저자: FinancialLiberty2020채널진행자 · 외국인
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결론: ACTC(Arclight Clean Transition) SPAC의 Proterra 합병 기대감으로 ACTC를 즉시 매수해야 한다는 주장. 배경 설명: Arclight은 2020년 설립된 청정에너지 중심 SPAC이며, 합병 대상은 북미 최대 전기버스 제조사 Proterra다. Proterra 개요: 학교버스와 대중교통버스를 생산하며 북미 130개 지역(미국·캐나다)에 공급한다고 소개. 기업가치는 약 16억 달러로 거론. 거래 구조: 합병 완료 후 티커가 ACTC에서 PRTA로 변경된다고 언급. SPAC 신탁자금 2억 7,800만 달러와 사모투자(PIPE) 4억 1,500만 달러가 포함된다. 거래 종결은 2020년 상반기 예상. 차트 근거: 1개월 차트 기준 약 2주 만에 10달러 초중반에서 26~30달러 부근까지 급등한 것을 강조. Chamath Palihapitiya 발언 인용: 1월 12일 트위터에 가장 큰 기후 투자라며 ACTC 투자 의사를 밝힘. 415 PIPE 참여를 언급하고 Proterra를 북미 1위 EV 버스 OEM이라 평가. 시장 논리: 2019년 대중교통 이용 90억 회, 1995년 이후 이용량 28% 증가(인구 증가 23% 대비). 15개 주가 2050년 중대형 트럭 무배출 목표 설정. 2010년 이후 배터리 원가 85% 하락. EV 운영비는 디젤 대비 약 40% 낮다고 주장. Proterra 실적 지표: 120여 개 지역·43개 주 및 주(province) 운영, 북미 대중교통 버스 보유 대수의 30% 이상 점유, 판매 1,000대 이상(시장점유율 50% 주장), 실주행 1,600만 마일, 충전 설비 54MW 구축. 수주잔고 7억 5천만 달러 제시. 재무 전망: 매출 성장률 5년 복합연간성장률 68% 예상. 순이익 전망은 2020년 1억 9,300만 달러, 2022년 4억 3,900만 달러, 2025년 25억 6천만 달러(매출 기준 표현 혼재) 제시. 투자 결론: 시장이 아직 실적을 제대로 반영하지 않아 저평가 상태이며 ACTC는 성장주라고 주장. 구독·좋아요 유도. 리스크 언급: 별도 리스크 논의는 확인되지 않음. 과거 시장 상황과 합병 종결 여부에 따라 결과가 크게 달라질 수 있음.
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what is going on investors is trevor here coming at you from the financial liberty 2020 channel and i'm talking to you about actc stock and why you need to own this stock asap proterra the ev bus company is merging with arclight in order to become public holy smokers look at that chart wow that is the one month chart guys that is january 8th and today is right here that is two weeks two weeks this stock has gone from a little over ten dollars maybe twelve dollars all the way to twenty six thirty don't forget to subscribe and please like the video this video is for people that don't know about arclight at all and they also don't know about proterra so if you don't know about either one of those companies stay tuned for the rest of the video and you'll know all about them and why this is so insane for the stock market and has huge potentials if you ask me so arclight is a publicly founded company in 2020 with a focus on finding a merger candidate to take public the company's target for smack merger included companies with a focus on clean energy it sponsors our arc like capital partners and consolidated asset management services as well as jack earhart leads the company as president as his president and ceo and director erhard has been a partner of arclight capital partners for 20 years since around the time it was founded in 2001.
so what is proterra proterra is an electric vehicle company with a focus on buses it creates both buses for schools as well as for public transit and it is one of the largest ev bus companies in north america serving 130 communities in the united states and canada um jack allen is a ceo he's held he's previously held several executive roles at navistar international and speculation last year claimed that proterra might choose a different stack merging partner but it turned out it's not it's with arclight capital a few different other details is that the deal is set to value proterra at 1.6 billion dollars after the spec merger closes you'll see the ticker symbol change from actc to prta post merging due to the spec 278 million dollars held in trusted arclight and another 415 million dollars from a private investment in public equity also it says the two companies are expecting the deal to close in the first half of 2020 or if you've never seen their website i have it pulled up here basically they are a vertically integrated ev bus company that has their own battery systems they create all their technology in-house and let's just be honest ev buses are something that tesla has not taken advantage of yet so it's an open market especially in north america and they are basically the number one player in ev buses so this is huge i mean you've got school buses you've got public transportation buses i believe this company has a lot of opportunities in the near and long term future and i am not the only one chamath palihapatiya just posted on twitter on january 12th this he says i just made my biggest investment in climate change actc is merging with proterra inc to help it take public i led the 415 pipe which we talked about previously in the article that i was just talking about he goes on to say that protera inc is north america's number one ev bus oem the company's technology their leads and revenues made this a no-brainer for me one pager attached so this is right here chamas investment thesis behind actc prior to the spac which will change the ticker symbol to prta for proterra he says basically here's his summary in 2019 americans took 9.9 billion trips on public transportation he says since 1995 public transportation ridership has increased 28 percent while the u.s population has increased by only 23 percent he says there is increasing demand for sustainable transportation solutions by governments and individuals uh 15 states are targeting 100 zero emissions from medium and heavy-duty trucks by 2050 more than 70 percent of consumers have changed their behavior out of concern for climate change he says recent technical inflection points are accelerating the push to electrification i think we all see that 85 percent decline in electric battery cost since 2010 has spurred adoption with forecasted improvement of eight percent compounded annual gross rate and batteries for for foreseeable future which is huge basically saying it's a growing industry that will be more profitable the bottom line of evs is going to get more profitable every year as it goes on as well as top line because more people are going to be adopting evs so it says evs have a 40 lower operating cost versus diesel so also the maintenance cost is less i mean so every single thing possible is cheaper with evs and more sustainable and i mean we all know these things qualitative says proterra he says that proterra is north america's number one electric vehicle bus oem i agree with him 100 i believe that proterra is a few years away from being a household name operational currently it's operational 120 communities in 43 states and provinces representing more than 30 percent of north america transit bus fleet it has 100 it has a thousand vehicles sold representing 50 percent market share proterra evs have driven 16 million real world service miles proteria is vertically integrated which has allowed them to secure a meaningful first mover advantage they build their own electric power trains they are an oem that builds their own ev buses they provide end-to-end turnkey charging solutions to commercial vehicle and transit fleet owners they have built more than 54 megawatts of charging capability they have diversified beyond transit buses into a massive commercial vehicle market providing their ev technology and partnerships with oems including including daimler van hoole bless tech and optimal quantitative said he says that revenues are scaling rapidly with five-year compounded annual gross rate forecasted to be 68 percent 68 guys this is a stock you want to own if you see a compound annual gross rate of 68 i mean that's an annual gross rate guys that's this is a growth stock this is a growth stock and i believe it's undervalued one part of it i believe is that the news hasn't gotten out and people investors haven't really understood what there actually is in front of them when it comes to actc stock and where actc stock is going to go in the near future um and and the long-term future check this out 2020 he says that 2020 earnings were 193 million 2022 earnings 439 million and 2025 2.56 billion dollars top line revenue that's huge guys he says 750 million dollars in current orders and backlog all right guys if you found value please subscribe to the channel i bring new stocks like this to you every week so you can make money just like me you
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