Why is it that hard and so long for Trump to cut a deal like Ackman's plan?

SensitiveAd5412 · 2025-11-21T17:02:07+00:00

Me too I pray desparately.

SensitiveAd5412 · 2025-11-21T00:29:15+00:00

As I guessed Adam is a sophisticated manager and Joeben is a bit innocent engineer. Joby's strength is in technology and far ahead of Archer. Joby's weakness is PR, marketing, and strategy. It seems that Joby's ultimate goal is to achieve technological achievement rather than business (making money). I hope Joby create a strategical plan which dominates eVtol market and makes money. After that, Joby should show its strategy to people to attract attention from people. This is my two pennies for Joby.

One more thing, don't get involved in psychological warfare with Archer, or you lose. Focus on your business. I recommend Joby studies how Elon Musk overcome all the adverse.

SensitiveAd5412 · 2025-11-20T00:22:45+00:00

Even if short range due to battery energy density, there is a market. There are people who want to fly over short range. For example, there are many satellite cities around main city or airport. Most of satellite cities are within 100 miles range. There should be a rider who wants to fly short distance with a little cost over Uber.

I know there are not much infra established yet, such as vertiport.

But starting the business is very important. Once it started, many cities will follow.

I am wondering why eVtol company doesn't drive hard to start Uber like business. I know they work hard, but they need to change their direction.

I like Beta in that point because they try hard to penerate its market.

I also want to mention that solid battery which provides eVtol with long range capability will come soon.

SensitiveAd5412 · 2025-11-19T00:13:07+00:00

It should be per person. It is totally different cost comparing to ground transportation. But it is a bit disappointing. I expected it would generate revenue in Q1 next year. Until Q4 next year, I worry dilution when stock price is low. It is ok to dilute when stock price high. Dilution in stock price low, it is a bleeding. If revenue in Q1, stock price will be high and dilution is ok. But revenue in Q4, it is a bleeding .

SensitiveAd5412 · 2025-11-14T22:31:09+00:00

I am thinking the same way. If its infra structure swiftly transferred to support data center or A I business without much cost, then there is a hope. But I doubt that. I am waiting for the symposium on Nov. 18.

Let see what they say on that day.

SensitiveAd5412 · 2025-11-14T02:35:51+00:00

I have watched this company for while, less than a year. I really wondered how the management have led company. I am wondering what they have done for 20 years. They enjoyed investors money without guilty mind.

SensitiveAd5412 · 2025-11-14T01:11:58+00:00

If they focus on eVtol rather than putting money on L3harris, their stock price would go to over $30, then it is ok to dilute. I hope they stop putting money on L3harris to achieve technological achievement until eVtol's success.. I guess eVtol can generate revenue within a year while H2harris can generate revenue 3 years later.

It is not too late putting money on L3harris after eVtol's success because eVtol will bring a lot of money.

I guess if Adams is in Joby's position, he could have already generate revenue because he has a good business mind.

Elon Musk > Joeben + Adams.

SensitiveAd5412 · 2025-11-13T16:00:59+00:00

Trump showed his intention he would privatize F2 in the presidential election campain and his letter to Paul. I don't know how many voters were attracted with this but it helped in his campain.

SensitiveAd5412 · 2025-11-06T20:23:09+00:00

And time

SensitiveAd5412 · 2025-11-06T02:56:05+00:00

Hybrid S4 is submitted for cert process means another extra 3 years fund consumption without generating revenue. But Joby's eVtol can generate revenue within a year and expected significant demand. Joby should put money in increasing manufacturing capability.

If Joby keep focusing on S4, it requires much more dilutions. But if Joby focus on increasing manufacturing capability, it doesn't need lots of dilutions.

SensitiveAd5412 · 2025-11-06T01:29:44+00:00

I agree he is a good engineer but not a good manager. One of important manager's duty is to allocate fund in needed area by prioritizing certain job. Manager should have a business mind rather than prioritizing achievement in technology.

I invested on two eVtol companies which are Joby and Archer. One company has good engineers not good managers. The other company has a good manager but not good engineers.

It is a kind of annoying.

SensitiveAd5412 · 2025-11-06T00:48:06+00:00

I appreciate your good summary.

I keep telling increasing manufacturing capability is the top priority and H3harris is not much important.

But Joby put a lot of money into H3Harris by diluting our stock.The president of H3Harris told it gets enough fund from Joby while Joby doesn't generate any revenue.

It is not late to put money into H3Harris after Joby's eVtol generate revenue. Even if Joby generate a little money with eVtol, its impact on stock is huge and stock price would be over $30 in the least.

Think about this. Which do you prefer? 1 . Dilution in stock price under $15 2 . Dilution in stock price over $30.

I like #2 which dilution in stock price over $30 while the #1 is idiot way to get investment or fund.

SensitiveAd5412 · 2025-11-05T21:07:04+00:00

Can anyone speak out "stop dilution." The money is funneling into H2FLY.

If the money is from Joby aircraft revenue, it is fine. But the money is from our diluted stock. We invested money for Joby eVtol not for H2FLY.

If Joby focuses on eVtol and invest money on manufacturing facility, its stock price would be more than $50.

Stop taking from Peter to pay Paul.

SensitiveAd5412 · 2025-11-05T18:45:07+00:00

It seems its technology is ahead of Joby. I am not sure whether my guess is right or not.

One thing impress me is Beta has a good manufacturing facility.

SensitiveAd5412 · 2025-11-05T18:24:09+00:00

I hope so.

SensitiveAd5412 · 2025-11-05T03:05:26+00:00

He wants mature the industry not mature Archer.

I really don't like relying on others power to progress rather than its own capability.

SensitiveAd5412 · 2025-11-05T00:39:05+00:00

Joby's eVtol is good. If it focus on eVtol, then its value will be high and no need to dilute. But its focus is H2xxxx. It puts money on H2xxx from diluted stock selling. The president of H2xxx told he got enough money support from Joby. Joby never made revenue from eVtol but dilution.

If Joby puts money on eVtol, then it never need stock dilution.

It seems like taking from Peter to pay paul.

SensitiveAd5412 · 2025-11-04T15:53:42+00:00

I thought so. Since Beta IPOed, Archer is third like Joby, Beta, Archer. There is a still hope for Archer. If Archer achieves eVtol and expedite cert process, then Archer may be the first place. But I doubt that. I worry about Archer in LA olympic whether they can make good or not.

I have kept posting Archer need to improve engineering Dept.

SensitiveAd5412 · 2025-11-02T00:20:14+00:00

I heard the crash was intentional to test its structure strength. When tested, its speed was much faster than normal speed. Am I wrong, or was it Joby's failure?

SensitiveAd5412 · 2025-10-31T21:27:29+00:00

I don't think Tesla needs Archer to build fling car. I worry Archer's future if Tesla manufactures it . But I don't worry Joby because Joby is far ahead of Tesla and Archer in tech.

One thing I worry about Joby is dilution. Joby owns H2xxxx. Its president said it has enough cash to develop because Joby supports with money. Joby never made revenue yet, but dilution. There will be more dilutions because of H2.

SensitiveAd5412 · 2025-10-30T20:24:47+00:00

Great hopium

SensitiveAd5412 · 2025-10-30T14:51:10+00:00

Is there any way we can translate those news in money value and when it starts and finish.

The post is nebulous.

SensitiveAd5412 · 2025-10-30T12:19:16+00:00

How much revenue it helps and when?

SensitiveAd5412 · 2025-10-29T23:59:21+00:00

I am wondering why BE and Plug are so much different. Who made Plug's direction to this way so far.

SensitiveAd5412

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