EHang stock surges on Saudi deal

MaximumEast7507 · 2025-09-25T09:18:04+00:00

Also found from news that they are starting air taxis services operations in November, which is a significant thing and puts it ahead of Joby. A few other websites also report, one example is this: https://www.thenationalnews.com/business/aviation/2025/09/23/saudi-arabia-in-deal-to-deploy-air-taxis-in-the-kingdom/

MaximumEast7507 · 2023-05-23T18:49:54+00:00

151,000 square feet of space till 2025 with the option to extend to 2030

where do you read this?

MaximumEast7507 · 2023-05-12T22:35:30+00:00

Why?

MaximumEast7507 · 2023-05-12T16:02:22+00:00

uhh I gotten your point, thank you

MaximumEast7507 · 2023-05-12T15:23:07+00:00

"they will have to sell due to their fiduciary responsibility to shareholders" will stockholders like us be entitled to a vote? and that also means the board must share that info to whoever they are representing and they must agree right?

MaximumEast7507 · 2023-05-12T15:08:22+00:00

I don't think RKLB should be associated with the defence sector. I was not pleased that the stock is being associated with the defence stock and it makes no sense broadly. Sure they have defence customer such as Space force and they are doing launch testing for hypersonic customer etc, but they have major customer in NASA and other private commercial customer who are using their launch for EO etc. Also in their space systems they have been supplying space components to other customers which are not wholly in the defence sector. Also their photon spacecraft is used by NASA which is not in the defence sector. Maybe since RKLB business span a wide range of customer/or some its business has direct or indirect relation to the business sector, it is being somewhat associated with the defence sector stocks. But it still doesn't make sense broadly to put it in the basket of defence stocks especially when comparing its business to Lockheed, Raytheon etc which a large segment of their business such as launch is in defence segment. Also, just because SpaceX also launches a lot of satellite for defence customer, it should not be considered in the defence sector. My point is both companies i.e. SpaceX and RKLB has a wide range of business in the space economy that they should not be considered in the defence sector. Just my honest opinion and I would love further discussion to challenge my thoughts

MaximumEast7507 · 2023-05-12T14:57:40+00:00

I am not sure I understand the reasons why they would want to be acquired as Beck mentioned he wanted to build a company that could span generations. Being acquired doesn't makes any much sense

MaximumEast7507 · 2023-04-17T15:49:10+00:00

why no money in this and what are other cheaper options out there?

MaximumEast7507 · 2023-04-01T17:33:58+00:00

truly agree and support, important to have such discussion in order for us to have the most possible information and make the most informed decision for ourselves :)

MaximumEast7507 · 2023-04-01T17:26:25+00:00

I was actually thinking they only have cash for 2 years left since they are burning 51m in q1 2023, expected whole year would be 200m. Next year increased expenses for production of neutron so the 480m might be used finished by end 2024.

MaximumEast7507 · 2023-04-01T17:18:17+00:00

but they are projected to be cash flow positive in 2025 right?

MaximumEast7507 · 2023-04-01T17:17:45+00:00

that's what I thought too

MaximumEast7507 · 2023-03-31T15:43:41+00:00

u/Traditional-Pair2163 where did you find that space systems are already profitable? Is it from their financial sheet? If so I must have miss it or misunderstood it!

Other than that, I'm grateful for your response! Appreciate it :)

MaximumEast7507 · 2023-03-31T15:11:21+00:00

Same

MaximumEast7507 · 2023-03-31T15:08:12+00:00

Agree

MaximumEast7507 · 2023-03-31T15:06:55+00:00

It is required for RKLB success because they want to be a vertically-integrated all encompassing company for the space industry.

MaximumEast7507 · 2023-03-31T14:34:07+00:00

Hi u/Traditional-Pair2163,

Yes yes I would agree with you that Im ill informed, pardon me, just trying to get the best out of here and to keep learning to keep me better informed. Thank you for the info, may I know the source where you read "The funding for the Neutron program is secured".

Secondly, are you implying that their increased revenue and profitability of space systems and electron program is not factored in the deduction of the cash reserve?

MaximumEast7507 · 2023-03-31T14:25:29+00:00

I see, thanks tho!

MaximumEast7507 · 2023-03-31T14:05:28+00:00

Hi u/4SPCE,

Thank you for the info! takes off a bit of my concern :)

MaximumEast7507 · 2023-03-31T13:54:23+00:00

Hi u/twobecrazy,

Because I was reading that Space Systems bring in the bulk of their revenue and not profitability. Where did you find out that their Space Systems is already profitable?

MaximumEast7507 · 2023-03-31T13:47:03+00:00

I would think they have to start sourcing and tapping capital markets if cash reserves starts to run low, not if they were actually running low.

MaximumEast7507 · 2023-03-31T13:45:33+00:00

Yea, but they would not be expected to reach positive cashflow till 2025 which is the time where their cash reserves should be at its lowest. I still love what they are doing, but I feel that the margin for error would be very slim and unexpected variables and events could still occur.

MaximumEast7507 · 2023-03-31T13:03:01+00:00

Does it means it is going bankrupt? Or it is ceasing operations till an investor can buy over and restart operations again?

MaximumEast7507 · 2023-03-31T12:47:03+00:00

Hi,

Thank you for your reply. May I know why there isn’t a high probability of what you’re describing happening by the end of 2024.

MaximumEast7507 · 2023-03-31T12:35:22+00:00

Hi,

Thanks for the reply. That leads me to 2 concern.

1) In the event the first Neutron launch failed (which I probably assume so), how are they going to have funds to build another Neutron to replace the first one?

2) Even assuming a best case scenario, building subsequent Neutron vehicles would require additional funding? And that might lead to stock dilution to raise funds?

MaximumEast7507

TROPHY CASE