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  1. Peter del Rio

    Here comes the YangWang U8 E-SUV

    The Yangwang U8 checks all the boxes. I seriously considered a quad R1S but bought a fully loaded 2024 BMW iX50 instead for the luxury (leather), fit & finish (tight as a drum) and the Level 3 autonomous driving. Handles like a dream and the Bowers and Wilkens is the best sounding audio system...
  2. Peter del Rio

    "day one" of "not a good day" for $RIVN

    Lucid is a completely different company from Rivian. First of all it does not have any real competition and secondly it has designed all of its major components in house and therefore is not susceptible to supply shocks. Rivian is facing competition from all the major automakers and is...
  3. Peter del Rio

    What is 2mi/kWh?

    The bottom line is Rivians miles per kW is the lowest in the industry. Weight has a lot to do with it and the 4 electric motors.
  4. Peter del Rio

    CNBC: Bill Ford is doubling down on Ford shares, and quietly amassing more control

    EV proof of concept is over, now it is a race for production to achieve economies of scale.
  5. Peter del Rio

    Buy !

    A better electrified version of Land Rover without leather interior. Land Rover / Range Rover is a niche player but Rivian is valued as major auto company which explains why it is trading in a classic stair step to a lower price where it will be valued with other niche players or be a candidate...
  6. Peter del Rio

    2022 BMW iX

    The BMW iX interior looks beautiful. My only regret with the R1S is that doesn't have real leather. My BMW i3 has olive leaf tanned leather. The ideal, is the baseball mitt, peanut color found in all performance cars.
  7. Peter del Rio

    Buy !

    Classic filling of the gap at 107.5 and then breaking the uptrend. Look out below. RIVN needs more shorts to get caught otherwise it is for sale until short term players get out. It is hard to make the argument that Rivian is any thing more than a niche player and that the 800lb gorillas have...
  8. Peter del Rio

    Spot In Line For Sale

    You have had a pre-order for 3 years but only a member of this forum for a year?
  9. Peter del Rio

    R1S changes / improvements from 2023 and on?

    Combined Charging Systems (CCS) to use for bi-directional charging to employ the R1S as a battery backup. Think of it, Tesla Powerwall batteries store 13 kW so the R1S is really 10 Powerwalls on wheels at 1/2 the price.
  10. Peter del Rio

    2021 Q3 Rivian Shareholder Letter – December 16, 2021. 71K Preorders Received

    To compare Amazon and Rivian is to compare a delivery and warehouse company with a production company with with over 2000 suppliers. In short, its apple and oranges and an overly simplified analysis. There is no doubt Jeff Bezos' management style of thinking 3 years ahead has enabled Amazon...
  11. Peter del Rio

    2021 Q3 Rivian Shareholder Letter – December 16, 2021. 71K Preorders Received

    Unfortunately, reality is setting in and I so wanted an R1S. The burn rate is high while production is low and they are trying to keep the barbarians at the gate with the announcement of a factory in Georgia. But what concerns me most is the founder & CEO owns less than 2% of the company...
  12. Peter del Rio

    WSJ: The Challenging Road Ahead for Rivian’s Billionaire CEO

    https://www.wsj.com/articles/the-challenging-road-ahead-for-rivians-billionaire-ceo-11639198848 Great bio. But here is the thing, Rivian will not deliver roughly 1,000 vehicles by the end of 2021, not even close. Spend a little time on the forums and you will realize none of Rivian's...
  13. Peter del Rio

    WSJ R1T Review

    WSJ: Put simply, the R1T’s own weight limits its ability to do serious work. With a gross vehicle weight rating of 8,532 pounds, the R1T qualifies as a heavy-duty truck, like a Ford Super Duty F-250. Yet its payload is 1,764 pounds, compared to the Ford’s maximum 4,500 pounds. The problem may...
  14. Peter del Rio

    Business Insider IPO recommendation article - don't buy at target price says equity research firm

    I am reminded often that Rivian is a niche player and therefore does not warrant a $50 billion valuation. Remember, Tesla was valued at less $2 billion for their IPO and had delivered over a 1000 vehicles. The real value of Rivian even if it can produce its niche products is the low teens...
  15. Peter del Rio

    From the Rivian IPO Prospectus: Pre-Order Current Production Forecast, complete end of 2023

    A lawsuit against Rivian states vehicles are being underpriced, only to to be increased post-IPO. The lawsuit also raises concerns internally about the manufacturing process and Rivian’s ability to assure vehicle quality and safety to customers. This will all affect the IPO price.
  16. Peter del Rio

    Rivian hit with Gender Discrimination Lawsuit by ex-sales and marketing head, Laura Schwab

    There is no excuse for gender discrimination these days however that is not what is concerning for the IPO and Rivian in general. The lawsuit claims several other executives at first brushed off her statements about Rivian’s vehicles being underpriced, only to agree later that prices would need...
  17. Peter del Rio

    Rivian IPO potentially next week. Morgan Stanley is the DSP (IPO) Partner

    Not to worry, there will be plenty of opportunities to buy shares below the IPO price. Already, the opening talk is getting lowered as investors are becoming aware Rivian faces many production challenges before ever becoming profitable. To be clear, I can't wait for the R1S but it doesn't mean...
  18. Peter del Rio

    Edit: Rivian IPO up on SoFi and ETrade

    Not to worry, there will be plenty of opportunities to buy shares below the IPO price. Already, the opening talk is getting lowered as investors are becoming aware Rivian faces many production challenges before ever becoming profitable. To be clear, I can't wait for the R1S but it doesn't mean...
  19. Peter del Rio

    Hertz To Purchase 100,000 Teslas by End of 2022

    Because Rivian has produced less than 100 vehicles and is looking more like vaporware, as Elon Musk points out, “Prototype production is easy, but high-volume production is hard.”
  20. Peter del Rio

    Rivian discloses 56 R1T produced and 42 R1T delivered as of October 22, 2021

    “Prototype production is easy, but high-volume production is hard,” Elon Musk Those buying the Rivian IPO need to be wary of buying "vaporware."


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