ChargePoint Stock Is Waiting for its Market to Develop
ChargePoint Stock Is Waiting for its Market to Develop
InvestorPlace - Stock Market News, Stock Advice & Trading Tips
InvestorPlace-股票市场新闻、股票建议和交易提示
The market for $ChargePoint(CHPT.US)$ electric car chargers has yet to develop.
You can see when it might happen by conducting a simple census.
Until a non-Tesla electric market develops, this is dead money.
中国的市场$ChargePoint(CHPT.US)$电动汽车充电器还没有开发出来。
你可以通过进行一次简单的人口普查来看看什么时候会发生这种情况。
在一个非特斯拉电动市场发展起来之前,这是一笔死钱。
Source: YuniqueB / Shutterstock.com
来源:YUnique eB/Shutterstock.com
About a month ago I wrote about ChargePoint (NYSE:CHPT) stock, I said the electric vehicle charging company was waiting for its market to happen.
大约一个月前我写了一篇关于充电点(纽约证券交易所股票代码:CHPT),我说这家电动汽车充电公司正在等待其市场的到来。
It's still waiting. Shares are down almost 30% since then, as the stock market rout that began with tech has become more general.
它还在等着呢。自那以来,随着始于科技股的股市暴跌变得更加普遍,股价下跌了近30%。
The problem I have with ChargePoint is the same one I have with myself. It's early to the party. In my case, it means I write about trends and invest in companies before they're ready for the mass market. In the case of ChargePoint, they have prepared for a huge electric vehicle market that doesn't yet exist.
我用ChargePoint遇到的问题和我自己遇到的问题一样。去参加聚会的时间还早。对我来说,这意味着在公司准备好进入大众市场之前,我会写关于趋势的文章,投资于公司。就ChargePoint而言,他们已经为一个尚不存在的巨大电动汽车市场做好了准备。
Ticker Company Price CHPT ChargePoint $10.29
代码机 公司 价格CHPT ChargePoint$10.29
The Problem for CHPT Stock
CHPT股票面临的问题
ChargePoint is due to release earnings on May 31, for the quarter ending in April. A loss of 22 cents/share is expected on revenue of $80 million. For the same quarter last year ChargePoint had revenue of $40 million. It had revenue of $240 million for fiscal 2022, which ended in January.
ChargePoint将于5月31日发布截至4月份的季度收益。预计营收为8000万美元,每股亏损22美分。去年同期,ChargePoint的收入为4000万美元。在截至今年1月的2022财年,该公司的收入为2.4亿美元。
7 Oil Stocks to Buy With Safe Dividends
7只石油股票将以安全的股息买入
In the hot market of 2021 such growth was impressive. ChargePoint stock sold for over $35/share last July. Today no one wants it. ChargePoint is selling for about $10.60/share and has a market cap of $3.6 billion. To me, that says you can still lose money on this stock. It's still selling for about 10 times revenue and is still losing money.
在2021年炙手可热的市场中,这样的增长令人印象深刻。去年7月,ChargePoint的股票以每股35美元以上的价格出售。如今,没有人想要它。ChargePoint的售价约为每股10.60美元,市值为36亿美元。对我来说,这意味着你仍然可以在这只股票上赔钱。它的售价仍约为营收的10倍,而且仍在亏损。
When earnings come out, look at cash flow. ChargePoint lost $174 million in cash for the year ending in January. This left it with $315 million, after coming public in early 2021 through a special purpose acquisition company (SPAC) called Switchback Energy.
当收益出来时,看看现金流。在截至1月份的财年中,ChargePoint亏损了1.74亿美元现金。这使得它在2021年初通过一家名为Switchback Energy的特殊目的收购公司(SPAC)上市后,拥有3.15亿美元。
If ChargePoint has learned to husband cash, and the expected revenue number says it has, think about investing based on the chances the plane will crash. Then buy some more Amazon.Com (NASDAQ:AMZN).
如果ChargePoint已经学会了如何使用现金,而且预期收入数字显示它已经学会了,那么可以考虑根据飞机坠毁的可能性进行投资。那就再买一些吧Amazon.Com(纳斯达克:amzn)。
When to Buy
何时购买
"I want my next car to be electric." I wrote this while ChargePoint was coming public.
“我希望我的下一辆车是电动的。”这是我在ChargePoint即将上市时写的。
It didn't happen. My beloved Scion was crushed at 10 miles per hour, and I had to buy something this year. I chose a Toyota (NYSE:TM) hybrid. While in the market I walked down my street looking for hybrids and electrics. I found two Teslas (NASDAQ:TSLA), a Nissan (OTCMKTS:NSANY) Leaf, and four Toyota Priuses out of 60 cars.
它并没有发生。我心爱的肖恩以每小时10英里的速度被撞死,今年我不得不买了一些东西。我选择了一个丰田(纽约证券交易所股票代码:TM)混合。在市场上,我走在街上寻找混合动力车和电动车。我找到了两个特斯拉(纳斯达克代码:TSLA),a日产(OTCMKTS:NSANY)Leaf,以及60辆丰田普锐斯中的4辆。
Since Tesla has its own charging network, I discount those. The fastest ChargePoint charging units, called DC Fast, charge at 480 volts, but the company also has a lot of 240 volt chargers on city streets. These take all night to charge up an electric vehicle and are usually placed as amenities for people to sip charge while they eat or shop.
由于特斯拉有自己的充电网络,我对此不屑一顾。最快的ChargePoint充电器被称为DC Fast,充电电压为480伏,但该公司在城市街道上也有大量240伏的充电器。为电动汽车充电需要一整晚的时间,通常被放置在便利设施中,供人们在吃饭或购物时啜饮充电。
What ChargePoint needs to succeed is a large market of non-Tesla electrics willing to pay for DC Fast service against competitors like Volkswagen's (OTCMKTS:VWAGY) Electrify America, EV Go (NASDAQ:EVGO), Blink Charging (NASDAQ:BLNK) and the rest.
ChargePoint需要的是一个巨大的非特斯拉电气市场,愿意为DC Fast服务付费,而不是像这样的竞争对手大众的(OTCMKTS:VWAGY)电气化美国,EV GO(纳斯达克:eVgo),闪烁充电(纳斯达克:BLNK)和其他公司。
The Bottom Line on CHPT Stock
CHPT股票的底线
ChargePoint is selling charging equipment, not services. This means it can probably survive until the market develops if management is frugal.
ChargePoint销售的是充电设备,而不是服务。这意味着,如果管理层节俭,它很可能可以生存到市场发展。
As an crunchy granola environmentalist, I would love to suggest that you chase ChargePoint, that you play the EV revolution, and that you accept the latest buy recommendations from brokerages.
作为一名爽朗的格兰诺拉麦片环保主义者,我很乐意建议你追逐ChargePoint,你参与电动汽车革命,你接受券商最新的买入建议。
But I don't want you to lose money, as I have, chasing markets that don't yet exist.
但我不希望你像我一样赔钱,追逐还不存在的市场。
The best strategy right now is to look for tech stocks that offer real products for real markets, with real earnings that save businesses real money. These companies will fight inflation and, while they may not be sexy, they will deliver a return while we wait for electric vehicle production to ramp up.
目前最好的策略是寻找那些为真实市场提供真实产品、具有真实收益、为企业节省真实资金的科技股。这些公司将与通胀作斗争,尽管它们可能并不性感,但它们将在我们等待电动汽车产量增长的同时带来回报。
When will ChargePoint be ready to run? When you read that Buc-ees is putting in electric charging stations.
ChargePoint何时可以运行?当你读到Buc-ee正在安装充电站的时候。
On the date of publication, Dana Blankenhorn held a long position in AMZN. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
在发表之日,达娜·布兰肯霍恩在AMZN持有多头头寸。本文表达的观点是作者的观点,以InvestorPlace.com为准出版指南.
Dana Blankenhorn has been a financial and technology journalist since 1978. He is the author of Technology's Big Bang: Yesterday, Today and Tomorrow with Moore's Law, available at the Amazon Kindle store. Write him at danablankenhorn@gmail.com, tweet him at @danablankenhorn, or subscribe to his Substack.
达娜·布兰肯霍恩自1978年以来一直是一名金融和科技记者。他是《技术大爆炸:摩尔定律的昨天、今天和明天,在亚马逊Kindle商店有售。写信给他:邮箱:danablankenhorn@gmail.com,在推特上告诉他@danablankenhorn,或订阅他的子堆栈.
The post ChargePoint Stock Is Waiting for its Market to Develop appeared first on InvestorPlace.
ChargePoint股票等待市场发展的帖子最先出现在InvestorPlace上。