VLKPF News and Press, Volkswagen Ag Pfd Shs From 11/13/23

2023-11-13 18:01:44 ET Summary Due to the NAV discount, Porsche Holding SE has been a well-known value investment for a while. While at first sight it looks compelling, a rational analysis reveals a lot of risks. Ultimately the NAV discount is justified because the final retur...

2023-11-08 11:02:41 ET Summary Global electric car sales Sept. 2023 up 23% YoY to 17% share. China sales up 22% to 37% share. Europe up 15% to 25% share. USA up 59% to 9.9% share. EV market news - Norway’s EVs at a record 93% share. BP to buy $100M of Tesla ultra-fast charg...

2023-10-17 09:44:16 ET Summary Tesla, Inc. trades for roughly 74x earnings while its closest competitors trade for 5-10x. Is Tesla stock too expensive, its peers too cheap, both, or neither? The overall car sales market is facing challenges due to decreased obsolescence and de...

2023-10-09 16:41:55 ET Summary BYD has positioned itself as the first/only successful legacy automaker in navigating the shift to electric at scale without compromising on profitability, while also emerging as a global leader. But the stock has underperformed broader markets in re...

2023-10-09 10:51:08 ET Summary Global electric car sales in Aug. 2023 up 45% YoY to 18% share. China sales up 36% to 39% share. Europe up 68% to 30% share. USA up 71% to 9.5% share. EV market news - EVs to surpass ⅔ of global car sales by 2030, putting at risk nearly half o...

2023-10-06 11:56:45 ET Summary Tesla, Inc.'s current share price not only implies that it is not on track to become the largest manufacturer, but become around twice as large and thrice as profitable as Toyota. Even in an unrealistically bullish scenario, the company would not be ...

2023-10-04 07:35:05 ET Summary We positively view Draghi's appointment to support European auto competitiveness vs. Chinese electric cars. New duties may be imposed. Volkswagen is now more open to management changes and new partnerships to share software investment and CapEx devel...

2023-09-15 16:21:00 ET Summary Frontier Lithium is a Canadian company with a flagship hard rock lithium project in Ontario, Canada trading at just 10.5% of its PFS-derived after-tax NPV. Ontario & Quebec are becoming major EV / Li-ion battery hubs, attracting global players, e...

2023-09-11 10:56:39 ET Summary Global electric car sales July 2023 up 41% YoY to a 16% share. China sales are up 31% to a 38% share. Europe sales are up 48% to a 23% share. USA sales are up 53% to a 9% share. EV market news - The IEA is forecasting 14m global plugin electric car s...

2023-09-08 12:15:13 ET Summary Volkswagen has consistently lagged behind its industry peers in total returns over the past decade. Economic challenges in China, high interest rates affecting the demand for vehicle financing in Europe and the US, Germany's PMI contraction, create a...