EHang to $1800: Why & When | Similarities between EHang and Tesla

EHang to $1800: Why & When | Similarities between EHang and Tesla
#EHang #EH #eVTOL #UAM #AAV
links:
www.nytimes.com/2021/01/27/bu...
www.yahoo.com/now/could-ehang...
www.macrotrends.net/stocks/ch...
www.macrotrends.net/stocks/ch...
en.wikipedia.org/wiki/Joby_Av...
www.globenewswire.com/en/news...
baijiahao.baidu.com/s?id=1697...
www.jobui.com/company/1185575...
newseed.pedaily.cn/data/inves...

[@MrLuNNYTUNES]

EH is way ahead of its competitors in terms of air certification and flight time/testing, coming along with revenues. Agree that it can't be compared to TSLA. But once EVTOL industry starts to mature, EH will capture a large market share like TSLA due to its early advantage. Edited: Ps, thanks for the great video!

[@qizhang4077]

Yihang has aerial drone performances, medium-sized and short-distance transport of medicines, and large-scale fire-fighting and rescue machines, and finally, aerial tours of large-scale manned tourist attractions. What he mainly does is not air taxis. That is a future vision, first of all, the battery can really break through the key technology.

[@mbshsguy]

Comparing numbers between EH and TSLA are fun and believable and I have no doubts that EH could do even better in terms of returns ONLY IF they can execute their business plans. I hope EH will not shoot their own feet like many other Chinese listed companies. Stay true and all will benefit.

[@MrTibast75]

Well the EVTOL industry is still in its infancy and it could take years to take off but EHang seems to be the only one having a tested product with thousands of hours of test flight, nice production facilities, a certification coming soon, multiple products and use cases and do not forget that they have the endorsement of the government and a huge inner market. So all of this combined could be a huge success. There is no reason that the stock price can't get back to 125 dollars upon certification.... Wait and see ! Exciting times !

[@beatbrunner1066]

$EH go, go, go !

[@tommytoustrup7497]

Yes 8 USD now

[@swadgenegerkhan3953]

In my opinion EH will reach $180 in 2025 and $1800 in 2026

[@samuelCWM]

what? that escalated quickly

[@alnorris251]

I hope u are not predicting the inflation will be so bad that we will need to spend a thousand bucks on a big mac

[@holely1]

Going by your trend, it will hit $18000 in 2027

[@Ramakrishna-oc6sz]

It will reach $1800 by 2035

[@buldonzwenkinz7973]

Yeah this sounds like you’ve been in the market for 6 months if you think it’s going from $5 to $1800 in such a time period, being such a new technology…

[@AIWorks2040]

As always,, Thanks a lot!

[@possle]

15x higher valuation / pre IPO financing and still EH are clearly ahead of the game.

[@martinlee5141]

Very nice and detailed analysis 🧐, thanks!

[@siddkoshpp525]

Appreciated .. Great video.

[@joshuazenk9036]

Good Video , thank you

[@hisokamorow8388]

I love this company and believe in its growth but…..CCP 😪

[@Paul-ni8cb]

Don't you say it 😂😢

[@3yan]

Will fly to $200 in early next year and $1500+ in 2025.

[@leopard5810]

LOL.

[@user-qq7rq9ej3h]

Good 아직 한주도 팔지 않았다 100배 가즈아

[@sidyeye1322]

ehang nos hara ricos , no lo dudeis, acumular mientras podais porque mas pronto que tarde va a empezar a multiplicarse......

[@tommytoustrup7497]

Remember not to sell ,, only in 10 years

[@franciscojavierlopez7484]

EH llegará a 100$ estas navidades, 100% seguro, hay que estar dentro, va a multiplicar en breve

[@sapitron]

sigue cayendo como evtol que le fallaron las baterias en pleno vuelo

[@tommytoustrup7497]

8 dollers

[@hasanchoudhury5401]

JOBY UAVS TAKOF long.

[@DapengZhang]

One concern is, as a Chinese stock, it might be disallowed to trade in 3 years and be bought back by the company at an extremely low discount price.

[@bhos6543]

When has something like you described happened before?

[@joshuazenk9036]

@@bhos6543Luckin coffee

[@bhos6543]

@@joshuazenk9036 luckin coffee hasn't gone private. It was suspended for improper accounting practices. Hasn't gone private yet. Most companies that actually go from publically traded to private are done so at a premium, not a discount.

[@DapengZhang]

@@bhos6543 It might be unprecedented yet, but I won't be surprised if the US would do anything disgraceful to China. Btw, I'm still EH long term holder, but I'm aware of the risk.

[@joshuazenk9036]

@@bhos6543 oh ok thank you

[@Karzi1001]

Great content! My comments: 1. The 1.5T is just estimation, it's too early to know the market value. 2. Do you know there financial situation? Problems with free cash flow can take them backwards.. 3.sorry but Comparing Ehang to tesla is kind of a joke, EH can never generate this revenue not to mention the technology revolution of Tesla.. 4. To evaluate company at 100B you need to backup it with revenues, did you calculate how many drones need to fly to get close to this number?:) I would appreciate if your next video can focus on real revenues ( taxi, logistics, media, fire fighter). IMHO, 250$ is more realistic for 2025. Hope I'm wrong!

[@joshuazenk9036]

I agree with most of your statements. Definitely lots of unknowns are being assumed.

[@balaarunachalam970]

I agree that there are many unknowns. Regarding the comparison with Tesla, the main technological breakthrough of Tesla is its 'autonomous' driving capability. Ehang has got 2 key differentiators vis-a-vis it's competition I.e, its autonomous flying capability and its software platform, both of which have been completely undervalued by the market so far. Being a Chinese company is both Ehang's plus and minus but the stock has only been impacted negatively by this factor.

[@Karzi1001]

@@balaarunachalam970 the autonomous flying is an advantage but keep in mind that all other companies will be autonomous. My problems is that I can't see EH generating enough revenues. They have 2 seats only... how many air taxes will fly by 2025? 1000, 3000, 5000? Calculate the total number and tell me if it's close to 100B. It's closer to 5-10B with normal PE.

[@balaarunachalam970]

​@@Karzi1001 Lets make a quick & dirty calculation. Lets assume that Ehang does only UAM platform operating business. No AAV sales, no logistics, no aerial media. Lets assume that Ehang operates only in Asia. Going by the 800K Indonesian rupiah per 60km ride per passenger indicated by the Indonesia partner of Ehang, we could assume a price of 1$/km/passenger or 2$/km for the 2-seater AAV. Assuming 10hrs/day of operations and 30 kms of flight per hr, an AAV will fly about 110,000 km per year. Hence to make 100bn$ revenue/yr, they will need about 450,000 AAVs. To reach that in 5 years, they need to manufacture 90,000 AAVs per year, which means they need to 150x their current mfg capacity and probably 100x their platform management infrastructure within a year. While it s not impossible, considering the current installed capacity of EH (only 600/yr), their maturity & readiness as a manufacturer (they are more like an R&D lab today), supply chain readiness and their capital shortage, EH will not be able to achieve inhouse mfg capacity so soon. They will have to find a contract manufacturer like Nio did. Being a Chinese company in China, it will not be so hard. In any case, they will definitely need additional capital within 6 months or so, which might dilute equity per share. In summary, I am confident that 1800$/share is certainly possible but that might take more like 7-8 years from now.

[@Karzi1001]

@@balaarunachalam970 thanks for the comment! Let's assume the 1$ per km is correct, where Ehang will find a partner that manufacture 90,000 AAVs per year?!? They have big factory that produce 600. Under this condition they need another 150 operational factories. Which partner has this imaginary capacity????

[@alnorris251]

The reason i wont put any money on Ehang is they are years away from profitable, we wont be seeing flying cars in 10, 20 maybe 30 years. They cant keep burning money forever. There are very few competitors becos the big guys arent putting any resources on this yet.

[@user-dv1oj4zz7w]

Before we estimate stock price, we need to see how they generate profit.

[@user-gq1pu7nm7x]

ga zu a!!!!!

[@terrie001]

In 2024 July, it is $12.00. Far from $1800. Lol. 😢

[@iFly81]

Ehang to $18 (best case now)

[@jimmyngouv]

Looks like you’re wrong. $21 now

[@aznspectre]

2025?? Goodness that seems like ages away

[@Paul-ni8cb]

1 more year buddy

[@leopard5810]

you don't need to pay a dime tax for BS

[@possle]

Didn't work out so well did it 🤣

[@madsbjrge9515]

Not yet. We Are not done are we?😊

[@Nate-np5tt]

Working out fine actually. Just needed a little more patience, which clearly you do not have/

[@LadislavZilina]

2022... e hang 6$ 😒🤣

[@dmomcilovic9185]

cant listen to this Robot voice....arrgh

[@iFly81]

After 1 year: no TC, no progress, no news anymore about the stock, few people is speaking about the stock on youtube.. EH.. are you alive?

[@alnorris251]

The reason i wont put any money on Ehang is they are years away from profitable, we wont be seeing flying cars in 10, 20 maybe 30 years. They cant keep burning money forever. There are very few competitors becos the big guys arent putting any resources on this yet.