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jclicky

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My guesses:
  • I’d guess they are at 19K, just below 20K, total to date, & on track for 25K by EOY - they’ll hammer this drum to protect their stock valuation
  • Put the recall to bed with best metrics that reinforce their narrative (ie “we fixed ‘em all in XX days,” or “97% of vehicles have been fixed, only XX% had bad torque metrics on the part in question,”)
  • If they have net more reservations (or if they don’t) they’ll drop total reservation #s & try to hide the #s of frustrated canceled orders (ie “we received XX,XXX more new reservations since our last earnings call”)
  • Dual motor will be featured, they’ll do all they can to tease it, hype it
  • Probably will emphasize it’s effectiveness & efficiency with vague statements
  • Breadcrumbs on the new battery tech
  • I expect them to spotlight the Rivian adventure network & hype it even tho actual #s aren’t likely to be anything to write home about
  • Same for new SCs, hyping even just breaking ground on some, etc.
  • I don’t expect big numbers for the Amazon vehicles since Amazon already floated that balloon by saying they have 1K
  • R2 teaser, but nothing big
  • They’ll try to minimize time spent on tonneau
  • GA factory: of this is a tough one, not much good news here, perhaps they’ll try to put it away by just saying they are still moving forward assuming they’ll be able to build it, the court issues doesn’t impact or delay their prep, etc.
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NY_Rob

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Stock is down under $30 again an hour after opening... :mad:

What is it this time????
 

BullWink181

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Stock is down under $30 again an hour after opening... :mad:

What is it this time????
Market anxiety in the run-up to release of financials? If the numbers aren't released yet, I don't know how they could have any fact-based effect on stock value and trading actions. Just a bunch of speculation. Trying to keep a cool head until we actually see numbers.
 

NY_Rob

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Makes you wonder if Rivian stock will ever see $50 again. It's up early most days.. then back to $0 gain later on then a loss by the end of the day.
 

jjswan33

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Stock is down under $30 again an hour after opening... :mad:

What is it this time????
Lucid is down 16% today, probably because they are selling more stock. I expect this is part of Rivians fall today. Results would have to be pretty bad tonight to go down from here but if any of us understood the market we would be rich.
 

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Makes you wonder if Rivian stock will ever see $50 again. It's up early most days.. then back to $0 gain later on then a loss by the end of the day.
Good thing I didn't buy a bunch over $78 oh wait I even bought some when it was at $100... 😭
I really don't know if it will ever see those prices again I plan on holding for at least 5 years but still.
 

NY_Rob

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^ I fully expect Rivian will be down at the end of today no matter what the earnings call reveals. If by some miracle it's up by close of market.. it will drop/give it all back plus more over the next couple of days. That's just been how Rivian has performed for months now.
 

Sgt Beavis

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Oof, down 3 bucks so far. But now we're getting into buying territory.
 

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Seems like a good buying opp right now imo (not financial advice).
 

markinarch

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Can anyone join the conference call/webcast?
 

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NY_Rob

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Looks like it will start after the market closes again.... why bother with that nonsense? The stock already tanked $4 today, just get it over with already.
 

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Looks like it will start after the market closes again.... why bother with that nonsense? The stock already tanked $4 today, just get it over with already.
Every earnings call is held after market close. It's probably a legal requirement.
 

ATL_Canes

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"Every earnings call is held after market close. It's probably a legal requirement."

Edit - I screwed up the quote, so adding here what I was responding to.

Not necessarily - some do it before close, some do it during the day. It's up to the company when to do their call, when to file their Q/K (just has to be before the deadline). Generally, west coast based companies go after the bell given the time change. Otherwise, they'd be doing calls at 5:30AM.

A lot of work goes into scripting the remarks on these calls. The Analyst Q&A is an unknown, but at least the first part is them reading off a page (I've been involved in crafting the wording on some of these IR calls in the past). So having these folks try that at 5:00AM or so would be pretty brutal.
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