Northpointe's latest activity

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    Northpointe replied to the thread Q2 Earnings Call.
    Agreed. Any short term experimentation has to be done on the cheap. Improving cash flow by $1.4B doesn’t leave a lot of money for...
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    Northpointe replied to the thread CNBC Interview with Silvio.
    It’s not exactly a bold or courageous statement. They’ll run out of money long before they’re profitable. Not acknowledging this would...
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    Northpointe replied to the thread CNBC Interview with Silvio.
    What’s in the best interest of the company may not be in the best interest of the KSA. Every decision needs to be evaluated through...
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    Northpointe replied to the thread Q2 Earnings Call.
    Personally I think if you’re aiming for the rugged outdoor market you have to embrace it from the ground up through your initial design...
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    Northpointe replied to the thread Lucid Marketing.
    Agreed. Particularly since the current strategy is not to increase production on the Air and Gravity, but minimize the cash burn on...
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    Northpointe replied to the thread Lucid Marketing.
    I was a bit shocked that other than a passing reference there was no discussion of marketing on the investor call particularly given how...
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    Northpointe replied to the thread Q2 Earnings Call.
    I think either option could be in the cards and Napoli’s choice of words was a bit nebulous. And that was likely by design to keep us...
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    Northpointe reacted to HC_79's post in the thread Q2 Earnings Call with Like Like.
    The reset was long overdue and Silvio was right, they burnt a lot of trust with owners and investors and now they need to earn it back...
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    Northpointe replied to the thread Q2 Earnings Call.
    I agree with every point you've made. A Gravity Sapphire, if that's what's in the works, doesn't really move the needle. It does...
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    it’s possible that the Air may be approaching the end of its lifecycle. It remains to be seen if either the Gravity or Air can be...
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    Northpointe reacted to AZLucidGuy's post in the thread Q2 Earnings Call with 100 100.
    I found this to be the most surprising announcement of the call. While I look forward to seeing the new model/trim, it seems that adding...
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    Northpointe replied to the thread Q2 Earnings Call.
    Success is defined by the owner's Vision 2030 plan. There doesn't seem to be a significant investment occurring in European countries...
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    Maybe. But the Sapphire is built to order and doesn't exacerbate the company's cash burn problems. They've got a lot of current...
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    Northpointe replied to the thread Q2 Earnings Call.
    Infuriating? The KSA owns over 50% of the company's shares and it's representative has been the Board Chairman since 2023. The company...
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    Northpointe reacted to DeaneG's post in the thread Q2 Earnings Call with Like Like.
    Of course there will be more rounds of funding. This isn't new information. It will take at least a couple of years of Cosmos production...
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