In this video I want to discuss the key
facts that every potential GGPI Polestar
investor needs to be aware of.
As you know I like to find stocks that
are either undervalued or have catalysts
that could push the share price way up.
and GGPI is definitely a stock that I
can see making huge gains.
If you're new to the channel check out
my recent ilus international ($ILUS) and petrotec energy
($PQEFF) videos these are stocks that are
recently covered that have made huge
gains so far and still have major
upcoming catalysts never miss out on
stocks like these subscribe and turn on
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Check out my patreon where you can
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netflix. During 2021 I posted about
several stocks that have made huge gains
and I will be adding more to these in
2022 as always this is not financial
advice i'm not a financial advisor and
my videos should be viewed for
entertainment purposes I highly
recommend investing only money that you
can afford to and always do your own due
diligence.
if you are new to ggpi and Polestar
check out my recent videos
for a detailed overview of everything
basically ggpi gore's guggenheim
is a SPAC and the target company that
ggpi (GGPI) #ggpi
is acquiring is Polestar
which is a global pureplay premium
electric vehicle company based in sweden
they are trying to achieve net zero
greenhouse gas emissions while leading
the development of new technologies.
Unlike lots of other ev companies Polestar
are not only of key partnerships but
also have global operations with
production and sales of two evs that are
already on the market
which leads me on to my first main point
of this video. #stocks #spac
polestar have just released their sales
and deliveries for 2021.
GGPI Polestar delivered on its global sales
target of 29,000 vehicles in 2021
representing year-on-year growth
exceeding 185 percent
Polestar's proposed business combination
with goris guggenheim is expected to
close in the first half of 2022 so this
will provide a huge catalyst for ggpi
stock. #ggpi #polestarcars
as we know ggpi stock has been trading
for the past month between 11 and 12
the current price puts a valuation of
1.14 billion on ggpi and since ggpi
share (#polestar)
will amount to 5% of the overall shares
of Polestar when the companies merge and
begin trading under the ticker $psny
that places a total enterprise valuation
of just 22.8 billion on the whole
company #psnystock
Polestar increased its global presence
from from 10 to 19 markets in 2021 with
growth in europe and asia pacific
in the first half of 2022 postal plans
to add spain portugal and ireland to its
european
market footprint and into the middle
east with presence in the united arab
emirates kuwait and israel
personally I can't wait for #polestar to
become available in ireland
so that I can go and test drive one of
these for myself if this is something
that you would like me to make a video
about later this year when polestar is
available drop a comment and let me know
by the end of 2023
polstar aims to be operating in at least
30 global markets
and we can see here from the
presentation
the markets that they're expanding into
according to ceo thomas ingelath
we are delivering on our targets
it is a hugely exciting time for the
brand the new markets and models support
the ambitious growth plans we've set for
ourselves thanks to the relentless
dedication of post-air employees across
the globe we are progressing with
confidence towards our proposed public
listing
during 2021 there has been increased
interest in Polestar and vehicle sales
in all our markets our order intake is
strong and we look forward to further
growth in our sales volume in 2022
so at the beginning of this article it
says that 2029 000 is a 185
year-over-year increase in deliveries
that means the Polestar had roughly 10,200
deliveries in 2020 (volvo polestar)
and we can see here that the estimates
for 2022 are for 65,000 deliveries which
would mean a 125% year-over-year from 21
to 2022 (volvo polestar)
then estimates for 2024 are 225,000
which will represent year-over-year
increase of 81% and again in 2025 is
smaller with a year-over-year increase
of 29 percent so i've said in previous
videos that I really like these
estimates the truth is that over the
course of the next four years a lot
could happen and I think they have based
their estimates on the lower end of what
is possible. Polestar don't know that they
could have given higher estimates than
this
demand for their EVs is there and
production capacity won't be a problem,
which I will talk a bit more about in a
moment. (ggpi merger)
additionally Polestar's retail footprint
more than doubled in 2021 to 100
locations globally and the company aims
to have
150 in operation by the end of 2022
again there seems to be a low estimate
of what can be achieved the footprint
more than doubled to 100 in 2021 so that
means that they opened more than 50 in
2021 a year in which a global pandemic
is causing a lot of problems so I would
expect poster to open much more during
2022.
in 2021 Polestar also announced its plans
to launch three new car's in the coming
three years. the Polestar 3 a premium
electric suv is set to launch in 2022
and will be the first poster to be built
in the us. ggpi the polestar 3 will benefit
from advanced technologies from
luminaire nvidia and xenact that will
provide cutting-edge unsupervised
autonomous driving functionality
which leads me on to my next point that
you need to know about
not only will the polestar 3 have
technologies from luminaire and nvidia
but the polestar three will be manufactured
alongside the new volvo vehicles at the
volvo care plant in ridgedale south
carolina which led ceo thomas ingelath
to state that from now on the usa is no
longer an export market but a home
market for Polestar
I said a moment ago the production
capacity should never be a problem for a
Polestar and that is because polestar
was acquired by the volvo car group in
2015 and so have partnerships with volvo
and with china's gv holdings
which will mean that the company has
world-class production and distribution
facilities in both the us and china and
distribution too in europe the next
point is that polestar ceo thomas inglot
also has ties to volvo
being senior vice president of design
and then chief design officer for volvo
for the past 10 years
where in that time volvo have produced
some very nice models
and look at this graph sales increased
from 421,000 in 2012 up to 705,000
in 2019 (polestar merger, ggpi polestar)
although 2020 seen a drop
to 661 000
this is still very good considering the
global pandemic
the next point that you need to know
about this merger is that ggpi is led by
alec gores i've said this before alec
goes as one of the best investors in the
world
the gorez group have had investments in
loads of companies over the years
but have brought a total of seven
companies public through spac mergers
I have compiled this spreadsheet just to
show you the success that the course
group have had
of all the companies that they brought
public with spacks
all of these with the exception of pae
have made huge gains
from as little as 24
right up to matterport and luminare
reaching 276 and 309
at their peaks in 2021.
now 2021 was a terrible year for growth
stocks but look at these
four of these stocks are still
significantly above their ten dollar
price while our da is down eleven
percent and uwm
is down 42 percent
while 2021 was a disaster year for most
growth stocks and spac stocks #spacs
in total the companies that gore have
brought public are still up over 185%
percent
if you're invested in ggpi/polestar drop a
comment down below and let me know what
your long-term and short-term price
targets are
what date
you expect the merger to take place
and what you expect to see from the
overall ev market in 2022 #ggpi
at the time alec gores said that the spac deal
represented a great entry point
into polestar because ggpi was
conservative with its valuation so this
fills me with confidence in this merger
sometimes with its back mergers the spac
team can be just as important if not
more important than the actual target
company because as investors the spac
team must be trusted to get a good deal
and they don't come much better than
alec gore's
the next point that you need to be aware
of is the poster have their sights
firmly set on taking on porsche
pole star plans to be bigger than
porsche with the introduction of the
three new ev models in the next three
years that will each compete with
similar models of porsche the polestar 3
suv is designed to take sails away from
the porsche cayenne
the poster 4 a slightly smaller suv is
intended to compete against the mackin
and finally the poster five in 2024 is
aimed at taking on the other porsche
models supposedly clearly have their
sights set on taking porsche's market
share
when compared to its peers poster
valuation which is currently about 22
billion is far less than rivian's
valuation of 72 billion or loses
valuation of 69. while polstar has
delivered 29 000 vehicles in 2021 rivian
delivered less than 1 000 units lucid
are planning 20 000 deliveries by 2022.
by this time polstar will be up to 65
000 units so in terms of market capital
sales poll star is value
far less than its peers and producing
far more evs
finally pulsar has got the backing of
hollywood celebrities if you've watched
my previous videos you probably already
know the poster is backed by leonardo
dicaprio and you might have noticed the
pulsar is also backed by star wars there
oscar isaac so keeping in mind that the
merger will take place in the first half
of this year
ggpi stock is definitely a stock to be
keeping an eye on
so guys that brings us to the end of the
video if you've watched all the way
through could you please smash the like
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drop a comment and let me know what you
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this is not financial advice and I am
not a financial advisor and my videos
should be viewed for entertainment
purposes I highly recommend investing
only money that you can afford to and
always do your own due diligence when
investing
if you're new subscribe turn on
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next one