Amid all the spinoff of the Porsche assets, keep in mind too that POAHY also has a reasonably sophisticated "transportation-related VC portfolio" a few of which might also be worthy of IPOing when the time is right.
POAHY is one on my top large cap substantially undervalued stocks heading into 2022. In fact I think Steve Weiss's price thinking of a "double" may even be conservative if the assets of the company are managed properly.
s
VW conglomerate is undervalued at $130B. Porsche by itself would be $50-100B. The remaining VW would still be $100B. Crazy not to separate and improve value to shareholders. The companies could still maintain shared "synergies" when separated. For that matter, maybe they should separate and IPO other parts/brands of the VW empire.
C
Any thoughts when the ipo is going to happen? Is there a deadline date?
K
PORSCHE AG is the crown jewel of the VW Group. It carries the most value in the group. Spinning it off is fine if VW maintains majority of the shares. The Porsche & Piëch families who control PORSCHE SE ( which controls VW Group ) would never want to lose control of their family business PORSCHE AG. If a spin-off can happen letting the Porsche-Piëch family keep control of PORSCHE AG then I think they would be smart to do it.
W
If VW spins off Porsche. Will $POAHY shareholders receive separate shares of Porsche? Or will Porsche he under POAHY umbrella ⁉️
J
VWAGY has a market cap of $136B as of today. With POAHY owning 30% (50% voting), POAHY market cap should be abut $45B but currently only $30B. So POAHY is currently selling at 50% discount to VWAGY. In addition POAHY also own stakes in some IT/SW entities.
If Porsche is to be IPOed, that itself will command $80-$100B. Rest of VWAGY could still be worth $100B. So total valuation of the group goes up to $200B or more. 30% of that is $67B market cap for POAHY that over 100% of today.
W
If $vwagy owns porsche. How is it possible that POAHY is already trading as a public co. Somewhat confusing
S
POAHY remains a large company levered play on VW and several other brands. The possibility/ likelihood of a Porsche spinoff (or partial sale) only enhances and demonstrates the assets hidden here in plain view.
POAHY can also be thought of as a VC play in various automobile/ electrification/ autonomous technologies being developed by creative minds across the globe.
Last point, POAHY is also a very conservative way to bring together several auto companies to share technology, etc. on the EV revolution that is gathering steam (under political mandate). It may be behind Tesla but this will evolve into an industry in which at least 3 to 5 companies will be the key players....VW and its flock of brands appears highly likely to be one of them.
W
Fiat Spunoff $Race Ferrari, on 01.03.2016 at $42 .. Today, almost 6 years later, Ferrari trades at $253. 600% appreciation.
If Valkwagen $VWAGY $VWAPY Would Spin-off Porsche and then Lamborghini... Thery would unleashed, tremendous hidden values. It's time for VW, Porsche and Piech families, to make the move.
W
How many % of $POAHY is owned by the Family. Obviously, it is publically trading. So they sold part of it. It seems that, it makes more sense to buy $POAHY rather than $VWAGY ⁉️
Any thoughts?
M
So if Porshe actually IPOs, what does that mean for this stock?/ Thanks for any replies
W
Which is better buy $VWAGY or $VWAPY? The way Google describe it. VWAGY is less volotile than VWAPY. Any suggestions and opinions ⁉️
B
Spin off coming....question is, what will POAHY be worth now?????20????
W
Unfortunately, as valuable as $POAHY is, it has been dead money in.past 5 years. Unless, $VWAPY and Porsche and Piech families, spin off Porsche, investment is deteriorating due to inflation. $VWAGY has $145B on Debt.
M
Josh, how's that short position working out for you
S
Hello Newbies. Welcome to the Steve Weiss pump and dump POAHY. The way this works is whenever they talk Automobiles on CNBC Fast Money, someone will say something about F or TSLA, then Steve will pump POAHY by saying they own VW, and when Porsche is IPO’d, VW and POAHY will get a massive bump due to the unlocking of value. Steve will say POAHY can double! You’ll see some people on here parroting that as well. It’s gotta happen some time right?
Well, POAHY has basically done nothing all year except go down until yesterday. It’s gone from$9.50 to high 8s to above 10 for a short period before floating back to the 8s and now yesterday’s jump. Every 5-8 weeks, Steve will pump this on FM, then he’ll sell. It will drift down, he’ll buy, then come in and pump it for the next dump. It’s like clockwork. The Porsche spinoff news was reported 4-5 weeks ago! POAHY did nothing until yesterday?
If this was really worth 100% more, why has it sat here for most of the year between $8.40 to $10? Do you really think that would be the case? Do the math! POAHY in any IPO of Porsche would get the valuation accorded to Porsche relative to its ownership stake in VW but that would not double POAHY.
Anyways, good luck with whatever you do.
K
Every few months analysts float the idea that VW is considering spinning off PORSCHE AG. Not going to happen until the PORSCHE FAMILY wants it to happen. They control VW.
B
Down 13% in the last month. I can’t find any news why? Any insight would be helpful
A
Any idea why POAHY has lower dividend rate than VWAPY? It is supposed to be higher if they distributed all the dividend from VW.
POAHY is one on my top large cap substantially undervalued stocks heading into 2022. In fact I think Steve Weiss's price thinking of a "double" may even be conservative if the assets of the company are managed properly.
If Porsche is to be IPOed, that itself will command $80-$100B. Rest of VWAGY could still be worth $100B. So total valuation of the group goes up to $200B or more. 30% of that is $67B market cap for POAHY that over 100% of today.
POAHY can also be thought of as a VC play in various automobile/ electrification/ autonomous technologies being developed by creative minds across the globe.
Last point, POAHY is also a very conservative way to bring together several auto companies to share technology, etc. on the EV revolution that is gathering steam (under political mandate). It may be behind Tesla but this will evolve into an industry in which at least 3 to 5 companies will be the key players....VW and its flock of brands appears highly likely to be one of them.
If Valkwagen $VWAGY $VWAPY
Would Spin-off Porsche and then Lamborghini... Thery would unleashed, tremendous hidden values. It's time for VW, Porsche and Piech families, to make the move.
Any thoughts?
The way Google describe it. VWAGY is less volotile than VWAPY. Any suggestions and opinions ⁉️
Well, POAHY has basically done nothing all year except go down until yesterday. It’s gone from$9.50 to high 8s to above 10 for a short period before floating back to the 8s and now yesterday’s jump. Every 5-8 weeks, Steve will pump this on FM, then he’ll sell. It will drift down, he’ll buy, then come in and pump it for the next dump. It’s like clockwork. The Porsche spinoff news was reported 4-5 weeks ago! POAHY did nothing until yesterday?
If this was really worth 100% more, why has it sat here for most of the year between $8.40 to $10? Do you really think that would be the case? Do the math! POAHY in any IPO of Porsche would get the valuation accorded to Porsche relative to its ownership stake in VW but that would not double POAHY.
Anyways, good luck with whatever you do.