Poll: When will Lucid open Gravity Orders?

[hmp10]

Lucid's not on the list of exhibiting auto manufacturers:

Automotive Brands - LA Auto Show

LA Auto Show features a lineup of 30+ automakers having a long history with the show, plus new brands highlighting the future of automotive and mobility.

laautoshow.com

Okay, another round of rank speculation from me:

The timing of the show may have Lucid in a bind. With release candidate cars already having come off the production line, Lucid really can't show the prototype Gravities from last year's show. And, if they're not ready to go public with final specs for some reason, they can't really show a release candidate Gravity. And, with the midsize not yet ready for a reveal, they don't have anything else new to show.

Of course, as @efesese pointed out, Lucid could pop up on the roster any time now.

 

[hmp10]

A poster on Reddit says he was just given a 2-week to 4-month wait time for an Air Pure order, and others responded that they have ordered Lucid Airs over the past couple of months and been told the wait will be 3-5 months for a GT and 2-4 months for a Touring. Those seem like long wait times given that the factory is running well below production capacity. Were those typical wait times earlier in the year, or does it have something to do with bringing Gravity production on line?

https://www.reddit.com/r/LUCID/comments/1gbm0ri/eta_for_online_build_orders

On another note, I contacted Nick Twork, Lucid's head of press relations. There was a claim here that "The Verge" had inaccurately reported Peter Rawlinson's remarks in August at the Pebble Beach Concours d'Elegance. Rawlinson was reported as saying there would be at least a few Gravity deliveries in 2024 before a full ramp-up in 2025. I asked Mr. Twork if "The Verge" had accurately represented those remarks in its August article on the interview. This was the response:

"We are in a quiet period on the way to releasing our Q3 financial results, so we are not able to provide any material updates right now."

It was an interesting response, as I had been careful not to ask for any update about deliveries but rather only for confirmation about whether "The Verge" had accurately reported on the Pebble Beach event back in August.

 

[HC_79]

A poster on Reddit says he was just given a 2-week to 4-month wait time for an Air Pure order, and others responded that they have ordered Lucid Airs over the past couple of months and been told the wait will be 3-5 months for a GT and 2-4 months for a Touring. Those seem like long wait times given that the factory is running well below production capacity. Were those typical wait times earlier in the year, or does it have something to do with bringing Gravity production on line?

https://www.reddit.com/r/LUCID/comments/1gbm0ri/eta_for_online_build_orders

On another note, I contacted Nick Twork, Lucid's head of press relations. There was a claim here that "The Verge" had inaccurately reported Peter Rawlinson's remarks in August at the Pebble Beach Concours d'Elegance. Rawlinson was reported as saying there would be at least a few Gravity deliveries in 2024 before a full ramp-up in 2025. I asked Mr. Twork if "The Verge" had accurately represented those remarks in its August article on the interview. This was the response:

"We are in a quiet period on the way to releasing our Q3 financial results, so we are not able to provide any material updates right now."

It was an interesting response, as I had been careful not to ask for any update about deliveries but rather only for confirmation about whether "The Verge" had accurately reported on the Pebble Beach event back in August.

Makes total sense. You’re asking him to confirm or deny Peter’s comment which would confirm or deny the car is coming this year or not.

They’re in a quiet period and any little thing good or bad can have big consequences, even a confirmation on something stated in the past. I wouldn’t read too much into his response.

 

[tonybot]

I hope I will be able to order a gravity before EV credits potentially disappear! I know the Republican ticket has made those statements, but I am not sure if that is a stated policy. I also hope Musk will influence that decision and keep the credits around.

 

[hmp10]

Makes total sense. You’re asking him to confirm or deny Peter’s comment which would confirm or deny the car is coming this year or not.

Not necessarily. In my email to Mr. Twork I said that there was a consensus on the forum that the current message from Lucid is only that production would begin before year end. I was not asking for confirmation of any delivery dates. Instead, I was asking only for confirmation about an earlier message that, by implication, has since changed.

I could argue that, if Lucid wants to reinforce the message that only the start of production has been promised, Mr. Twork would want to correct inaccurate reporting that two months ago Lucid was saying there would be deliveries before year end.

 

[hmp10]

I hope I will be able to order a gravity before EV credits potentially disappear! I know the Republican ticket has made those statements, but I am not sure if that is a stated policy. I also hope Musk will influence that decision and keep the credits around.

Oh, you can be sure that Musk will be influencing decisions should the election go his way. But that is a very different thing from saying he would influence them for the benefit of all players in the EV space.

This is a man who is now reported to have been in conversations with Vladimir Putin over the past two years, including in discussions about whether Taiwan should be blocked from Starlink coverage at the behest of China. This is a man who used Starlink access to interfere with a Ukrainian military operation trying to defend against invasion by Russia. In short, Musk is now acting as a state actor in international politics, including areas central to U.S. foreign policy.

We've already turned large parts of our space program over to him. He's long been flouting laws and regulations that don't suit him, including defying public health authorities, violating SEC settlement agreements, and giving illegal financial inducements for voter registration. We might as well turn our foreign policy over to him.

 

[AirDoll]

I could argue that, if Lucid is in a “quiet period” they will remain just that. I think not being able to comment on anything includes past, present, and future things. I believe that until we hear anything other than from Lucid themselves regarding Gravity, then what they’ve said prior remains intact until they give us something different. No need to speculate or assume anything about it being delayed, changed, or otherwise.

 

[hmp10]

. . . what they’ve said prior remains intact . . . .

That's the question. What did Peter Rawlinson actually say at Pebble Beach in August? Was "The Verge" reporting of the interview with him accurate?

I'm actually not surprised by Twork's response and probably would have given the same one in his position.

 

[AirDoll]

That's the question. What did Peter Rawlinson actually say at Pebble Beach in August? Was "The Verge" reporting of the interview with him accurate?

I meant anything that’s been put out by Lucid themselves. I would imagine as the end of the year is approaching, it can’t be too much longer now before the suspense is over for us all.

 

[HC_79]

I'm actually not surprised by Twork's response and probably would have given the same one in his position.

Exactly! So would I in that position so I don’t understand why you’re trying to make a mountain out of a mole hill over this. Patience is a virtue, I’m sure all will be revealed in good time!

 

[hmp10]

Exactly! So would I in that position so I don’t understand why you’re trying to make a mountain out of a mole hill over this. Patience is a virtue, I’m sure all will be revealed in good time!

I said that Twork's response was "interesting", not that it was evasive, inappropriate, or misleading. I've also said several times that I would rather Lucid delay Gravity deliveries than start deliveries before everything is nailed down in terms of quality control which, despite Lucid's assurances beforehand, was not the case with the Air. In fact, with a Gravity Dream Edition apparently no longer in play and thus no need to be near the head of the line, I may decide not to order a Gravity until it has been in production a while.

My curiosity about Lucid's changed messaging on Gravity deliveries has more to do with the large stock position I hold in Lucid and whether to buy more at this juncture. Thus my interest in shifting messages about deliveries, as I think any perceived delay relative to earlier messaging could have at least a temporary, but notable, effect on the stock price.

 

[NoseyReporter]

My curiosity about Lucid's changed messaging on Gravity deliveries has more to do with the large stock position I hold in Lucid and whether to buy more at this juncture. Thus my interest in shifting messages about deliveries, as I think any perceived delay relative to earlier messaging could have at least a temporary, but notable, effect on the stock price.

Alas this is my world too. In hindsight, I avged down way to quickly. I'm sure there will be several more dilution events in the next 5-7 years, as the company launches mid-size and expands its SA footprint. I should have waited, but now I need to be wary of a potential RS if they can't keep the share price up.

It is no secret that I try to lurk around the forums to keep a general idea of the perception of the company, but I also try not to get too caught up in the daily ebb and flow. Too many times, I've been to "close" and made rash decisions on micro events, which have results in me losing in the macro timeline.

Gravity will arrive when it arrives. There is nothing we can do about it, and while speculation is fun don't let it get into your head too much. Enjoy the ride, both up and....down but dear god also back up; without a RS.

 

[hmp10]

. . . while speculation is fun don't let it get into your head too much.

Truly, it's no more in my head than many other aspects of Lucid. As you might guess from the number of my posts (over 5,000), watching and commenting on the goings on at Lucid has been one of my favorite pastimes for several years.

And this is, after all, a thread dealing with speculation about the timing of Gravity orders. So, if I'm going to dissect everything down to a gnat's fanny about Gravity orders and delivery, this is where I would be doing it.

 

[borski]

if I'm going to dissect everything down to a gnat's fanny

Poetry.

 

[Joe]

November is the winner.

https://twitter.com/x/status/1851247635648430358

 

[NoseyReporter]

Whoever said Today, won. Wait I was suppose to post this on Nov 7th.

 

[PS~L]

Whoever said Today, won. Wait I was suppose to post this on Nov 7th.

Get ready, set.... https://lucidmotors.com/media-room/...PwwK57dJWhCSjlzQUg_aem_baYhIDTtMKR7W1YTJBZEXQ

 

[fadooly]

In case you are living under a rack, it already opened