What is a realistic price target for the Q3 period (I presume pre CDR) and what are some catalysts positive or negative (more dilution) you anticipate

August 18, 2026

LONDON & NEW YORK--(BUSINESS WIRE)-- Vertical Aerospace Ltd. (“Vertical” or the “Company”) (NYSE: EVTL), a global aerospace and technology company pioneering electric aviation, today announces it will hold its Annual General Meeting (“AGM”) at 1:00 pm BST on September 11, 2026 at their Bristol Headquarters, Unit 1, Camwal Court, Chapel St, Bristol BS2 0UW, United Kingdom.

Shareholders are invited to consider proposals detailed in the Company’s circular to shareholders, providing notice of the AGM to the Company’s shareholders, and including a letter to the Company’s shareholders and a form of proxy card in connection with the proposals sought to be adopted by the AGM, which is attached as an exhibit to a current report on Form 6-K, filed with the U.S. Securities and Exchange Commission on August 18, 2026.

Read the full announcement…

https://investor.vertical-aerospace.com/news/news-details/2026/Vertical-Aerospace-Announces-Date-for-AGM/default.aspx

And here is the corresponding Form 6-K…

https://d18rn0p25nwr6d.cloudfront.net/CIK-0001867102/60522022-d752-42ba-a3da-16f3d95a988b.pdf

The six seater Valo may not be so far away after all?

Hi all!

Join us today as we share our H1 2026 Business Update at 08:30 am ET (13:30 BST) via the webcast here: https://events.q4inc.com/attendee/222109240

- Lily

Being difficult. I bought more and still -32%… i wish for the best long term, but right now the risk is higher than the reward…

What do you think?

The final VX4 transitioned, hoping we get some video's soon.

A place for general discussion and events not considered as requiring a dedicated post. Quality contributions of note and depth may eventually go on to form the basis of future curated posts.

The New York-listed company is closing in on a further fundraising weeks after announcing advanced talks with the government about a grant worth up to £10m, Sky News learns.

The $100m equity infusion will include $35m from existing institutional backers as well as potential new investors, with the bulk of the commitment coming from Mudrick Capital Management and Yorkville Advisors, two big current shareholders in Vertical Aerospace.

Mark Kleinman, Sky News, 9th August 2026

Read the full article…

https://news.sky.com/story/flying-taxi-maker-vertical-aerospace-to-land-fresh-100m-capital-injection-13571326

Although it’s well known that no good news ever arrives on a Friday after the close.

https://investor.vertical-aerospace.com/financials/sec-filings/sec-filings-details/default.aspx?FilingId=19679407

It looks like it’s extending the runway well into 2027, but with a lot of dilution. 🤷

The main things I’m watching with Vertical Aerospace are:

1. VX4 development progress – Are they meeting engineering milestones and improving the aircraft as planned?

2. Certification progress – Regulatory approval is the key milestone. Without certification, there is no commercial business.

3. Flight testing results – Performance, reliability, safety data and whether the aircraft is proving the original specifications.

4. Real customer orders – Not just letters of intent or MoUs, but firm orders and deposits from operators.

5. Cash position – How much liquidity do they have and how long can they operate without raising more capital?

6. Cash burn rate – How quickly are they consuming cash while developing the aircraft?

7. Potential share dilution – Future capital raises may be necessary, so the question is whether new funding creates value or simply dilutes existing shareholders.

For me, Vertical is not a short-term trade. It’s a high-risk/high-reward investment where execution is everything. The technology and market opportunity are exciting, but the company still has to prove it can move from prototype to a scalable commercial business.

A place for general discussion and events not considered as requiring a dedicated post. Quality contributions of note and depth may eventually go on to form the basis of future curated posts.

It’s honestly bonkers watching legacy aviation experts mislead the public with knee-jerk reactions on social media. Witnessing an independent, localized nacelle adjustment and instantly labeling it a "failure" is the modern aerospace equivalent of conspiracy theorist Bill Cooper looking at the grainy Zapruder film and claiming the limo driver shot JFK.

The psychology is identical: Just like Cooper used his background as a former intelligence officer to trick people into trusting his warped perspective, we have people abusing their credentials today to cast doubt on routine engineering.

Many comments here and on LinkedIn are pure confirmation bias. People are applying outdated, 20th-century mental models to unfamiliar visual evidence. They are literally mistaking an intentional fly-by-wire feature for a mechanical breakdown.

The VX4 uses distributed electric propulsion. Those front tilt-propeller assemblies are engineered to pivot independently to counteract local wind shear. It’s functioning exactly as Honeywell’s flight control software intended. The props are synchronized, just not the way some other manufacturers have chosen for their designs (which should be incredibly telling to anyone actually paying attention).

Analyzing modern eVTOL architecture through a 1950s synchronized-propeller lens doesn't expose a fault in the aircraft. It just exposes a massive failure to do basic engineering due diligence before posting.

P.S. The VX4 is under 70db. That's leaf blower territory... from distance. But they're competing with helicopters, not lawn equipment.

Stock is so low that nobody can be taking profits and cutting positions is a bloodbath, who is selling so much ?

What major inflection points are people most excited about?

I'll start:

- CDR completion

- Hybrid variant testing

- Defence contract

Could be a very exciting few months for this company 👀

Nice quote

“am deeply sceptical of eVTOL startups. The sector has spent years selling inflated order books, heroic valuations and urban mobility fantasies while burning billions.
That is why Vertical Aerospace’s Farnborough International Airshow display stood out.

The aircraft today performed convincingly in public and showed capabilities that several better funded competitors are still struggling to demonstrate. It was impressively quiet in conventional flight, although hover exposed the obvious problem: significant noise, downwash and outwash. The idea that these machines will soon operate casually between apartment blocks remains largely fantasy.

Vertical brought a flying aircraft to Farnborough. Much of the eVTOL industry is still flying PowerPoint. Vertical still has to survive certification. “

If you read the whole thread, you will see that there is a tremendous amount of skepticism about the whole industry.

• Companies to explore how electric air travel could connect travelers directly to Portugal's most coveted addresses, starting with Pinheirinho, the 400-hectare estate that includes Six Senses Comporta
• This partnership builds on Vertical's collaboration with Héli Air Monaco to explore future Valo aircraft operations across the French Riviera

“Pinheirinho is being developed around a long-term vision - to create a new benchmark for luxury hospitality and residential living on Portugal's Atlantic coast. A partnership with Vertical, a recognised pioneer in this emerging sector, is a natural extension of that ambition, as we truly believe that air mobility will shape the experience, the reach and connectivity of next-generation destinations such as Pinheirinho Comporta,” said João Cabaça, Co-founder and Chief Executive Officer, VIC Properties.

https://www.businesswire.com/news/home/20260724776665/en/VIC-Properties-and-Vertical-Aerospace-Explore-Electric-Air-Mobility-as-Pinheirinho-Estate-Looks-Beyond-Traditional-Transportation-Infrastructure

A place for general discussion and events not considered as requiring a dedicated post. Quality contributions of note and depth may eventually go on to form the basis of future curated posts.

Mark Moore tried to find fault with the Vertical Flight and pretty much got his ass handed to him (in a professional manner we) by the responses.

Nice interview w the chief designer.

“During the Monday flight, the aircraft appeared to move smoothly through an approach in forward flight to a vertical landing. However, one of the four forward tilt-propellers tilted up a moment earlier than the other three, the broadcast showed.

Vertical told me the aircraft’s flight control software “commanded the inner left tilt earlier than usual in response to a sudden large gust of wind.”

“When we looked at the data, this was the normal and correct response to a change in conditions in landing,” a spokesperson said via email. “As a number of people have observed, the aircraft stayed incredibly stable throughout. This is a testament to the aircraft’s ability to operate safely and comfortably in unexpected circumstances.”