Proterra Inc.Long
PTRA - Proterra - Long Term Hodl
Key risks:
- Product quality issues, returns, complaints
- Not achieving revenue growth targets (60+ % CAGR until 2025)
- Decrease in projected long term margins
- New players entering the market
- Supply chain issue and commodity risks
- Underutilization of government funds
- Management fail - execution risk
Key strengths:
- Developed and tested products
- Produced in the USA
- First-mover advantage
- Popular mission - green energy
- Experienced management
- Great reputation, connection with key players in the auto / trucking industries (Daimler, etc).
- Secured battery cells supply produced in the USA for the next 5-10 years
- Low valuation levels
- Explosive industry growth
Single biggest advantage:
- Not rolling busses down the hill
Single biggest threat:
- Quality issues destroying the long-term value of the business.
** looking closely at customer feedback.
Disclaimer: holding a long position of 1100 common equity shares @ 13.20; not a financial advisor
- Product quality issues, returns, complaints
- Not achieving revenue growth targets (60+ % CAGR until 2025)
- Decrease in projected long term margins
- New players entering the market
- Supply chain issue and commodity risks
- Underutilization of government funds
- Management fail - execution risk
Key strengths:
- Developed and tested products
- Produced in the USA
- First-mover advantage
- Popular mission - green energy
- Experienced management
- Great reputation, connection with key players in the auto / trucking industries (Daimler, etc).
- Secured battery cells supply produced in the USA for the next 5-10 years
- Low valuation levels
- Explosive industry growth
Single biggest advantage:
- Not rolling busses down the hill
Single biggest threat:
- Quality issues destroying the long-term value of the business.
** looking closely at customer feedback.
Disclaimer: holding a long position of 1100 common equity shares @ 13.20; not a financial advisor
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