 Okay in this video we're going to go through CIIC which is of course Arrival and we're going to go through whether this is it by or not. Recently it has actually shot up due to an analyst recently put saying some positive comments about Arrival and then the stop price shot up after that. So thought it'd be a good time to do a video on this and go through some of the information, some of the core fundamentals behind CIIC. So what we're going to do is go through some of the research, some of the fundamentals, some of the positives and negatives. So we're gonna give a balanced approach and not just hype on this stock in terms of a balanced approach. It is a good stock it's a good company and I'll go into why I think that is and all that information. But I've got to say I'm not a financial advisor. I do teach business on a daily basis but I buy no means in it at financial experts. So C-Cura and research etc which I'm sure you're all doing anyways. Okay so let's get right into this without favor due because I respect your time. So just to begin with these are a couple of pictures of the vehicles that they are producing. So first of all they've got buses in terms of electric vehicles for buses which is a very nice design of a vehicle. They're very modern looking, very futuristic, very clean design there. So they've got buses but they also got vans that they are producing as well as electric vehicles which is also a clean design. And there's also some personalization aspects to these vans and these vehicles based upon requirements of the partners that they're working with. If they're working with a particular business they will cater towards their needs and create some personalization towards their van needs essentially which is great. It's a great selling point map. So just to go through into this, who are they? So they deliver exceptional products and services for communities around the world accelerating the move to zero emission transportation. So obviously it's an ethical factor there in trying to help the environment out. It's a great company. And you'll notice that a lot of customers do care about ethics more. They want their businesses to be more ethical and one way they can do that is by going electric and more businesses are actually doing that, which is interesting. But it also means that it's an emerging sector and a rival obviously providing that service in terms of going electric. So which is good. So just some investor relations. Arrival's new method presents unprecedented commercial opportunity. Like commercial vehicles are the fast growing market segment. And with increased reliance on public transport, the forecasted market for vans and buses total 430 billion by 2025. This is validated by a blue chip strategic investment partners Hyundai Motor Company, KKI Motors company UPS and fund managed by BlackRock have already invested over 300 million combined to help accelerate our growth. Okay, so some financial figures about this particular company here just to go into some of the sales and finances and what the approach is. Okay, so 5.4 billion enterprise value of combined companies, a contract signed with over a total value of US of 1.2 billion. In terms of global expertise, they've got 1300 arrival employees globally 90% of the workforce are engineers, which is fantastic for innovation. You know, if they want to build better quality products that are better, you know, that then what's on the market better than the competition, then they need the skill sets to do that. So the fact that they've got a huge amount of staff in terms of engineers, then that's going to help with the innovation process of the product and producing a higher quality product. So it's good that they've got that as a priority. And you got 50% of engineers are software focused as well. So you've got integrated it's not just the vans itself. And this is what goes missed with this particular stock. And people tend to talk a lot more about the terms of the facts that you know, they sell electric vans, but it's not that it's also the facts that they've got integrated software systems within the vans, which make it the operations of a business much better, which is which is a factor that is really important to think about for this stock. Okay. So some of the highlights here, I won't go through them all. Well, these are some of the key highlights that we found from the investor presentation. So they got 1.2 billion in orders, expected designs for 2023 unit, unit economics enable price competitiveness and lower turtle cost of ownership to fossil fuel equivalents in terms of the running costs, the operational costs, game changing micro factory factories enable flexible low capex production will go into that in a bit in a bit because I think that is a key competitive advantage that we'll go into, vertically integrated, expects industry leading profitability enabled by proprietary hardware software and robotic platform. So you know, if they're able to get patents on this technology, on the processes on what they're producing, then again, a further competitive advantage leadership team with a proven track record from a variety of industries, LinkedIn named arrival, no one started to work for in UK in 2020. So it's got a strong reputation as a company. And I think actually that's the point that goes unmasked. You know, the facts that they've been named number one startup to work for. Now, engineers are high in demand. It's a high in demand area. So that the fact that they're named number one is going to help them and make it much easier for them to attract the talent pool, different talent to the company. And if they're able to do that, then they're going to be able to innovate more. So they're going to be able to attract the best talent because of their reputation at the minute, at the minute, being positive in regards to obviously the award there with that LinkedIn naming them the number one startup, validated by blue chips, strategic and commercial partners. Okay, so who are these partners? So as we've mentioned there, so it's UPS, I undying KMOs. So UPS has a potential order for 1.2 billion, with an option for an additional 10,000. So ultimately, if they're happy with the vehicles, and they continue to be happy with the vehicles, then they're going to increase the amount of orders. So if they're able to build up a wide range of commercial and strategic partners, then the the orders, they'll start off smaller, but then they'll increase so long as they're happy with the product. So there is a lot of huge potential for growth here. Got innovation and strategic cooperation. UPS and rival create purpose built vehicles based on UPS requirements. So they have that personalization factor there, the personalizing the vehicles to the company's needs, which is which is a great unique selling point. Leading global this logistics, daily global delivery volume of 21.9 million, aiming for 25% of total vehicles per annually to be alternative fuel, alternate fuel. So that's that's good for CII, see if they can get those those contracts in place. So there's a lot of information here. Obviously, strategically invest of 100 million in business collaboration agreements. So they've got some strategic partners there. As you can see, I won't read through absolutely everything, but you were you can you can see. Now the other thing that I really wanted to mention is really their processes in tech in how they're producing what what they're doing. So they've got in in house plug and play components, proprietary composite materials, module skateboard platform, micro factories. This is the main area. So they're building micro factories, which are really easy to build. Well, not easy, but that they're quicker to build. And they're at low cost. And we'll just go into this now actually. Okay, well, first we'll go through the positives. Okay, so take a drink. By the way, if you're new to the channel, please leave the video like I'm a new stock market YouTuber. So, you know, any likes will will help out the video algorithm and it'll go up into the YouTube search results. That's the only way people are going to be able to find me because I don't have a huge amount of subscribers. So if you're able to like the video, I really appreciate that. But just to go through some of the positives here for the company. So we've got high profitability. I mean, it is even more higher profitability if they're able to get economies of scale so that the higher the potential order with these partners, then they'll be able to reduce the costs of the of the vehicle being made in terms of the materials because of the economies of scale. If it's to get materials and everything else at a cheaper price, it can be a cheaper cost price to produce if they're producing more and and so that leads to more higher profitability. They've got a working product. Okay, so that's that's good. So it's not a it's good that they've got some sort of sort of working products there that's that's there. Some stocks, particularly SPACs, some of them don't have a working product yet, which is to me a bit questionable there. So it's good that they've got a working product here. You got strategic partnerships. I've mentioned that a lot. I won't repeat. Less competitive area. Okay, so in terms of it's not business to consumer. Okay, it's not it's not your Tesla's. It's not your Nio's. It's not trying to sell to consumers, albeit there is money to be made there obviously. Look how well they're you know they're doing but it is to do with business to business and selling to other businesses and getting these long-term contracts. So slightly less competitive. There is some competition out there. You've got line electric. You've got you've got workhorse. You've got a couple of others but it is less competitive in this area at the moment. Then you got differentiation. So because they're building those micro factories and they're having that personalization aspect and trying to be personable to their strategic partners that they're working with and commercial partners by catering towards their needs for the van. So they've got that differentiation. They've got the reputation as well. So they're building up a strong reputation in terms of a company to work for. They're attracting a lot of engineers and a lot of innovative people. So at the minute it's a good reputation. Good systems and processes in terms of the micro factories and going about producing what they're doing. It's an emerging sector as we know. Electric vehicles, buses, vans, vehicles, cars or any of the areas they're going to become even more important and even more widespread as the years continue. And also it's got a key unique selling point with the as I say the personalization aspect. So they've got some uniqueness to them in what they're doing there which is really important because they need to stand out from the competition. Okay so some of the negatives and I just want to be fair here. I don't just want to hype up the stock. I want to be fair. So I do want to mention a couple of concerns and I think it's good to do this you know rather than you know having blinkers your blinkers on and going with your rose-tinted glasses and thinking everything's perfect. There is some concerns okay that we need to consider so that the stock itself is highly highly volatile. So we have to think about what entry price point we want to be at or where we want to average down or average up. It's also ambitious girls okay so it's got ambitious objectives and goals so they've set themselves really ambitious targets and as you know as investors if they don't meet those objectives and targets that could have an impact on the share price the stock price. So that is I think it's incredibly overly ambitious what they're saying here. You know you can say that's a positive as well. I mean it depends which way you look at it but in terms of an investor if they don't meet those goals then that is certainly negative and then we've got an EV sector hype as well so there's electric vehicle sector hype everyone's buying into electric if it's if it's got if it's electric you don't matter what the car is or what the van is the buying stock on it. So there is this EV sector hype and we got to kind of work out who are the strong winners going to be going forward because they're not all going to be winners just because the EV is growing doesn't mean all these EV companies are going to succeed. We've got to be back in the right ones. So we've got to think about that as well because it plays into the volatility okay in terms of the true value of a stock because it's been hyped up. Now rightfully so hyped up though because it is an emerging industry though okay. So just here we've got some information on on this so this is in terms of the micro factory okay so what I just kind of want to show here is just the costing. So there is a lower cost in actually producing these micro factories and the lower capital requirements which is great so you know they can set these up with lower initial costs and start producing the cars which is going to help with the profitability. So having those lower costs is it means that it's less less riskier for them to develop and expand okay. So they can do locally and well wide in terms of you can set these micro factories up in a range of different global areas so they've got a global approach but as you can see from the funds here you can see that it's a fairly low cost as well and the capacity of how many vehicles they can actually produce is actually quite good as well. Now I do want to mention this, did mention at the start but obviously analysis called in terms of Jim Kramer he actually said that electric vehicle maker arrival is set to be the next set Tesla or sort of Tesla or whatever he said and that is that then the stock price just shot up and so again there's we've got to figure out where we want to where you want to actually invest in this if you already invested in it brilliant well done because you've really picked a winner if you've already invested in it but if you're yet to invest in it we have to think of you have to think about when are you going to do it. So look at the stock price at the minute so it's at 27 24 it's actually up 26 percent okay so you'll notice that there was a bit of a dip and a bit of a drop a few days ago and then it started to actually rise again so let's think about what is the entry point here so you maybe want to wait until hopefully this stock cools off a little bit and you can kind of get in on a dip I actually think next week that momentum is going to continue it's going to reach other 30 okay so if you're looking to buy into this maybe wait for the dip see what it dips towards and try getting a cheaper entry point or you could just buy a little bit now and see how it goes and then average up or average down as things go so this is a mid-term player or a long-term you know if you really like the company hold it long-term what I'm going to do when I reach you know sort of 100 120 percent up on what I my initial investment I will sell half the shares and I'll keep half for the longer term just so you know I can pull that money and look at other opportunities as well okay so thanks for watching this video don't forget to give the video a like subscribe to the channel if you knew if you want any more if you found this interesting in any sort of way please subscribe much appreciated but drop the video thumbs up to help out with the youtube algorithm again not a financial advisor a business teacher so so do your own research there okay I'll do a bit visiting teacher in my daily life but I am not a stock market expert or financial advisor so seek for your own advice but thanks for watching the video and I will see everybody in the next one