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Porsche Automobil Holding SE (POAHF)
Other OTC - Other OTC Delayed price. Currency in USD
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326 reactions on $POAHF conversation
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I just watched options action CNBC and they were recommending Ford. Ford was up a dollar to $13.50 and one of the options player said Ford could trade into the $20's...If Ford could trade above $20.00 than in my opinion so could Porsche...
bought the dip added 2500 at $7.60. Own 4500 shares.
what seems strange is the talk about VW spinning off Porsche .. talk of an IPO of $100 billion .. if this is the case then the market cap on POAHY which is around $25 billion .. the IPO would give it a value of 4 times higher than it is now .. if this is the case then why is not the street giving it more Value than just $9 a share today .. is this spinoff already priced in ?
with the market being as bad as it is I doubt the IPO will happen til at least Oct/Nov and most likey next year.. What market cap do you think it will get? My guess is 50B tops..
I received a notice that the dividend will be paid on June 2nd to record holders May 17
This IPO is like German cars......... Completely over engineered - Nobody understands how all that "stuff" works.......... and will probably be way overpriced in line with the "product" on the road.
Serious question. When PORSCHE AG goes public there an opportunity to hold PORSCHE AG shares. How does that relate to holding POAHY shares? Must a person buy PORSCHE AG shares open market or is there an opportunity to convert POAHY shares into PORSCHE AG shares?
I am assuming the only way to own PORSCHE AG shares is to buy open market. If shares double the first couple days I am assuming shares of POAHY will see a nice increase too since they will own 25% of PORSCHE AG and still hold the same shares in VW AG as they do now. They will still retain controlling interest in VW & PORSCHE.
can anyone explain the recent drop for porsche and VW?
added. company feels undervalued to me, and if there's a spin off, could see it doubling. Obviously the Ukraine invasion is hurting Germany manufacturing sector
Beginner investor here ! Would Porsche be a good investment for long term investing I also notice it has a annual $2.5 dividend per share. Thoughts ?
The confusing Volkswagen stock structure should not be replicated for the new Porsche IPO. It would prevent maximum participation by investors and hurt the prospect of maximum value. There is an opportunity in a new IPO to make it clean from the beginning. The structure of Volkswagen shares is confusing. The preferred shares are not really preferred, and the common shares are preferred. Confused? Let me explain: The preferred shares carry no voting rights and common shares carry voting rights. Many analysts therefore think that Porsche have a majority voting power in Volkswagen because they own 52.2% of the Preferred shares. Therefore, most analysts are wrong and therefore undervalue the stock in their analysis. Many analyst and the press think that Porsche have minority of the ownership of Volkswagen because they own 30.8% of the common shares undervaluing the Porsche shares again. This confusion makes it exceedingly difficult for the international shareholder to understand and invest in the Porsche stock (POAHY) over the counter OTC in the US. A new IPO hopefully listed on the Nasdaq also should be easy to understand for the US analysts and the regular shareholder to reach its intended valuation. The global capital market understands that preferred shares should carry voting rights and not the common shares not the other way around. To be clear Porsche own 52.2% of Volkswagen and 30.8 of the voting rights. Check it out and calculate the value. There is still time to own the stock pre offering. Porsche owns 52.2% of Volkswagen, Audi, Lamborghini, Bently, Ducati, Skoda, Seat, Cupra, Volkswagen commercial vehicles and of course PORSCHE. All for a market cap of 30.8B and 2.55% dividend. Volkswagen market cap is 105B+- and PE ration 5.01 and Porsche own 52.2% of VW...
Take a solid look at ticker ILUS my fellow investors - they are Nasdaq bound - uplisting in 2022. They have patented firefighting technology.
(Example: water mist nozzle for EV battery fires) They are in talks with Tesla regarding this patented technology. ILUS manufactures EV's / UAV's, and Drones.
ILUS International has also entered into a massive agreement with the European Union and will begin manufacturing a variety of vehicles including those used by the military and defense sectors in Europe.
Porsche is my next EV car to buy with the money I will make from Quantumscape.
Take a look at ticker ILUS as well: Drones, EVs and UAVs. Uplist is in process. Profitable their first year! ILUS INTERNATIONAL. Please see Yahoo Finance for news.
POAHY and VWAGY are both running finally. POAHY should head back to $9 this week. Hopefully the spinoff is intact.
So I do believe Porsche went ev div today.....
Momentum and Value
With electric vehicles (EVs) in investors’ spotlight, Volkswagen (VWAGY) has been much talked about as an excellent conservative play on this theme. As arguably the largest automaker in the world, VW sold more EVs last year than any other company in the world.
But another holding company and brand, Porsche Automobile Holding (POAHY), has a controlling interest in Volkswagen. And with typical Teutonic complexity, Porsche, in turn, is one of the many divisions of this auto giant, along with VW and Audi, and owns prestigious names including Bentley, Lamborghini and Bugatti. Porsche owns 31.4% of Volkswagen equity, but has 53.3% voting control of the company.
Surprisingly, Porsche is Volkswagen’s most significant profit center, followed by its Audi brand. Porsche also owns the prominent Taycan EV, priced from $79,900 to $187,600, as a sedan or an SUV. Porsche launched its Cayenne SUV way back in 2002 and in 2020 sold more than 90,000 Cayennes, by far its best seller with almost three times the sales of its most famous car, the 911. But most of Porsche’s profits come from its 911 sports car.
Porsche also announced last week a joint venture with Customcells to produce high-performance batteries that will significantly reduce charging times. The partnership will aim to develop car batteries with higher energy density than prototypes used in Porsche’s current electric cars.
Here is the opportunity. While competitor Ferrari’s (RACE) U.S.-listed shares trade at about 41 times forecasted 2021 earnings, Porsche trades at a mere seven times consensus forecasted earnings for 2021.
Last quarter’s earnings were up 905% over their previous pandemic comparison, with the stock nearly doubling since last September. Still, the stock trades at just 73% of book value and has only $37 million in debt. Porsche is a great example of what I call “pink sheet blue chips,” which trade over the counter. This stock has great trading volume and liquidity, so its OTC trading is not an issue. Let’s start with a half position.
Sir John T
My son who also invests asked me about my price thoughts on POAHY the other day and, since I've already communicated them to him, I'm happy to summarize what I told him here.
First of all, EV is the future (he agrees with me on that). TSLA has a lead in that space....but don't be too quick to conclude that they have "the" lead as most decent-sized auto companies will have to get into that space to participate in the future direction of the industry.
My bias is against U.S. manufacturers achieving sufficient success to make a successful run for the number 2 slot and my thought is that the Germans will get there first....at least to fill the number 2 slot behind TSLA. I've owned a VW product....admittedly a long time ago, also a BMW. When I turner 40, I bought a Porsche 928 which was a fun car. Since then, my wife and I have owned 5 Audis. Before we married, my wife had a Benz, and had also driven Range-Rovers.
We had a top of the line Lexus two years ago which we sold to a neighbor and shipped another Audi to our home in Florida.
My bet is that, as this market evolves, VW will emerge as the number 2 player within 3-5 years and, on a valuation basis, should trade for at least 50-60% of TSLA's valuation....if not closer. VW has a large dealer network and by owning POAHY, you are essentially somewhat derisking a direct investment in VW and, if VW achieves the success I think they have a decent shot at, VW will do very, very well and Porsche, through its ownership control will do even better.
I told my son to be sure to check out the other "investments" Porsche has made in transportation venture capital investments, the bulk of which will support their EV work.
Lots of smart engineers under the Porsche hood. It remains one of my largest investments or, perhaps to better characterize it, one of my largest bets on the future.
As a seasoned investor, this is an unusual stock for me to hold, why? normally i go for stocks with huge profit %, huge ROE and ROA, no dent, eg SaaS stocks, as they tend to be capital light, however i feel most are fully valued.I do know that car companies have very low profit margins and huge capitla expenditure, but something jsut pulls me to owning porsche stock, is it the discount to NAV, is it I love porsche cars compared to tesla cars, emotions over SaaS stocks lol.
Sir John T
Holding a company like this with a huge discount to its VW ownership stake plus its transportation VC portfolio (the latter which is not really estimated in working through the heads-up Porsche to VW auto discount) is an easy call for me compared to chasing after TSLA with its metrics on almost every imaginable data point, financial ratio, etc., etc. grossly out-of-line with TSLA's true value.
Yes, there's a statistically evaluated arb opportunity between POAHY and VW but there's also the analysis involved in determining the valuation gap between POAHY and TSLA which, to my analytical small brain appears to be even wider than the POAHY-VW gulf.
A small dividend makes it even easier to wait for this to play out.
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