Sep. 11 at 10:47 PM
$EVTL Vertical Aerospace’s VX4 took a major step toward making urban air mobility real — but the real test isn’t just in the skies, it’s in the balance sheet.
🔑 Key takeaways from their “make or break” moment:
Only ~
$89M cash on hand vs.
$110–125M burn in 2025 → runway until Q4 2025.
Strategic move: added ex-MI5 head Lord Andrew Parker to secure UK government funding.
Partnerships in play: Bristow (50+50 aircraft) & possible
$1B Honeywell contract.
Certification targets: 🇪🇺 UK/EASA by 2028, 🇺🇸 FAA after.
Break-even expected at <100 units/year → aiming for 200 units/year by 2030.
Huge upside: Urban air mobility market could top
$1T by 2040.
The tech is real. The question: can Vertical Aerospace find enough runway to survive until then?
🎥 Full video: https://www.youtube.com/watch?v=vVD7FvWys_A