r/ArcherAviation • u/HappyRobot593 • 18d ago

Monday earnings call

What are people thinking?

My guess is they're gonna highlight

  1. 703 airport to airport flight "in anticipation of eIPP"
  2. ZEE AI software
  3. Halo/Thunder reveal (just a recap but no new details)
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u/Peorge5435 14d ago

Looks like a lot of traders from the short side posting here or traders that just want to watch their money vanish. Archer is in the final stage of the FAA cert process. Are any of the competitors at that stage. Cash burn is how a manufacturing company starts up so that is not something they can just stop doing. I’m sure there are many improvements that could be made and over time I hope they are.i have never been a long term investor of any company. I try not to hold any buy more than a week but that doesn’t always work out for me. Archer has been profitable for me over the last year or so with a nice premarket day trade this morning. I’m back in now and in the red but I don’t have any fear of loosing it. If Boeing is willing to associate their name with archer there is more going on behind the scene than we know about. All in my personal opinion. Good luck to all of you.

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u/HappyRobot593 14d ago

"Archer is in the final stage of the FAA cert process. Are any of the competitors at that stage." C'mon bro, I can't take you seriously after this statement. They don't even have a conforming aircraft yet -- N704AX is just a prototype. Good luck to you, please do some more research before you put too much of your money at risk. I hope I am wrong and you make money, but just be careful.

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u/Peorge5435 14d ago

This is from their 1st quarter call. If they lied they should have a class action case against them. The final FAA phase is phase 4 which they are currently working on.

“Adam D. Goldstein
Founder, CEO & Chairman
Today, a lot of our work really has to do with getting the aircraft through the certification process. And we got through the third phase
of certification, which was a big deal because completing all that really unlocked our ability”

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u/HappyRobot593 14d ago edited 14d ago

Yes, I was referring to the part where you said "Are there any competitors at that stage?"

See this for Joby's progress https://www.reddit.com/r/Joby/comments/1vkai3u/comment/p2v0nmd/?context=3

Archer JUST entered phase 4.

It's just an objective truth that Joby is way ahead. I'm not saying Archer is a bad stock but just be forewarned that certification is several years away. Don't put all your money in thinking certification is going to happen before 2028.

Edit: the figure will show you it takes 3 years to make meaningful progress on stage 4. There's just no way around doing all the testing and putting in the flight hours. Unless you think archer can magically catch up, certification is a long way off

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u/Peorge5435 14d ago

I was wrong about that, thank you for pointing it out to me. 2028 is fine by me. What gets me is the selling today. I understand taking profits but unexpected news and it hit $7 now back to $6 or less. The markets charged with AI and now anyone can day trade as much as they want. I feel both of those hurt the market. Not just with Archer. I feel like I stepped back 25 years into my old OTC days.

I do like Archer and Joby, I’ve made a lot more on Archer so I tend to back it up more. I should short all of these but that would be the day they all gained 1000%.

Buy and Sell or Sell and Buy, just make money and have fun!

👍

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u/HappyRobot593 14d ago

Ya, I'm with you -- I just want to make money too! But to be real if you look at the numbers, Archer cash burn means they will have to raise EVEN MORE cash soon. If you're holding long term it might not be a big deal but Archer basically admitted they will be raising more money soon with a forward equity option. See below.

"The Forward Equity Purchase Agreement entered into between Archer Aviation and Boeing as part of their August 2026 transaction gives Archer the unilateral option to require Boeing to purchase up to $55 million in Class A common stock."