ShortInterestDetector
$LCID Haven't written about this company in a while, but here is how I see everything
1- Lucid has appointed an "industrialist" to the position of CEO, with no automotive experience...the decision tells us about the priorities.
2- The consumer auto business side has been slashed and intentionally contracted to contain its cash burn from spilling over on the "industrial segment" of the company
3- Based on # 2, the consumer auto business is NOT the source of growth in short term (next 6 months) but is source of growth beginning spring 2027
4- however, the company as a whole is in critical cash/liquidity position that needs to be beefed up before spring 2027, which means before February 2027 earnings date.
All put together makes me conclude that Lucid shall unveil their "industrial segment" of the company pretty soon. This segment shall prompt re-rating, inject cash into the company (JV), and help Lucid ride out the consumer auto business turnaround contraction during the next 6 months.
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