Why did Frank Thelen’s comments affect LILM and eVTOL stocks?

High-profile investors shape sentiment. When Thelen called Lilium his worst defeat and noted limited value from IP, it signaled tougher funding and higher dilution risk. That can pressure valuations across eVTOL peers as markets reprice timelines, cash needs, and the chance of missing certification targets.

Is LILM investable for Swiss retail investors today?

It can be, but only as a speculative position. Use a small CHF-based sizing, accept high volatility, and monitor liquidity. Track cash runway, certification updates, and financing. Thin coverage shows 1 Buy, 1 Hold, and a $0.70 target, but treat targets as scenarios, not guarantees.

What are the main risks unique to eVTOL companies?

Key risks include certification delays, high cash burn, supply-chain qualification, and dilution from new equity. IP value may not protect shareholders if assets sell cheaply. Execution gaps can quickly reset valuations, as the Frank Thelen Lilium episode reminded investors this week.

What should Swiss investors watch over the next quarters?

Watch EASA milestones, flight-test data, binding orders with deposits, gross cash and quarterly burn, and any strategic funding. Note trading liquidity around catalysts and the terms of new capital raises. Reassess positions if timelines slip or cash coverage falls below 12 months.

Global Market Insights

LILM Stock Today: Thelen’s loss spotlights eVTOL risk – December 28

ByHuzaifa Zahoor December 28, 2025December 28, 2025

Frank Thelen Lilium is trending after the German investor called his Lilium bet his worst defeat and said the eVTOL start-up’s IP fetched little. Swiss investors are asking what this means for eVTOL stocks and today’s outlook for LILM. We review sentiment drivers, the price snapshot, and the core risks in capital‑intensive aerospace. We also outline a CHF-based approach to position sizing and key milestones to watch before adding or reducing exposure.