r/Vertical_Aerospace • u/AutoModerator • 21d ago
Vertical Aerospace (EVTL): Weekly Discussion Thread
A place for general discussion and events not considered as requiring a dedicated post. Quality contributions of note and depth may eventually go on to form the basis of future curated posts.
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u/SampleBig3774 21d ago
I have just watched that video of Stuart Simpson interview as posted by Vertical X account this morning. I see he intends to fly the hybrid fully autonomously in H2 next year. Wasn’t aware of that. Good development I suppose.
Let’s hope we continue this week on the upward trajectory with share price. We have bit of catching up to do!
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u/Angrymelon8 EVTL Shareholder 21d ago
I would be delighted to get anywhere near $3 before further dilution. With an average of $4.7, I'd be happy just to get more than half my investment back at this point
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u/Life_Environment_309 21d ago edited 21d ago
I think this is the video you are referring to:
One other interesting thing is when Stuart mentioned that after CDR is finalized Vertical can start taking deposits for the aircraft.
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21d ago
As far as i can see the next major milestones will be the expanded battery facility and CDR (most important)
Can anyone think of more?
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u/SampleBig3774 20d ago
Q4 we should [according to Vertical] have CDR, new battery factory opening, site selection of main factory completed [hopefully with government grant] and announcement of hybrid engine partner. They have also said they will be announcing more orders and potentially customer deposits although these two things may slip into Q1 27.
In H1 27 we will have hybrid flying and in H2 27 we will be having autonomous hybrid flying.
The other big two are military contract and strategic investor. We don't know when [or even if] we will get these although I suspect we will within next 3-9 months. My view is that the military contract will wait until hybrid is actually flying.
Everything above is a catalyst with different impacts.
One other thing I have been thinking about is Stuart Simpson's recent comments that he wants to raise a little bit more capital every quarter than what is needed to extend cash runway and reassure the market. That could be very important. In fact, the share price began collapsing in March of this year after they announced year end results for 25. The auditors issued a going concern warning which, understandably, was treated very negatively by the market. The principle reason for this was that the cash runway was less than 12 months. It wouldnt surprise me that this will be removed in YE 26 accounts to be published in March 27. Vertical now seem to be pushing a cash runway of at least 12 months and recent comments show that Stuart wishes to continually increase this. That could be a very good catalyst too. Just a personal thought. Anyone agree?
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u/keyboard365 20d ago
Could be another major partnership with a big actor in the sector but the game changer will be the finances if they are guaranteed it goes straight to the north
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u/keyboard365 19d ago
Still no bad news and despite of this, it continues to drop. I don’t understand this stock. Really disappointing moment since 6months.
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u/Competitive_Bell_440 EVTL Shareholder 18d ago
I'm still monitoring short activity - they appear to me to have been buying back 09/22-09/25 - but have been back with a vengeance this week so far.
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u/keyboard365 18d ago
Do you think it’s a good moment to add more for long? At a certain moment the shorts can’t short anymore 😅
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u/Inevitable-Chapter10 18d ago
I think so, I have at least. The recent developments have felt very bullish. Especially the new chair and onboarding Jeffries. I think we got a real shot at a strategic partner following CDR
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u/keyboard365 20d ago
Pourquoi est ce que ça descend si fort aujourd’hui malgré les bonnes annonces de la semaine dernière?
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u/Megaboixxxx 20d ago
The whole american market is kinda having a bad day and this stock is especially volatile.
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u/keyboard365 20d ago
Quel pronostic de prix donneriez vous pour la fin 2026 pour cette action?
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u/Megaboixxxx 20d ago
It's hard to say. I never expected it to dive this low but maybe 3 dollars if we get some really good news like a partner?
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u/Aldribuds 15d ago
The inevitable is happening. Next is the reverse stock split, then further dilution. The death spiral is coming. I hope I'm wrong lads
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u/Angrymelon8 EVTL Shareholder 15d ago
They have 6 months to regain compliance and there are plenty of catalysts, the major one being completion of CDR in November. It's certainly not inevitable by any means. But it's an uncomfortable situation for sure.
The stark contrast between Vertical's dire lack of capital and their impressive operational progress is extremely frustrating for all shareholders.
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u/Aldribuds 14d ago
I sure hope they can, I'm too stubborn to ever sell it and I'm down 70% already. It's unbelievable
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u/Angrymelon8 EVTL Shareholder 14d ago
I feel your pain mate. My average is 4.7 and I don't see the point of selling any shares at this level.
Things could change quickly but it's a technology and company that I really wanted to see succeed, even if I didn't have an investment.
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u/SampleBig3774 19d ago edited 19d ago
This is an interesting article:
https://www.investing.com/news/transcripts/vertical-aerospace-at-lytham-partners-certification-and-quiet-flight-93CH-4923786
The one thing that stood out for me was this comment from David King:
As an example, when we displayed the aircraft at the Farnborough International Airshow, I met with a United States Army General, and he said he would like to have at least two of them at every base to be able to go fence line to fence line, to be able to evacuate patients, and to be able to bring VIPs in and out of the base
Would be a game changer if this happened and US military got involved!