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    Johan Boion

    Senior Equity Analyst at Stifel

    Johan Boion is a Senior Equity Analyst at Stifel, specializing in technology sector research with a focus on major software and hardware companies. He has provided coverage of firms such as Microsoft, Salesforce, and ServiceNow, consistently delivering actionable insights and maintaining a success rate exceeding 60% with above-average portfolio returns benchmarked against industry peers. Boion launched his analyst career in the early 2010s, previously holding research roles at mid-size investment banks before joining Stifel in 2019. He is a registered securities professional with FINRA, holding Series 7, 63, and 86/87 licenses, recognized for his thorough financial modeling and respected by institutional investors for his timely and accurate stock calls.

    Johan Boion's questions to GOEV leadership

    Johan Boion's questions to GOEV leadership • Q3 2024

    Question

    The analyst inquired about speculation regarding right-hand drive units for the U.K. postal service and asked for an update on the production ramp at the Oklahoma manufacturing facilities.

    Answer

    The executive declined to comment on specific customer pilots but confirmed that right-hand drive vehicles have been built and tested extensively. Regarding the production ramp, he reiterated that achieving meaningful volumes is dependent on securing capital and fully aligning the reconfigured supply chain. He stated that announcements of new capital will directly correlate to the manufacturing ramp-up.

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