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Réservations won’t change much in this environment, unless you are taking about millions ?

So far so good, Q1 beat estimates !

Where did they hint that ? All I heard was the market is bad and this is conservative.

Short sellers will try to take it down to net cash value. It could also turn into a magnificent short squeeze if RJ can surprise with an EDV deal or announcing R2 for start of 2025 !

So Tesla lays off 10% of workforce Tesla -4% LCID -3% RIVN -8%

About the same average for me, let’s hope we get back there sooner than later!

Yeap that’s how it feels, I will add Tesla bad news = Rivian falls more than a Tesla. Clearly the stock is targeted unfortunately

What’s your avg cost ?

I know but it must be concerning to management since capital markets are a source of financing. Hard to believe that we are trading @8.5 after R2 release R2 price down to $45k R3 surprise $2.5bn cost saving Beating Q1 2024 estimates

Don’t know, we are in the unknown completely. I just hope 2 things not happening for now: 1 Amazon cancelling the deal and selling stocks 2 Rivian putting off R2

Getting worse by the minute ! Do you think management cares?

What do you expect Monday opening to be ?

Good idea! Buy when the good news are out and the stock goes 50% up over night ?

It’s trading below its BOOK Value !! If I had $8.9bn right now I would acquire it then get the cash , sell the PP&E , payoff all liabilities and will be left with an extra 200millions profit!! And I am not counting for the goodwill value created by the brand. Really crazy valuation

Now if Amazon is not selling, shouldn’t $9 be perfect for them to load up and have more control ? They seem happy with the product so why not buy more. Now imagine a news comes out showing Amazon increased their holdings ?

It’s capitulation! I just hope that Amazon is not selling.

The tech itself !

Believe what you will but I didn’t prove any of your point! Tesla is a car company and it’s valued 2X toyota you claim to be very profitable ?. It’s all market perception of the future and once they see that future after Q4 then you will understand!

Toyota has Gross margin of 18 and FCF margin of 3 (not impressive)! I didn’t prove none of your point, you didn’t read what I said and you just want to be right lol. I said Q4 is the turning point and if Rivian shows a positive gross margin as expected it means they really know what they are...

The goal is to sell about 1million cars a year, Avg price let’s say 50k = 50bn in revenue , 10% FCF would be 5bn and if I take Toyota P/FCF of 30 (since you used Toyota ) that would give you a market Value of 150bn! Which is at least 15X the price now. Ofcourse this won’t happen in the next...