RIVN going to low single digits before it recovers (if it ever does) ?

[Gr8Barn]

how about you take a basic math class?

your antics are tiring… keep living the troll life friend.

Truth hurts. Sounds like you are a bitter shareholder. Take your anger out on the Rivian executives that screwed you over.

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[waitingonanr1s]

Pure facts. Reality. Sorry it doesn’t fit with the rose colored glasses you are wearing. Doesn’t mean I don’t like the vehicle, just providing perspective to ALL Rivian owners, shareholders and potential investors.

You mean pure conjecture. You have no clue where the stock price is going. Your guess is just as as good as any.

Also, we didn't need a new thread on the topic - especially for this nothingburger of a post. It's being covered adequately in the other threads you created.

 

[Gr8Barn]

You mean pure conjecture. You have no clue where the stock price is going.

Clearly downward, but if YOU think it will go up and want to invest now, go ahead. Enjoy the adventure!

 

[waitingonanr1s]

Clearly downward, but if YOU think it will go up and want to invest now, go ahead. Enjoy the adventure!

Not clear at all it will continue to shed. That's your hypothesis - far from clear.

 

[Gr8Barn]

Not clear at all it will continue to shed. That's your hypothesis - far from clear.

Feel free to circle back to this post after the launch of R2 and their Q2 earnings call (July) and we can rejoice at the single digit stock price. For now, continue doing your research. I am sure you will see price cuts coming real soon for R1T’s.

 

[White Shadow]

EV Merger Ahead? Why GM Should Buy Rivian Today | The Motley Fool

Very interesting and a lot of good points made in that video.

 

[Tahoe Man]

You savy investors realize that if RIVN stock went to $5 they could buy all outstanding shares and go private with less than half of their available equity. Even less if you consider shares owned by RJ, Amazon and other investors.

I like that, go public at seventy whatever then buy back those shares at sub five! Way to go Rivian!

 

[1T2022]

the question is , if RIVN is up for sale, how much buyer has to pay to seal the deal?

 

[Mark_AZR1T]

Every major current equity investor and outstanding creditors are calculating probability of default now on the risk management side. This isn't a distressed business, but they will absolutely have to dilute the share value in order to obtain capital to finish GA and more to build an R2.

Many seem to have a desire to lay blame on an individual, but in this case, Rivian appears to be suffering from poor timing coupled with a miscalculation of the magnitude of building a business like this from scratch.

My opinion as it has been for a few years, is that they have built an amazing vehicle, that many love, however, in the current and foreseeable future, they will need a large guarantor (similar to Saudi/Lucid) or position themselves for acquisition.

I don't mind all the threads on the subject. Why? Who are we? Just a bunch of Rivian enthusiasts hoping they make it. None of us influence the valuation, nor combined. Merrill Lynch took them public and they are practically waving the white flag.......I knew what I was getting into purchasing our Rivian's...and am thrilled to own an R1T and R1S. YMMV

 

[Kuro-Rivian]

Feel free to circle back to this post after the launch of R2 and their Q2 earnings call (July) and we can rejoice at the single digit stock price. For now, continue doing your research. I am sure you will see price cuts coming real soon for R1T’s.

Ok Dunning Kruger. You're an awfully little know-it-all cocksure master of the universe aren't ya? Got it all figured out. Yet here you are in an internet forum arguing with god-knows-who and spewing dogmatic nonsense....apparently taking a break from you're multi-milion $$ trading job. That alone leads me to think your judgement is suspect at best. Rivian has a great product and they will either survive or they will not.

 

[Gr8Barn]

Ok Dunning Kruger. You're an awfully little know-it-all cocksure master of the universe aren't ya? Got it all figured out. Yet here you are in an internet forum arguing with god-knows-who and spewing dogmatic nonsense....apparently taking a break from you're multi-milion $$ trading job. That alone leads me to think your judgement is suspect at best. Rivian has a great product and they will either survive or they will not.

Brilliant prediction. “They will either survive or they will not”. Must have taken you a long time to write that response. Good luck to you and your stock. Vehicle is great, stock isn’t and neither is management’s ability to execute.

 

[iansriv]

You savy investors realize that if RIVN stock went to $5 they could buy all outstanding shares and go private with less than half of their available equity. Even less if you consider shares owned by RJ, Amazon and other investors.

I wish they would so we would have to read this sort of stuff every quarter.

 

[evguy]

The stock may well go to single digits for a while, but stories of Rivian's demise or an imminent merger seem very premature. Unless they totally bungle the R2 design and development, they still have a very promising long-term future. Just one or two potentially rough years in the short term as they bridge to R2 production, implement the lower cost structure for R1, and start selling the RCV to more companies. They may need some more cash to cross that bridge, and it seems the market has already started to price that in.

 

[mkg3]

The current Rivian market cap is just under $11B. Was high as $150B shortly after the IPO. The last round of private fundraising had Rivian valued at around $40B, before the IPO.

When all things are projections, people buy into the realm of possibilities. Today, its no longer projections but the ground truth on costs, demands, Capex, opex and so on.

It is extremely hard to start a new auto company, as witnessed throughout the last century. Tesla is an exception and they too almost bankrupted. On top of that, this is RJ's first gig as the CEO. He's been treated Kidd gloves and given a benefit of the doubt - until now. I think he is facing harsh reality for the first time from the investment community, as a public company.

I am stockholder and my horizon is very long. That said, I am also not someone turns a blind eye, just because I like the product. The management is failing and instead of hiring high profile executives, they need to focus on streamlining chains of command, getting efficiencies up, and reexamine their path/strategy.

My guess is that at the next earnings call, they will have even worse pro forma, unless something is changed beforehand that overlooks the bad numbers. At the current burn rate, Rivian has roughly 6 quarters before they are out of money, based on the cash/cash equivalent on had trend for the last 6 quarters. That's well before the R2 being sold to anyone - mid 2025.

 

[Gr8Barn]

The stock may well go to single digits for a while, but stories of Rivian's demise or an imminent merger seem very premature. Unless they totally bungle the R2 design and development, they still have a very promising long-term future. Just one or two potentially rough years in the short term as they bridge to R2 production, implement the lower cost structure for R1, and start selling the RCV to more companies. They may need some more cash to cross that bridge, and it seems the market has already started to price that in.

Very true. They need a lower interest rate market to help them offer better financing terms

The current Rivian market cap is just under $11B. Was high as $150B shortly after the IPO. The last round of private fundraising had Rivian valued at around $40B, before the IPO.

When all things are projections, people buy into the realm of possibilities. Today, its no longer projections but the ground truth on costs, demands, Capex, opex and so on.

It is extremely hard to start a new auto company, as witnessed throughout the last century. Tesla is an exception and they too almost bankrupted. On top of that, this is RJ's first gig as the CEO. He's been treated Kidd gloves and given a benefit of the doubt - until now. I think he is facing harsh reality for the first time from the investment community, as a public company.

I am stockholder and my horizon is very long. That said, I am also not someone turns a blind eye, just because I like the product. The management is failing and instead of hiring high profile executives, they need to focus on streamlining chains of command, getting efficiencies up, and reexamine their path/strategy.

My guess is that at the next earnings call, they will have even worse pro forma, unless something is changed beforehand that overlooks the bad numbers. At the current burn rate, Rivian has roughly 6 quarters before they are out of money, based on the cash/cash equivalent on had trend for the last 6 quarters. That's well before the R2 being sold to anyone - mid 2025.

nailed it.

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