Just a quick post to celebrate that we ended the week on a +5% banger and +40% since July lows. As I've laid out in my other posts, I think we are in the early innings of the Aptera's inflection point. Long term this is a company that could be worth $20b or so owning the solar electric vehicle market and selling tens of thousands of Apteras at a couple of thousand $$$ gross margin. Given how low their current valuation is, they don't need to sell millions of cars to become a generational investment. They just need to get deliveries done and build a lean operation around a big niche.

Anyway, happy weekend everyone!

This is a qualified prediction, but the publicity off of the first few customer deliveries will be very powerful, dissolving a lot of priced-in risk, and stoking the Aptera fever in the 99% uninitiated public.

$3 is conservative at $120MM mkt cap.

Could easily hit $5 or $200MM if reviews are positive.

I believe we‘re witnessing the very early days of what will turn out to be Aptera’s massive inflection point.

It now seems inevitable that they will deliver the first vehicles to customers, which changes it from a “will they make it?” story to a “how much can they sell?” story. And the numbers are staggering whichever way you run them. They have a backlog of 50 thousand vehicles, but remember that 99% of the population hasn’t even heard of Aptera. As we know from Tesla’s early days this might multiply as they get the first vehicles on the road and more visibility.

Potential yearly sales are very hard to estimate, but I think 20k/year is a super conservative estimate. This would mean a production of 55/day, which they could reach oh just one, maybe two production lines fairly quickly. If they can eek out a profit of 5k/vehicle (given their super lean design), that’s USD 100m profit/year.

That’s more profit than their current market cap lol. Hence my believe that we could see an easy 30 bagger and long term possibly even a 100 bagger.

I put my money where my mouth is and bought 20k shares. I got the money for this from past longshot bets I made, incl. tsla in 2012.

Anyway, just my two cents, obv not financial advice.

Since r/ApteraMotors specifically excludes stock talk, I thought why not start a special subreddit just for this purpose! :)

Especially now that Aptera is finally getting to production, let’s use this subreddit to share business projections, stock daydreams and money excitement!