XL Fleet Tabbas Haja ce don Kula da Babban Riba a cikin Gwamnatin Biden

  • Yayinda sabuwar Gwamnatin Biden ta fara aiwatar da manufofin su, canjin yanayi tabbas shine gaba da tsakiya.
  • Misali na ainihi game da matsayin da Amurka ta dauka game da batun motocin da ke amfani da makamashi daga burbushin wuta tare da motocin da ke da wutar lantarki ya riga ya kasance a cikin littattafai a California
  • XL Fleet ya sami ci gaba kamar yadda mai nazari Gregory Lewis daga BTIG ya ƙaddamar da ɗaukar hoto tare da ƙimar siye da farashin $ 30.

Yayinda sabuwar Gwamnatin Biden ta fara aiwatar da manufofin su, canjin yanayi tabbas shine gaba da tsakiya. Kwanan nan da gwamnatin ta sanar, Amurka za ta sake shiga Yarjejeniyar Yanayi ta Paris tare da toshe bututun mai na Keystone, wanda ake nufi da dakon danyen Kanada a Amurka.

Yayin da shugaban ya juyar da da yawa daga manufofin magabatansa na yanayi kuma ya sake shiga cikin tseren duniya don saduwa da wasu muradu masu fitar da hayaki mai matukar kyawu, ana gabatar da wasu 'yan manya manyan damar saka jari. Ga abin da muka sani da abin da ake nufi ga Masu saka hannun jari a yau.

Bangaren sabunta makamashi ya kasance a kan aikin 'yan shekaru. Masu saka hannun jari suna sannu a hankali suna barin ɓangaren man burbushin kuma kwanan nan zuwa 2020, suna yin hakan a ɗumbin yawa. Ina kudin ya dosa? Kamfanoni a cikin hasken rana, iska da sauran hanyoyin fasahar da ke canza Amurka daga makamashin burbushinsu, kamar motocin masu amfani da lantarki.

Fannin EV ya kasance mai karfi ne don yin la'akari da shi a cikin 2020 kuma ta kowane ma'auni, mun gano cewa Masu saka hannun jari suna tsammanin ci gaba da samun ci gaba cikin sauri da ƙaruwa mai kauri daga motocin da ke amfani da mai zuwa mai kyau zuwa EV sosai ta hanyar 2024.

XL Fleet ya buɗe NYSE.

Wannan jujjuyawar da akayi daga burbushin halittu hakika gaskiyane kuma yana samun cigaba. Hakanan yana iya ƙayyade irin manyan ayyukan more rayuwa waɗanda ake samun kuɗi ko amincewa a cikin Amurka a cikin shekaru masu zuwa.

Ga abin da muka sani na tabbatacce:

Misali na ainihi game da matsayin da Amurka ta dauka game da batun motocin da ke amfani da makamashin mai da wutar lantarki ya zuwa yanzu yana kan littattafan a California. A yau, tare da sabuwar Gwamnatin Biden da Democrat mai kula da House da Senate, tabbas kusan cewa sauyawa zuwa EV zai fadada ne kawai.

A cikin 2020 (CA) Gov. Newsom ya ba da umarnin zartarwa: Umurnin zartarwa N-79-20, Bayani: "Zai zama burin Jiha cewa kashi 100 cikin 2035 na siyar da sabbin motoci da manyan motoci zasu kasance ba haya a shekara ta 100. Zai zama babban burin jihar wanda zai kasance 2045 bisa dari na matsakaita da nauyi- Motocin da ke aiki a cikin jihar ba za su fitar da komai ba nan da shekarar 2035 don duk ayyukan da za a iya yi kuma a shekarar 100 don zazzage manyan motoci. Zai zama babban burin jihar don canzawa zuwa 2035percent na fitar da sifiri ba-hanya da kayan aiki ta XNUMX inda zai yiwu.

An lura a cikin tsari, Ofishin Gwamna na Kasuwanci da Ci gaban Tattalin Arziki, tare da shawarwari tare da Hukumar Kula da Albarkatun Jiragen Sama na Jiha, Hukumar Makamashi, Kwamitin Amfani da Jama'a, Hukumar Kula da Sufuri ta Jiha, Sashin Kudi da sauran hukumomin Jiha, kananan hukumomi da kamfanoni masu zaman kansu, za ta ci gaba da dabarun Bunƙasa Kasuwancin Motocin Jirgin Sama zuwa Janairu 31, 2021, kuma sabunta kowane shekara uku bayan haka

Me yasa wannan yake da muhimmanci a sani?

Masu saka jari masu hankali waɗanda ke sane da burin zafin fitarwa na California da kuma matsayin gwamnati mai ci a kan makamashi mai tsafta, suna samun damar hakar gwal mai yuwuwa tare da yuwuwar haɓaka, XL Fleet.

Kamar jiya, farashin hannun jari a cikin XL Fleet ya sami ci gaba kamar yadda Mai binciken Gregory Lewis daga BTIG ya ƙaddamar da ɗaukar hoto na farko game da mai kasuwancin EV Powertrain tare da ƙimar siye da manufa don farashin hannun jari wanda ya kai kusan 50% sama da matakan kwanan nan na $ 21.00 rabo .

Lewis ya yi amannar cewa kamfanin XL Fleet ya kai dala biliyan 4.1. Yana darajar darajar hannayen jari har sau uku na dala biliyan $ 1.4 na tallace-tallace da ya yi hasashen kamfanin zai cimma a 2024. Ayyukan Lewis da kamfanin zai kawo dala miliyan 300 a shekara a cikin ribar kafin riba, haraji, ragi, da amortization, wanda ke wakiltar babban ci gaba a cikin kudaden shiga daga dala miliyan 21 da ake tsammanin XL zai bayar da rahoto na 2020.

XL Fleet Electric Truck.

Ta yaya XL Fleet ke amfana dangane da tsarin Gudanarwar Biden?

XL Fleet yana ɗaukar motocin kasuwanci masu amfani da mai kuma ya dace dasu da batura, injinan lantarki, da kuma tsarin sarrafawa, yana canza su zuwa haɗuwa. Dabara ce mai kyau a cikin ingantacciyar kasuwar EV wacce aka saita don karyewa sosai a kasuwanni ta hanyar 2024.

XL Fleet na ƙididdigar abokin ciniki yana ƙaruwa koyaushe, kuma da kyakkyawan dalili kamar yadda muka ambata a sama. Abokan cinikin su galibi ana kiran su da "Upfitters". Asali, su kamfanoni ne waɗanda suke siyan chassis daga masana'antar kera ababen hawa na gargajiya sannan kuma su canza shi don biyan wata manufa.

"Upfitters" sannan suna sayar da matasan ga kamfanonin da suke son adana wasu mahimman kuɗi a kan ayyukan jirgi, da kuma samun ci gaban manufofin sarrafa hayaki kafin farashin ya ƙara sama yayin da buƙatar canjin EV ke ƙaruwa a halin yanzu.

XL Fleet Conversion cikin babban buƙata.

Ga kamfanonin kasuwanci na yau masu amfani da wutar lantarki suna da ma'anar kuɗi sosai saboda ana iya cajin rundunar a tsakiyar wuri cikin dare don haka ajiyar mai akan mai ya cika da sauri. Game da XL Fleet, ana amfani da samfuran kamfanin a cikin zaɓi Ford (NYSE:F), general Motors (NYSE:GM) da kuma Isuzu (OTCMKTS: NiSUZY) manyan motoci.

Sabon BTIG Analysis da $ 30 saya don XL Fleet ya zama kamar ƙananan ƙimar ƙimar. Amintaccen Tattaunawa ne wanda za'a fara dashi kodayake, kamar yadda mai nazari yakan fara ɗaukar hoto a ƙasan ƙarshen don kiyaye ƙimar daidaitaccen tarihin su tsakanin takwarorinsu. Don yin bayani dalla-dalla kan farashin da aka zaba idan aka kwatanta da “X” sau Ebitda, Tesla (TSLA), jagoran EV, ya yi ciniki kusan sau 40 da aka kiyasta 2024 Ebitda.

Sabanin haka, dangane da tsinkayen jiragen ruwa na XL, da kuma farashin kwanan nan da BTIG yayi a zangon $ 30, hannun jari na XL Fleet zai kasance ne na ciniki kusan sau 14 kamar yadda aka kiyasta 2024 Ebitda.

Koyaya, wannan shine farkon daraja don XL kuma yana da mahimmanci ga kasuwancin da ke ba da jama'a ta hanyar haɗuwa tare da kamfanoni masu sifofi na musamman da za su jira fewan watanni kafin Wall Street ya fara yin nauyi. Muna fatan farashin zai ƙaru matuka mai motsi gaba.

Koda Andrew Cibiyan Bincike na Citron, wani asusu da aka fi sani da bugun kira, ya ce XL ya darajar $ 60 a rabo.

Kammalawa?

XL ya bayyana a kowace hanya don kasancewa a farkon mahimmin ci gaba mai hauhawa. Lallai ne masu saka jari suyi la'akari da ƙara XL a cikin jerin abubuwan da suke sakawa. XL Fleet yanki ne guda ɗaya daga zama ɗaya daga cikin ɗakunan ajiya.pro alamun faɗakarwa.

Kamar yadda ake tsammanin sabuwar Gudanarwa zata ci gaba da turawa gaba kan makamashi da (ZEV) Motoci na Zero, ana sa ran ɓangaren EV gaba ɗaya zai ci gaba da yin aiki. XL Fleet musamman, yana cikin cikakkiyar matsayi don girbar haɓakar kuɗaɗe mai yawa a cikin aikin.

Tare da kanun labarai na kwanan nan kamar:

XL Fleet Lafiya Jari ne na Zuba Jari. Me yasa Zai Iya tashi 50% ”ta Barrons.

XL Fleet Yana da Daraja Sama da 70% Nowari Yanzu da Merungiyar SPAC ɗin ta An rufe, ta Nasdaq.com

Za mu ba da shawara ga Masu saka jari don fara aikin ku na ASAP yayin da muke tsammanin ƙarin aiki daga XL Fleet a cikin kwanan nan kusa.

Bayanin Marubuci, Ana ƙarfafa masu saka hannun jari suyi aikin kansu yadda ya kamata.

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Joseph Bailey

A halin yanzu marubucin abun ciki mai zaman kansa, marubucin Binciken Kasuwancin Kasuwanci.
http://StockRockets.pro

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