jclicky
Well-Known Member
- First Name
- John
- Joined
- Oct 3, 2022
- Threads
- 16
- Messages
- 139
- Reaction score
- 239
- Location
- San Francisco
- Vehicles
- R1S
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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