- Proterra must prove it can improve its margins to show it has a viable business, and the supply chain is constricting its potential.
- Management unveiled a 3-point plan to improve margins, but these factors heavily rely on the supply chain coming into balance again.
- I don't see the supply chain improving in the near future, and its revenue guidance did not account for the situation in Ukraine.
- The stock's technicals are headed towards the bottom without becoming oversold, so a cheaper stock price is on the cards shortly.
For further details see:
Proterra: Holding Off For Now