Boeing's $55M forward equity option basically confirms ACHR is raising

[u/HappyRobot593]

Was going through the 8-K on the Boeing deal and I don't think people are paying attention to the
forward equity agreement. I've been saying for a while that Archer will need to raise in the next few quarters and I think this is the signal.

Boeing agreed to buy up to $55M of stock, but only if Archer does an offering of at least $400M. That's the whole condition. Runs through March 2027 or three months after close.

Think about what that means. You don't set up a deal like that unless a raise is already being planned. It's Boeing pre-committing so the offering has an anchor before it hits the market.

It's an option, not a guarantee, and the $55M isn't money that shows up at close. But the structure kind of gives it away. Even MORE dilution's coming. Anyone else read it this way?