Lucid Group Inc (LCID) Opciones

Took a position today. Think it’s ready to breakout.

I expect that the Saudi-produced versions will be exported to Europe, per their tariff agreements, which should be more favorable, since they still have oil as a bargaining chip.

New administration will cozy up with Saudis again and should love that Lucid is manufactured in the U.S.

Except for the ones that are manufactured in Saudi Arabia

New administration will cut funding for EV economy. Musk will survive and so will Lucid, if Saudis continue backing.

New administration will cozy up with Saudis again and should love that Lucid is manufactured in the U.S.

Ofc tariff wars will mean cost of materials to build will go up and the foreign purchase of a Lucid will cost more, as they charge revenge tariffs for exported vehicles.

Car & Driver; I know older article. Pretty cool though to get top billing.
https://www.caranddriver.com/features/g32634624/ev-longest-driving-range/

Especially attractive when you compare the Lucid AIR price tag with the Mercedes price tag.

Investment funds have been buying into Lucid. Despite the laws, they always have the inside scoop.

Any predictions for next week's share price? Will we see $4? Could happen...

That's got to be a Great feeling to drive the first Gravity from the assembly line. Kind of like Henry Ford and the first Model T. Up from here. Let's hope they don't run out of parts. 

how long before the Saudis start giving the Trump crew Lucid vehicles to drive around?

CEOs resigning left and right. Just surprise announcements for Stellantis and Intel, with no transition plans in place. Shown the door. Is Rawlinson next?

The Lucid Yahoo message board is ludicrous. So many Spammers and Yahoo can't or won't do anything about it. It used to be a fairly popular platform for investors, not anymore. 

I'm holding, IMHO Lucid should have some traction when they begin filling orders for "Gravity" At least that's what I'm waiting for to happen. 

Possibly. I would hope that the added production facilities are working prototype line for smaller version, in parallel with Gravity LRIP.

Probably margin related. Make more money with Gravity and may be more in common with Air for production line savings

I do not understand the Gravity release preceeding the smaller version. It seems a direct competitor to the Tesla 3 would have made more sense, from a revenue generating standpoint.

I simply like the car, its lines, quality and performance all speak quality to me. Tesla, although groundbreaking and a nice product, does not turn my head. I'm in Lucid because it does.

A well reasoned response.

I believe the U.S. will increase oil production and net exports under the new administration. That should initially drive fuel prices down, until it forces the OPEC+ nations to restrict supply, in an attempt to drive prices back up.

Tensions within the Middle East will continue to rise, until some cataclysmic event, or miraculous peace accord, causes a huge shift in world markets.

In a distant EV future, petroleum lubricants will still be required within the drivetrain of EV, (bearings and rotating parts). Since use as a fuel will diminish, the price of lubricants will surely rise, in order to cover lost revenue from fuel production.

I see the PIF investment as a hedge against the eventual fall of their oil empire dominance. They have the capital to see this enterprise through to mass production and they would most likely decline any kind of merger/acquisition from Musk, but if the price is right, maybe.

Lucid Motors has significant backing from the Public Investment Fund (PIF) of Saudi Arabia, which holds a majority stake in the company. This relationship complicates any potential acquisition, as the PIF's strategic interests may not align with a sale to Tesla. Additionally, Lucid has been expanding its operations, including plans for a manufacturing facility in Saudi Arabia, further entrenching its ties with the PIF.

Given these complexities, even if Tesla deemed the acquisition advantageous, executing such a deal would be challenging due to Lucid's existing commitments and ownership structure.
Even if Elon wanted to buy Lucid with his personal private funds he would still need approval from Lucid Motors' board of directors and its shareholders and the PIF. Is this plausible, sure, likely? nope.

Which Is Better?
Determining superiority depends on individual preferences and priorities:
Performance and Range: Lucid's Air models offer higher performance and longer range in certain configurations.
Infrastructure and Experience: Tesla's established charging network and broader vehicle lineup provide convenience and versatility.
Brand Maturity: Tesla's longer market presence may appeal to those valuing a proven track record.
Both manufacturers excel in different areas, and the choice between them should align with the investors specific goals and preferences.

With a market cap of $6B, Musk could use petty cash to acquire this company. Why doesn't he just buy it for the technology? Thoughts?

Maybe Musk will get a trump to allow Tesla merger, so he can acquire Lucid's better technology.

He would make the merged company more efficient and get the Saudi PIF out of the EV business.

New lows coming

Zill, actually I used to ride a company subsidized vanpool to work 60+ miles one way. Since COVID, things have changed. Most people are telecommuting, working from home. That's about to end. People are not happy about driving 50-60 miles one way, fighting the traffic snarls on an overcrowded freeway. The stress levels are intense and increasing. I like the idea of EVs as I work at a Nuclear Power Plant. 3 things I see happening. The AI craze and buildout, EV usage increasing and (3) These two things alone will drive electricity demand way up so, we will require more electric generation. It's inevitable. So, three sectors to invest in going forward; AI, EVs and Electric Utilities. What's cool about Utilities is they pay a dividend. Very important when you consider people who are retired are usually on a fixed income. 

WHOA!!! Today LCID has been upgraded by R. F. Lafferty as a buy at 4.0 Somebody is willing to be the first.

If your are just commuting back and forth, than it should not be an issue. Of course thats assuming your total commute is less than 200+ miles per day. If you have a Level 2 charger, ~240 Volts AC, than it's surely a non issue. Currently commuting and needing to charge at home every few days or so...and thats during the Alaska winter!

Maybe you are right

I currently drive a 6.7L Turbocharged Diesel that gets 21 + mpg. It's my commuter vehicle. I would love to get an EV. As there's hardly any upkeep. No fuel, no oil changes, no greasing driveline, no differential fluids, no transmission flushes. Recharging (electricity) is cheaper than fossil fuels. Only issue is charging stations (infrastructure). 

Double down 

saudis dont want to let their green posterchild fail

LCID, 10Q 11/7

LCID, new 52=week low

double_m
Re: TucsonPhil post# 5705
Sunday, August 11, 2024 5:58:46 PM

Post# 5706 of 5722
The Saudis have come to the realization that the west is too busy swordfighting rather than commit, so they will target the mid-east market, starting with their own homeland. That's why they built that mega-factory in KAEC. I spent a lot of time in the region (Kuwait, Bahrain, Dubai, Fujarah, Qatar) and Hummers, Ferraris and Lamborghinis are always parked outside McDonalds and Dunkin' Donuts. There is a lot of personal wealth across the region and they love their toys with the latest technology.

Because there are a lot of people who would like to drive with a sexy beautiful eye-catching car instead of a small woodshed that even a wind would blow it off the road. I'm sure they know what they're doing, no reason to doubt.

Not sure why they are going all-in on the Gravity SUV first, instead of focusing on the smaller version for commuters. We must assume they have done extensive market research and feels that two-earner families are more likely to buy than the 20 and 30 somethings that want to show off a flashy new vehicle. The younger generation is not putting money into retirement accounts the way previous generations have, and are opting for the YOLO lifestyle choices. I think Lucid management is a little out of touch with the market. Thoughts?

They are offering another 262M shares, but the PIF and others are wanting to buy 374M shares. Looks like a wash to me, with PIF inching up their ownership percentage at a discounted price.

hear ya LCID

Look at EVGO action today, as an example of subsidies.

With all of the tensions in the Middle East, how long before the U.S. government starts throwing money at Lucid, to wrestle some control away from the Saudi fund?

Can we get some positive surprises? How about an earlier release date for the smaller, more affordable, Tesla competitive vehicle.

Been a lot of news about people dumping the Tesla junk cars.

Yes, the worker problems will need to be addressed. I would think they will hire contract workers from outside the country, to do the heavy lifting, and to train the local employees.

Okay me bad, I apologize, I thought you were talking about Casa Grande.

Lucid isn't building any vehicles in Saudi Arabia (KAEC) King Abdullah Economic City, only subassemblies. Eventually and yes this location is on the Sea. Great place to ship vehicles all over the world.

https://en.wikipedia.org/wiki/King_Abdullah_Economic_City

The one problem I see with building a factory in Saudi Arabia producing EVs is the talent and work ethic? Hopefully I'm wrong, as Peter Rawlinson may see something I don't? It could be too that the Saudi Government wants their people to work for a living rather than be given everything? Big Oil $$$ has influenced their lifestyles. people can change if given the right incentives.

I was referring to the Saudi plant, as a shipping origin for Europe.

Hi TucsonPhil,
How does a place like Casa Grande make for a good shipping point to European Markets? It's like saying Missoula, Montana is a good shipping point to European markets? I'm a native Arizonan and a fan of Lucid as I own shares, but I don't understand your point?
Don't get me wrong, I like Casa Grande and Lucid being in our state. Casa Grande has one railroad line and I-10 unless you know of something else? Magic carpet maybe? Inland waterway?
How do the cars get shipped economically? It has to be by Rail or Truck. Shipping by sea directly saves money. Maybe that's why Detroit besides being close to steel mills and the Great Lakes shipping is still in business, besides of course having plenty of skilled labor.

I ask the question? Why Casa Grande, AZ? I would venture to guess that land prices to build Lucid's factory had a lot to do with it? Plus, Casa Grande is between two large metropolitan areas with two major Universities nearby? UofA and ASU both have Engineering Colleges, however;
"ASU's Ira A. Fulton Schools of Engineering is the largest and most comprehensive engineering program in the United States."According to the following;
https://www.google.com/search?q=compare+asu+engineering+to+university+of+arizona+engineering&oq=Compare+ASU+engineering+to+University&gs_lcrp=EgZjaHJvbWUqBwgBECEYoAEyBggAEEUYOTIHCAEQIRigATIHCAIQIRigATIHCAMQIRigATIHCAQQIRigATIHCAUQIRigAdIBCjI1NDE5ajBqMTWoAgiwAgE&sourceid=chrome&ie=UTF-8
So, two biggies; Land and Talent. Other factors are; Cheap labor, housing and food availability. Think about setting up a factory in Los Angeles California? If the "Red tape"doesn't kill your project, finding a dependable labor force, a decent place to raise a family, affordable housing, dedicated work force and not losing your employees to a competitive job market would surely doom you. Why do you think Elon Musk moved to Texas from California?

Barron's article: DJ Update: Tesla Stock Drops. Four Things That Might Be Moving Shares. -- Barrons.com
"This content was created by Barron's"..... Might & Created two buzz words that say "here's what we think" don't you agree? Even though I don't mind the publicity "Lucid taking the mantle from Tesla." What I really detest about the liberal media is they manufacture lies and try and tell you it's the truth. It's like watching Jim Cramer, if you didn't know any better, most people think his opinion matters?

The Saudi net worth is $1.4Trillion, Volkswagens net worth is $55.24Billion.
Who has the deepest pockets?
Who answers to BOD and Shareholders?
Who’s going to win the battle for market share?
Lucid does have a lot of shares OS
They make a beautiful car “Air”
I saw one in Phoenix, it definitely caught my eye.

Nice kitty ....purrrrrrrrrrrrrrr

https://investorshub.advfn.com/Lucid-Group-Inc-LCID-38915

Agreed, and their plant makes for a good shipping point to European markets. I see the Casa Grande plant as an export supplier for points south, and overseas rather than the U.S. market.

The Saudis have come to the realization that the west is too busy swordfighting rather than commit, so they will target the mid-east market, starting with their own homeland. That's why they built that mega-factory in KAEC. I spent a lot of time in the region (Kuwait, Bahrain, Dubai, Fujarah, Qatar) and Hummers, Ferraris and Lamborghinis are always parked outside McDonalds and Dunkin' Donuts. There is a lot of personal wealth across the region and they love their toys with the latest technology.

I see the Saudi's playing the long game, by keeping them up and running, while less well-funded EV companies falter and go bankrupt.

It appears they are just playing a cold-war style arms race against the competition.

Building production plants in a deflationary environment has some advantages. Goods, services and materials are less costly. Buy the materials you need during these periods, at a discount.

In light of the current economic environment, I don't think the share price will fare well this year, but does create buying opportunity for whenever the market bottoms out.

Lucid's forward thinking allows for success in the coming years. They have the funding now!