dleewla
Well-Known Member
i think they'll be ok but they do need to hit targets with regards to Georgia plant build up and need to knock it out of the park with the R2 because competition continues to improve and increase in choice. they can also do more convertible green bond sales. especially with legacy manufacturers scaling back EV production there's lots to be had there.
in the mean time, we may see some price adjustments on the R1 after Rivian does the IL plan shut down in April. that's going to not only simplify architecture and improve production efficiency but likely lower production costs. RJ talked a lot about improving their supplier relationships and getting more aggressive pricing so as cost per unit lowers, they will have more flexibility to lower the price of the R1 if they need a bump in demand.
in the mean time, we may see some price adjustments on the R1 after Rivian does the IL plan shut down in April. that's going to not only simplify architecture and improve production efficiency but likely lower production costs. RJ talked a lot about improving their supplier relationships and getting more aggressive pricing so as cost per unit lowers, they will have more flexibility to lower the price of the R1 if they need a bump in demand.
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