Fuzzy Pandas research and reports express their opinions, which are based upon generally available information, field and online research, and inferences and deductions through due diligence and the analytical process. Luminar Technologies, Inc. (LAZR) November 22, 2022 08:30 AM ET Super Group is the holding company for leading global online sports betting and gaming businesses: Betway, a premier online sports betting brand, and Spin, a multi-brand online casino offering. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the unsubscribe section below. Elms - Umd Symbotic reinvents the warehouse as a strategic asset for the world's largest retail, wholesale, and food & beverage companies. presentation, and Forum III's filings with the SEC for a discussion of the risks that can affect the business combination, Forum III's business, and the business of the . You agree that regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to this report or the material on this website must be filed within one (1) year after such claim or cause of action arose or be forever barred. The only identifiable difference we could see between what ELMS is considering pre-production & post-production vehicles. Electric Last Mile Solutions (ELMS:Nasdaq) is an electric vehicle company that announced plans to go public via a SPAC less than ONE MONTH after the company was first registered as a corporation. ELMS 45,000 non-binding Pre-order History: When we have spoken with ELMS employees and management and asked who these mysterious pre-orders were from and how ELMS was able to generate large orders so quickly. Last Event Session 5 - Bharat Shining. By downloading from or viewing material on this website and/or by reading this report, you agree to the following Terms of Service. 2U, Inc. Fourth Quarter and Full Year 2022 Earnings Call. Burns is the disgraced Lordstown Motors's CEO. You can sign up for additional alert options at any time. Home - Elms College Our Intelligent Data Services help your organization do amazing things with your data by transforming how you protect, store, and use it. Investor Presentations. This presentation (together with oral statements made in connection herewith, this "Presentation") is provided for informational purposes only and has been prepared to assist interested parties in making their own evaluation with respect to a potential business combination between Lion Buses Inc. (d/b/a The Lion Electric Co.) ("Lion Electric" or SEC.gov | HOME Quick Links. Allegro's diverse product portfolio provides efficient and reliable . Notre Dame Free pilot concluded & no order placed: Notre Dame announced their ELMS pilot back in the Summer of 2021. Ideal partner for founders doKwE2%Pp+%*hQ)1!^>I='akgm&'h$JD|1 Q4 Revenue was $11.1M within expectation range. Kuaishou is a leading content community and social platform with its mission to be the most customer-obsessed company in the world. Reported revenue is actually returnable and improperly booked. 41. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.comPublishing Guidelines. The two executives allegedly purchased shares of their own company at a discount before an independent valuation was calculated. Feb 02, 2023 04:30 PM ET. It just didnt make sense to order at that price point.. He acts mostly as a puppet for the Chairman. Investor Relations | Kuaishou Technology Electric Last Mile Solutions, Inc. - Investor Relations Investor Presentation - March 2016. GreenPower Investor Presentation KEEP UP WITH OUR LATEST UPDATES! Investor Relations :: Blink Charging Co. (BLNK) Interestingly Notre Dame representatives were completely unaware that ELMS was importing Chinese vehicles. SERES announced they were halting production back in July 2019. Unfortunately for new management and ELMS investors, based on our extensive research into ELMS we think this is just the tip of the iceberg. All Investor Presentations, Investor Relations Decks - Trendlyne.com We found a multitude of ELMS Urban Delivery & Urban Utility vehicles that import-export records indicate were likely recently imported from China laying around. WE CHALLENGE WHAT EXISTS FOR THE BENEFIT OF ALL. The presentation provides an overview of what investors are looking for and how to present your business in order to attract their attention. Investing Mullen (NASDAQ: MULN) is a Southern California-based automotive company that owns and partners with several synergistic businesses working toward the unified goal of creating clean and scalable energy solutions and electric vehicles. Instead of writing off the factory we believe that James Taylor and Jason Luo created ELMS and then immediately bought the GM factory from SERES (for a higher price than SERES paid). The company decided to pursue Chapter 7 after a comprehensive review of the companys products and commercialization plans showed no better options for shareholders. Investor Relations - Ginkgo Bioworks the ELMS Urban Utility Vehicle. ELMS managed to come public at a $1.4 billion valuation. 2 0 obj Copyright They therefore stand to realize significant gains in the event that the prices of either equity or debt securities of the subject companies decline. Investor Relations | Allegro MicroSystems, Inc. Is sending SPAC IPO proceeds back to the CEOs former company self-dealing? Jim was not only a former Workhorse Group CEO & Chairman himself but also but he was also the chairman and mentor that oversaw Steve Burns as CEO. ALL TEXT & IMAGES COPYRIGHT PANTHEON RESOURCESPRIVACY POLICY / COOKIES POLICY, Investor Presentation (Alaska) September 2019, Investor Conference Call Presentation 2009, Focussed high-impact US natural gas exploration potential. EVgo - Investor Relations If you experience any issues with this process, please contact us for further assistance. <> Company Profile. We suspect ELMS bought their Mishawaka factory to bail out the company that ELMS founder and CEO was running right before creating ELMS. This further shows that Randy Marion does not even need to outlay any cash for the vehicles despite taking delivery. Overview Investor presentations and pitch decks by companies in Consumer Cyclical sector Filter. The cash crunch is initially obscured by is the fact that ELMS is slowly paying down the overpriced factory they acquired and the rest of those payments fall over the next 15 months and are due by 4-30-2023. Thus, excluding the factory payment liability ELMS really only has ~$66.4m or ~$0.56 per share as of 12-31-2021 and since ELMS is currently burning an estimated $11.25m per month that puts them at ~$55m or $0.47 today. Burns is the disgraced Lordstown Motorss CEO. Financial Market Data powered by FinancialContent Services, Inc. All rights reserved. Events & Presentations. At Kuaishou, any user . The average weight of the 2021 imported vehicles is 3,135lbs which happens to be almost the exact weight of the ELMS Urban Delivery Vehicle according to the companys specs. Shauna McIntyre has served as interim CEO in the meantime. You should assume that as of the publication date of their reports and research, Fuzzy Panda and possibly any companies affiliated with them and their members, partners, employees, consultants, clients and/or investors (the Fuzzy Panda Affiliates) have a short position in all stocks (and/or options, swaps, and other derivatives related to the stock) and bonds of companies covered in such reports and research. Gateway Investor Relations Matt Glover & Tom Colton T: 949-574-3860 [email protected] Transfer Agent. Electric Last Mile Solutions (ELMS) is a SPAC that was founded in November of 2020 by James (Jim) Taylor. The unfortunate news comes less than one year after ELMS stock made its market debut through a special purpose acquisition company (SPAC) merger. The bills of lading for ELMS tell the truth that ELMS management is trying to obscure. If you are an investor, you and really wanted to invest in class 1 EV vehicles then you could even buy Wuling Automotives stock (0305.HK or WLMTF) at a 26x P/E and a 15% lower market cap. Arrival Investor Presentation If you have not read this yet - reddit According to ELMS order agreement with used and new car dealer Randy Marion Automotive Group, all the vehicles ELMS has sold to them are actually eligible for return via a Buyer Put Right. Thus, Randy Marion is able to return any unsold inventory to ELMS (pg 5). We are a leading developer and producer of commercial electric vehicle technology with an integrated business model focused on providing end-to-end solutions that enable commercial vehicle electrification through three main business units: Proterra Powered, Proterra Energy, and Proterra Transit. Data Provided by Refinitiv. Allegros diverse product portfolio provides efficient and reliable solutions for the electrification of vehicles, automotive ADAS safety features, automation for Industry 4.0 and power-saving technologies for data centers and green energy applications. ELMS 1,000 binding orders from Randy Marion Automotive are actually all returnable. We visited the ELMS factory at 12900 McKinley Highway, Mishawaka, Indiana multiple times during the middle of the workday in January 2021 to see if there was a chance that import-export records were incorrect and that ELMS was actually manufacturing or producing any vehicles on-site. Stem Announces Second Quarter 2021 Financial Results Yet ELMS decided to purchase the Mishawaka Factory for $197.6 million. Nov 8, 2022 at 8:00 AM EST Arrival Third Quarter 2022 Financial Results Webinar. FRONT >> Pres > View All. Investor Relations Corporate Profile. A month before that, the company announced the unexpected resignations of its CEO and chairman. Shares of Electric Last Mile Solutions (NASDAQ:ELMS) are plummeting lower by more than 60% after the company announced that it would liquidate its assets through a Chapter 7 bankruptcy filing. Blink Charging T: 855-313-8187 IR@BlinkCharging.com. The Urban Utility vehicles that ELMS recently revealed was actually manufactured and assembled by SAIC Yuejin. PDF HTML. ELMS was founded by another former Workhorse CEO and we think ELMS will end up the same way as both Lordstown and Workhorse. Former Chairman and CEO of Workhorse. You further agree that you will not communicate the contents of reports and other materials on this site to any other person unless that person has agreed to be bound by these same terms of service. Stock Quote & Chart; Historical Price Lookup; Investment Calculator; Analyst Coverage; Financials. Our cell programming platform enables the growth of biotechnology across diverse markets, from food to fragrance to pharmaceuticals. We believe the story will end up the same as Workhorse & Lordstown Motors. If you are not a registered adopter, we highly encourage you to register online.Once fully registered, you will remain registered with Muddy Paws Rescue for one year and can email our Matchmakers at adoptionmeetings@muddypawsrescue.org when you see a dog below that you think could be a good fit for you! Auto Manufacturers. Be in the Know. All rights reserved. 2U, Inc. - News & Events - Events & Presentations PDF . EV Company Electric Last Mile to List on Nasdaq Through Merger With Super Groups key management roles have 20+ years of industry experience supported by a fully-scaled employee base. Shaping the Road Ahead in Electric Automobiles | Mullen Safety Testing Customer Configuration Video . All rights reserved. Investors | nnox stock | nanox stock | Nano-X Imaging LTD. ELMS has a significant remaining liability for the purchase of the factory that should amount to $70.5 million as of the end of Q4. By providing your email address below, you are providing consent to Electric Last Mile Solutions, Inc. to send you the requested Investor Email Alert updates. Latest News February 06, 2023 Core Scientific Announces January 2023 Production and Operational Updates January 09, 2023 This is not an offer to sell or a solicitation of an offer to buy any security, nor shall Fuzzy Panda offer, sell or buy any security to or from any person through this site or reports on this site. Canaccord Genuity Growth Conference - August 12, 2015. You represent that you have sufficient investment sophistication to critically assess the information, analysis and opinion on this site or in this report. 10-K Filing. Investor Relations :: Workhorse Group, Inc. (WKHS) University of Maryland 301.405.1500 | itsupport@umd.edu 2017 All rights reserved Web Accessibility | Privacy Notice 301.405. . ELMS followed the Lordstown Motors pre-orders playbook and began announcing impossibly high pre-order numbers straight out of the gate. Unfortunately, there were too many obstacles for us to overcome in the short amount of time available to us.. ELMS management quickly changed the subject without providing any answers. Proterra Inc. - Investor Relations The events schedule will be published shortly. INVESTOR PRESENTATIONS | Generac Holdings Inc. At Electric Last Mile Solutions, Inc., we promise to treat your data with respect and will not share your information with any third party. Minimum 15 minutes delayed. Session 2 - Axis 2.0 Digital Bank. Presentations - GreenPower Motor Company | Zero Emission Vehicles This comes after its CEO and chairman resigned in February. Mass Exodus in C-Suite CTO & GC also resign in November 2021; CEO & Chairman Feb 1,2022. Their reported accounts receivable exactly match the Q3 reported revenue. We are short ELMS. Investor Relations. Theres even room for more lines. Lion is a leader in the design, development, manufacturing, and distribution of purpose-built all-electric medium and heavy-duty urban vehicles. BSE India. Eddie Pan specializes in institutional investments and insider activity. Five Elms Capital Past Events. You agree that the expressions of information in this report are copyrighted and owned by Fuzzy Panda Research, and you therefore agree not to distribute this report or any excerpts from it (whether the downloaded file, copies / images / reproductions, or the link to these files) in any manner other than by providing the following link: www.fuzzypandaresearch.com. ELMS Board of Directors surprised markets by announcing that its co-founders (CEO and Chairman) were resigning effective immediately after the results of an internal investigation showed that they both engaged in improper trading of shares of ELMS ahead of the SPAC transaction announcement. Investor Relations Investor Relations Zero-emission mobility solutions for your city. Depositphotos - Paha_L. NASDAQ: ELMS $0.19 Vol: 15,717,841 Investor Relations "I want to assure all our stakeholders, including customers, suppliers, investors and employees, of our continued focus and dedication to the Company's ongoing business and mission." - Shauna McIntyre, ELMS Interim CEO and President ELMS Locations Troy, MI (Headquarters) Mishawaka, IN investors@luminartech.com. Q4 2015 Generac Holdings Inc. Earnings Conference Call. All of these companies are fleet brokers so dont directly purchase vehicles. Events & Presentations | Arrival SA You knowingly and independently agree to submit to the personal and exclusive jurisdiction of the state and federal courts located in California and waive your right to any other jurisdiction or applicable law. Home - RYVYL IR ELMS, which will bring to market what we believe will be a transformative electric To pay a massive premium for a scrapped factory you would need to either be a horrible businessman or a puppet for your former company. Announces $13.75 Million Investment from Existing Investors. Investor Relations . Electric Last Mile will be the first post-SPAC electric vehicle (EV) maker to file for bankruptcy. Often when speaking to an entrepreneur, they share absolute gold about . You further agree that any dispute between you and Fuzzy Panda and their affiliates arising from or related to the material on their website shall be governed by the laws of the State of California, without regard to any conflict of law provisions. A Chapter 7 filing allows a company to liquidate its assets in order to pay off creditors. Luxury Goods. The factory was purchased at a ridiculously high price which bailed out ELMS CEOs former Chinese company. The co-founder of ELMS that just resigned. Read our FAQ. Did the former CFO, CTO, and GC know something that the market still hasnt priced in? The Lion Electric Co. - Investor Relations LEARN MORE Import-Export records once again confirm that the ELMS Urban Utility is coming direct from China as a fully built vehicles. SEC Filings; . Fuzzy Panda and the Fuzzy Panda Affiliates do not render investment advice to anyone unless they have an investment adviser-client relationship with that person evidenced in writing. Eos Energy Enterprises, Inc. If you experience any issues with this process, please contact us for further assistance. PDF PowerPoint Presentation Fuzzy Panda makes no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information or with regard to the results to be obtained from its use. Investors Overview - Microvast Holdings, Inc We aim to provide clear and comprehensive information about JTC PLC that is easy to find and easy to use. Pursuant to Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015, the Investor Presentation to be made at the Investors Conference scheduled to be held on February 28, 2023 is enclosed herewith. Investor Relations Building the Next U.S. Lithium Project Through Partnership and Innovation: An unconventional approach - applying innovative proprietary technologies and strategic partnerships to build the next U.S. lithium project. When asked about ELMS repackaging a Chinese made EV administrators informed us that Notre Dame has strict university level ban AGAINST buying made in China products due to Chinese labor practices. Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-Powered robotic and software platform. News Releases | Eos Energy Enterprises, Inc. ELMS Utility Vehicle turns out is actually SAICs Yuejin EV Light Truck with an ELMS logo. x[[o~Gy3'Yb`C#;:uT!%sxp9bC~|>*|)?+[./5eWIpu= p/2Aq**?=`uzruwzr~+qOO4bYw`%a07xzr$4 O?#&''b'98E-&&P)_cSydI#*ai$#\3?6M|64,vL2U8eXW,#[ex6k8 Core Scientific Investor Relations By providing your email address below, you are providing consent to Super Group (SGHC) Limited to send you the requested Investor Email Alert updates. It's important to create a cohesive story that grabs the attention of the investors right off the bat. SEC reports also show ELMS did not yet receive any cash from the Q3 booked sales. SERES [SF Motors] had shut down the team and were stuck with that factoryIt would have been pretty bad if SERES had to write-down the factory. Second Quarter 2021 Financial and Operating Highlights Financial Highlights Revenues of $19.3 million . Latest Presentation Jan 11, 2023 Investor Presentation View Presentation View All Presentations Recent Event Feb 7, 2023 10:00 am MST Special Meeting of Stockholders View All Events Latest Financial Results Q3 2022 Quarter Ended Sep 30, 2022 Earnings Release PDF HTML Audio Earnings Webcast Earnings Presentation PDF Transcript PDF 10-Q PDF HTML XBRL ELMS has imported 23 of the Yuejin Electric Light Trucks to date a.k.a. PDF February 2021 - Forum Merger This factory purchase price only makes sense when you understand who ELMS CEO was buying the factory from. Former President and CEO of Key Safety Systems (now Joyson Safety Systems). Stem Inc. - Stock & Financials Stock & Financials Stock Quote Price $7.96 Volume 223,021 Change + 0.14 % Change + 1.79% Today's Open $7.96 Previous Close $7.82 Intraday High $7.99 Intraday Low $7.82 52 Week High $18.02 52 Week Low $5.72 Pricing delayed by 20 minutes. The best pitch decks start with a real problem. Super Group (SGHC) Limited - Investor Relations (please see additional disclosures). |]) r5|AI"*|='(M}jnX1EX+Td0RL>H+/(h)+!L)cV%*}HTFL:D]?9kD{i (10-k pg 27). Sign up today. However, sales reps at Randy Marion (the only authorized ELMS dealer) told us in January 2022 that they currently have ~250 available on their lot today. %PDF-1.5 INVESTOR PRESENTATIONS | Equity LifeStyle Properties, Inc. quotes delayed at least 15 minutes, all others at least 20 minutes. Session 6 - MSME. Symbotic Inc. Minority or majority investments, growth capital or liquidity for founders and early investors. Subscribe New All new decks. If ELMS does not pay SERES of fulfill their contract obligations to them than SERES actually has the right to evict ELMS from the Facility and retain all payments made thereunder. Last Updated 02/27/2023 09:41 AM EST Stock Chart From: To: FY22 Q1 Earnings Release Presentation We are short ELMS because we think they have taken misleading statements to investors to a different level and gone beyond just exaggerating the size of their order book. If you have any specific questions that are not answered by the material you find here, please get in touch and we will be happy to assist. Innovation with Purpose. Investor presentations are an important but often overlooked aspect of entrepreneurial efforts to secure financing for their businesses. OAK BROOK, Ill., Feb. 02, 2023 (GLOBE NEWSWIRE) -- Portillo's Inc. ("Portillo's") (Nasdaq: PTLO), the fast-casual restaurant concept known for its menu of Chicago-style favorites, today announced that it will be reporting fourth quarter and full year 2022 financial results on March 2, 2023 before Investor Relations | Commvault Xos is a leading manufacturer of fully electric, zero-emission medium- and heavy-duty commercial vehicles, powertrain components, and charging infrastructure. Events & Presentations; Stock Information. Applying next-generation technology, high-density storage and machine learning to solve today's complex distribution challenges, Symbotic enables companies to move goods with unmatched speed, agility, accuracy and efficiency. The failure of Fuzzy Panda to exercise or enforce any right or provision of these Terms of Service shall not constitute a waiver of this right or provision. A new presentation will be published shortly. If you experience any issues with this process, please contact us for further assistance. Commvault is a global leader in data management. Stay informed and receive company updates straight to your inbox. Events and Presentations | Lilium N.V. SERES was a Chinese-backed EV start-up that purchased the Mishawaka, Indiana GM factory back in 2017. If they dont raise additional capital, we estimate they will run out of cash within the next 5 months. Session 4 - Empowering employees, Delighting customers. As the backbone of commerce Symbotic transforms the flow of goods and the economics of supply chain for its customers. Yet, ELMS decided to pay 50% more than the factory cost the previous owner SERES. You must click the activation link in order to complete your subscription. Lions line-up of purpose-built all-electric vehicles currently consists of seven urban truck and bus models available for purchase today. At Super Group (SGHC) Limited, we promise to treat your data with respect and will not share your information with any third party. The Investor Presentation is also available on the website of the Company i.e. Worldwide Stock Transfer 433 Hackensack Ave Level L To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. At Lion Electric Co., we promise to treat your data with respect and will not share your information with any third party. www.raymond.in. If any provision of these Terms of Service is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties intentions as reflected in the provision and rule that the other provisions of these Terms of Service remain in full force and effect, in particular as to this governing law and jurisdiction provision. Presentations are particularly important to small. To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. You agree that use of the research on this website or report is at your own risk. Investor Relations | Arrival SA RYVYL OFFERS THOUGHTFUL PAYMENT SOLUTIONS BUILT ON THE STRENGTH OF BLOCKCHAIN. Analyst Day 2022. Generac Holdings Inc Second Quarter 2015 Earnings Call. The events schedule will be published shortly. VP, IR and Sustainable Development, isabelle.adjahi@thelionelectric.com POWER TO THE PREPARED TM. ELMS announced generating 30,000 pre-orders and are going public , ELMS update market they have more than 45,000 pre-orders . The Investor Relations website contains information about Microvast Holdings, Inc's business for stockholders, . Arrival has developed a revolutionary process of design and production - an entirely new approach to creating electric vehicles. Investor Relations. Corporate Profile. They all decided to RETURN the vehicles without placing an order. T: +44 20 7484 5361 / E: contact@pantheonresources.com, T: +44 20 7484 5359E: contact@pantheonresources.com, USA, North Slope Alaska Oil Appraisal and Development. After submitting your request, you will receive an activation email to the requested email address. Since the departure of the two executives, Electric Last Mile has been unable to obtain financing. Copyright 2023 Symbotic Inc. All rights reserved. If you are a potential ELMS customer you can import the very same electric vehicles 50% cheaper directly from Wuling Automotive or Yuejin (starting at $13,500). Will Be Even Bigger Than Your Wildest Expectation, 7 Over-$100 Stocks That Are Worth Every Penny, Louis Navellier and the InvestorPlace Research Staff, Michael Burry Is Betting Big on These 2 AI Stocks.