TomCap
2021-09-30

$Lucid Group Inc(LCID)$ Not going to lie. I didn’t really like what I heard from Peter when asked # of units by eoy during his Bloomberg interview. He mentioned covid has been an issue with supply chain. He did not mention any issues with chips. Also, doesn’t look like we’ll know for sure how many units by eoy until mid November. I’m a bull and super confident Lucid can hit 577 units at minimum, but this does not help convince the big wigs to pile in until then. I’m a longterm holder, but don’t see this helping elevate the price right now in the way that we want. Hopefully Peter is still running with the underpromise and overdeliver technique.

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