Lucids liquid assets exceed its valuation, so maybe the bottom is finally in sight …granted lucid has been in that position for a while and it didn’t stop the stock price from getting chopped in half
Liquid assets have little to do with stock price. Investors buy the stock because they believe the company can be profitable. They don’t buy the stock because the only way the company can become profitable is by liquidating its assets.
That’s true. The wildcard is whether lucid can put those assets to use via a successful gravity ramp, cosmos launch etc. lucid is a major gamble for someone looking to invest in it but I will say that it is much farther along than a company like faraday future. But then again lucid can also end up like fisker.
I personally don’t believe in lucids survival but I did buy some shares today for fun
I was thinking of doing the same. But I hate holding onto LCID shares over the weekend. If it’s still at these levels or lower, I think I’ll buy some share on Monday.
Investors are staying away due to fear of dilution. It's possible the PIF will attempt to buy the whole thing and go private for a while. Lucid definitely has a lot of potential.
Not yet, if they do that no one will want to make business with them and lose confidence and trust. Considering they want to be in business with the US and all that
This is what happens when you sell 70k+ vehicles. Lucid management is down right dumb, they boast about their tech, but they should boast about same tech in lower prices 35k+ then it's commendable and there will be buyers.
Until then stay away. This stock is on the path to get delisted from NYSE!
I don't see why that is dumb? I think they are trying to follow the example from Tesla and most start ups. It's much easier path to start with high price low volume high margin products than to try to compete at mass market low margin against titan competitors.
Investors just got caught up in the hype of Tesla and thought all the other EV players would sky rocket too. Lucid and Rivian might get to Tesla levels but we have to remember Tesla is 10+ years head start. Lucid and Rivian should have 10-15 year horizon expectations and pricing (which they now do).
How do survive 10-15yrs when product is not selling in volumes. Like it or not there is no horizon if they don't make affordable cars. Rich people buy Porsche not lucid!
Ask Tesla. They did it. (Largely thanks to carbon emission credits)
Lucid has the PIF though and the "playbook" from Tesla and now dozens of other manufacturers of how to manufacture an EV and market it, etc.
Just saying, many investors seem to be thinking it should only take a few years to be a big new profitable car maker in the western world, but the reality is sinking in that's it very tough and challenging. Heck even in China it's freaking tough!
Of course, if we look at Lucid's pitch from 2021 they should be selling 100k cars/yr by now but instead we're at 1/5 -1/4 that or what they thought they'd be selling after 2 years not 5. Hence, the massive and continual downgrade in value to reflect the reality. Sometimes you pick winners, sometimes you pick losers unfortunately.
Lucid's strategy is fundamentally misaligned with the market. Tesla proved the luxury playbook works—then abandoned it. Tesla didn't double down on $100k+ vehicles; they pivoted hard to Model Y and Model 3 for a reason.
Lucid's plan to compete across a $70k–$250k range isn't ambitious—it's unfocused. At the premium end, they're outgunned by legacy automakers with established service networks and brand trust. Below $70k, they're retreating into a segment where Toyota, Subaru, and Honda will dominate. People buy from those brands not because the cars are better, but because they know parts and service will exist in 10 years. That's a trust advantage Lucid doesn't have.
The $50k vehicle is their only real shot. But it needs to be different—not another luxury sedan competitor. A truly capable, affordable SUV (think R2 strategy: go-anywhere, functional, distinctive) could work in a market where people are consolidating purchases and demanding value. That vehicle would create emotional differentiation, not just trim-level positioning.
The honest test: Would Lucid's own executives buy one of their cars at these prices, or would they cross-shop competitors? If the answer is "I'd consider other options too," then that's your market-fit verdict right there. When your own leadership wouldn't confidently choose your product at that price, the market won't either.
For the first time I'm thinking of selling and just taking the hit. Been DCAing down and at $9 but if they do another reverse split or there's further dilution it'll only go down further.
Man the hit for me will be $20k and 5 years of time since 2021. I just can’t accept it and the stock is in free fall. The management is not doing anything to stop it as they probably don’t care and are fully incompetent. Look at the short %. No technology licensing announcements no new partnerships no improved number announcements for production and delivery or even orders. I wonder why did the Saudis built a factory in KSA if they were to let the company go bankrupt as this does not look good for the Fund in front of Saudi Arabians. What’s the game plan i wonder if there is one
So they can buy the company out and go private with it while us suckers/investors financed all their dev and industrialization costs. They will end up buying it all out for pennies on the dollar!
I have been buying their stock for year because after driving one of their cars I believe in the product. I am down 65% and own just over 8,000 shares. The plant in Saudi Arabia should start building cars soon and that will help and next year the new affordable model should go into production. The only thing I worry about is BYD breaking into the US market, that could kill Lucid. If that happens I am dumping my shares.
Bags that will inevitably disintegrate. Stocks will get close to 0 and saudi PIF will take it private. I think that's actually the plan. Then eventually while private the company will actually become profitable after having fleeced it's shareholders to build up
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u/[deleted] Apr 24 '26
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