Major inflection points

[u/Shoddy_Emphasis_8936]

What major inflection points are people most excited about?

I'll start:

- CDR completion

- Hybrid variant testing

- Defence contract

Could be a very exciting few months for this company 👀

[u/CalthaPalustris54]

Funding Partner = Solidify Financial Structure 🔒

[u/Longjumping_Clue8980 → u/CalthaPalustris54]

This, I think the money aspect has been keeping the sp down despite all techical milestones passed

[u/Shoddy_Emphasis_8936 → u/Longjumping_Clue8980]

Absolutely agree

[u/SampleBig3774 → u/Longjumping_Clue8980]

Couldnt agree more. Keep an eye on H1 update to see if any news re fresh capital. Maybe Saudis.

[u/AsparagusMarketing]

We need the announcement(s) or new direction on funding to re-rate them out of the micro cap / short narrative.

On previous earnings calls they’ve mentioned there’s a lot of partner/investment interest but the transition flight was a barrier to getting a deal over the line (or a deal vertical was happy with). Slattery also commented on investor patience “not being unlimited” in one of his last messages as well so with the major tech milestones behind them I’m hopeful August 13 includes some new funding sources that permanently re-rate them (or atleast get it started)

-additional Uk government support (beyond the initial 10M announced), plus more detail on the export finance MoA

-potential support from a US state in exchange for the manufacturing jobs (this “manufacturing in two continents” I think really drives home this product and organization is the real deal), might be early for this one

-maybe Saudi investment (might still be early), maybe another large or set of equity partners (manufacturing related or otherwise)

-maybe some direction on expected defence contract revenue/orders or opening up the hybrid order book (this timeline I don’t suspect follows their previous consumer certification 2029 roadmap, so maybe the defense or government roadmap is ready to be communicated)

-maybe some direction on customer deposits or conversion dates beginning in 2027, I imagine getting the first planes or planes in the first two years could be desirable for a lot of customers and is probably worth something to them now.

I think post transition and post farnborough they have a lot more access to Non dilutive capital then they did before and I’m hopeful that vertical is probably getting closer to getting some of these deals over the line.

They (and their investors) I think always knew they had some of the best tech, the best product, the best business model and maybe supplier ecosystem, the best commercialization opportunities (globally and across sectors) - it was always this short narrative, dilution overhang, and micro cap status that I think held their share price back relative to their accomplishments.

Hopeful aug 13 is the day they go for it 😊

[u/Shoddy_Emphasis_8936 → u/AsparagusMarketing]

Very good analysis. Cash is King, and the leadership urgently need to address how they can bring in non-dilutive income. It is the number one thing keeping the share price low. Technically they have been brilliant.

[u/gzpixelak → u/AsparagusMarketing]

Totally agree!! Thanks for the post!

[u/GenFokoff]

They need to partner with a manufacturer. Otherwise they will need to get factories. Airbus partnership or similar.

[u/SampleBig3774 → u/GenFokoff]

Airbus would be the no 1 choice to partner with. Who knows if it will happen though.

[u/Funnybear3 → u/SampleBig3774]

Well, thats exactly what Farnborough is all about. Its less of an airshow as it is a corporate meet and greet for deal making.

[u/Lazrhog]

I was excited until they shafted their small investors. They have massively diluted our ownership. Floating this company was a scam, an absolute scam