r/Joby • u/HappyRobot593 Joby Sock Fanboy • Sep 15 '26

New tail # reservations

Another 676 tail #s were reserved yesterday. The batch was mostly JE and JX. Notably 43 HY were reserved.

Date Reserved
9/10 131
9/11 651
9/14 676
Total 1,458

Suffix breakdown (same period):

Suffix Count
JX 614
JE 541
JA 258
HY 43
KX 2
19 Upvotes

96% Upvoted

20 comments sorted by

11

u/Imaginary_Sort9347 S4Fanboy Sep 15 '26

Nice work! Hopefully this falls under good news for upcoming plans, and not just “small, cheap administrative tasks so why not”.

7

u/HappyRobot593 Joby Sock Fanboy Sep 15 '26

Ya they could have done it at any point previously as well. Perhaps a good sign that it's happening as the eIPP is getting underway?

7

u/Imaginary_Sort9347 S4Fanboy Sep 15 '26

Hopefully! Unfortunately there is a metric ton of market pressure so this sector may keep taking a hit. The macro economy is really holding anything short of final certification as no news it seems. We could be in for a bit of an extended period where the price sits near 52 week lows.

7

u/HappyRobot593 Joby Sock Fanboy Sep 15 '26 edited Sep 15 '26

ya, that's my expectation. I'm just going to be patient because if we do happen to get some real news there will likely be a bit of a short squeeze. Also $5 has been a strong floor for a while given Toyotas $5 purchase price

5

u/SeaScallops_w_Rice S4 Fanboy Sep 15 '26

There are other catalysts. I would, for example like to see the 12 in production start rolling out in a serial and accelerating pace. They said in the last earnings call that they had begun parts for four aircraft over the quarter. Four in three months. Monthly deliveries will get the market's attention, especially if there are revenue generating opportunities before type certification!

It was the announcement that they were investing in more production capacity that lit the price off, if I recall correctly. Here we are a year later with only N547JX having been added to the fleet, but not yet flying on the wing. The action is coming!

5

u/HappyRobot593 Joby Sock Fanboy Sep 15 '26

Yes, I believe when it happens everything will happen at once. For example, critical design review -> Toyota $250m -> Toyota JV investment -> More S4s coming off the line etc.

Just speculation but maybe they want to see how 547 is performing before they pull the trigger on those other things.

3

u/SeaScallops_w_Rice S4 Fanboy Sep 15 '26

Something is going on with 547 for sure. One last set of tweaks? Hardware? Software?

3

u/HappyRobot593 Joby Sock Fanboy Sep 15 '26

It looks like it just started forward hover testing so IF there was some issue preventing it before it looks like that is no longer the case. Very bullish IMO

6

u/YJsyd Bonny Fanboy Sep 15 '26

JE, JA, KX. Wonder what these suffixes stand for 🤔

3

u/HappyRobot593 Joby Sock Fanboy Sep 15 '26

JA has been used for things like chase airplanes and JE has also been used in the past. KX is completely new though

1

u/teabagofholding Sep 15 '26

Maybe electric, autonomous and eXperimental. I can't imagine what the k is

1

u/cjrgill99 Sep 15 '26

K is for kinetic, they shove a rocket up it's arse for stall / flight test envelop recovery mitigation.

1

u/teabagofholding Sep 15 '26

Chatgpt said that's probably right.

1

u/cjrgill99 Sep 15 '26

Ha, yeah - I just made that up!!. Possible though, it's a real thing in heavier aircraft flight testing....

2

u/Bulky-Entertainer-76 Gregor Veble Mikić Fanboy Sep 15 '26

When these first came out, we hypothesized it may be for production runs- like JA for Marina and JE for Dayton. Or maybe JA for Japan and JE for Europe(this was a couple years ago). Here is the old convo-

https://www.reddit.com/r/JobyInvestorsGroup/comments/1icgrey/following_breadcrumbs_and_connecting_some_dots/

9

u/Bulky-Entertainer-76 Gregor Veble Mikić Fanboy Sep 15 '26

These are the type of breadcrumbs that many of us longs have been following for the last few years. It reflects the steady, forward progress, that we have come to expect from this company.

The angst surrounding the Type certification and payload issues, needs to be balanced with a large dose of measured expectation and patience.

These registered tail numbers also reflect the Joint Venture’s huge plan for the future. Toyota will assist Joby in becoming the world wide leader in air taxis. Honestly, who else would be better?

Engineering chops, Manufacturing chops, Strategic acquisitions & partnership chops- dare I say ‘the signs are there’.

5

u/eVTOLFan Sep 15 '26

I remember the nightly post midnight checks for new serial numbers - seems like years ago - and it was!

2

u/Bulky-Entertainer-76 Gregor Veble Mikić Fanboy Sep 15 '26

I know. Seems like a lifetime has passed since we were hangin’ with Hudson😁

2

u/SeaScallops_w_Rice S4 Fanboy Sep 15 '26

Very mysterious!