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    Andres Sheppard • Cantor Fitzgerald

    Andres Sheppard's questions to Archer Aviation Inc (ACHR) leadership

    Andres Sheppard's questions to Archer Aviation Inc (ACHR) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald inquired about Archer's commercialization vision for the UAE, including the timeline and required steps, and sought confirmation on the use of aircraft currently in production for FAA TIA credits.

    Answer

    Founder, CEO & Chairman Adam Goldstein outlined the UAE strategy, which includes definitive agreements with partners like Abu Dhabi Aviation, expecting tens of millions in revenue over 18-24 months starting this year. He noted a focus on hot weather testing and certifying existing helipads. Chief Technology Officer Tom Muniz confirmed the six aircraft in production will be used for both FAA flight testing and the UAE launch edition, with specific test plans for each aircraft.

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    Andres Sheppard's questions to Rocket Lab USA Inc (RKLB) leadership

    Andres Sheppard's questions to Rocket Lab USA Inc (RKLB) leadership • Q2 2025

    Question

    Andres Sheppard asked about the revenue recognition schedule for the SDA Tranche 2 award, the company's chances for the larger Tranche 3 contract, and whether there has been an uptick in customer demand for Neutron as an alternative to SpaceX.

    Answer

    CFO Adam Spice detailed that SDA Tranche 2 revenue for 2025 is expected to be in the $150-200 million range, with a similar amount in 2026. He noted Tranche 3 would be the company's largest contract to date. CEO Sir Peter Beck confirmed that pent-up demand for a Falcon 9 competitor is increasing, driven by large government programs like Golden Dome and a market desire for a reliable alternative.

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    Andres Sheppard's questions to Purecycle Technologies Inc (PCT) leadership

    Andres Sheppard's questions to Purecycle Technologies Inc (PCT) leadership • Q2 2025

    Question

    Andres Sheppard asked for an update on PureCycle's global growth plans and for more detail on the 17 customer applications that are in post-trial discussions.

    Answer

    CEO Dustin Olson detailed the strategic advantages of the growth projects in Thailand, Antwerp, and the next-generation US facilities. He explained that Thailand offers the fastest speed to market with a high ROIC. Regarding the 17 post-trial applications, Olson stated this proves the technology works and that conversions to sales are in progress, though large brands have complex internal processes for supply chain integration. He affirmed the company is on track for its previously disclosed sales ramp.

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    Andres Sheppard's questions to Eve Holding Inc (EVEX) leadership

    Andres Sheppard's questions to Eve Holding Inc (EVEX) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald asked for details on the planned ramp-up of the test flight campaign, from hover to cruise, and inquired about the company's strategy for its order book, specifically regarding converting Letters of Intent (LOIs) to firm orders.

    Answer

    VP of Engineering & Technology, Luiz Valentini, detailed the flight test plan, which will focus heavily on hover flight initially before moving to transition and cruise, leveraging Embraer's experience. CEO Johann Bordais explained that LOIs engage customers in development, and conversions to firm orders, like the one from Revo, will happen as certification nears. He emphasized the focus is on strategic partners, not just order volume.

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    Andres Sheppard's questions to Lucid Group Inc (LCID) leadership

    Andres Sheppard's questions to Lucid Group Inc (LCID) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald inquired about the potential impact of the macroeconomic environment on the initial average selling price (ASP) of Lucid's upcoming midsize vehicle and asked for an update on the company's strategy for addressing its 2026 convertible debt.

    Answer

    Interim CEO Marc Winterhoff stated there are no current plans to change the midsize vehicle's ASP, viewing the current EV market slowdown as a temporary phase. CFO Taoufiq Boussaid confirmed the plan to address the convertible debt by accessing the market in the coming quarters, likely in 2025 or early 2026, depending on market conditions.

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    Andres Sheppard's questions to Rivian Automotive Inc (RIVN) leadership

    Andres Sheppard's questions to Rivian Automotive Inc (RIVN) leadership • Q2 2025

    Question

    Andres Sheppard asked if the R2's target ASP of around $45,000-$50,000 remains intact given macro pressures. He also requested more detail on the vision for the autonomy ramp-up and its potential application to commercial EDVs.

    Answer

    CEO RJ Scaringe confirmed the R2's starting price remains $45,000 but noted a range of variants will support a healthy ASP mix. On autonomy, he described a multi-year roadmap moving from highway assist to 'map-free' operation, and ultimately to 'eyes-off, hands-off' capability by 2026. He affirmed that the underlying large model being developed has direct applications for the commercial van fleet.

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    Andres Sheppard's questions to Aurora Innovation Inc (AUR) leadership

    Andres Sheppard's questions to Aurora Innovation Inc (AUR) leadership • Q2 2025

    Question

    Andres Sheppard of Cantor Fitzgerald asked for details on the near-term operational ramp-up from three trucks to the "tens of trucks" expected by year-end. He also sought to understand the key lessons learned from preparing for rain and heavy wind operations and whether this validates the superiority of a LiDAR-based system.

    Answer

    CEO Chris Urmson clarified that the 2025 focus is on capability expansion over fleet size, balancing development needs with driverless operations. CFO David Maday added that success is measured in driverless miles, not truck count. Urmson noted that while the system is not yet launched for rain, its performance is strong, and the challenge lies in validating edge cases, affirming that a multi-sensor suite is crucial for robust performance.

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    Andres Sheppard's questions to VinFast Auto Ltd (VFS) leadership

    Andres Sheppard's questions to VinFast Auto Ltd (VFS) leadership • Q1 2025

    Question

    Andres Sheppard of Cantor Fitzgerald inquired about the operational timeline for VinFast's new factories in Vietnam, India, and Indonesia, and their expected impact on total production capacity. He also asked for key growth catalysts investors should monitor for the remainder of 2025 and into 2026.

    Answer

    Chairwoman Le Thi Thu Thuy confirmed that all new Asian facilities are expected to begin operations in 2025, with the India factory opening in July. She clarified that the new facilities will focus on more affordable models like the VF3 and VF5, while the existing Hai Phong plant handles higher-end models. For catalysts, she highlighted three pillars: scaling operations to at least double vehicle deliveries in 2025, launching next-generation products with enhanced technology and lower costs, and executing on cost optimization through new platforms and zonal architecture, with the first model debuting in Q3.

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    Andres Sheppard's questions to Joby Aviation Inc (JOBY) leadership

    Andres Sheppard's questions to Joby Aviation Inc (JOBY) leadership • Q3 2024

    Question

    Anand Balaji, on behalf of Andres Sheppard, asked for confirmation of the Middle East service timeline, when to expect unit economics, details on the aircraft for UAE delivery, and the conditions for the second tranche of the Toyota investment.

    Answer

    CEO JoeBen Bevirt tied the service timeline to certification progress. CFO Matt Field said unit economics would be shared closer to launch and that the second Toyota tranche is conditioned on a manufacturing strategic alliance. President of Aircraft OEM Didier Papadopoulos clarified that while the UAE does not technically require FAA conformity, the build standards are similar, and the aircraft being built now are an option for Dubai delivery.

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