Northpointe's latest activity
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NNorthpointe replied to the thread Where is UX 3.0 for the Air?.Fair point. But Lucid, like most publicly traded companies, is more focused on institutional shareholders than retail ones. And they’ve...
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NNorthpointe replied to the thread Q2 Earnings Call.I’ll tell you what would stop them and it’s the cash that they don’t have. The companies current priority is to stop hemorrhaging...
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NIt was always scheduled for end of summer into fall. Granted with all the changes things could be pushed back further but it was never...
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NNorthpointe replied to the thread Where is UX 3.0 for the Air?.Sadly you may find that your expectations as an owner may diverge with shareholder expectations. For any company, and by extension...
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NNorthpointe replied to the thread Where is UX 3.0 for the Air?.They’re sitting on a lot of unsold inventory and are pulling back on production. That doesn’t mean there won’t be a 27 Air. But it may...
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NNorthpointe 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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NNorthpointe 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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NNorthpointe 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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NNorthpointe 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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NNorthpointe 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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NNorthpointe 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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NNorthpointe 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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NThe 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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NNorthpointe 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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NNorthpointe replied to the thread Is The 2027 Air Announcement Imminent?.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...
