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Polestar begins US deliveries of electric SUV

Published 11/01/2024, 08:04 AM
PSNY
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MAHWAH, N.J. – Swedish electric car manufacturer Polestar (NASDAQ:PSNY) has announced the commencement of deliveries for its new Polestar 3 SUV in North America. The first units of the vehicle, which is being manufactured at the company's South Carolina plant, have been delivered to customers over the past few weeks.

Anders Gustafsson, Head of Polestar North America, expressed pride in the rollout of the U.S.-built vehicles, highlighting the SUV's significance for the North American market. The Polestar 3 is a key addition to the brand's expanding product lineup, which also includes the Polestar 2 and the upcoming Polestar 4.

Polestar anticipates an acceleration in the delivery of Polestar 3 vehicles in the United States and Canada in the near future. The model has garnered significant attention from automotive media and has maintained strong customer interest. Local test drives for the Polestar 3 are being offered at Polestar Spaces across the region.

The company has also reported successful deliveries in Canada's major EV markets, including Montreal, Toronto, and Vancouver. These cities account for a substantial portion of the Canadian electric vehicle market.

Polestar, traded under the ticker NASDAQ:PSNY, is recognized for its commitment to sustainable mobility and plans to introduce more electric vehicle models by 2026. The brand aims to produce a truly climate-neutral car by 2030 through its Polestar 0 project, which challenges the industry to achieve zero emissions in production.

The information for this article is based on a press release statement from Polestar.

In other recent news, Polestar, the Swedish automaker, has been subject to a potential sales ban in the U.S., according to a new rule proposed by the Biden administration. The rule aims to prohibit the use of Chinese vehicle hardware and software in connected vehicles due to national security concerns. Polestar, majority-owned by China's Geely, has expressed serious concerns about the impact of this rule on its operations and sales strategy in the U.S.

Meanwhile, despite a 14% drop in vehicle deliveries during the third quarter, Polestar anticipates a positive gross profit margin for the fourth quarter. The company has undergone significant leadership changes and expects its full-year revenue to mirror the previous year's figure of $2.38 billion. Polestar also reaffirmed its commitment to achieving break-even cash flow by the end of the next year.

Polestar has regained compliance with Nasdaq's minimum bid price requirement, according to the company's Chief Financial Officer, Per Ansgar. The company is known for its commitment to sustainable mobility and has a goal to offer five performance electric vehicles by 2026.

In addition, Polestar is preparing for significant changes to its Board of Directors ahead of its Annual General Meeting. Winfried Vahland is set to succeed Håkan Samuelsson as the new Chair of the Board, and Francesca Gamboni is proposed to replace Jim Rowan as Volvo (OTC:VLVLY) Cars' representative on the Board.

Finally, Piper Sandler adjusted its outlook on shares of Polestar, reducing the price target while maintaining a Neutral rating due to weaker than expected sales and concerns about the pace of new model releases. However, Cantor Fitzgerald maintained an Overweight rating, expressing confidence in Polestar's strategic advantages and manufacturing capabilities.

InvestingPro Insights

As Polestar (NASDAQ:PSNY) begins deliveries of its new Polestar 3 SUV in North America, investors should consider some key financial metrics that shed light on the company's current position. According to InvestingPro data, Polestar's market capitalization stands at $2.34 billion, reflecting its status as a relatively young player in the competitive electric vehicle market.

Despite the positive news of the Polestar 3 rollout, the company faces significant financial challenges. InvestingPro Tips reveal that Polestar is quickly burning through cash and may have trouble making interest payments on its debt. This is particularly concerning given that the company operates with a significant debt burden, and its short-term obligations exceed liquid assets.

The company's revenue for the last twelve months as of Q2 2023 was $2.05 billion, but it experienced a revenue decline of 22.48% during this period. More worryingly, Polestar is not profitable, with a negative gross profit margin of -22.57% and an operating income margin of -73.26%. These figures underscore the financial hurdles Polestar must overcome as it ramps up production and deliveries of its new models.

Investors should note that Polestar's stock has shown high volatility, with a significant 58.48% return over the last three months, contrasting with a 36.21% decline in the past month. This volatility aligns with the InvestingPro Tip indicating that the stock generally trades with high price volatility.

For those seeking a more comprehensive analysis, InvestingPro offers 14 additional tips for Polestar, providing deeper insights into the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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