Lucid Group Forum: Community User: voodoo

Challenges Financially, Lucid is bleeding cash. In 2023, it reported a net loss of $2.83 billion on just $595 million in revenue, and Q2 2024 saw another $643 million loss. This cash burn, driven by high production costs and scaling efforts, is unsustainable without frequent capital injections. Production and delivery numbers, while improving (8,428 vehicles produced and 6,001 delivered in 2024 per recent reports), remain modest compared to rivals like Tesla or even Rivian. Excess inventory—over 2,400 vehicles unsold in 2023 alone—hints at demand struggles, though 2024’s delivery uptick suggests some recovery. Competition is fierce, with Tesla dominating the luxury EV space and legacy automakers like Ford and GM ramping up their offerings. Macro factors, like potential EV tax credit rollbacks under a Trump administration, could further dampen demand. Opportunities The Gravity launch could be a game-changer if Lucid executes well, tapping into the SUV-crazed market. Plans for a sub-$50,000 midsize vehicle by 2026, starting production in Saudi Arabia, aim to democratize its brand and boost volume. Saudi backing not only ensures funding but also positions Lucid to dominate the Middle Eastern EV market, a region eager to pivot from oil. If Lucid can pivot to a Tier 1 supplier role, as some speculate, it might stabilize revenue without needing to outpace Tesla in direct sales. Risks The cash burn rate is the elephant in the room. With $3.5 billion in cash reserves as of mid-2024, Lucid may need another equity raise by 2026, diluting shareholders further. Its inability to achieve profitability—losing hundreds of thousands per car sold—casts doubt on its long-term viability absent a radical turnaround. Smaller EV players like Fisker have already folded; Lucid’s survival hinges on execution and Saudi patience.

Ich habe einfach mal "Grok" gefragt: Lucid Motors, an American electric vehicle (EV) manufacturer, has positioned itself as a premium player in the rapidly evolving EV market. Known for its flagship Lucid Air sedan, which boasts industry-leading range and luxury features, the company is now expanding with the recently launched Lucid Gravity SUV. Based in Newark, California, and backed significantly by Saudi Arabia’s Public Investment Fund (PIF), Lucid has ambitious goals but faces substantial challenges. Let’s break this down. Company Analysis Strengths Lucid’s technology is a standout. The Lucid Air offers up to 410 miles of range (with premium models historically rated even higher by the EPA), and its engineering, led by ex-Tesla veteran Peter Rawlinson, emphasizes efficiency and performance. The Gravity SUV, entering production in late 2024, targets a lucrative segment with a promised 440-mile range and seating for seven, potentially broadening its appeal. Partnerships, like the one with Aston Martin for battery and drivetrain tech, signal Lucid’s potential as a high-end supplier, not just a direct-to-consumer brand. The PIF’s deep pockets—owning roughly 59% of the company—provide a financial lifeline that many EV startups lack.

Da wollen wieder billiger rein das ist alles. 😉

So im freien Fall wie heute habe ich die Aktie lange nicht mehr erlebt.

Bullshit..reine Panikmache...lucid baut hochwertige Fahrzeuge, bald auch in Mittelklasse Segment

https://de.investing.com/news/analyst-ratings/lucidaktie-herabgestuft-auf-verkaufen-kursziel-drastisch-auf-113-usdollar-gesenkt-93CH-2887313

Neues Kursziel von 1,13 $ von Redburn-Atlantic aufgrund der Q4 Zahlen, das klingt übel.

https://www.motortrend.com/reviews/2024-lucid-air-sapphire-vs-2022-tesla-model-s-plaid-comparison-test-review/ There's no question that the Lucid Air Sapphire is a better car than the Tesla Model S Plaid. It's brilliant to drive as a canyon-carving supersports sedan and a cross-country grand tourer. Its exceptional range and fast-charging capability challenge Tesla's reputation as the untouchable EV technology leader. The interior is gorgeous.

Ich hoffe wirklich, dass ich in den nächsten Monaten mal die pluszone erreiche und meine Position ohne Verlust verkleinern kann. Ein größerer crash in den USA ist eigentlich nur eine Frage der Zeit, da zum einen viele Werte extrem hoch bewertet sind und zum anderen sich doch abzeichnet, dass trumps Politik für die us-wirtschaft nicht nur positiv ist. Nächste Woche könnte sehr spannend werden.

https://www.cnbc.com/2025/02/20/stock-market-today-live-updates.html

Na ja... jetzt kommt noch die Inflationssorge dazu... https://www.cnn.com/politics/live-news/trump-administration-news-02-21-25#cm7f8ddfz00163b6nhs32f3wk

Hoffen wir mal das die zahlen nächste Woche gut werden.

Leider ist das alles im Sog Teslas... hat mit Lucid nichts zu tun...

Und wieder Richtung Süden..😒

https://x.com/lucidmotors/status/1892587629830668481?s=48

Gewinn Zone wächst langsam. 😁👍