IB Net Payout Yields Model

Invest like me - only at Covestor.com

Joby Aviation: Full-Speed Ahead

By -


  • Joby Aviation accelerates progress with the U.S. eIPP program, de-risking FAA certification delays.
  • The company was approved for 5 programs covering operations in 10 different states, setting up Joby for rapid expansion on FAA certification.
  • Joby Aviation has manufacturing plans for nearly 50 aircraft in 2027 with a production value of $250 million, depending on how the company utilizes the aircraft.
  • The stock is far more appealing after the 50% dip since the 2025 highs and another capital raise for a pro forma cash balance of $250 million.
Joby Aviation, Inc. (JOBY), is now full-speed ahead with the eIPP (eVTOL Integration Pilot Program) in the U.S. The eVTOL manufacturer now has the opportunity to prove out the air taxi thesis without waiting on the FAA certification to ramp up operations and plans for 2027. My investment thesis is ultra Bullish on the stock after this dip back to only $9.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Comments

Post a Comment

Popular posts from this blog

Stat of the Day: VXO hits 45 again

By -
Not hardly a week removed from hitting 45 on 9/18/08 and the market is back to this extreme level. Usually hitting the 40 level has historically been a huge buy signal for at least the next 4-6 months. Below are the times that 40 has been hit and only 2 times did it exceed 45 in the prior 20+ years until this month. Guess time will tell if this one leads to a huge rally. Date High 10/19/1987 152.48 8/24/1990 40.01 10/27/1997 40.04 8/27/1998 41.46 4/14/2000 41.53 3/22/2001 41.99 9/17/2001 47.7 7/11/2002 41.64 9/18/2008 45.81
Read more

Nextdoor: Next Step Up

By -
Image
Update - Feb. 28, 2025 Nextdoor reported another strong quarter.  Q4 Revenue of $65.23M (+17.4% Y/Y)  beats by $2.11M . Adjusted EBITDA was $3.0 million, compared to a $14.0 million loss in the year-ago period, reflecting 30 percentage points of year-over-year margin improvement. The social media company guided to weak Q1 results due to going full speed ahead with the NEXT UI updates. This is great news for  investors, but the stock is down some 30% due to the markets short-term focus.  The stock trades at near cash value of $427 million.  Originally posted on Nov. 8 Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Nextdoor has achieved a significant turnaround under the return of founding CEO Nirav Tolia, with 17% revenue growth and record WAUs. The company nearly eliminated losses, reporting a Q3 adjusted EBITDA loss of just $1 million, and expects to be cas...
Read more

Snap: Exclusive Engagement Isn't Enough

By -
New report shows Snap has an exclusive user base. Snap must prove the business model though plenty of revenue upside exists with monetizing existing user base. Valuation is extremely stretched despite the opportunity to grow revenues due to unconstrained operating expenses. A new report backs the thesis that  Snap  ( SNAP ) has compelling user engagement that remains sticky. Unfortunately, user engagement is only one part of an investable business model that  my research  has questioned since the IPO. Read the full article on Seeking Alpha.  Disclosure: Long TWTR. Please review the disclaimer page for more details. 
Read more