Feb 26, 2024 4:57:47 AM
Deadman walking. Great technology but too late to establish itself as a niche player as traditional automakers have a wide variety, albeit many aren’t selling at the planned volumes either, models for customers. The same comment applies to Rivian. Both companies spent way too long to enter the market and totally missed the Tesla coattails.
SSO.:Just did an analysis of Aston Martin's new EV partner, Lucid:
https://karenable.com/lucid2023/
Thoughts?
Always an enjoyable read, thank you.
1988 Peugeot 205 Rallye / 1991 Mercedes-Benz 500E / 2004 Porsche 996 GT3 RS / 2022 BMW M5 CS
Feb 26, 2024 4:23:28 PM
Very interesting piece, thank you. And to be honest (and I mean this positively and constructively), I personally prefer it when you get straight to the analysis without some of the more political stuff upfront. Thanks again. Will keep reading these and look forward to the Rivian one.
Feb 26, 2024 5:41:05 PM
996FourEss:Very interesting piece, thank you. And to be honest (and I mean this positively and constructively), I personally prefer it when you get straight to the analysis without some of the more political stuff upfront. Thanks again. Will keep reading these and look forward to the Rivian one.
I admit, the political stuff can be a bit polarizing but I do try to do it with a bit of humor. Going forward, plan is not to include much if any in the financial analysis'.
Feb 28, 2024 11:48:54 AM
Feb 28, 2024 2:51:10 PM
996FourEss:Porker:It would be a bit dry without the snubs and sneers
OK OK, a little but of humour is always good, just try and take the piss out of both sides equally!! Which BTW should not bee too difficult these days….
I do and will try......it's just one side does make it so much easier
Feb 28, 2024 3:20:06 PM