The EVTOL Industry: Here's Why Joby Is Better Than Archer

MMMT Wealth
1.3K Followers

Summary

  • The eVTOL industry is consolidating, with JOBY and ACHR emerging as the top U.S. contenders after a significant industry shakeout.
  • JOBY is significantly ahead in FAA certification, transparency, and execution, positioning it closer to commercial operations than ACHR.
  • JOBY's manufacturing is bolstered by Toyota's investment and expertise, while ACHR's production plans remain less certain and more distant.
  • JOBY's capital structure is more shareholder-friendly, with less dilution and better funding visibility, making it my preferred investment in the sector.

eVTOL Aircraft Parked On Empty Airport Runway

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Introduction

The eVTOL industry is no longer in its infancy. It's likely a lot closer to reality than many of us think, though, of course, it’s still in the early survival stage of its life cycle.

Looking at

This article was written by

1.3K Followers
MMMT Wealth is run by Oliver, a CPA working in the financial services sector mainly in private equity, hedge funds, and asset management. MMMT Wealth began in 2023 when Oliver started writing online mainly on X and Substack about investment strategies and stocks. His main aim is to gather insights from investor calls, presentations, financials, news and form an opinion on the stock looking mainly at a 3-5 year time horizon. Oliver is passionate about investing and understands that even 1 or 2 investments can in some cases be completely life changing. Thats why he spends so much time researching the best businesses in the world. Oliver has 5 years of investing experience, and 4 years as a CPA. Though this is less than many people here on Seeking Alpha, his passion, knowledge, and efforts are the best out there. Follow along. I hope youll gather all the value!

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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