CONCERN: RIVN have enough cash to to go beyond 2025 and launch R2?

[emoore]

If Rivian raised $5B tomorrow, I would buy back my shares.

Same here.

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[Zoidz]

...
As far as who could want to buy out Rivian if they really drop I don't see Tesla touching them but I do see some legacy manufacturers who might really want to get a hold of the technology such as Stellantis (Jeep) or Toyota/Subaru. Granted there could always be some foreign interest as well.

Apple, and then everyone who wants CarPlay can get it. ?

 

[waitingonanr1s]

So silly

People aren't rational,, even though market theory assumes they are.

 

[Eric9610]

I said this in another post... Everyone needs to relax!

They are caution on estimate because they don't know if re-tooling will complete on time, very real threat and its good they are honest unlike other car companies.

Also let this sink in for everyone in comparison to Tesla:

It took Tesla 7 year before they sold 54k cars in a year.
It took tesla 11 years before they had a profitable year.

Rivian accomplished 54k cars in a single year in year 2.

Rivian also sells double what the model x sells world wide annual just in NA.

Positive take away that no one is talking about is annual net loss will decrease by 50% in 2024.

Wait and see how the stock does on March 7th when the R2 is shown and they report the preorders the following week. The stock is going to pop.

I can see Rivian at $50 a share if they hit the goal in Q4 and R2 has good pre orders in 1-2 years.

 

[waitingonanr1s]

Google "Rivian bond". They did already. Man, people really need to be less reactionary from day-to-day, get too far into the weeds and miss the entire landscape. Stop trying to micromanage them from afar, as if they'd let joe-public run the place. Rivian has intelligence the general public don't have access to. They clearly have a plan and are executing it, along with with necessary adjustments along the way as situations change (like layoffs).

All of us outside of the inner circle over there only see and know what's in the public space. We don't know everything. Let's not pretend we do. All these worry-wort and highly speculative verbose threads accomplish only one thing: lend support to the negative narrative that some individuals/media would like to push, for their own satisfaction and personal gain. This forum is public and searchable by search engines. These people do read and have quoted content from here, like the complaints.

Remember how long it took Tesla to be profitable. Remember how long it took Amazon to be profitable. Remember how Apple was once almost bankrupt. Remember the same doom and gloom predictions have been made of Tesla multiple times, even today, to Musk's ire (and now he is making the same noise about Rivian, even though survival of Rivian and all other EVs can benefit him and Tesla). Despite having an unstable maniac at the helm, Tesla is still here today and is still the leader in BEVs by volume.

Stop worrying. None of us are in charge over there. It's moot. Wait and see.

This. RJ's I Built This podcast interviews are enlightening. They've threaded many tighter needles than this to get to this point. One of his quotes is that while acknowledging the ever present possibility of failure, that risk is less now than at any point in its life cycle.

Everyone predicting the doom of Rivian based off of one quarter, and jumping in as if they know how to fix everything should cut them some slack. RJ is a sharp, positive, yet humble leader, who surrounds himself with great talent (ie the recent hires from Apple) to achieve his goals. I'd like to see some of these armchair CEO's try come close to replicating what Rivian has done already.

 

[Tahoe Man]

This. RJ's I Built This podcast interviews are enlightening. They've threaded many tighter needles than this to get to this point. One of his quotes is that while acknowledging the ever present possibility of failure, that risk is less now than at any point in its life cycle.

Everyone predicting the doom of Rivian based off of one quarter, and jumping in as if they know how to fix everything should cut them some slack. RJ is a sharp, positive, yet humble leader, who surrounds himself with great talent (ie the recent hires from Apple) to achieve his goals. I'd like to see some of these armchair CEO's try come close to replicating what Rivian has done already.

It's not like failed businesses are run by complete morons. RJ could be the best and brightest but that's not even close to a guarantee that this endeavor of his will succeed.

The Rivian fanboys and bulls have been cheerleading ever since the IPO, they have absolutely nothing to show for it, they've lead their followers to the woodshed along with their pathetic endless excuses. They've lost all credibility as the equity is at all time lows and investor confidence is shot about Rivian's future. Rivian started in the best of times inside an EV mania, a huge overvalued IPO coupled with worldwide booming economies. If they can't make hey out of that it's their fault... not because of some worthless negative internet thread casting doubt on their future. If Rivian is that fragile then perhaps the only way out is an acquisition and admit defeat.

 

[scottie]

Delayed Georgia and survived 2023, I still think there is a 1/3 chance Rivian goes under this year.

https://www.rivianforums.com/forum/threads/msnbc-article-rivian-falls-apart.10882/post-249311

https://www.rivianforums.com/forum/threads/msnbc-article-rivian-falls-apart.10882/post-249349

RJ fanboys holding the bag...

 

[waitingonanr1s]

It's not like failed businesses are run by complete morons. RJ could be the best and brightest but that's not even close to a guarantee that this endeavor of his will succeed.

The Rivian fanboys and bulls have been cheerleading ever since the IPO, they have absolutely nothing to show for it, they've lead their followers to the woodshed along with their pathetic endless excuses. They've lost all credibility as the equity is at all time lows and investor confidence is shot about Rivian's future. Rivian started in the best of times inside an EV mania, a huge overvalued IPO coupled with worldwide booming economies. If they can't make hey out of that it's their fault... not because of some worthless negative internet thread casting doubt on their future. If Rivian is that fragile then perhaps the only way out is an acquisition and admit defeat.

I never said there was a guarantee, but they are far from going under. Starting a car manufacturer from scratch is not easy, as Fisker, Lucid and the other's performance support - but Rivian is still doing the best of the bunch. Time will tell what happens. Them getting bought out is much more likely then them going under IMO.

 

[Vonmec]

I don't see how they survive til R2 ramp, sometime in 2026, without new cash. So, something will have to give. Demand for expensive EVs is limited, and they have limited cash. Their opex is at nearly $4b annual run rate. Even with a 10% layoff, they're still looking at spending $3.5b+ this year, while trying to solve the gross margin issue and building a $5b factory. Numbers don't add up. This all points to a massive cash infusion while drastically reducing expenses.

Apple buying Rivian would solve it all.

No hidden agenda here - I don’t short stocks - I am a retail investor and I would prefer no to lose money on the Rivian stock I own and minimize the depreciation on my Rt1

like who would buy an “ocean” with Fisker stock at 54 cents - once that happens ($20 decline to <$1) isn’t it game-over?

I like the idea of apple getting into the game w Rivian!!!

 

[Vonmec]

No hidden agenda here - I don’t short stocks - I am a retail investor and I would prefer no to lose money on the Rivian stock I own and minimize the depreciation on my Rt1

like who would buy an “ocean” with Fisker stock at 54 cents - once that happens ($20 decline to <$1) isn’t it game-over?

I like the idea of apple getting into the game w Rivian!!!

And
Who doesn’t love their RT1 quad w large pack!?!?!

 

[kurtlikevonnegut]

Rivian started in the best of times inside an EV mania, a huge overvalued IPO coupled with worldwide booming economies.

Speaking of losing all credibility...the best of times? Their launch was delayed multiple times by a global pandemic which then cascaded into the most challenging manufacturing environment in a century. This was followed by massive inflation which caused their costs to rise significantly and then by the highest interest rates in decades.

It was the best of times? It was the worst of times.

 

[R1TS]

Ready for $RIVN to drop under $10?

Jeez, $RIVN might go under $10 soon even without a dilution.

 

[Stickboy46]

What's with all the people wanting Tesla to buy Rivian. I would immediately sell my Rivian if Tesla bought them. I sold my Tesla for a reason. They might make money, but its a very bad experience for the end consumer with their constant cost cutting and removing of features including ones that were already in your car. Add to that the desire of the CEO to beta test their software on live streets. If Tesla bought Rivian .. Rivian would lose everything that makes it great.

 

[R1TS]

I said this in another post... Everyone needs to relax!

They are caution on estimate because they don't know if re-tooling will complete on time, very real threat and its good they are honest unlike other car companies.

Also let this sink in for everyone in comparison to Tesla:

It took Tesla 7 year before they sold 54k cars in a year.
It took tesla 11 years before they had a profitable year.

Rivian accomplished 54k cars in a single year in year 2.

Rivian also sells double what the model x sells world wide annual just in NA.

Positive take away that no one is talking about is annual net loss will decrease by 50% in 2024.

Wait and see how the stock does on March 7th when the R2 is shown and they report the preorders the following week. The stock is going to pop.

I can see Rivian at $50 a share if they hit the goal in Q4 and R2 has good pre orders in 1-2 years.

Check your facts.

Retooling is only going to be down for a few weeks. What is their production rate for even a month right now? About 5k to 6k? That’s not explaining the nearly 30k reduction in production estimate for the year. Plus, the retooling and revision to R1 are supposed to make production more efficient—not less. Then the output should increase by a noticeable amount for the rest of the year.

Tesla sold 50k annually in it’s third full year of production.

You’re going to compare Rivian’s entire output for 3 different models to Tesla’s least sold model, and somehow that’s supposed to be a win?

There has not been a single EV debut—by any brand—that popped its company’s stock like what you’re expecting to happen.

 

[R1TS]

They might make money, but its a very bad experience for the end consumer with their constant cost cutting and removing of features including ones that were already in your car. Add to that the desire of the CEO to beta test their software on live streets.

And, Rivian didn’t remove or downgrade things in the R1 over time, right?
Is Driver+ not something that is constantly being improved upon as well?

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