Pod Point Share Discussion Threads

[davemac3] 31/8/2022 08:30

Market cap £118m and they had £82m in cash at end of June????

[adp] 30/8/2022 19:33

Just glad I don't own any yet

[1madasafish] 30/8/2022 18:02

Yes it is. I can't see why ?

[1madasafish] 30/8/2022 14:13

This message board is very quiet.

Can anyone explain why PODP is so out of favour. From what I've read it can only get better from here following huge and continued infrastructure investing ?

[value viper] 24/8/2022 18:19

But a big intraday rally !?!

[value viper] 24/8/2022 13:40

Not a director purchase in sight

[kemche] 21/8/2022 09:27

Hedgehog 100 - 18 Feb 2022 - 12:13:03 - 70 of 163 Pod Point: Electric Vehicle Charging - PODP
"Very strong performance with 86% year on year revenue growth to £61.4m"

Pod Point revenue growth -
2018: £11.866M.
2019: £17.295M. = 45.75% growth.
2020: £33.082M. = 91.28% growth.
2021: £61.415M. = 85.64% growth.

= Average annual revenue growth rate over the last two years of 88.46%.

A nice fat increase ... or should I say a 'two fat ladies' increase!


And projecting revenue growth forward at 88% p.a. would give -

2022: £115.46M.
2023: £217.065M.
2024: £408.08M.
2025: £767.195M.

I.e. taking off like a jumbo jet ...

[pottsypotts] 19/8/2022 12:13

Average annual GBP41 GBP30 +GBP11
recurring revenue
per unit(2)
Total Owned
Asset sites 500 396

hxxps://www.sharesmagazine.co.uk/article/pod-point-and-rivian-the-investment-case-behind-two-new-electric-vehicle-plays

RECURRING REVENUE FOCUS

Pod Point’s success or failure may well hinge on its ability to generate material recurring revenues from the home charging market. It believes there are several ways to achieve this, leveraging the fact its Wi-Fi enabled charge points are connected to its back-end systems and therefore it is able to collect information on charging habits.

Areas Pod Point is targeting include energy monitoring services (for example, offering a tariff-switching service based on drivers’ levels of energy consumption), host software services (allowing Pod Point’s charge point hosts to set and manage charging tariffs for drivers) and electrical grid load management (supporting grid operators and generators in managing demand).

Brown notes revenue is forecast to grow rapidly, from £33.1 million in 2020 to £90 million in 2023, and says that he wouldn’t rule out investing in the business one day, potentially when or if EDF looks to sell down some of its 50%-plus stake.

Another consideration is the competitive landscape where Pod Point has established a very healthy but not unassailable market position.

Both BP (BP.) and Royal Dutch Shell (RDSB) have their own EV charging operations, a large footprint and decades of experience in serving motorists as well as much greater financial resources and incentives to invest in this space as they look to transition away from fossil fuels.

On the flipside this could make Pod Point an attractive takeover target for these larger firms at some stage.

[value viper] 19/8/2022 12:05

Painful now thisMarket not convinced No director buys further to resultsTech support goneAnd a huge option award stinks Sold half my holding for a loss

[babbler] 19/8/2022 11:28

overall revenue 41m

[1madasafish] 19/8/2022 09:28

Recurring revenue only £20k ?

PODP presumably make their recurring revenue by installing more and more charge points and making a margin on the electricity used ? Electric vehicle sales are now on the march so ok they have competition but based on what they charge, their stations are very competitive. Too competitive imo. You could argue with more cars than chargers now is not the time to be cheap. Loyalty will mean nothing so people wont respect the fact they haven't been ripping their arms out. The investment in putting these charging stations must be very high so I think their business model should not be try to be the cheapest out there. Trust me I have an EV and when you need a boost, your No.1 priority is not price, its is a station available (working) and I don't want to run out.

[pottsypotts] 18/8/2022 10:58

Have been keeping an eye on these for a while with a view to buying in, what is the business model as the recurring revenue is tiny ( £20k ) on last resultsSurely with higher wage costs and parts they are up against it Anyone got any ideas how they are going to be profitable and build recurring revenue