Does Rivian have what it takes to survive?

[UnsungZero_OldTimeAdMan]

More facts:

Here are the top 10 best-selling EVs in the US of 2024

What's not on this list? Think. Then, ask one's self again "does Rivian have what it takes to survive?" Is anyone questioning survivability of KIA? of Lucid? of VW, Audi, MB, Toyota, and BMW?

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[UnsungZero_OldTimeAdMan]

Still have doubts?


Rivian (RIVN) stock rises as Volkswagen plans to expand $5.8 billion EV partnership

Peter Johnson| Jan 17 2025 - 7:05 am PT

 

[BlackOpal]

OP asked a valid question. My experience was great and the Guide kept me informed. I ordered my car after watching a bunch of reviews on YouTube. I knew their flaws. I also knew what they did very well. I own 37,900 shares of Rivian and arguably, my Rivian is "free" now.

Can the company survive? ABSOLUTELY. $5B from VW and $6B from DOE will ensure enough cash flow for the R2 and R3 build out.

Tesla and SpaceX got helped from the Government when they first started out too. Hence, I roll my eyes when Elon complains about the government. He wouldn't be where he is if it weren't for our tax dollars.

Rivian will shine because it's a superior product. So yes OP, Rivian will survive and thrive. I'm betting approximately half a million dollars on it.

 

[mkg3]

...I own 37,900 shares of Rivian...

...I'm betting approximately half a million dollars on it.

For your sake, I hope $RIVN is a small percentage of your portfolio.

 

[UnsungZero_OldTimeAdMan]

OP asked a valid question. My experience was great and the Guide kept me informed. I ordered my car after watching a bunch of reviews on YouTube. I knew their flaws. I also knew what they did very well. I own 37,900 shares of Rivian and arguably, my Rivian is "free" now.

Can the company survive? ABSOLUTELY. $5B from VW and $6B from DOE will ensure enough cash flow for the R2 and R3 build out.

Tesla and SpaceX got helped from the Government when they first started out too. Hence, I roll my eyes when Elon complains about the government. He wouldn't be where he is if it weren't for our tax dollars.

Rivian will shine because it's a superior product. So yes OP, Rivian will survive and thrive. I'm betting approximately half a million dollars on it.

Valid only if you ignore all evidence, readily available information for anyone with access to the internet and news archives.

 

[BlackOpal]

Valid only if you ignore all evidence, readily available information for anyone with access to the internet and news archives.

I think OP analysis was based on his bad experience with the buying process. Regardless, I believe in this company and the Rivian community. Thank you for making me richer ???

 

[BlackOpal]

For your sake, I hope $RIVN is a small percentage of your portfolio.

It is ?

 

[Donald Stanfield]

For your sake, I hope $RIVN is a small percentage of your portfolio.

Usually before you have half a million dollars to invest in a startup stock you have a pretty diversified portfolio. Rivian is a risky stock, but with their business moves I think they are going to make it as well. I’ve been thinking of adding more to my portfolio as well although I have much less there than the guy you quoted.

 

[mkg3]

Usually before you have half a million dollars to invest in a startup stock you have a pretty diversified portfolio. Rivian is a risky stock, but with their business moves I think they are going to make it as well. I’ve been thinking of adding more to my portfolio as well although I have much less there than the guy you quoted.

I'm aware and am an accredited investor so wasn't talking about the investment in a startup, which Rivian is not any longer, or risks associated with such.

All I was getting at was that the way @BlackOpal was discussing Rivian, just didn't know how concentrated his position was relative to other holdings. Not knowing the magnitude of his investment portfolio, $0.5M may be a drop in a bucket or could be a huge chunk.

Many folks around here are emotionally tied to Rivian and often lacks objectivity in terms of investing in Rivian. They tend to believe "I like Rivian vehicles = Rivian is a good company = is a good investment"

 

[BlackOpal]

I'm aware and am an accredited investor so wasn't talking about the investment in a startup, which Rivian is not any longer, or risks associated with such.

All I was getting at was that the way @BlackOpal was discussing Rivian, just didn't know how concentrated his position was relative to other holdings. Not knowing the magnitude of his investment portfolio, $0.5M may be a drop in a bucket or could be a huge chunk.

Many folks around here are emotionally tied to Rivian and often lacks objectivity in terms of investing in Rivian. They tend to believe "I like Rivian vehicles = Rivian is a good company = is a good investment"

Very well stated. Lots of folks are in love with the brand. It's similar to people falling in love with real estate and over invest. As a trader, I don't fall in love with any of it. I got in at a low basis and sell cover calls against it. It's just another income stream for me. I've made enough to pay off my Gen2 R1S.

The OP asked if this company will survive. I feel confident it will and put my money behind this belief.

 

[UnsungZero_OldTimeAdMan]

Investing and emotions should never mix. But often do and end in tears. Objectivity and informed critical thinking are musts.

Those who invest but worry over Rivian’s survival need to do more to be informed; instead of choosing to be emotional (fear).

 

[Donald Stanfield]

I'm aware and am an accredited investor so wasn't talking about the investment in a startup, which Rivian is not any longer, or risks associated with such.

All I was getting at was that the way @BlackOpal was discussing Rivian, just didn't know how concentrated his position was relative to other holdings. Not knowing the magnitude of his investment portfolio, $0.5M may be a drop in a bucket or could be a huge chunk.

Many folks around here are emotionally tied to Rivian and often lacks objectivity in terms of investing in Rivian. They tend to believe "I like Rivian vehicles = Rivian is a good company = is a good investment"

That’s fair. I like Rivian stock because I respect their business strategy. They’ve made some good moves with the VW thing, how they’ve negotiated with Amazon and a few other things. Making good business decisions usually means success and I couldn’t have done better than what they’ve done so far.

 

[BlackOpal]

That’s fair. I like Rivian stock because I respect their business strategy. They’ve made some good moves with the VW thing, how they’ve negotiated with Amazon and a few other things. Making good business decisions usually means success and I couldn’t have done better than what they’ve done so far.

Plus, RJ isn't running around offending half the population. Just stay focus on the product and ignore all the noise like what RJ is doing.

Notwithstanding that, I was disappointed he sold his shares recently. I hope it's to pay off his taxes and nothing more.

 

[UnsungZero_OldTimeAdMan]

Every company face risk of failure. Every. Single. One. Look at history of Intel—once a titan of the microchip industry, now struggling to undo its complacency. Look at General Motors—how many tax payer funded bailouts? It's a given. What matters is what each company is doing to manage that risk.

Instead of staring at the proverbial sky and worrying if it's going to fall... And starting yet another stream of consciousness thread questioning Rivian's odds... Ask one's self, what EV start-ups have failed or is about to fail? What is different about Rivian when compared to them? Pay attention to the management team @ Rivian. What are they doing and what are they saying in interviews? How well do what they do/say match up to hard facts/numbers? Are they genuine or are they just spewing undisciplined hyperboles? How are they different from the management teams of others in the same space? And, lastly, a no brainer: what do the quarterly reports say and how their projections match up to results in the subsequent quarter?

 

[Mark_AZR1T]

I’ve always been bullish on Rivian, but I recently experienced being a customer shopping for a Rivian and it makes me second guess if they have what it takes to survive. The local sales associates are unresponsive to follow ups. The corporate sales reps are not knowledgeable of the products. The vast drivetrain and battery options for a company that barely produces 50k vehicles a years seems like a poor strategy for increasing volume and becoming profitable.

This is a stark contrast to how Tesla was operating before the Model 3 launched.

I hope I’m wrong.

Rivian 100% does NOT have what it takes to go at it alone. Full stop. However with partner investments (such as VW, Amazon and a highly subsidized tax payer loan), they have a legitimate chance. I believe in the product.

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