ACH

Archer Aviation

US03945R1023

ACHR

ACHR

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An important player for the entire industry is undoubtedly Honeywell ($HON (+0,77 %) ). Honeywell is a heavyweight in this sector and achieved total sales of 37 billion dollars in 2023. The company is active in areas such as Electrical Solutions, Services & Connectivity, Motors & Propulsion Systems and Mechanical Systems & Components and has contracts with numerous aircraft manufacturers.

My analysis shows that #volocopter , $ACHR, $EVTL , #Supernal and EVE Air Mobility are working with Honeywell.

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I have been involved in the EVTOL sector for some time now and find it very promising for the future.

There are a large number of companies that want to develop EVTOL aircraft (electrically powered vertical take-off and landing aircraft) in the future, some of which are already in promising test phases. In addition, some of the most promising companies are already listed on the stock exchange. The following EVTOL manufacturers are listed on the stock exchange:

• Archer ($ACHR )
• Joby Aviation ($JOBY )
• Lilium ($LILM (+4,41 %) )
• Vertical Aerospace ($EVTL )
• Ehang ($EH )
• Horizon Aircraft ($HOR )
• Airbus ($AIR (+0,88 %)
  

However, there are other promising developers that are not currently listed on the stock exchange, so direct investments in these companies are not possible. Here is an overview of the unlisted companies:

• Volocopter
• Xpeng Aeroht
• Wisk
• Supernal
• Eve Air Mobility
• AIR VEV

I asked myself how the industry is structured and whether it is possible to invest in the industry through indirect investments. And I will say this much: yes, you can.

Here is an overview of the value chain:

The Californian 🇺🇸 startup Archer Aviation
$ACHR has signed with Future Flight Global a letter of intent for the order of up to 116 air cabs of the Midnight model.

The potential order volume amounts to 580 million dollars, which exceeds the preliminary order backlog of Archer to six billion dollars.

Both companies are also planning a strategic operating alliance in which FFG will operate selected routes in Europa🇪🇺, the Middle East and Southeast Asia 🌏.

FFG intends to air taxis for on-demand transit services for businesses, hotels and governments.

Interesting idea for urban traffic.

With an established airline (United) as a partner.

Have any of you ever looked into Archer?