What's new
By:

Target $0

AZLucidGuy said:
The real turn will happen when (if) Lucid executes on the plan to ramp up Gravity, but more importantly, Cosmos and Earth. The mid-size will be the turning point -- one way or another.
Click to expand...
I think they're going to get a good pop once mid-size is officially unveiled and a true production target date is set. It feels like a lot of the market doesn't even think they're going to start production of the mid-size.
 
BS8899 said:
The 2nd shift layoff is a clear indicator that FT2026 sales are not looking good. I think there will be a significant reset on FY2026 plans.

Aug 4 will be Napoli's first appearance at a LCID earnings meeting. It is his first, and perhaps only, chance to set the expectations going forward. There is virtually no chance Lucid can meet the FY2026 output/sales/financials. Napoli must set realistic expectations. Robotaxi, on its own won't save the day for Lucid.
Click to expand...
Plant capacity is 90k. 3 shifts, 30k per shift. Even to reach 25k, they don’t need a 2nd shift.
 
AZLucidGuy said:
The current market cap of $2.3B shows no value for mid-size upside. My opinion, but do your own research.
Click to expand...
2 billion market cap is peanuts for this company, its 1/10th of Rivian. Grossly oversold. When Wall Street thinks it’s time to run it up, they do. Simple as that. This is how Wall Street operates. The AI bubble will burst soon. The narrative is slowly shifting and retail buyers always left holding the bag. Just like those are selling Lucid at this valuation.

I remember Palantir at $9….Draftkings at 10…..many more like that. Wall Street drives stock price so far down, retail panic and sell. Then they load up at these low prices and then start their bullishness. All a big scam by the moneymakers .
 
gaskiller said:
2 billion market cap is peanuts for this company, its 1/10th of Rivian. Grossly oversold. When Wall Street thinks it’s time to run it up, they do. Simple as that. This is how Wall Street operates. The AI bubble will burst soon. The narrative is slowly shifting and retail buyers always left holding the bag. Just like those are selling Lucid at this valuation.

I remember Palantir at $9….Draftkings at 10…..many more like that. Wall Street drives stock price so far down, retail panic and sell. Then they load up at these low prices and then start their bullishness. All a big scam by the moneymakers .
Click to expand...
The market is currently pricing LCID as if the mid-size and Gravity will fail. No premium for technology or execution success. Also, there is a huge overhang for future dilutive events. The market is pricing in additional funding (and dilution) before positive free cash flow and profit. I am not saying this is correct or not. Just saying that is why the market cap of Lucid is currently 1/10th of Rivian and about 1/600th of Telsa. That's not going to change until Lucid can convince the market that dilution is over and execution en mass is reality.
 
The only way they don't dilute before the midsize is if they it rush to market. Like they did with the Gravity.
 
AZLucidGuy said:
The market is currently pricing LCID as if the mid-size and Gravity will fail. No premium for technology or execution success. Also, there is a huge overhang for future dilutive events. The market is pricing in additional funding (and dilution) before positive free cash flow and profit. I am not saying this is correct or not. Just saying that is why the market cap of Lucid is currently 1/10th of Rivian and about 1/600th of Telsa. That's not going to change until Lucid can convince the market that dilution is over and execution en mass is reality.
Click to expand...
It’s not only dilution, it’s also cash burn. C-suite could never get that under control. I’m sure if cash burn showed a constant improvement, we wouldn’t be here. Rivian has future dilution in the works as well. Not to forget the dilutive billions that Scaringe will get.
 
socktucker said:
What does this mean?
Click to expand...
Shorts borrow stock to sell to press the stock price down. Lucid stock is heavily shorted and for the past few days, shorts has exhausted shares on lent.

On broker IBKR it is showing they have no more shares to lent to shorts. With that, any buying would just push the price up.
 
socktucker said:
When 10% is 50 cents it doesn’t really matter one way or the other
Click to expand...
The % gain or loss is the only thing that matters (along with $$ invested). The absolute value of the gain per share is irrelevant.

Would you rather have a $10 gain on a $1000/share stock or $0.50 gain on a $1 stock?

If you invest $10k in both, you make $100 (1%) for the $10 increase in the first case, and $5k (50% gain) off of the $0.50 increase.
 
Ktw13 said:
Shorts borrow stock to sell to press the stock price down. Lucid stock is heavily shorted and for the past few days, shorts has exhausted shares on lent.

On broker IBKR it is showing they have no more shares to lent to shorts. With that, any buying would just push the price up.
Click to expand...
Got it, thank you
 
gaskiller said:
I remember Palantir at $9….Draftkings at 10…..many more like that. Wall Street drives stock price so far down, retail panic and sell. Then they load up at these low prices and then start their bullishness. All a big scam by the moneymakers .
Click to expand...
...Tesla at $1.65 How quickly we forget.
 
Last edited:
It’s going to break 7 this week. Congratulations to those who bought in the 5’s. That boat has sailed.
 
You must log in or register to reply here.
Back
Top