저자: PeterRawlinson · 외국인
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결론: 루시드 모터스는 차별화된 기술과 확보된 자금으로 전기차 시장에서 성장 가능성이 크며, 스팩(CCIV) 주가 급락 구간은 매력적이라는 취지. 스팩 CCIV: 과거 약 65달러까지 급등했으나 합병 조건 공개 후 실제 현실이 과열을 따라가지 못해 이틀여 만에 절반으로 하락. 크래머는 이 수준이 매력적이라고 평가. 제품·기술: 루시드 에어는 자체 개발 구동계, 배터리팩, 모터, 인버터, 소프트웨어를 모두 내재화해 성능과 주행거리를 동시에 달성. 드림 에디션 500대는 거의 매진, 그랜드투어링 버전도 예약이 잘 차는 중이라고 주장. 0-60 가속과 EPA 기준 500마일 이상 주행거리 목표 제시. 생산·가격: 170,000달러 차량 기준 2021년 하반기 애리조나 카사그란데 전용 공장에서 생산 시작 예정. 현재 수백 명 고용, 2022년 2·3교대 확대, 2023년 2단계 확장으로 연 85,000대 이상 생산능력 목표. SUV 프로젝트 그래비티는 2023년 3분기 목표. 자금: 스팩과 PIPE를 합쳐 45억 달러 확보, 2023년까지 자금 안정성 주장. 경쟁 전기차 업체는 IPO에서 수억 달러만 확보해 추가 자금 조달이 잦았다고 비교. 시장·리스크: 내연기관은 쇠퇴하고 전기차가 자동차 시장 전체를 대체할 것이라는 전망. 애플 등 신규 진입자는 환영하지만 기술 경쟁이 핵심이라고 언급. 테슬라만이 수직계열화를 하고 있다는 점을 차별점으로 강조. 생산 지연·자금 소진 등 실행 리스크는 논의되지 않음. 발언 맥락: 크래머는 출연자의 제품과 공장 계획을 긍정적으로 소개했고, 루시드의 기술력과 자금 여력이 강점이라는 입장을 보임.
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worrying about the spack attack for months especially in electric vehicle space but some of these spac names are actually worth buying in weakness take churchill capital four that's a special purpose acquisition vehicle that's merging with lucid motors that's an up and coming tesla rival that plans to start producing its gorgeous cars in the second half of the year this one's got two things going for it lucid motors is a legitimate company that will soon have an actual product to sell i saw it for myself yesterday and was wow plus churchill capital stock has come down a lot it it surged to around 65 before we knew the terms of the deal then it got cut in half over the next couple days when the reality couldn't keep up with wall street's irrational exuberance that was stoked by inaccurate news stories about the company's intentions i think the stock's very enticing at these levels don't take it from me let's dig deeper with peter rawlinson the ceo and chief technical officer of lucid motors find out where this story is headed mr rollins and welcome back to mad money great to be with you jim all right so peter i took a ride in your car yesterday in the lucid air and i echo many people when i say how can i get one when can i get one because this is the most exciting technology delivery machine i have come across in years thank you so much and we're nearly sold down to dream edition we've just got a few uh reservations left uh and our run of 500 is very nearly sold out and we've got a very large proportion of our pre-orders for the the following a grand touring version and our border book is filling very nicely so so roll up or you'll miss out on dream edition well look i got to tell you i'm not sure exactly what speed i went and and how we slowed down and spun around maybe just tell us how quickly because i think one of the things that's important is we either think you get long-range performance uh or you you know you get uh some sort of technology that does not offer that you know we often have batteries that go long and the performance is awful with you got them both right that's what i saw yesterday indeed jim and we've got this unique fusion this blend of performance and range and we achieve that through our in-house technology all the technology that underpins the car the drive train technology a battery pack a motor transmission inverter and the wonderbox and the software that gluges all that together that's all in-house it's all proprietary and we have incredible efficiency and that gives performance and range you're talking about a quick 0-60 as well as a projected range that's much longer than a large a large-scale rival indeed and versions of lucid air will achieve over 500 miles range on an estimated epa cycle now i i know that you said you're almost out of everything if i were to pay a hundred and seventy thousand dollars for a lucid air when would i be able to get mine in twenty twenty twenty twenty three months we're starting production from our purpose-built eevee plant in casa grande in arizona in the second half of 21 so very soon now now i think it's important just in terms of being in our great country there are a lot of factories that get built and maybe there's 200 people in it there's almost new no new greenfield factories that put people to work tell us about your plant in arizona i'm so excited about it because we've got a great team of associates working there we're giving them high-tech great jobs in a great working environment and we're bringing jobs and employment in high-tech auto industry to the state of arizona we've already got several hundred people employed we'll bring on a second and a third shift as we progress through 2022 and we're already planning for our phase two of that plant the expansion which will implement in 2023 which will take us to a capacity of over 85 000 units per annum when we bring in the suv project gravity hopefully in q3 of 23.
i think it's important for people to understand that unlike a competitor that a lot of people worry about for years and years the money that you have right now will get you to that expansion that you're talking about indeed this is an amazing outcome from from our merger process with churchill capital uh we secured four and a half billion dollars through both the spac and the pipe with an unprecedented array of blue chip investors and that really secures the future of lucid and and i mean this is very interesting because that competitor was only able to secure several hundred million at ipo and it meant that it had to really look for fresh injections of capital many times and with this capital we secure our future well into 2023 we can implement phase two of the factory in arizona we can add you know more than two and a half thousand hourly and salaried manufacturing employees we can bring all four trim levels of lucid air into production and we can get project gravity well along the path to production with prototypes built and a lot of testing under our belt and then there's the sales and service and r d activities that we have got a very clear runway with the security of funding we're in a very very healthy position you and i both know that the uh internal combustion engine is is a dinosaur uh you also know that you and i know that the demand for cars like lucid are big let's say an apple were to come in would would lucid have problems selling cars if the great apple came in well there's always room for for new entries um and and don't let's underestimate the market because this isn't a market for evs there's no such thing as an ev market this is a market for cars and evs will penetrate and completely uh fill that that market that world market for cars so i'd welcome the competition from a company like apple but ultimately you know this is a technology race tesla recognizes that and lucid recognizes that and i think that's what differentiates so many of the traditional car companies they buy parts off the shelf they take a commoditized approach to this lucid doesn't it's all in-house all it has developed designed engineered and manufactured vertically integrate your core ip only tesla does that today right well and i was privileged to be one of the first people to ever ride in one and it was the most i would say probably the most exciting he's had me in many many years peter rawlinson is a joy to have you ceo and cto of lucid motors really good to have you on the show sir delight to be here jim thank you so much what can i say you
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