Nasdaq: IDEX- Ideanomics Inc.

Discussion in 'Penny Stocks' started by Auri, Mar 2, 2020.

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  1. Auri

    Auri Well-Known Member

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    #41 Auri, Jun 10, 2020
  2. Auri

    Auri Well-Known Member

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    #42 Auri, Jun 11, 2020
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  3. Auri

    Auri Well-Known Member

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    Alf Poor, CEO of Ideanomics (IDEX), Discusses Chinese EV Market & AI-Powered Fintech on CEO Roadshow


     
    #43 Auri, Jun 16, 2020
  4. B Russ

    B Russ Well-Known Member

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    Disclaimer. I AM holding a very small amount of this. That said....after watching the interview, it just confirms what i already felt. It feels little more than an unnecessary middle man between manufactures and buyers. I dont see em being around for long. Either a sell out or just bypassed.

    that or they become fortune 500 to spite my ass. Haha
     
    #44 B Russ, Jun 16, 2020
  5. Auri

    Auri Well-Known Member

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    #45 Auri, Jun 16, 2020
  6. Auri

    Auri Well-Known Member

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    Ideanomics (NASDAQ: IDEX) CEO Alf Poor joined Steve Darling from Proactive Investors for an Update and News.
     
    #46 Auri, Jun 17, 2020
  7. Auri

    Auri Well-Known Member

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    Fyi,

    Think Amazon for books (20 years ago), Etsy for handmades, Airbnb for unique getaways, IDEX is the defacto service provider for commercial electronic vehicles.

    ▪ Ideanomics Inc. - Nasdaq: IDEX — Leader of the Commercial Electric Vehicle (EV) Financing Market. IDEX is set to emerge as a leading global player in the commercial segment for the electric vehicle market, offering a broad range of services to fleet operators, including lease financing, group procurement and rebates administration. After facilitating adoption of commercial electric vehicles, IDEX intends to generate annuity revenue by offering energy management services for the vehicles. Its strong partnerships with fleet operators, vehicle manufacturers, lease financing companies, and energy operators provide it a solid platform to become a global leader in this market.




    Investment Highlights


    ▪ Leadership position and strong order pipeline in a large addressable market. China – IDEX’s first target market – will be home to 143 million electric vehicles (~57% of global stock) by 2030. This is ~62x the present stock of electric vehicles (2.3 million units) in China, suggesting that the market is poised for huge growth.


    IDEX also plans to grow outside China, first in ASEAN nations (starting with Malaysia) and then globally. The company has a strong position in the market, reflected in its $2 billion order pipeline in China, of which ~$600 million is likely to be converted into revenue in CY20.



    ▪ End-to-end service offering and value chain presence: IDEX is not only engaged in facilitating the procurement of commercial electric vehicles but also facilitates their financing, which is one of the hurdles for its target clients who lack financing options for EVs. IDEX also offers energy solutions to fleet operators by providing them pre-paid and fast charging solutions for EVs. This service not only boosts IDEX’s topline but also creates a recurring revenue stream for the company.


    ▪ Strong industry partnerships: IDEX has strategic partnership agreements with leading Chinese fleet operators such as iUnicorn, Yunnan Energy Investment Group, Golden Concord (GCL Group), Jiangsu Linghao Network Technology Co., Sichuan Shenwu Yunli Transportation Services Co., and Beijing Silk Road Rainbow Car Rental Group Co. These agreements provide IDEX a prsence across key EV hubs in China and are the source of its ~$2 billion order pipeline. The company has also partnered with leading EV manufacturers and financing solutions providers to enable smooth order fulfilment, and with PetroChina to provide energy solutions to fleet operators. These partnerships strengthen IDEX’s execution capabilities and establish its presence across multiple segments, a key competitive advantage.


    ▪ Scale: IDEX has started operations in select provinces in China including Chengdu, Yunnan, Guanxi etc. This still leaves it with significant room for expansion within China. The company has also established its presence in Malaysia and has plans to gradually expand to other ASEAN markets and countries around the globe to set up the first-of-its kind financing and sourcing platform for commercial EVs.


    ▪ Strong fundamentals and cheap valuation make a compelling investment case. We expect IDEX’s topline to climb from $39 million in CY20 (back-half ended) to $89 million in CY22. Gross margin will remain stable around ~95% while EBITDA margin is likely to expand from ~23% in CY20 to ~32% in CY22 as the company benefits from economies of scale. More importantly, IDEX will generate positive FCF starting this year and its RoE will reach 28% by CY22. We model CY22 EPS of $0.12 and apply a conservative 15x PE multiple to arrive at an intrinsic value of $1.82/share.

    Source: Intro-Act Analyst Report April 20, 2020

    Copyright: Copyright 2019 Intro-act, LLC (Intro-act).
     
    #47 Auri, Jun 17, 2020
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  8. B Russ

    B Russ Well-Known Member

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    Well with all that said...another 400 vehicle sale made today? Sooo....ill hold em.
     
    #48 B Russ, Jun 17, 2020
  9. Auri

    Auri Well-Known Member

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    #49 Auri, Jun 19, 2020
  10. Auri

    Auri Well-Known Member

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    #50 Auri, Jun 22, 2020
  11. B Russ

    B Russ Well-Known Member

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    Ideanomics S-3 Shows Registration For $250M Mixed Securities Shelf Offering
     
    #51 B Russ, Jun 23, 2020
  12. B Russ

    B Russ Well-Known Member

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    I checked SEC filing. I guess it was to capitalize on the recent highs. Idk if thats really just smart practice or a red flag....
     
    #52 B Russ, Jun 23, 2020
  13. Auri

    Auri Well-Known Member

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  14. Auri

    Auri Well-Known Member

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    Auri Well-Known Member

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    Auri Well-Known Member

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    #56 Auri, Jun 24, 2020
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  17. Auri

    Auri Well-Known Member

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    Auri Well-Known Member

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    Auri Well-Known Member

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    Auri Well-Known Member

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    $IDEX Trades up 40% on Today's NEWS
     
    #60 Auri, Jun 29, 2020
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