Lucid Group Forum: Community User: voodoo
Kommentare 21.927
Benny80,
22.03.2022 18:48 Uhr
1
Lucid gibt die Integration seines proprietären Fahrerassistenzsystems DreamDrive Pro in die softwaredefinierte Plattform NVIDIA DRIVE Hyperion bekannt⬆️
Benny80,
22.03.2022 18:48 Uhr
1
Https://www.lucidmotors.com/media-room/lucid-announces-dreamdrive-nvidia
T
Tascha,
22.03.2022 18:41 Uhr
1
Lucid kooperiert mit nvidia ❤️
J
Jetztabba,
22.03.2022 16:21 Uhr
0
Nordkap63 ...weil Rivian seine Elektroteile bei Lucy kauft und die dann selbst Lieferengpässe haben🤣🤣🤣
Benny80,
22.03.2022 15:48 Uhr
0
Komisch das eigentlich seit Wochen keine
6 Euro Basher sich hier im Forum sehen lassen 🤣
N
Nordkap63,
21.03.2022 18:01 Uhr
0
Moin in die Expertengruppe. Kann jemand bitte erklären warum die Lucid Aktie und die Rivian Aktie fast immer den gleichen Kursverlauf haben. Danke
B
Bullentrade,
21.03.2022 6:05 Uhr
0
Nur zu Info. Weil auch oft über eine Kooperation mit Lucid spekuliert wird. Es wird zwar erwähnt das es nicht um ein eigenes Auto geht. Aber wer weiß
B
Bullentrade,
21.03.2022 6:03 Uhr
0
https://www.finanzen.net/nachricht/aktien/partnerschaft-porsche-aktie-porsche-se-stockt-dividende-deutlich-auf-gespraeche-mit-apple-ueber-moegliche-kooperation-gefuehrt-11155961
B
Bullentrade,
21.03.2022 6:03 Uhr
0
Morgen zusammen
G
Gruno,
20.03.2022 20:27 Uhr
0
Weil Indien weiterhin mit Russland Geschäfte macht?
Long_Investor,
20.03.2022 20:24 Uhr
0
Denke momentan mit nem India ETF kann man nix falsch machen
Benny80,
20.03.2022 20:20 Uhr
0
Vielen Dank Gruno 👍👍
G
Gruno,
20.03.2022 19:43 Uhr
0
Tabellen hab ich weggelassen. Hab nur Anfang und Ende gelesen und das hört sich gut an.
G
Gruno,
20.03.2022 19:41 Uhr
2
A $2.0B convertible senior notes offering added to Lucid’s resources in the fourth-quarter. Lucid has one of the best balance sheets in the EV sector and enough cash to see through the ramp of its first production car, the Lucid Air, even if it means production will initially be delayed.
Free cash flow is going to ramp up significantly
Companies that invest a lot of funds into their production capabilities, like Lucid Group, obviously are not profitable. Lucid has considerable negative free cash flow, but the current cash burn situation is not going to be one that lasts forever. Lucid’s free cash flow was $(434.6)M in the last quarter and $(1,479.4)M in FY 2021 due to the startup's heavy investments into its production facilities. As Lucid ramps up production and deliveries in FY 2022 and FY 2023, free cash flow is set to improve drastically.
Revenue prospects
Lucid has attractive prospects for revenue growth, especially because the startup focuses on the luxury all-electric sedan market that does not have much competition right now. Lucid is expected to generate revenues of $1.3B this year and $3.7B next year as it ramps up Lucid Air production. Based off of next year’s sales of $3.7B, Lucid has a sales multiplier factor of 11.6 X. Considering the large size of Lucid's balance sheet, the EV company is one of the best capitalized businesses in the sector. Just months ago, shares of Lucid sold at a significantly higher sales multiplier factor.
Risks with Lucid
Lucid is an EV startup and the company, given its current state of operations, has a high sales valuation factor. This is because the market is generally optimistic about Lucid being able to execute on its production and delivery ramp. However, as the recent production downgrade indicates, Lucid does not yet have the finely-tuned operations of a large auto manufacturer. Timeline risks do exist and pose a challenge for Lucid and the stock. Longer term, I believe Lucid will be rewarded for its entry into the luxury all-electric sedan market. What would change my mind about Lucid is if the company were to see a significant drop-off in reservations, which is probable but not plausible.
Final thoughts
Lucid went through a large drop in pricing lately, but the current price level I believe offers an attractive risk-reward because the company has made tremendous progress just in the last year. Lucid is not going to ramp FY 2022 production up as fast as expected, but as a startup that is still growing I believe the slower ramp is forgivable. Considering the large size of Lucid’s balance sheet, high reservation status and a much lower valuation based off of next year's sales, the stock is very attractive today!
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