Thread by @N2EVBull

THREAD of MAIN CHANGES between NEW Polestar Investor Presentation Document (Left Side) Vs OLD Version (Right Side)! 🚨🚨🚨
1/ Removed the D Community Engagement $GGPI

(Thread 2/12) Changed the Ghent Factory to 'Europe'. They still remain (both in old & new version) as "Potential production site, not included in the current business plan assumptions" mentioned in the legend in small at the bottom left. $GGPI

(Thread 3/12) Removed the Handover section. Added the 2021 number for the amount of locations and service point. $GGPI

(Thread 4/12) Updated the "500 services points today" to "800 services points today". $GGPI

(Thread 5/12) Updated the current markets from 10 countries to 19 countries. Changed the 800+ service points to 1,100+ service points. Also updated the list of countries for "Expansion to new markets" $GGPI

(Thread 6/12) Volume numbers are the same (29K Deliveries were made in 2021). Revenue were decreased (estimated $1.6B, $1.4B actual revenue for 2021). The CARG%, 2025E and EBIT number have been adjusted to the 0.2M miss from 2021. $GGPI

(Thread 7/12) Same faces, but they changed the title to a better one. lol $GGPI

(Thread 8/12) All the number have been adjusted to the $200M in revenue for 2021 ($1.4B actual revenue VS $1.6B estimate for 2021). The main guidelines remains the same. $GGPI

(Thread 9/12) Changes in number for 2021 & 2022 in the Capex by type and Cash spent for Research & Development. $GGPI

(Thread 10/12) They adjusted all the number according to the recent earnings. They also added Rivian to compare the valuations. $GGPI $LCID $RIVN $TSLA

(Thread 11/12) They adjusted all the number according to the recent earnings. They also added Rivian to compare the valuations. $GGPI $LCID $RIVN $TSLA

(Thread 12/12)
Source of New Investor Presentation Document:
sec.gov/Archives/edgar…

Source of Old Investor Presentation Document:
datocms-assets.com/11286/16327358…