u/GenFokoff — reddlx

EVTOL market

This is not AI generated.

I'd to share my view in the EVTOL sector and hear your feedback. I add the potential SP multiplier for perfect execution in 2030-33.

The only capable EVYOLs are (stage 1-5):

- JOBY 4/5- intense testing, operations Q42026, best partnerships, military applications. 4-5x

- EVEX 3/5 - transitional flight acchieved, biggest backlog, best backup engineering EMBRAER, huge list of clients MOU LOI 20-25x

- Vertical 3/5: transitional flight achieve, second best backlog, backed up HONEYWELL ACITURRI, european certification. 30-35x

- BETA (hybrid) 3/5, charge ecosystem, propellers, aimed for 400-500km market. 6-10x

The other 2:

- ARCHER 2/5 transitional flight not documented, ANDURIL partnership, delayed project. 4-5x

- HOVR 1/5 (hybrid): wingfan design, serious contender for 300-500km trips, military/medical services, prototype Q42026-Q22027. 30-50x

Whats your ideas on this?

reddit.com

u/GenFokoff — 1 day ago

▲ 15 r/HOVRSTONK

What can go wrong?

This is a honest approach zo eVTOL. No matter if HOVR, EVTL, JOBY, EVEX, ARCHER.

We need to focus in what can go wrong in terms of engineering, aeronautical performance, market targets and bottlenecks.

There is market. Crowded cities, corporate, tourism, militarized forces, emergency services, fuel independence, low pollution, community friendly noise levels.

Strong arguments for upside.

What are the challenges? Please...share your views and expected upside returns.

u/GenFokoff — 6 days ago

▲ 2 r/Stocks_Picks

Reference: Mckinsey report for financial arenas 2030-40.

eVtol to go from 0.5 to 350 $B next years.

EVEX JOBY HOVR BETA coming from paper to near certification. Vertiports in Middle East. Flights in NYC and SF. Tokyo and Singapore.Saudi Arabia. Sidney.

LOI, MOU,huge backlogs (around 20B).

Corporate, private, commuting, tourism, defense, emergency.

Do your DD. Market in the early stage.

u/GenFokoff — 15 days ago

▲ 9 r/StocksAndTrading

Check the Mckinsey report- new stock market arenas 2939-49

eVTOLs become a 300x business (commuting, tourism, defense,emergency, personal).

Better cost per km,lower maintenance cost, lower/none petrol dependant, better community noise levels, higher passenger comfort.

EVEX, JOBY, HOVR. Vertiports in Middle East ongoing. Flights in USA ongoing. Backed by aircraft OEM (Embraer, Bombardier), Toyota (Japan deployment), Stellantis (know how).

Huge backlogs: althogeter >20B in MOU/LOI.

FAA certification and first commercial flights coming.

Stock market: underpriced, building up momentum. Near future catalysts, 50-60% upside EoY.

u/GenFokoff — 16 days ago

▲ 14 r/stocks

eVTOL are approaching certification, production and routes. NYC, SF, Dubai started already seeing this vehicles flying.

First JOBY. EVEX, HOVR, BETA, ARCHER to follow.

Stock prices show institutions taking position. Check today's price chart in biggest players.

Joby: flying in several metropolis, Dubai vertiports being finalized

EVEX: huge backlog, Embraer engineering backup, ecosystem property being created,production lines already in place from Embraer

HOVR: hybrid aircraft 800k autonomy, weather resilient, possible partnership with Bombardier

Do your own DD. Mackinsey estimates a 2030-35 market $350B, from less than 0.5B today. No other area has this upside.

reddit.com

u/GenFokoff — 16 days ago

▲ 73 r/intelstock

I was Intel gang at 18-24. So many days we were just a bunch of believers. But going from18 to 60's was too much.

Salute to those who stayed in the track.

My greed was probably not up to the level: 30-40% in a short period without fundamentals just made me think 2-3-4 times.

I am out but i am in the sidelines. This post is to make peace with myself and not carry the idea that volatility is good...

Advice: keep your narrative strong and set strong loss points if you believe in it.

u/GenFokoff — 20 days ago

▲ 14 r/stockstobuytoday

Takeaways:

Noise low.

Fast stop rotors.

Easy to manouver.

Small aircraft , not bulky.

Tickets not expensive.

Good window view.

For busy cities, a blast.

Mid-year flights US: San Francisco, NYC

Dedicated vertiports in Dubai: 2 completed,6 to follow next few months. 4 dedicated routes created.

Saudi plans progressing.

Japan plans expanfing, under Toyota, implementation in Tokyo area and some other big cities.

Singapore next.

👍👌

u/GenFokoff — 20 days ago

▲ 3 r/smallstreetbets

Noise low.

Fast stop rotors.

Easy to manouver.

Small site, not bulky.

Tickets not expensive.

Good window view.

For busy cities, a blast.

Great!

👍👌

u/GenFokoff — 20 days ago

▲ 4 r/stockstobuytoday

Undervalued 60% before flight.SP $9...should be $14. After the flights in Dubai, $20...FAA certification ...maybe above $27...and backed by enthusiastically by Toyota.Asian market can be a blast!

u/GenFokoff — 25 days ago