- Electric aircraft companies like Archer (ACIC) and Joby Aviation (RTP) could be very successful in the long term, but not all competitors in this race are equally positioned.
- Regardless of the recent allegations by Wolfpack Research, EHang (EH) has not demonstrated any technology leadership relevant to electric air taxis and urban air mobility.
- With the surge of hype in eVTOLs and aerial mobility, investors should be cautious of actors like EHang seeking to capitalize on the market without being well-positioned to capture it.
- A few strategies are suggested for effective due diligence on electric air taxi companies.
For further details see:
Electric Aircraft Stocks May Be Set To Soar, But Not All Are Created Equal