What's new
By:

Speculation Lucid stock to $10 in 2026

SaaSManKS said:
I mean you're entitled to your opinion, but I believe that to be False, the upgraded system is one of the worst I've ever owned.

The base Gravity is $94K and doesn't include SSP, DDP, or third row...
Click to expand...
base Gravity is 80k.....the Touring.....average car price in the US is 50k right now. Just think about that AVERAGE CAR IS 50K!
 
SaaSManKS said:
I'm increasingly concerned about the company’s operational trajectory. To meet its baseline 2025 guidance, they would need to double both production and deliveries from the first three quarters within Q4 alone an unrealistic lift under current conditions.


What’s more troubling is the decision to combine Air and Gravity delivery figures, which effectively obscures the SUV’s production shortfalls. When I reviewed the delivery threads, there were only a handful of confirmed Gravity deliveries. Yes, not everyone reports online but even as a sample, it’s telling. If only five out of hundreds of active owners have taken delivery, that’s a serious gap. Whether you model that as 5/500 or 5/1000, the extrapolated volume simply doesn’t align with their stated targets.


Layer on macro factors such as a soft economy, elevated interest rates, waning EV tax credit benefits, and inflation and it’s hard to see how this holds. The average transaction price sits around $115K, roughly equivalent to an Escalade, which offers a far more mature product: better software reliability, superior audio, more capable driver assistance, and stronger service infrastructure.


And I’m not even an Escalade fan, but from a risk-adjusted standpoint, it’s a far safer bet. Better ROI, predictable ownership, and a frictionless customer experience. With Lucid right now, you just don’t know what you’re getting.
Click to expand...
Escalade? Really? It has a 40% larger battery, takes much more energy, humongous....I can see why some might buy it- tank like, but the Gravity is miles against in engineering. GM is nowhere close. The driving dynamics will be horrible in the Escalade. Unless you like driving a boat on the road.
 
Pragmatic said:
I'm unsure why Lucid does not break out sales and production by model. No real downside to releasing the data. The lack of breakout feeds speculation that sales are worse than they are and rumors that Lucid is trying to hide bad news.
Click to expand...
Why do that? To give more ammunition for shorts to come up with a negative narrative that is bogus? No, they should not do that.
 
SaaSManKS said:
I'm increasingly concerned about the company’s operational trajectory. To meet its baseline 2025 guidance, they would need to double both production and deliveries from the first three quarters within Q4 alone an unrealistic lift under current conditions.


What’s more troubling is the decision to combine Air and Gravity delivery figures, which effectively obscures the SUV’s production shortfalls. When I reviewed the delivery threads, there were only a handful of confirmed Gravity deliveries. Yes, not everyone reports online but even as a sample, it’s telling. If only five out of hundreds of active owners have taken delivery, that’s a serious gap. Whether you model that as 5/500 or 5/1000, the extrapolated volume simply doesn’t align with their stated targets.


Layer on macro factors such as a soft economy, elevated interest rates, waning EV tax credit benefits, and inflation and it’s hard to see how this holds. The average transaction price sits around $115K, roughly equivalent to an Escalade, which offers a far more mature product: better software reliability, superior audio, more capable driver assistance, and stronger service infrastructure.


And I’m not even an Escalade fan, but from a risk-adjusted standpoint, it’s a far safer bet. Better ROI, predictable ownership, and a frictionless customer experience. With Lucid right now, you just don’t know what you’re getting.
Click to expand...

Cadillac Escalade IQ Sport 2​

HIGHS: Smooth ride despite 24-inch wheels, impressive real-world range, limo-worthy second row.
LOWS: Prodigious curb weight, long stopping distance, big climb up to get in.
VERDICT: A better car to be picked up in at the airport than to drive every day.


LUCID GRAVITY DREAM EDITION​

HIGHS: Accelerates like mad, well-sorted ride and handling, easy loading and step-in height.
LOWS: Weird squircle steering wheel, some inconvenient controls, hands-free DreamDrive tech not available (yet).
VERDICT: A long-range seven-seat EV doesn't have to weigh four-plus tons.

This is why people will be put off by the Escalade......
 
The only reason I think this is possible is the rare earth dispute with China. I’m scared magnets will be scarce.

If they can produce the cars I feel like they will be able to sell them. Opening up multiple new markets shows is a smart strategy.
 
SaaSManKS said:
Yes engineering is important but what they added into the gravity is what they left out of the air; the low end bass…it’s just like the heat pump, they tried to get by without and I bet they change the stereo in the air to accommodate at some point. They did it to cut weight off the car, the drivers are paper thin, and magnets are so small, it’s just not representative of quality components. Companies like focal, klipsch, Marantz, MB Quartz (heck, B&O will build a section of your house around their speakers!) these companies have been doing this for years, Lucid didn’t walk in and redefine the sound stage, yes the can do more with less in the design than what they are working with; but imagine how much better it would be with quality parts….
Click to expand...
Obviously rating of audio quality is significantly subjective, but the sound system in my 2022 Air GT is the best I’ve ever owned. Especially when listening to Atmos tracks.

My other current vehicle is a 2024 Range Rover with Meridian. Prior to that was a 2022 Bentayga with Naim and a 2022 Taycan with Burmester.

YMMV.
 
gaskiller said:
base Gravity is 80k.....the Touring.....average car price in the US is 50k right now. Just think about that AVERAGE CAR IS 50K!
Click to expand...
we might think those numbers are negligible, that is a 60% variance in cost, and there is already a looming bubble on the lending slide of auto loans that has been building since 2020...defaults are the highest along with repos.
 
gaskiller said:
Escalade? Really? It has a 40% larger battery, takes much more energy, humongous....I can see why some might buy it- tank like, but the Gravity is miles against in engineering. GM is nowhere close. The driving dynamics will be horrible in the Escalade. Unless you like driving a boat on the road.
Click to expand...
I was comparing to ICE
 
saabfan said:
Obviously rating of audio quality is significantly subjective, but the sound system in my 2022 Air GT is the best I’ve ever owned. Especially when listening to Atmos tracks.

My other current vehicle is a 2024 Range Rover with Meridian. Prior to that was a 2022 Bentayga with Naim and a 2022 Taycan with Burmester.

YMMV.
Click to expand...
I am now a believer.
 
Back below pre split levels…..
Can’t get any traction
 

Not a good sign for the economy and for Lucid. Aside from the "general" economic concerns (tariffs, world economic recession, etc.) and car-payment misses, with the phasing out of EV incentives in the US, EVs in particular are challenged. Gravity is still has a ways to go to become a stable product. The mid-size Lucid vehicle is a Y2027 matter at best.

Chances are, LCID will fall significantly short of its 2025 shipment goals.
 
First off, MJ is the goat.

Second, Lucid needs a good charismatic CEO. Currently it feels like we have a CEO who is very smart but he’s not exactly selling the dream. Lucid really exists on the future potential and you need a strong communicator to make that case so the stock can ride out the bumps.
 
nashvillelucid said:
First off, MJ is the goat.

Second, Lucid needs a good charismatic CEO. Currently it feels like we have a CEO who is very smart but he’s not exactly selling the dream. Lucid really exists on the future potential and you need a strong communicator to make that case so the stock can ride out the bumps.
Click to expand...
No MJ is not the goat.
 
nashvillelucid said:
First off, MJ is the goat.

Second, Lucid needs a good charismatic CEO. Currently it feels like we have a CEO who is very smart but he’s not exactly selling the dream. Lucid really exists on the future potential and you need a strong communicator to make that case so the stock can ride out the bumps.
Click to expand...
We had a very charismatic leader in Peter, and many folks here and elsewhere rallied against him. I guess they got what they asked for.
 
Bobby said:
We had a very charismatic leader in Peter, and many folks here and elsewhere rallied against him. I guess they got what they asked for.
Click to expand...
Charismatic leadership is always a good thing. At this stage of the game for Lucid, solid plans and deliver to its commitments are the keys. Fluff is not going to do it!

Lucid Air and Gravity are great products on paper. It is great design and engineering, no doubt about it. If the end product meets the stated specs and schedule and shipped in volume and not plagued with HW/SW issues, they have winners. Lucid is not there yet!

But even at that, Lucid's current products (Air/Gravity) are targeted at the top 5% (or less) of the market. Delivering a $50k or less car in high volume and have a network to service the targeted customers is a completely different ball game that Lucid has not demonstrated yet.
 
Bobby said:
We had a very charismatic leader in Peter, and many folks here and elsewhere rallied against him. I guess they got what they asked for.
Click to expand...
Some might say there are more than one or two required qualities and/or descriptors for a great CEO running a business. :p

I love Peter, don’t read that otherwise; that dude is awesome. I also like Marc, though I haven’t gotten to know him as well.

I just laugh whenever anyone is like “if only they had $thing, Lucid would be a rocket ship”

It takes a special combination of qualities to be a truly exceptional CEO, not to mention domain expertise, etc.

That’s why most CEOs aren’t Steve Jobs, Lisa Su, Warren Buffett. But all three of those examples are exceptionally different from one another.

The biggest thing a great CEO does? Recruit great teams. What quality defines that? Maybe charisma. Maybe a huge Rolodex. Maybe persistence and “world bending” communication. Maybe a combination of all of them.

I dno. I’m rambling. I know you know all this.

Maybe it’s the MJ
 
You must log in or register to reply here.
Back
Top