Global Automotive Stocks/EV Focus/Event Driven, SC Capital

SC Capital

SC Capital has over 20 years' experience covering the global automotive industry both on the Sell Side (UBS & Morgan Stanley) and Buy Side (Och-Ziff), along with a wealth of industry contacts. 

Current focus is on electric vehicle stocks & their supply chains. Aim is to identify the winners and losers from a long/short perspective. This includes close coverage of legacy automakers as well.  

From time to time. we cover opportunistic events with stocks in the manufacturing sector, food & beverage, healthcare and tech, where we also have coverage experience.

Global Automotive Stocks/EV Focus/Event Driven

Faraday Future (FFIE): Not Looking So Bright

Faraday Future (FFIE) Fails to File Q1 Results; Changes Tone on 1st Model Launch Timing

Over 22 years covering Japanese equities on both the sell side and the buy side. 

Bottom-up Japan Equities Research

Equity Bottom-Up

Faraday Future Intelligent Ele / Equity Bottom-Up

<ul>
<li>EV start-up Faraday Future released their delayed Q1 2022 results &amp; had some hair-raising disclosures on their first-ever earnings call. </li>
<li>Cash halved in the 3 months since Q4 2021 &amp; dropped another 20% as of April 30th. Faraday didn't deny that they have roughly a quarter's worth of cash left. </li>
<li>We can't see how Faraday raises cash in the current risk-adverse markets. And we don't see any assets worth buying them out for. Faraday is in need of a miracle. </li>
</ul>


EV start-up Faraday Future released their delayed Q1 2022 results &amp; had some hair-raising disclosures on their first-ever earnings call. 
Cash halved in the 3 months since Q4 2021 &amp; dropped another 20% as of April 30th. Faraday didn't deny that they have roughly a quarter's worth of cash left. 
We can't see how Faraday raises cash in the current risk-adverse markets. And we don't see any assets worth buying them out for. Faraday is in need of a miracle. 


Faraday Future (FFIE)--Hanging by a Thread With 3 Months of Cash Left