저자: TJ · 외국인
요약 보기
ACIC(Atlas Crest Investment Corp) 스팩 합병 기업 Archer Aviation(전기수직이착륙기 개발)을 10배 성장주로 추천하는 영상. 한 줄 결론: 아처 에비에이션(ACHR)은 장기 성장 가능성이 크며 현재 주가(약 10.13달러)는 스팩 기준가로 저평가 진입 구간이라는 주장. 투자 근거: 유나이티드항공이 10억 달러 투자 및 기체 10억 달러 선주문(추가 5억 달러 옵션)을 했고, ARK Invest가 약 140만 주를 매수했다고 소개. 사업 구조: 합병 기업가치 약 38억 달러, 발행주식 약 3.75억 주, 2021년 2분기 합병 종결 예상. 도심 항공 모빌리티로 도심과 공항 간 이동을 목표로 함. 제품 사양: 'Maker' 기체, 최고속도 150마일/시, 항속 60마일, 소음 45데시벨 수준이라고 설명. 재무 전망: 2024년 10대 양산 및 매출 4,200만 달러, 2025년 약 10억 달러, 2026년 현금흐름 흑자 전환 전망(회사 자료 인용). 밸류에이션: 매출 대비 PSR 10~15배 적용 시 현 시가총액 약 4조 원 이하에서 상승 여력이 크다고 주장. 2028년 매출 40억 달러 가정 시 주가 10배 가능하다고 강조. 출연자 전망: 장기 보유 관점(2024년 이후 실적 가시화), 단기 주가 흔들림에 패닉하지 말 것을 권고. 역발상 투자 철학을 강조. 리스크 언급: 합병 무산 시 스팩 기준가(약 10달러) 환급이라는 하방 논리 제시. 기술 검증·양산 실패, 현금 소진 리스크는 명시적 언급 없음. 기타: 증권사 추천 링크 및 유료 뉴스레터·디스코드 홍보 포함.
다듬은 글
i just bought shares of the next 10x eevee tall growth stock okay guys so welcome to the channel my name is tj guys and we are going to talk about this amazing high growth stock that is going to absolutely crush it uh in the next couple of years but before we get into the video guys i want to talk a little bit more about the channel for you guys that are new to the channel here my name is tj i make videos on high growth stocks particularly in industries that are going to see robust gains in the next five to ten years so we're not talking about stocks like walmart or stocks like american express we're talking about stocks like tesla spotify things of that nature so if you guys are interested in the content that i'm making on this channel be sure to smash the like button and subscribe to receive more future videos as well so before we get into this stock that you guys see on the screen here i'm going to talk a little bit more about it before i get into that i want you to make sure you guys head over to weeble and grab your two free stocks guys weeble is an awesome alternative to robin hood i use the platform every day not just to buy stocks but i also use it to buy bitcoin if you guys use the link in the description below you will get two free stocks all you have to do is open a brokerage account and deposit at least 100 guys awesome awesome offer and they might be um actually getting rid of this offer by march 31st guys so make sure you grab your free stocks by clicking the link in description below okay guys so let's get into the meat of the content here so what exactly is stock that i'm talking about you guys take a look here the charging software i'm using is trading view guys you guys can download this for free just go to tradingview.com or you can download the app on your phone it's my favorite charting software guys so make sure you check out the software you can also check out and click one of the links in the description below if you sign up one via where my via one of my referral links it'll really help me out so the stock that we're gonna look at guys uh for you guys out there for you uh redditers out there too long didn't read the stock that we're gonna talk about is ac ic guys so this is the spat that is going to merge and form the newly formed company called archer aviation guys and i've been really waiting to talk about archer aviation but the stock ran up as you can see here it ran up so fast i ran up all the way to 17 almost 18 dollars back in february of last month so i've been waiting until it became unpopular because one of the things that i'm trying to um like really emphasize on this channel is that if you want to make money in the stock market it's basically you want to be greedy when others are fearful and fearful and others are greedy so obviously stocks over the long run they trade on fundamentals but in the short run it's all emotions guys so you know once this uh spat merger was announced the stock just ran up and i didn't buy shares in it so now i was waiting for the stock price so now most of these fat deals start around ten dollars and this stock is currently trading at ten dollars and thirteen cents guys so you are literally getting in on the ground floor here so this is the perfect perfect time i think to make this video a lot of these that's like the aviation the electric aviation stocks right so you have the electric vehicle stocks electric aviation stocks um these stocks are so unpopular right now so i thought this was the perfect perfect time to talk about this because you can basically get in on the ground floor so guys let's talk a little bit more about what this company is and what's going okay guys so we head over here to seeking alpha give you guys the full um announcement so on february 10th as you can see here the deal was officially uh posted and it says the the company the spat company so these are basically is basically cash looking for a business atlas crest investment corp is going to be merging a deal that's valued around 3.8 billion dollars so one of the reasons why this is such a huge deal guys is this company was backed by united airlines united airlines invested a billion dollars into this company and why they invested they ordered a bunch of these aircrafts which i'm going to talk a little bit about and united airlines is the cream of the crop of the airlines guys it has the biggest largest um airline network in the entire world and the fact that they gave these two young guys which i'm going to talk a little bit more about in uh in a second the reason they gave these t these two young guys a billion dollars because they really really believe in the company so as you can see here we're going to talk a little bit more about the complete deal in the presentation but i just wanted to explain more about what's been going on so after this deal goes public it's going to be listed under the ticker symbol ac hr and archers developing electric vehicle takeoff and landing aircrafts or ev tolls these are helicopter-like aircrafts that can take off and land without runways the company believes it can revolutionize travel within cities via eco-friendly evo tolerance travel as much as 60 miles at 150 miles per hour company plans to unveil its ev tolls later this year united also plans wednesday to buy one billion dollars of archers ev tolls with an option to purchase another 500 million and it says the company intends to use the eva tolls to get passengers from urban areas to airports for their united flights guys so this is a huge huge huge deal you know these airline companies they're getting smarter and they're realizing that hey you know there's a lot of opportunity in electric aircraft so obviously electric cars is is really taking off tesla's done really well but no one's really talking about electric aircrafts so as you guys probably know if you guys ever obviously most of you guys have probably ridden on a plane before you know that a lot of these planes they emit a lot of toxic chemicals and a lot of carbon um byproducts into the atmosphere so it's just exactly the same problem that we have of cars we have a plane so basically right now on our planet um cars are polluting our air and then these airplanes they go you know thousands of miles tens of thousands of miles in the air and then they pollute the air up there so both of these um products or both of these kind of um you know transportation uh vehicles have to be replaced and now the thing about this stock is that this is a a far far far uh far far ahead project so as you can see here it says united hopes are use archers evitals to get passengers to his major hubs and 20 24 guys so this is a long term stockholder you're going to be if you're interested in this stock you're going to be holding it for some years so just understand that if you don't see it move that much in the short run i wouldn't really panic and of course as i mentioned um earlier and i mentioned in the title guys arc invest has actually invested in this stock guys so if we go over to this really interesting site here okay so we're on this site it's called uh kathy's ark.com guys i'm going to link to this in the description below in case you want to check it out but this site basically tracks the holdings of kathy woods so kathy wood is the founder of arc invest guys archives was the number one etf firm in 2020 uh they really really made a lot of money for investors with the tesla call and and kathy wood she's been all over she's on youtube she nbc and places like that she's really bullish on these um basically these high growth stocks that these disruptive high growth stocks that are going to change a lot of these industries so as you can see here uh under her firm she bought about 1.4 million shares of archer guys so she started building her position in february it's february 16th and she's been adding shares recently guys so this is some really exciting news and if we take a look here at a more in-depth look at the actual etf that she bought these under she bought these under the ark autonomous technology robotics etf that's the ticker symbol a r k q guys you can see right here as you can see here closely i'm going to highlight this it says atlas crest investment corp she bought 1.4 million shares so obviously you know she didn't build a huge position in this it's no nowhere near being one of her biggest positions the biggest position in this fund is still of course tesla because tesla i think is the king of the evs but the fact that she bought this stock means that there's some upside here so now we're going to talk a little bit more about the company itself in depth and why i think it's a great buy guy okay so here we are on the archer website so guys you can check out this website yourself it's just archer.com and here's a picture of one of these aircrafts guys so this is some futuristic types looking stuff when i saw this on youtube and i was doing reading a bunch of articles my jaw dropped and the fact is you're going to even be more shocked when you take a look at how old the two founders of this company is and if i'm correct with this and just like united airlines is investing in them uh kathy woods arc investors invested them i think these two guys could become definitely two of the biggest and most important entrepreneurs in the entire world in the next 10 years because these the founder of this company these guys are super young guys super young millennials so as you can see here we're here on the website so it says humans are destined to explore but we put ourselves inside vehicles that slowed us down not anymore experience how archer's urban electric jets are powering everyday flight so here's another look at these aircrafts so basically the company right now is positioned to just produce one of these aircrafts i'm going to talk a little bit more about that in depth but i just wanted to show you guys the website so now we're going to talk about the actual product that they're creating so here's the actual maker this is the aircraft guy so this is an amazing looking thing and the best thing about this is that for me personally i think it looks great i think you know obviously guys we're not gonna really talk about the technical aspects so much of this because this really isn't um a technology channel this is an investment personal finance type of channel but you know looking at this aircraft myself i say number one it's very attractive it's very good looking and best of all it's electric guys so let's get a little bit more into what's going on with this thing so it says the maker is our full-scale electric vehicle takeoff and landing aircraft capable of traveling 60 miles at 150 miles per hour whether commuting or exploring maker will allow you to have transformative travel experiences every day so now we can talk a little bit about obviously guys i'm not an engineer but we can talk a little bit more about some of these specs says lightweight composite structure vertically integrated battery redundant altitude sensors and a redundant avionics guys so um like i said uh everything looks great guys and one of the things i like about this plane is it says at only 45 decibels archer aircraft will be inaudible by flying overhead so basically this is a silent aircraft and it looks pretty spiffy inside as well so this is an awesome looking product and i just i just really am rooting for these guys that are producing this as you can see here the battery is 75 kilowatts the aircraft itself weighs one point at 1 500 kilograms it has a passenger touch screen up top speed is 150 miles per hour 60 miles range 100 electric and 365 kilowatts of hover power guys so this is basically what you're investing in when you're buying shares of this company this is what you are basically investing in guys so now i want to talk a little bit more about the founders because i think this is interesting as well i'm going to go into the investor presentation and wrap things up okay so now let's talk a little bit about the management team itself so you can take a look at these are the two founders of archer brad adcock and adam goldstein guys so these are two very young very young co-founders and um you know one of the things that i've been trying to do when i'm trying to invest in a lot of these high growth companies i'm trying to put my money and position myself with guys that i think are going to become some of the richest guys in the world so if you saw elon musk like 10 years ago you know when he was talking about electric vehicles and things like that you knew this guy was going to be mega rich and then the same thing with jeff bezos how he was talking about disrupting e-commerce so if you can find and identify these founders and ceos that have great ideas and they're going to be really really rich in the future by huddling their own corporate stock then you can get rich along with them basically by buying the exact same stock and that's worked really well for tesla shareholders it's worked well for amazon and hopefully it'll work well with these guys so as you can see here guys you can check out this i'm not going to read all of this but basically talks a lot about i've been talking about earlier on the channel it says today half of the world lives in cities the united nations projects that by 2050 close to 70 percent of the world will live in cities guys and another important point morgan stanley estimates this new er electric aircraft market would be 1.5 trillion by 2040 and it says cost our goal is to make our servers affordable to the masses that means driving operating costs down to the price of ride sharing and over time the cost of car ownership so this company is basically all about disrupting how we fly guys and here's their master plan in three simple points building aircraft to demonstrate the capabilities of electric vtol certified aircraft that's just as safe as commercial airlines large commercial routes and cities and integrated autonomous uh systems for safety guys so like i said guys the two co-founders here these these seem like some really smart guys and the fact that united airlines gave them a billion dollars with a b when they have no revenue their their product isn't even finished it's just a simple prototype and idea they got a billion dollars in their uh in pre-orders guys with an additional 500 million if they like the aircraft so i'm betting with these guys so now let's talk a little bit more about the investor presentation because i believe now the upside for this stock is really unlimited it's basically trading at it's the minimum price of this fat deal so now we want to just basically talk about the financials and what we can expect from this company in the future so guys i think it's really important in this decade to invest in these types of businesses we have so many problems when it comes to climate change with the way um you know we treat our environment and stuff like that it's over polluted and these companies you've got archer i mentioned ehong earlier joby aviation these companies are going to really really really help clean up our air guys so this is going to make things a lot better so it says the ev told could generate 18 times more revenue than a ride-sharing car and this is basically a comparison of how eevee tolls can basically take people um to many more trips at a shorter distance so as you can see here a rideshare car can only do around 10 trips a day but an eeveetol aircraft can do 25 trips and that means that these aircrafts are going to generate a lot more revenue 2.4 million revenue per year versus just 137 with a ride-sharing car and also as you can see here we talked about the air urban air mobility market is gonna be a really really profitable market in the future things are really looking good i think right now people really aren't um like you know comfortable with flying like that but i think things are definitely gonna change in the future as more people get used to it and people just kind of copy each other and start riding on these urban mobility aircraft so as you can see here here's a couple of their competitors we mentioned ehong earlier we mentioned joby um you know archer is in a great position guys they they're backed by united united's a great company one of the best airlines out there and um you know they're gonna all of these companies are gonna do well probably some are gonna do better than others but this is a wide open market and no one's really doing this so i think that the early innovators are going to do really well and archer is definitely one of them guys okay so now let's talk a little bit about the financial summary guys this is a very very long term play so as you can see here they don't expect really to ramp up production until 2024 where they plan to produce 10 aircrafts and generate a 42 million dollars in revenue so they expect that revenue to reach around a billion dollars in 2025 it looks like and they expect to go cash flow positive in 2026 as well so guys like i said the reason why i think this is a 10x stop probably more like a 20 to 25 x maybe 50 x top stock is simply because um you know things aren't gonna get going and so so far in the future so the opportunity here is huge guys so now let's talk a little bit about at the valuation of this company right now well as i mentioned earlier in this video um basically you're getting it on the ground floor you can't really can't invest in this company any cheaper than ten dollars that is usually uh the minimum stock listing price for most of these spat deals if the deal doesn't get done then they simply return the share the cash to shareholders at around 10 bucks so literally you're getting in on the ground floor the only way you could have gotten this stock cheaper is if you had been a early private investor before the company uh planned to merge with this fat deal but guys ten dollars a share we've seen a lot of great uh gross stocks out here trade at you know a couple hundred bucks we've seen amazon and tesla stuff like that traded thousands pre-split so uh the upside is there and it's an excellent excellent valuation so it's as cheap as it's gonna get it's basically trading the stock is trading at around you know ten dollars right now so let's take a look at the transaction overview so they expect the entire value of the company to be around 3.8 billion dollars and right now that's basically what it's worth on the exchange and there's going to be around 375 million shares outstanding so the deal should close this year probably in q2 is my best bet if you guys i find out exactly when be sure to tell me and um as you can see here guys you know pretty straightforward you know basically it's gonna the deal is gonna be made up of private investors um and shareholders who bought this fat stock and of course the the founders and things like that guys but 3.8 billion dollars so let's talk a little bit more about where this stock can go in the future so guys i talked a lot about this stock i think this is an excellent opportunity and the fact that kathy would stamp this stock by investing in it early as well and united as well these are two very very very smart pioneers when it comes to you know the airline industry and of course the investment industry as well so where can this stock go well in 2025 to 2026 the company said they would do about a billion dollars in revenue and we could take a simple price to sales ratio guys a lot of these gross stocks you can't use price for earnings because they're not generating a profit but if we take a like a price to sales ratio of just even like 10 to 15 that this stock is easily attended 15 billion dollar company and right now it's under 4 billion so that would just be like the initial upside once revenue ramps up and if we go back to the presentation i can show you guys the reason why i think this is going to be a 10x stock because it's expected to be worth a ton more in the future okay so if we go back here for my 10x bullish case we can see here that in 2028 revenue is going to be around 4 billion dollars guys so four billion dollars with a simple price of sales ratio of 10 that would put this company at about a 47 to 48 billion dollar company which is currently 10x the stock price now i know what you a lot of you guys are thinking 2028 that's a long time from now guys but you know what this industry is going to grow so just consider yourself getting in on the ground floor guys i think this is an awesome awesome opportunity here can't get these shares any cheaper this is a great time to buy so that's it for now guys i hope you enjoyed this video be sure to subscribe to my channel for more in-depth analysis we're going to be talking a lot about ev told stocks in the future and just the whole electric uh vehicle industry in general this is a major major disruptive energy got um sector guys and not only is it going to make you a lot of money as an investor but it's going to do a lot for climate change and really really improve our planet guys that's at the end of the day that's what we need to do we need to leave this place better than when we got here guys so that's the focus of this video i hope you guys enjoyed my content be sure to subscribe for more videos and check out my daily stock watch newsletter and also check out my private discord chat so if you guys really enjoy this video please please please smash the like button it really helps out it helps me make more videos you guys can enjoy them so that's until next time guys take care
댓글 0