda, and Daimler.
Source: (Investor Presentation).
Battery Electric Vehicles
Volkswagen also plans to roll out a range of BEV or Battery Electric Vehicles over the coming years. The first model it plans to roll out is the ID.3, a compact C-segment electric car. Within the first year despite COVID, almost 57,000 units were delivered. The company also plans to launch a range of other models including the ID.4 a crossover SUV, and soon after more hatchbacks, crossovers, and saloons to significantly shift towards an electric-centered fleet. The general trend in electric vehicles points to more and more consumers preferring electric engines over conventional engines. VW is one of the few companies will likely be competitive in this segment and be able to compete broadly, with many other major brands such as Toyota lagging in the electric vehicle segment. Overall, the BEV market is one of the major trends to look out for over the next 4-5 years and should provide impetus to VW's revenue.
Financing and insurance arm
The financing and insurance arm of Volkswagen remains one of the best performing segments of the company, growing from euros 600 million to almost 3 billion in 2019. The segment is expected to grow again at 15% in 2021, as vehicle sales and financing, in general, pick up. Offering the value proposition of having both the financing and insurance under one roof has been very lucrative for Volkswagen and this should continue in the coming years.
Valuation:
Price to Sales remains at 0.66 and P/E remain at 10. For a company whose long-term growth potential is around 5-6% this stock is modestly priced. Although with similar growth rates many similar stocks trade at a much higher level. Cash flow tends to be a lot more volatile for VW and quite often in the negative due to capital expenditures. In general cash flow is not a good metric for vehicle manufacturers. The current ratio remains around 1.15, and that's quite good for a car maker.
Overall, the state of finances remains solid, and there is certainly some value in the stock. A conservative DCF that assumes 8% WACC and 5% growth, with a terminal rate of 0%, shows the stock is likely valued at around $42.
Jesus what else do I have to do actually give you the money and make the trades? I shouted this one out eleven times and none of you listened because you are stuck up over Teslas.
Well I am in the EV game... and happier for it!
Van watch MGM tomorrow they just pocketed over a billion dollars!
LAS VEGAS,March 15, 2021/PRNewswire/ -- MGM Resorts International (NYSE: MGM) ("MGM Resorts") today announced the completion of the redemption of approximately 37.1 million of its operating partnership units of MGM Growth Properties ("MGP") Operating Partnership LP (the "Operating Partnership") for aggregate cash proceeds of approximately$1.2 billion.
Well I am in the EV game... and happier for it!
Van watch MGM tomorrow they just pocketed over a billion dollars!
LAS VEGAS,March 15, 2021/PRNewswire/ -- MGM Resorts International (NYSE: MGM) ("MGM Resorts") today announced the completion of the redemption of approximately 37.1 million of its operating partnership units of MGM Growth Properties ("MGP") Operating Partnership LP (the "Operating Partnership") for aggregate cash proceeds of approximately$1.2 billion.
When they announce the betMGM IPO this might go to $90.....
- Westport reports Q4 EPS 3c, consensus 0c 17:07 WPRT Reports Q4 revenue $83.9M, consensus $69.27M.>. Tomorrow's gummy today WPRT
- Not sure this is a good idea) -
- Amazon expands program that gamifies warehouse work, The Verge says 17:05 AMZN Amazon has an existing program "that gamifies warehouse work" to encourage warehouse employees to work more efficiently and allows competition amongst each other for "digital rewards like virtual pets," wrote the Verge's Nick Statt, citing an earlier report from The Information. The online retail giant is broadening the program called FC Games, which has arcade-style mini-games "that can be played only by completing warehouse tasks in the workplace," noted the story. "Amazon is now expanding those methods to warehouses in at least 20 states throughout the country," wrote The Verge, citing the earlier report from
- Palantir assumed with an Underperform at Credit Suisse 16:18 PLTR Credit Suisse analyst Yaoxian Chew assumed primary coverage of Palantir with an Underperform rating and $20 price target. The analyst made no changes to the rating or price target relative to the firm's prior coverage. Show Related Items
Nearly 10% of the $380 billion in stimulus checks may be used to buy bitcoin and stocks: survey
Westport options imply 20.5% move in share price post-earnings 15:34 WPRT Pre-earnings options volume in Westport is 1.3x normal with calls leading puts 9:2. Implied volatility suggests the market is anticipating a move near 20.5%, or $2.09, after results are released. Median move over the past eight quarters is 7.6%.
I wonder what this means for me... and my man. He always said he would quit the biz if NY legalized.... Cuomo's troubles might be helping here-- GIVE THE PEOPLE WHAT THEY WANT!!!
MedMen comes to mind....
NY Governor Cuomo says state 'very close' to legalizing marijuana, RF says 15:28 ACB, CGC, IGC, CANN, ZYNE, CRON, TLRY, CVSI, CNTTF, APHA, TCNNF New York Governor Andrew Cuomo said that the state legislature has submitted a budget proposal that includes a measure to legalize adult-use recreational marijuana, among other revenue-raising proposals, Rochester First's Matt Driffill and Olivia Doerr report. "Raising revenue can actually cost you revenue, if you're not careful," Cuomo said. "The way you do, it you may, actually lose money for the state because businesses and residents will make changes. Passing marijuana reform and legalizing recreational marijuana - we've tried to do that for the past three years, we have to do that this year. There's been too many young lives ruined because of past marijuana laws. We're very close to marijuana, but truth is we've been very close before." Publicly traded companies in the space include Aphria (APHA), Aurora Cannabis (ACB), CV Sciences (CVSI), CannTrust Holdings (CNTTF), Canopy Growth (CGC), Cronos Group (CRON), General Cannabis (CANN), India Globalization Capital (IGC), Tilray (TLRY), Trulieve Cannabis (TCNNF) and Zynerba (ZYNE). Reference Link
MedMen comes to mind....
NY Governor Cuomo says state 'very close' to legalizing marijuana, RF says 15:28 ACB, CGC, IGC, CANN, ZYNE, CRON, TLRY, CVSI, CNTTF, APHA, TCNNF New York Governor Andrew Cuomo said that the state legislature has submitted a budget proposal that includes a measure to legalize adult-use recreational marijuana, among other revenue-raising proposals, Rochester First's Matt Driffill and Olivia Doerr report. "Raising revenue can actually cost you revenue, if you're not careful," Cuomo said. "The way you do, it you may, actually lose money for the state because businesses and residents will make changes. Passing marijuana reform and legalizing recreational marijuana - we've tried to do that for the past three years, we have to do that this year. There's been too many young lives ruined because of past marijuana laws. We're very close to marijuana, but truth is we've been very close before." Publicly traded companies in the space include Aphria (APHA), Aurora Cannabis (ACB), CV Sciences (CVSI), CannTrust Holdings (CNTTF), Canopy Growth (CGC), Cronos Group (CRON), General Cannabis (CANN), India Globalization Capital (IGC), Tilray (TLRY), Trulieve Cannabis (TCNNF) and Zynerba (ZYNE). Reference Link