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Good Perspective on Rivian Stock

ironpig

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yeah the author doesn't seem to really follow the on the ground realities of Rivian's current production ramp. There's nothing new in this article that is of any significance. Anyone who wants to be long on Rivian bought back in 2 weeks ago.
 

SeaGeo

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Riviot

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Well, Ford is an EV company now, and they're supposedly coming out of the gate making 1,000 lightning/week starting in March...

https://www.f150gen14.com/forum/thr...cks-a-week-starting-mid-march-with-job1.8624/

Looks like I should have a Lightning before my R1T. Supremely bummed about that.
I'm telling you, get both and sell one after a couple months of testing! I plan on getting both and trying them out. Perhaps sell the LE R1T when my Max pack is ready and let the wife have her dream black on black F-150.
 

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SeaGeo

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I'm telling you, get both and sell one after a couple months of testing! I plan on getting both and trying them out. Perhaps sell the LE R1T when my Max pack is ready and let the wife have her dream black on black F-150.
I plan on getting both and the wife may decide to keep the F150 instead of her XC60. Or maybe We'll see. Still wish my R1T were first to arrive, then we probably wouldn't even consider the F150.
 

Riviot

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I plan on getting both and the wife may decide to keep the F150 instead of her XC60. Or maybe We'll see. Still wish my R1T were first to arrive, then we probably wouldn't even consider the F150.
Ditto...

I said a couple Serenity Nows and pulled the trigger with the F-150. Since I'm wave 1, I should be one of the first in Puget Sound with one ?
 

ironpig

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Well, Ford is an EV company now, and they're supposedly coming out of the gate making 1,000 lightning/week starting in March...

https://www.f150gen14.com/forum/thr...cks-a-week-starting-mid-march-with-job1.8624/

Looks like I should have a Lightning before my R1T. Supremely bummed about that.
yeah I am in the same situation. Although I'm in LA and the dealers may pull some nonsense with mark ups causing me to just bail on the Lightning. But if I can get it at msrp (as promised) I'll take it and drive it until the Rivian comes in.
 

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yeah I am in the same situation. Although I'm in LA and the dealers may pull some nonsense with mark ups causing me to just bail on the Lightning. But if I can get it at msrp (as promised) I'll take it and drive it until the Rivian comes in.
You know, people want to give "legacy auto" grief (not saying you are), but the dealer rep for me has been great, and as far as I can tell more helpful than the Guides have been. Ford is actually out talking and interacting with people to clear up questions, and Mike Levine will communicate with random Joe. I know their wave process and some dealers have caused frustration and/or confusion for some, but Ford feels much more responsive and accessible to me personally than Rivian. Rivian CS reps try to do what they can, but their hands are clearly tied with a lack of information.
 

ironpig

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You know, people want to give "legacy auto" grief (not saying you are), but the dealer rep for me has been great, and as far as I can tell more helpful than the Guides have been. Ford is actually out talking and interacting with people to clear up questions, and Mike Levine will communicate with random Joe. I know their wave process and some dealers have caused frustration and/or confusion for some, but Ford feels much more responsive and accessible to me personally than Rivian. Rivian CS reps try to do what they can, but their hands are clearly tied with a lack of information.
The first dealer I dealt with was a total mess. Wouldn't stop trying to send me information about available ICE F-150s after they got my Lightning Reservation. But now I have a better dealer. I think Ford suffers from the variation in experiences customers have depending on the dealer. I know a few people in addition to you that have had great experiences so far.
 

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yeah I am in the same situation. Although I'm in LA and the dealers may pull some nonsense with mark ups causing me to just bail on the Lightning. But if I can get it at msrp (as promised) I'll take it and drive it until the Rivian comes in.
I ordered my Lightning in wave 3, I'd say there is a 90% chance I get it months before an r1t. If they try any funny business I'm fully prepared to walk away and just wait for the R1T. If I do get the Lightning I'll probably keep it for 3 years then sell it for a Rivian.
 

ironpig

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I ordered my Lightning in wave 3, I'd say there is a 90% chance I get it months before an r1t. If they try any funny business I'm fully prepared to walk away and just wait for the R1T. If I do get the Lightning I'll probably keep it for 3 years then sell it for a Rivian.
Yeah that's a good plan. I haven't driven the Lightning. Who knows, maybe I'll love it.
 

moosehead

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Anyone wanna sell me their Lightning?

No, really.
 

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I guess I picked the wrong Puget Sound area Ford dealer. ? I’m pretty sure I got prioritized right out the door!
 

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I saw this reportedly from Bloomberg, am I the only one thinking these expected numbers are very high? In comparison Tesla in 6 months in 2012 did 2.5k, 2013 first year of full production did 22.5k and 2014 second year of full production did 32k

Wall Street projects the company will deliver about 40,000 vehicles in 2022. Any guidance better than that might help the stock. Mizuho analyst Vijay Rakesh believes investors will want to see current production running at about 350 units a week right now, with first-quarter deliveries coming in at about 4,000 units. Those are two other numbers, along with any full-year guidance, investors can use to judge how Rivian’s production ramp-up is going.“
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