Yitzchok Zev Soloveitchik Puns

What I like about Lightning eMotors (ZEV) is that they dominate a niche space that stands to grow very quickly. Rather than focusing on "last-mile” lighter-duty vehicles, which would compete with high volume manufacturers, they use a medium-duty legacy chassis to take advantage of existing “upfit ecosystems” that class 3-7 fleet commercial fleets actively depend on. This means easy electrification of ambulances, street cleaners, refrigerator trucks, and lifts as well as universal access to easily sourced spare parts for critical maintenance.

While preserving fleet owners' capital investments, their legacy chassis strategy also gives them a first mover advantage by clearing them of all federal and state safety certifications, thus removing a major time and logistics obstacle. This is why Lightning eMotors already has over 50% marketshare.

Because the vehicles are designed for long lifespan and they are expensive to modify, fleet operators commonly change out drive trains rather than buy new vehicles. Now, because of sound economics and government mandates, instead of a new diesel drive train, they are moving to electric. This growing demand is why ZEV is dramatically expanding its Colorado-based facility and is expected to grow 195% CAGR over the next 4 years.

Overview of some key points:

• First mover advantage — They’ve shipped more than 3x biggest competitor and currently control more than 50% market share in class 3-7 EV.
• Quarterly YoY revenue growth: 560%
• 2021 projected revenue is 100% contracted with pipeline of $800 million in sales
• Zero Debt and Low Capex assembly of vehicles
• Projected 195% CAGR with $2 billion revenue by 2025 driven by government and corporate mandates to electrify commercial fleets. That kind of revenue relative to their current $662 million market cap offers a sense of the value proposition, especially with a $67 billion TAM
• As the largest US-owned medium-duty commercial EV company, Lightning eMotors they will uniquely benefit from Biden's recently announced plan to replace entire government vehicle fleet with electric vehicles under the “Buy America” mandate. The Biden White House says, "Biden’s order directs federal agencies to purchase zero-emission power and automobiles, such as electric vehicles, as a way to “leverage the federal government’s footprint and buying power to lead by example.”
• Medium-duty portion of Federal fleet electrification plan is 110,000 vehicles that only Lightning eMotors is cu

Going to get an m&p shield for conceal carry. I want this thing to be top notch. Instead of buying the shield and having cuts retrofit and stuff, I'd rather just buy a slide from an aftermarket, and then a lower for it to go on.

Are there any manufacturers, similar to Zev, who make upgraded slides for the shield?

I live in Illinois and really like the Kona EV, but as I did more research it seems that Hyundai is only selling them in the 12 zero emission states. I called some local dealers and they can’t even special order it here.

I see some posts online about dealers in ZEV states not being allowed (by Hyundai Corporate) to sell to non-ZEV state residents. The posts were from early 2020 though.

I was wondering if anyone had any luck before I start down that path

Current Price: $8.76

Market Cap:$637M

Lightning eMotors is at the forefront of fleet electrification, powering familiar commercial vehicle platforms with our high-tech electric powertrains. We also provide everything you need to charge them. Whether you’re looking at purchasing new EVs or repowering old vehicles to electric, we’re your partner through the entire proces

Loveland, Colorado – Lightning eMotors, a company that converts Ford Transit commercial vans into electric vehicles (EVs) inked two recent deals to expand its customer base and establish a future supply chain for batteries.

Lightning uses HD Transit models, meaning Class 3-4 commercial products with high cargo weight ratings. Many of the vans feature dual rear wheels to handle higher weights. Ford plans to launch its own E-Transit vehicle as a 2022 model (either late this year or early next), but that will be a Class 1-2 light van.

Battery deal

Proterra, a maker of electric municipal buses and other large vehicles and a maker of battery systems, will provide battery technology for Lightning eMotors Generation 4 Lightning Electric Transit commercial van.

Lightning eMotors anticipates annual production of up to 3,000 vehicles by 2023. The first Lightning Electric Transit vans are expected to be delivered to customers later this year.

“Proterra’s batteries are premium technology for premium vehicles,” said Tim Reeser, CEO of Lightning eMotors. “We’ve delivered more zero-emission medium-duty commercial EVs than any other manufacturer in North America, and Proterra’s batteries will allow us to give our customers even more range, power, and features on our purpose-built vehicles at the price they need to scale up their electric fleets.”

Gareth Joyce, president of Proterra Powered & Energy, added, “Together, we’re showcasing how American electric vehicle manufacturers are accelerating the shift to a clean transportation future.”

Both companies were founded in Colorado, though Proterra has since moved its headquarters to Burlingame, California, in the northern reaches of Silicon Valley.

Built by Lightning eMotors, the Light

Low market cap and massive pumpability from anyone chasing the spac bubble.

Current Price: $8.76

Market Cap:637M

Lightning eMotors is at the forefront of fleet electrification, powering familiar commercial vehicle platforms with our high-tech electric powertrains. We also provide everything you need to charge them. Whether you’re looking at purchasing new EVs or repowering old vehicles to electric, we’re your partner through the entire proces

Loveland, Colorado – Lightning eMotors, a company that converts Ford Transit commercial vans into electric vehicles (EVs) inked two recent deals to expand its customer base and establish a future supply chain for batteries.

Lightning uses HD Transit models, meaning Class 3-4 commercial products with high cargo weight ratings. Many of the vans feature dual rear wheels to handle higher weights. Ford plans to launch its own E-Transit vehicle as a 2022 model (either late this year or early next), but that will be a Class 1-2 light van.

Battery deal

Proterra, a maker of electric municipal buses and other large vehicles and a maker of battery systems, will provide battery technology for Lightning eMotors Generation 4 Lightning Electric Transit commercial van.

Lightning eMotors anticipates annual production of up to 3,000 vehicles by 2023. The first Lightning Electric Transit vans are expected to be delivered to customers later this year.

“Proterra’s batteries are premium technology for premium vehicles,” said Tim Reeser, CEO of Lightning eMotors. “We’ve delivered more zero-emission medium-duty commercial EVs than any other manufacturer in North America, and Proterra’s batteries will allow us to give our customers even more range, power, and features on our purpose-built vehicles at the price they need to scale up their electric fleets.”

Gareth Joyce, president of Proterra Powered & Energy, added, “Together, we’re showcasing how American electric vehicle manufacturers are accelerating the shift to a clean transportation future.”

Both companies were founded in Colorado, though Proterra has since moved its headquarters to Burlingame, California, in the northern reaches of Silicon Valley.

Built by Lightning eMotors, the Lightn