Bob Treemore

Army vet. RN. Too many loud in-laws. Broke PTON acquisitions of Atlas, Lat32 & Aiqudo. You can find me on my Bike each day at BobTreemore.

[Bob Treemore @BobTreemore]

@TeslaBoomerMama Using media tools to advance a fair argument is valid. One narrative is never sufficient.

[Bob Treemore @BobTreemore]

@jobyaviation @DaytonAirShow Stay strong, Joby. Preach the gospel.

[Bob Treemore @BobTreemore]

@TeslaBoomerMama 150/150 Fidelity

[Bob Treemore @BobTreemore]

@tb_travis @dkhos Why have mentions of the Delta partnership all but disappeared? Even when JoeBen is given ample opportunity during interviews to namedrop Delta, he has chosen not to. Recent earnings calls have also almost exclusively eliminated Delta from the discussion.

[Bob Treemore @BobTreemore]

@nikitabier @BillyM2k It's data noise to geek on. However, it's not an actionable data point. IMO, pass and move on to actionable informational aspects.

[Bob Treemore @BobTreemore]

@tamsa00700 I support Joby's mission; however, I continue to not understand how large-part carbon fiber construction can scale dramatically from handfuls to hundreds+ per year. The process is requires intensive labor & time to construct and QA. I welcome thoughts.

[Bob Treemore @BobTreemore]

@blueskiesup @America250 @jobyaviation Lakeland FL. Home of Suntrax, the 2nd largest airshow in the US (Sun 'n Fun), equidistant to TPA and ORL (but major pains for Central FL residents & vacationers to reach), and FDOT supports the AAM mission.

[Bob Treemore @BobTreemore]

@wholemars @LinkN01 Since when is 2x bad?

[Bob Treemore @BobTreemore]

@oliwalkerjones Helluva pilot playlist

[Bob Treemore @BobTreemore]

@TheEVTOLFan @GovRonDeSantis @MyFDOT If you spot a bird getting deployed to Suntrax (seems like a safe bet as the first FL test location), give me a shout and I'll try to get some shots.

[Bob Treemore @BobTreemore]

@rta_dubai What mechanism will passengers use to book flights?

[Bob Treemore @BobTreemore]

@TheEVTOLFan I will be eVTOLing the living crap outta those central FL nodes.

[Bob Treemore @BobTreemore]

@oliwalkerjones $RTP shareholders will receive first invites to fly, right? Congrats.

[Bob Treemore @BobTreemore]

@the_mister_mack When it re-hits $15, I’d like to see this again with broader marks (ie: >10k)

[Bob Treemore @BobTreemore]

Several states already have ,or are currently producing, business plans for eventual AAM. These are in addition to the national AAM strategy framework: CA, TX, MI, FL, NC, NY, GA, OH. All are good reads. $JOBY

[Bob Treemore @BobTreemore]

@JoTrader4 Agree. I see the rather inevitable eVTOL short-haul future which makes it fun to follow. But slowly building aircraft, especially in a non-sales model like Joby...well, BE seems a far way off (with any of the players). Animal spirits is the only wildcard.

[Bob Treemore @BobTreemore]

I'm a holder of Joby before it was $JOBY - IYKYK. That said, I've yet to see a numbers breakdown of their path to profitably, even BE, despite us knowing production ramp figures. Do investors fear (including myself), true math & length of time. Has anyone taken a stab?

[Bob Treemore @BobTreemore]

@Alidina @JeffMacke @mylesgrote It's a puzzle. Apart from the Row, which was a late-COVID hangover release, and the easily forecasted ill-fated Guide, I struggle to find any attempt at innovation or positive growth-enhancing change of path from the company over four+ years. There's just no fire or inspiration

[Bob Treemore @BobTreemore]

@JeffMacke It was the only NFL game I watched in its entirety in 15 years. With the reminder, I may watch it again, tonight.