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
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.