Recent content by ikonn

Mid sized will be the golden ticket people. But first they need Gravity to launch well this year otherwise stock price pressure will probably kill a 2026 mid size launch.

To be fair to Autoweek the article referred to 600 cars for Lucid and 6000 cars for Model S, that’s how they got 10x. Now where they got that data is not well referenced, so there’s that….

And of course, war in the Middle East (or the World), will change everybody’s plans 😳

Agree with most of that but then there’s this…$1B, $2B, pretty soon we’re talking real money. To be clear, I’m totally on board with PIF propping up LCId to weather the tough times, as long as it does not involve any stock dilution or devaluation of course! Need the mid size SUV to make it to...

All you need is a willing seller and a willing buyer. Anything can, and does, happen. But as I said, some sort of collab could certainly be possible, and likely probable if LCID continues the cash burn for too long.

Yeah, there’s that, but perhaps more importantly, it’s an investment to reduce the dependence on older sectors. PIF guys are smart, they see the future. Or at least, alternative futures.

That’s an interesting take. They won’t sell? They may not sell now but they could certainly sell if they don’t like the projections for the investment. They sold Tesla and backed away from privatizing it pretty easily. Privatization means the company is Saudi? You can be a private American...

And some interior pics

Just some random shots from a GT test drive

Not so hard if PIF decides to get out or reduce their position. I’m not saying it’s likely, but stranger things have happened. Cash flow is a problem. Sales are a problem. Gravity should help but the best product is mid size and that’s 3 years out. Profitability might take 10+ years. If PIF...

Some (basic) analysis about the pros of a Saudi buyout in this article. Not sure if I completely agree but it sure is a possibility. In fact, low stock prices like what we are seeing inevitably open the door to being a takeover target. If not the Saudis, then which other car company might...

Interesting video post from Jenkins on X about fabrics, but I’m putting it here because of the comments (on twitter) about the stock price. Haters gonna hate, but I guess that happens when the stock slumps so badly and shorters get active. Fabrics post on X

Could not find this posted anywhere (sorry if it was), it’s from the Geneva Motor Show in March Nothing really new except some different close ups Gravity in Geneva

Based on what they have said, it seems that they will require additional capital inputs soon. Whether it’s from PIF or elsewhere, any additional stock Issuance will result in dilution. It’s not just $5 going to $3, it could be $2 going to $1. But I agree, if they can hold for 10 years and if...

Perfectly summarized. #1 will be linked to the general economy and current affordability issue. Maybe this improves beginning in 2024, but it will be a slow climb. #2 will show itself late this year, maybe a bump upon first orders, but realistically will be seen only upon deliveries in 2025...