$ACTC @Proterra_Inc investor presentation highlights

- 2025E financials: $2.6B in rev, 25% gross margin, 21% EBITDA margin, $390M in FCF

- Higher rev growth and gross margin than much of the competition

https://www.sec.gov/Archives/edgar/data/1820630/000121390021001584/ea133141ex99-2_arclight.htm
- 5 yr rev CAGR: Powered & Energy (114%), Transit (39%), Total (68%)

- Powered & Energy division actually expected to grow rev more and make up more of total rev than Transit (electric buses)

$ACTC
- $260B TAM: $225B TAM for Powered and Transit divisions and $37B TAM for Energy division

$ACTC
- ArcLight team positioned well to work with Biden administration

- Two members have direct experience with Clean Energy for Biden

- $ACTC should be one of the top names that Biden uses to deploy the clean energy transition
- Unlike much of the competition, @Proterra_Inc is already producing the vehicles of tomorrow, today

- First mover advantage with years of history and real revenue

$ACTC
- Long term financials look reasonable and turn FCF positive in only 4 years !

$ACTC
You can follow @BabyYodaCapital.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled:

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.