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Lucid Q1 Financials and Forward Looking

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BS8899

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Lucid Air Grand Touring
Tomorrow, Lucid is expected to disclose its Q1 2026 financial results, correct?

We know it is not going to be great. Lucid will cite the supplier impacts. However, they have not revised the 2026 full-year production numbers or financial forecast.

Meanwhile, competitors are launching mid-size entries (Rivian, Volvo, BMW, etc.). Lucid says Cosmo will be introduced in Q4'2026.

What do you think Lucid will say about the following:
> Gravity ramp
>Cosmo intro timing
>LCID performance
> Cash on hand
> Service Center challenges
 
Gravity ramp- they will reach production target
>Cosmo intro timing- end of year, token production
>LCID performance- $10
> Cash on hand- one billion dilution in Q4
> Service Center challenges- will ease as recalls are addressed
 
gaskiller said:
Gravity ramp- they will reach production target
>Cosmo intro timing- end of year, token production
>LCID performance- $10
> Cash on hand- one billion dilution in Q4
> Service Center challenges- will ease as recalls are addressed
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Hope you are right! I will put in an order to buy tomorrow and make a 50% gain by year end according to you!
 
Are you buying stock you mean? ;) Is that wise?! :;D
 
I would wait a couple days after the call if you are buying for long term, if you are just trying to trade you gotta beat the algos in after hours....
 
Pretty big miss by LCID today
 
L-Dude said:
Pretty big miss by LCID today
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Not only that, they said elevated inventory which usually means production exceeding demand. I believe it was 2400 cars in excess in Q1. Hopefully, the gas crisis drives interest in EVs again to move some of this excess inventory into sales and revenue.
 
Genghis said:
Not only that, they said elevated inventory which usually means production exceeding demand. I believe it was 2400 cars in excess in Q1. Hopefully, the gas crisis drives interest in EVs again to move some of this excess inventory into sales and revenue.
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SELL THEM TO HERTZ!!!!!!!
 
Market is reacting semi ok since all the bad news was out earlier. Let's see what happens if the new CEO starts talking on the actual call...
 
Macrocosmcwh said:
soft spoken... was hoping he would be stronger on the call.... talk about what he brings to the company.
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Lucid has been speaking strongly for how long now? What we need is someone that delivers; not more over promise and under deliver. He seems to be focused on accountability, I am all for it. Let's give him time.
 
I think its a bye bye. Seems they dont even have answer for midsize. Its gone and last nail on the cofin 🥺
 
merveille07 said:
Lucid has been speaking strongly for how long now? What we need is someone that delivers; not more over promise and under deliver. He seems to be focused on accountability, I am all for it. Let's give him time.
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More than anything else, Lucid needs a culture change.
Lucid, under Rwalinson, was an "Innovative technology will win it all" company. That is not how it works!
Despite the Q1 miss and cash burn, the stiff-upper-lip still says they are not changing their production and sales goals? That's a "Brass-balls" approach.
Ultimately, a company that builds, sells, and services cars needs more than leading-edge (but buggy) technologies and bravado to be relevant.

Good luck!
 
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