Lion Electric | Investor Presentation Deck | 32 slides — playbook

Lion Electric | Investor Presentation Deck | 32 slides

Lion Electric · 2024-03

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

5

coverage by narrative range · generated from this deck JSON

Narrative range 13 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides · 2 hits

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100% 1/1 slides 100% 1/1 slides · 2 hits Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides

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100% 1/1 slides 100% 1/1 slides Product 6 slides 100% 6/6 slides 100% 6/6 slides · 41 hits

— 0/6 slides

33.3% 2/6 slides · 3 hits 33.3% 2/6 slides 100% 6/6 slides 100% 6/6 slides Traction 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits

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100% 2/2 slides 100% 2/2 slides Financials 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits

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66.7% 2/3 slides

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100% 3/3 slides 100% 3/3 slides

Slide inventory

32

every slide · same image gating as the playbook

01

Includes company logo and imagery of electric trucks and buses.front_matter

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02

other

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03

summarize

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04

transition

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05

Includes footnote regarding production capacity limitations.summarize

Open slide detailBeat · Market SizeLoop · Quick Win Big Bet

06

The slide uses a simple comparison table format to show that both models are in production and being delivered.present_solution

Open slide detailBeat · ProductLoop · Quick Win Big Bet

07

The slide uses a comparison table format to show the status of four vehicle models.present_solution

Open slide detailBeat · ProductLoop · Quick Win Big Bet

08

The slide uses a hub-and-spoke style diagram with a central image of two vehicles surrounded by seven service pillars.present_solution

Open slide detailBeat · ProductLoop · Quick Win Big Bet

09

The slide highlights the company's physical infrastructure and production capabilities.establish_context

Open slide detailBeat · ProductLoop · Quick Win Big Bet

10

The slide highlights operational status and strategic benefits of the U.S. manufacturing site.establish_context

Open slide detailBeat · ProductLoop · Quick Win Big Bet

11

Includes images of the facility exterior, battery pack, and production floor.present_solution

Open slide detailBeat · ProductLoop · Quick Win Big Bet

12

transition

Open slide detailLoop · Quick Win Big Bet

13

Focuses on the EPA Clean School Bus Program and state-level legislative momentum.argue_timing

Open slide detailBeat · ProblemLoop · Why Now

14

The slide provides a breakdown of the order book by product category (EVs vs. Charging) and lists major clients for both school buses and trucks.show_traction

Open slide detailBeat · TractionLoop · Quick Win Big Bet

15

Includes images of the company's electric truck and school bus products.show_traction

Open slide detailBeat · TractionLoop · Quick Win Big Bet

16

transition

Open slide detailLoop · Quick Win Big Bet

17

Includes a bar chart showing revenue growth from 2021-2023 and a bulleted list of financial highlights.summarize

Open slide detailBeat · FinancialsLoop · Quick Win Big Bet

18

The slide uses a combination of bar charts for revenue trends and a bulleted list for key financial metrics.analyze_data

Open slide detailBeat · FinancialsLoop · Quick Win Big Bet

19

Includes footnotes regarding FX rates and borrowing base calculations.analyze_data

Open slide detailBeat · FinancialsLoop · Quick Win Big Bet

20

The slide uses a 3x2 grid layout to present key business highlights.summarize

Open slide detailLoop · Quick Win Big Bet

21

appendix

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22

Includes a detailed table reconciling gross profit to adjusted gross profit for 2021-2023.appendix

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23

Includes detailed footnotes explaining adjustments for restructuring, impairment, inventory write-downs, and non-cash items.appendix

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24

The slide provides detailed legal and operational definitions for how the company defines its order book, delivery periods, pricing, and performance metrics.appendix

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25

The slide content is primarily legal/financial disclosure text.appendix

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26

transition

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27

The slide presents a clear comparison of technical specs including weight, capacity, power, torque, range, and charging times.present_solution

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28

present_solution

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29

present_solution

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present_solution

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present_solution

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32

state_next_steps

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