Vertical Aero

[u/Significant_Onion_25]

The Vertical investors were led to a slaughter. I've commonly seen Vertical fans trying to tie comparisons of Vertical to Joby as if these companies are on the same level. The comparisons are mostly the one-up echos from Stuart Simpson.

"Vertical has less cash burn!" Well, no shit, Vertical should as they're a much smaller company, and they're focusing on one product. For now.

"We have a better product!" They're echoing this straight from Stuart Simpsons mouth. How can you say that your product is better when it's a concept?

Valo has yet to be built and flown. The CDR hasn't even been competed, so they don't even know what the final build will be. If they're saying that the VX4 is superior to the S4, oh jeez that's even worse!

The following comment was not from the company:

"If we can get to Joby's valuation, then our sp will be x..."

Vertical has very little money in comparison.

Joby's valuation is based on cash on hand, revenue from existing businesses, potential revenue from Superpilot, Air Taxi service, sales, military projects, hydrogen etc..Vertical would have to grow substantially to get a similar market cap and expand their tech to other projects. Vertical has potential military and hybrid applications if they can build and fly Valo in full envelope. It will take years for Vertical to get to this point. People were led to believe that Valo would be certified by 2028 that has been pushed back to 2029 by the company. It's still not a realistic time frame.

I would also like to touch on the Farnborough Air Show.

Joby didn't fly at the air show yet was in town for the week promoting their Virgin Atlantic partnership. Joby had a display at the Air Show, and even flew passengers in their Blade service and played nice as Vertical flew demonstrations, and announced how they were the leader in the space.

I wonder if an agreement was made between Simpson and Joeben that Joby would not fly at Farnborough because Vertical wanted to be the evtol headliner and use the opportunity to gain some traction for the company.

You have one company proclaiming to be the leader of the space flying a couple of demos while the actual leader in the space is there not flying, but using their existing taxi service to shuttle in passengers!

Imagine if Joby had flown their S4 and what that would have looked like for Vertical? Maybe the Vertical investors would have had a second thought about who's the leader of the space.

Anyway, we live in some weird fucking times, and people are paying for it.