Arrival: EV Hype Arrives At Reality


  • Arrival went public through SPAC at the height of two manias – SPAC and EV.
  • The timing couldn’t have been more right for investors looking to cash out.
  • Two years later, I am hard-pressed to find a single promise that can be fulfilled by the company.

Young girl with electric car without power in battery is looking for help

praetorianphoto/E+ via Getty Images

2020 and 2021 were a godsend depending on which group you belonged to. For SPAC promoters, it was the right time to sell their questionable mergers to prospective investors. If this SPAC merger was with an EV company, then

Product pipeline of Arrival

Product Pipeline (Arrival Investor Presentation for SPAC merger)

Footnotes from arrival investor presentation

Footnotes (Arrival Investor Presentation)

Arrival SPAC investor presentation showing low costs to manufacture

Investor Presentation

Arrival investor presentation during their SPAC merger which shows how their new technology is low cost

Arrival Investor Presentation

Data by YCharts

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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