Recent content by SSO

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...