The Lion Electric pany(LEV)

搜索文档
LION ELECTRIC ANNOUNCES RESULTS OF ANNUAL SHAREHOLDERS MEETING
prnewswire.com· 2024-05-16 06:21
MONTREAL, May 15, 2024 /PRNewswire/ - The Lion Electric Company (NYSE: LEV) (TSX: LEV) ("Lion" or the "Company"), a leading manufacturer of all-electric medium and heavy-duty urban vehicles, today held its annual meeting of shareholders (the "Meeting") as a virtual meeting. A total of 124,783,928 common shares (representing approximately 55.16% of all issued and outstanding common shares of the Company) were represented online or by proxy at the Meeting. Lion hereby announces that shareholders of the Compan ...
The Lion Electric pany(LEV) - 2024 Q1 - Earnings Call Transcript
2024-05-09 02:51
财务数据和关键指标变化 - 第一季度收入为5.55亿美元,同比增长1%,尽管交付车辆数量减少至196辆,去年同期为220辆 [41] - 毛利率为负20.1%,去年同期为负4.1%,受新车型Lion5和LionD以及自有电池组投产的初期成本上升影响 [42] - 销售及一般管理费用为1.45亿美元,占收入26%,去年同期为28% [43] - 调整后EBITDA为负1.73亿美元,去年同期为负1.45亿美元 [44] - 研发投入为820万美元,去年同期为1650万美元 [45] - 资本支出仅为40万美元,去年同期为2310万美元 [46] 各条业务线数据和关键指标变化 - 第一季度共交付196辆车,其中184辆为客车,12辆为卡车 [26] - 在加拿大交付165辆,美国交付31辆 [26] - 其中包括向一家客户交付50辆获得ZETF项目批准的200辆校车 [27] - 美国EPA项目相关交付有所放缓,因为正处于两个拨款周期之间 [28] 各个市场数据和关键指标变化 - 加拿大市场收入受ZETF项目补贴发放延迟的影响仍然显著 [19] - 美国市场收入受EPA项目订单和交付时间的影响 [20] 公司战略和发展方向及行业竞争 - 公司已完成新车型开发,未来将专注于车辆优化和成本降低 [14] - 公司获得芝加哥制造商年度大奖,彰显了公司在中重型电动车领域的领导地位 [16] - 公司目前在路上的车辆已超过2000辆,累计行驶里程2500万英里 [17] - 公司将专注于增加订单量和加快交付,同时严格管控流动性和成本 [23] - 公司认为电动化转型趋势明确,公司在校车电动化领域处于领先地位 [57][58] 管理层对经营环境和未来前景的评论 - 公司面临一些补贴项目发放时间延迟的挑战,但对未来前景保持信心 [10][19][20][22] - 公司将采取成本控制措施,预计将实现4000万美元的年度成本节约 [21] - 公司相信新的补贴计划将带动订单和交付 [22] - 公司将专注于优化流动资金,现已度过供应链危机 [23] 问答环节重要的提问和回答 问题1 **Kevin Chiang 提问** 询问公司如何管理未来12个月约8500万美元的现金支出需求,包括债务偿还、租赁费用、资本支出和研发支出等 [63] **Richard Coulombe 回答** - 公司将重点关注流动资产,包括存货和应收账款的优化,以提高流动性 [64][65] - 存货减少计划是关键,第一季度已减少1200万美元,全年目标为5000万-7500万美元 [66][67] - 资本支出和研发支出将保持严格控制,全年资本支出预计仅500万美元 [44][46] - 公司还将继续寻求进一步优化资产负债表的机会 [51][55] 问题2 **Nicolas Brunet 回答** - 公司订单受政府补贴计划时间影响,但这些计划带来了巨大的潜在需求 [71][72][73][74][75] - 公司已直接参与EPA和ZETF等补贴计划的申请,并与获批客户保持密切沟通 [72][75] - 未来几个月,这些补贴计划的批准和订单将陆续落地,公司对此保持乐观 [81][82][83] 问题3 **Marc Bedard 回答** - 公司已完成新车型开发,未来将专注于车型优化和成本降低 [123][124][125] - 公司的电动卡车产品针对性很强,在总拥有成本方面具有优势 [123][124][125] - 公司即将在两周内推出Lion8重卡,这将是一款颠覆性产品 [123][124][125]
The Lion Electric pany(LEV) - 2024 Q1 - Earnings Call Presentation
2024-05-08 20:57
245 220 199 196 188 174 156 105 Order Book(1) (As of May 7, 2024) • At least $500M in expected funding • Up to $345K per bus + charging infra. • Imminent notification of awardees anticipated • SG&A of $14.5M (ex. non-cash share-based compensation), a decreased 28% of revenue in Q4 2023, to 27% in Q1 2024 1) After application of minimum availability test to the borrowing base of ~$146M. Appendix ▪ Ongoing Evaluation; Risk Factors Q3 2023 $5 Billion EPA Clean School Bus Program Quarterly Revenue (US$M) Non-re ...
The Lion Electric Company (LEV) Reports Q1 Loss, Misses Revenue Estimates
Zacks Investment Research· 2024-05-08 20:45
The Lion Electric Company (LEV) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to loss of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 71.43%. A quarter ago, it was expected that this company would post a loss of $0.09 per share when it actually produced a loss of $0.12, delivering a surprise of -33.33%.Over the last four quarters, the company ha ...
The Lion Electric pany(LEV) - 2024 Q1 - Quarterly Report
2024-05-08 19:06
The Lion Electric Company Condensed Interim Consolidated Financial Statements As at March 31, 2024 and for the three months ended March 31, 2024 and 2023 | Condensed | | Interim | Consolidated | Statements | of | Financial | Position | | | | 2 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Condensed | | Interim | Consolidated | Statements | of Loss | and | Comprehensive | Loss | | | 3 | | Condensed | | Interim | Consolidated | Statements | of | Changes | in Equity | | | | 4 | ...
LION ELECTRIC ANNOUNCES FIRST QUARTER 2024 RESULTS RELEASE DATE
Prnewswire· 2024-04-23 18:30
公司业绩发布 - Lion Electric公司将于2024年5月8日发布2024年第一季度业绩[1] - 可通过拨打电话或访问公司网站参与电话会议和网络直播[2] 公司介绍 - Lion Electric是一家创新的零排放车辆制造商,专注于设计和制造各类电动商用卡车和校车[3] - Lion Electric相信转向全电动车辆将带来社会、环境和生活质量的重大改善[4]
Lion Electric announces cost-cutting measures including headcount reduction
Proactive Investors· 2024-04-19 00:58
Proactive新闻团队 - Emily Jarvie在澳大利亚和加拿大从事政治新闻和商业报道[1] - Proactive的新闻团队遍布全球金融和投资中心[2] Proactive关注领域 - Proactive专注于中小市值市场,同时也关注蓝筹公司、大宗商品和更广泛的投资故事[3] Proactive团队涵盖领域 - Proactive团队提供市场新闻和独特见解,涵盖生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术领域[4]
Lion Electric Layoffs 2024: What to Know About the Latest LEV Job Cuts
InvestorPlace· 2024-04-18 23:45
Lion Electric (NYSE:LEV) layoffs are coming for the electric vehicle (EV) company’s employees as it focuses on ways to reduce costs.A new statement from the company notes that it will be cutting 120 jobs. Investors will note that Lion Electric employs roughly 1270 workers. That will leave it with about 1,150 employees after these cuts.Lion Electric says that these job cuts will mostly affect its employees in Canada. Specifically, it’s targeting those in its overhead and product development divisions. The cu ...
Lion Electric Honored with mHUB Chicago's Manufacturer of the Year Award
Prnewswire· 2024-03-15 02:45
North American Company Delivers Cutting-Edge Electric Vehicle Solutions, Focused on Safety and Clean Transportation JOLIET, Ill., March 14, 2024 /PRNewswire/ - The Lion Electric Company (NYSE: LEV) (TSX: LEV) ("Lion" or the "Company"), a leading manufacturer of all-electric medium and heavy-duty urban vehicles, received mHUB Chicago's Manufacturer of the Year Award at the 2024 Fourth Revolution annual celebration, which recognized manufacturers, hardtech startups and organizations for being innovative and f ...
LION ANNOUNCES UPCOMING PARTICIPATION AT INVESTOR CONFERENCE
Prnewswire· 2024-03-08 19:30
MONTREAL, QC, March 8, 2024 /PRNewswire/ - The Lion Electric Company (NYSE: LEV) (TSX: LEV) ("Lion" or the "Company"), a leading manufacturer of all-electric medium and heavy-duty urban vehicles, announced today that the Company will be presenting at the following investor conference: ROTH MKM - 36th Annual ROTH Conference Date: March 17-19, 2024Location: Dana Point, CA ABOUT LION ELECTRIC Lion Electric is an innovative manufacturer of zero-emission vehicles. The company creates, designs and manufactures al ...