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  1. Got a ticket in my Rivian...

    This is satire, right? Right?????????

  2. Not allowed to speak with management? Say what?!!

    What is a "right to speak with management"? Something in the Constitution? Not sure what the problem is here. You tried haggling over the price of a wall charger and were (not surprisingly) rejected by customer service. Life goes on. Not clear to me if you are still taking delivery of the...

  3. Not looking too good for continued operations beyond 2025

    So you finally caved to fear and doubt. You're only human, don't be too hard on yourself.

  4. My 2019 Tesla MX chargers faster

    Here's how I've always thought about it: In a ICE car, you fill the tank with gallons, not miles. Different cars get different miles per gallon based on weight, shape, efficiency. So a 2024 Yukon GMC gets worse mpg than a 2020 Toyota Highlander despite having "newer tech." EVs are the same...

  5. Ford "PRICE WAR" drives RIVN under $10

    That's one reason I've been buying a little more this week. Still a big risk and volatility will continue, at least until they are churning out R2.

  6. Ford "PRICE WAR" drives RIVN under $10

    There's another (and I think better) explanation for why Rivian is not raising capital right now: They're in a position to execute this year's cost reductions plans, and achieve gross profit, while still having billions on hand at the end of that effort. The reason they're in that position is...

  7. R1S was #4 best selling EV in Q1 2024! Let’s gooo!

    I hope the shutdown allows them to drop base trims to something like 64.9k for R1T and 69.9k for R1S.

  8. Out of Spec seemingly confirms R1 refresh in about a month

    Agreed. I think they'll announce the "refreshed" R1 lineup later this month or early next month, once they've sold all (or enough of) the inventory still on hand.

  9. “Refresh” prediction

    According to Rivian, the vouchers can only be applied in the Shop. So unless Rivian changes the voucher program, they will only apply to post-shutdown builds if Rivian chooses to put some of those vehicles in the Shop by Sept. 30. Whether that happens is anyone's guess, and I suspect Rivian...

  10. Ford "PRICE WAR" drives RIVN under $10

    There is reason to worry about demand this year, but I'll note that they exceeded their own delivery forecast for Q1. I hope that the post-shutdown R1 line includes a base R1S trim priced under 70k. They need to expand their addressable market asap, ideally without lowering average selling...

  11. Ford "PRICE WAR" drives RIVN under $10

    But why do you think they need to raise more capital right now? They have about 9B in cash and equivalents on hand, which gets them through the end of 2025 at minimum. Seems likely that conditions for the next raise will be better in 2025, after they've executed a few steps on their path to...

  12. Ford "PRICE WAR" drives RIVN under $10

    They DID raise capital last fall - $1.5 B in convertible notes in October. That was after an issuance of $1.3 B in March of last year. My guess is they won't raise capital again until after achieving gross profit in Q4 this year, as conditions will probably be more favorable for a raise after...

  13. Ford "PRICE WAR" drives RIVN under $10

    I agree 100% that the path to profitability is all that matters. Executing on cost reduction and announcing more RCV customers are two things they can do this year to show they're on the right track.

  14. Ford "PRICE WAR" drives RIVN under $10

    Don't forget revenues from required deliveries of EDV to Amazon, plus RCV sales to other fleet customers. They're currently doing pilot programs with AT&T, DHL and others. In the Q4 disclosures and earnings call, they provided a very detailed cost reduction strategy. The question is, can they...

  15. Ford "PRICE WAR" drives RIVN under $10

    BTW, OEMs are not moving toward hybrids anywhere except in one smallish EV market (US), and even here, this is more likely than not just a short term reversal of a long-term decline. What is actually happening is this: mainstream buyers are turning to electrified transport solutions causing...

  16. Ford "PRICE WAR" drives RIVN under $10

    Gross profit is measured across all units sold, including RCV, R1S and R1T. And the average selling price of R1 is significantly lower than $90k+. I have a strong suspicion that the post-shutdown R1 line will include a cheaper base trim as well as a new premium trim, with the goal of...

  17. Ford "PRICE WAR" drives RIVN under $10

    The stock price continues to be driven by short term sentiment. As we've seen over the past year, that sentiment can change very quickly (for better or worse). If you can take some risk, best to buy now when sentiment is very bad. (At least that's what I keep telling myself!!)

  18. Ford "PRICE WAR" drives RIVN under $10

    They'll be in a much better position to raise capital after they achieve gross profit, which may happen as soon as Q4, and they have plenty of cash on hand to get to that point. After gross profit, increased Amazon deliveries, and more fleet customers buying in volume next year, institutions...

  19. Ford "PRICE WAR" drives RIVN under $10

    I'm still holding RIVN with avg cost around 15 I'm sure they're comping at the bit to do this, but they need to finish selling the existing inventory first. Hopefully they'll introduce the "revamped" R1 line before the earnings call on May 7.

  20. Tesla super charging questions

    All the screens.... I can't..... What?????


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