Recent content by SSO

True but I look at them the same way as I do Lotus, Aston Martin, Rivian, Ferrari, Porsche, etc when I do those reports.

I ran into Peter Rawlinson at the FT Car Summit in London and mentioned my Lucid Studio experience, To his credit, he seemed generally quite concerned, and asked for more details on it.

Sorry but the number are what they are.

Massachusetts

Following up on the analysis of Lucid's 2023 results, here's my take on Q1 2024 for both Lucid & Rivian: Q1 2024 Results analysis Comments?

I think that was mentioned in the Earnings Call.

Interesting interview of Rawlinson in today's Financial Times: Lucid FT Interview

The question is more around the logic of running production well ahead of demand. Based on 2023 deliveries, Lucid is now sitting on 9+ months of inventory of new cars.

I tend to follow Aston Martin, but post the technology agreement with Lucid, decided to take a look at their business as well. Here's my analysis of Lucid's 2023 results. Analysis of Lucid’s 2023 Results This week, the two COVID EV darlings, Lucid and Rivian reported their 2023 full year...