[F32Fleet]

So I found out that VW AG is going to spinoff Porsche and Porsxhe was making rounds around Silicon Valley (ex Apple).

What do you Porsche-philes think about this development?

[Fined]

I'm glad about it. It can only be a good thing for Porsche.

[chassis]

Capital raise for VAG to fund EV development. I don't think it is meaningful for a current Porsche owner. I think it has almost no effect on future Porsche owners, except that more EV models will be offered. No different than any other carmaker.

Similar to what Daimler did with Daimler Truck to fund EVs with M-B.

Ford is positioning to do the same thing by separating ICE and EV businesses.

It's a race to take market share for EVs, and capital fuels the race.

[F32Fleet]

Originally Posted by ThomasBradbarry

Excellent development

Originally Posted by chassis

Capital raise for VAG to fund EV development. I don't think it is meaningful for a current Porsche owner. I think it has almost no effect on future Porsche owners, except that more EV models will be offered. No different than any other carmaker.

Similar to what Daimler did with Daimler Truck to fund EVs with M-B.

Ford is positioning to do the same thing by separating ICE and EV businesses.

It's a race to take market share for EVs, and capital fuels the race.

Originally Posted by Fined

I'm glad about it. It can only be a good thing for Porsche.

Woild you buy shares?

Does Porsche as a performance brand continue to have a future?

[chassis]

I see Porsche as a performance brand for the foreseeable future.

Porsche fits in a portfolio where its business proposition make sense for the investor. Porsche shares don't fit in my portfolio. I don't buy car stocks. It's a low/zero growth industry and profits are unsteady.

What are Porsche's growth prospects? You need to pencil this out in terms of unit sales and average selling price. Otherwise it is a speculative investment. Nothing wrong with that, but this isn't what fits in my portfolio.

Will Porsche take 100% market share of like-priced performance vehicles? This means Ferrari, Lambo, Aston, AMG and M go out of business. That is the total addressable market. What % share of the total addressable market can Porsche achieve? It's not much more than what they have now in my view.

Last, but this is a minor point - retail investors generally don't do well on IPOs. Founders, PIPE investors and investment bankers do well on IPOs.

Summary: no, I would not buy shares.

@Fined and @ThomasBradbarry please explain the comments a bit more.

[RPM33]

Originally Posted by F32Fleet

Woild you buy shares?

Does Porsche as a performance brand continue to have a future?

This is a good question. Will they build more SUVs and less sports cars?

[Famitenton]

Originally Posted by chassis

Capital raise for VAG to fund EV development. I don't think it is meaningful for a current Porsche owner. I think it has almost no effect on future Porsche owners, except that more EV models will be offered. No different than any other carmaker.

Similar to what Daimler did with Daimler Truck to fund EVs with M-B.

Ford is positioning to do the same thing by separating ICE and EV businesses.

It's a race to take market share for EVs, and capital fuels the race.
In the meantime, I wanted to know, I read about solar panels and their privileges here https://www.homequote.io/solar/los-angeles-ca , the guys described everything seems to be accessible, what is your opinion about it? Would you put it on yourself? Why or why not?

I also read about it from them, I think that there are much more pluses, yes, initially you need to spend a little money, but then it will save costs at times, since solar energy is free, because if possible I would install such in my country house.