Rivian Automotive, Inc. - Stock (RIVN) NasdaqGS
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Grecale
Timing that's it
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Shares of Rivian Automotive soared more than 37% on Wednesday, after the electric vehicle start-up made its market debut in one of the biggest IPOs this year.
Rivian priced its shares at $78 a piece Tuesday night, above its range of $72 and $74. The stock began trading at $106.75 per share, giving the company a market valuation of $91 billion. At that level, Rivian is already worth more than traditional auto makers Ford ($77 billion) and General Motors ($87 billion).
The stock trades on the Nasdaq under the symbol RIVN.
Rivian, which is backed by Amazon and Ford, has attracted intense interest from investors looking to capitalize on the fast-growing EV market. But the company has yet to establish a business model and expects no more than $1 million in revenue for the third quarter.
Amazon’s 20% stake is now worth about $17 billion, and Ford’s 12% stake is valued at over $10 billion.
Amazon said in September that its equity investments, including Rivian, were worth $3.8 billion. Two months later its Rivian stake alone is worth almost five times that amount.
A Rivian electric truck is displayed near the Nasdaq MarketSite building in Times Square on November 10, 2021 in New York City.
A Rivian electric truck is displayed near the Nasdaq MarketSite building in Times Square on November 10, 2021 in New York City.
Michael M. Santiago | Getty Images
While Ford executives have billed their Rivian relationship as a strategic investment, the company’s Lincoln division had previously planned to build electric vehicles with the upstart. Those plans were abandoned during the pandemic.
Amazon, which is converting its fleet to vehicles that run on renewable energy, revealed in 2019 that it was purchasing thousands of vehicles from Rivian. More recent filings show Amazon has some exclusive rights to Rivian’s battery-electric delivery vehicles for a minimum of four years, with the right of first refusal after that.
Amazon has ordered 100,000 Rivian vehicles to be delivered by 2030. The companies plan to have 10,000 new Rivian-Amazon delivery vehicles on the road as early as next year.
Besides its fleet business, Rivian beat Tesla, GM and Ford to the market with a fully electric pickup, the R1T. It plans to launch a seven-passenger battery-electric SUV, the R1S, in December, according to an October prospectus.
Rivian CEO RJ Scaringe, who has a Ph.D. from the Sloan Automotive Laboratory at the Massachusetts Institute of Technology, founded Rivian in 2009. The company’s headquarters is in Irvine, California, and it has a vehicle assembly plant in Normal, Illinois.
The company says its factory in Illinois has the capacity to produce up to 150,000 vehicles per year. About 65,000 of those should be R1T pickup trucks and SUVs, and about 85,000 should be the company’s RCV commercial delivery vans, Rivian said in financial filings.
But Rivian is still a relative upstart, and it hasn’t started generating real revenue. Rivian said in its prospectus that it will lose up to $1.28 billion in the third quarter, while revenue will range from zero to $1 million.
It also hasn’t produced its electric vehicles in very high volumes yet. It’s not clear how quickly it can ramp up production, especially amid the global chip shortage and port constraints that have plagued automakers this year.
Rivian said in an amendment to its S-1 filing that it has a backlog of pre-orders for 55,400 R1T and R1S vehicles from customers in North America and plans to deliver these by the end of 2023.
New legislation awaiting President Joe Biden’s signature will provide $7.5 billion in federal grants to build a national network of electric vehicle charging stations, and Rivian could stand to benefit. Scaringe has emphasized that Rivian vehicles are ideal for people with a sense of adventure and a love of the outdoors. As such, the company is placing charging stations in out of the way destinations, like state or national parks.
Rivian counted 6,274 employees as of the end of June.
One of its former executives recently sued Rivian accusing the company of having a “toxic bro culture,” wrongfully terminating her employment there, and in so doing, costing her “millions of dollars in unvested equity on the eve of the company’s IPO.”
In the lawsuit, Laura Schwab — who previously led Aston Martin’s U.S. operations — also claims the company dismissed concerns she had raised regarding Rivian’s business, including its “ability to deliver on its promises to investors.”
Rivian priced its shares at $78 a piece Tuesday night, above its range of $72 and $74. The stock began trading at $106.75 per share, giving the company a market valuation of $91 billion. At that level, Rivian is already worth more than traditional auto makers Ford ($77 billion) and General Motors ($87 billion).
The stock trades on the Nasdaq under the symbol RIVN.
Rivian, which is backed by Amazon and Ford, has attracted intense interest from investors looking to capitalize on the fast-growing EV market. But the company has yet to establish a business model and expects no more than $1 million in revenue for the third quarter.
Amazon’s 20% stake is now worth about $17 billion, and Ford’s 12% stake is valued at over $10 billion.
Amazon said in September that its equity investments, including Rivian, were worth $3.8 billion. Two months later its Rivian stake alone is worth almost five times that amount.
A Rivian electric truck is displayed near the Nasdaq MarketSite building in Times Square on November 10, 2021 in New York City.
A Rivian electric truck is displayed near the Nasdaq MarketSite building in Times Square on November 10, 2021 in New York City.
Michael M. Santiago | Getty Images
While Ford executives have billed their Rivian relationship as a strategic investment, the company’s Lincoln division had previously planned to build electric vehicles with the upstart. Those plans were abandoned during the pandemic.
Amazon, which is converting its fleet to vehicles that run on renewable energy, revealed in 2019 that it was purchasing thousands of vehicles from Rivian. More recent filings show Amazon has some exclusive rights to Rivian’s battery-electric delivery vehicles for a minimum of four years, with the right of first refusal after that.
Amazon has ordered 100,000 Rivian vehicles to be delivered by 2030. The companies plan to have 10,000 new Rivian-Amazon delivery vehicles on the road as early as next year.
Besides its fleet business, Rivian beat Tesla, GM and Ford to the market with a fully electric pickup, the R1T. It plans to launch a seven-passenger battery-electric SUV, the R1S, in December, according to an October prospectus.
Rivian CEO RJ Scaringe, who has a Ph.D. from the Sloan Automotive Laboratory at the Massachusetts Institute of Technology, founded Rivian in 2009. The company’s headquarters is in Irvine, California, and it has a vehicle assembly plant in Normal, Illinois.
The company says its factory in Illinois has the capacity to produce up to 150,000 vehicles per year. About 65,000 of those should be R1T pickup trucks and SUVs, and about 85,000 should be the company’s RCV commercial delivery vans, Rivian said in financial filings.
But Rivian is still a relative upstart, and it hasn’t started generating real revenue. Rivian said in its prospectus that it will lose up to $1.28 billion in the third quarter, while revenue will range from zero to $1 million.
It also hasn’t produced its electric vehicles in very high volumes yet. It’s not clear how quickly it can ramp up production, especially amid the global chip shortage and port constraints that have plagued automakers this year.
Rivian said in an amendment to its S-1 filing that it has a backlog of pre-orders for 55,400 R1T and R1S vehicles from customers in North America and plans to deliver these by the end of 2023.
New legislation awaiting President Joe Biden’s signature will provide $7.5 billion in federal grants to build a national network of electric vehicle charging stations, and Rivian could stand to benefit. Scaringe has emphasized that Rivian vehicles are ideal for people with a sense of adventure and a love of the outdoors. As such, the company is placing charging stations in out of the way destinations, like state or national parks.
Rivian counted 6,274 employees as of the end of June.
One of its former executives recently sued Rivian accusing the company of having a “toxic bro culture,” wrongfully terminating her employment there, and in so doing, costing her “millions of dollars in unvested equity on the eve of the company’s IPO.”
In the lawsuit, Laura Schwab — who previously led Aston Martin’s U.S. operations — also claims the company dismissed concerns she had raised regarding Rivian’s business, including its “ability to deliver on its promises to investors.”
rockford
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in effetti
cosi come non si parla per niente di Lucid mi pare, per restare in tema di elettrico
Grecale
Timing that's it
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Per ora si osserva,,
Nov 11 (Reuters) - Third Point Investors Says Total Investment In Rivian RIVN:
HAS DRIVEN A 1.4 TIMES GROSS MULTIPLE ON INVESTED CAPITAL AND AN INTERNAL RATE OF RETURN OF 640%
Source text for Eikon
Nov 11 (Reuters) - Third Point Investors Says Total Investment In Rivian RIVN:
HAS DRIVEN A 1.4 TIMES GROSS MULTIPLE ON INVESTED CAPITAL AND AN INTERNAL RATE OF RETURN OF 640%
Source text for Eikon
Questi non hanno ancora venduto un camion per lo piu' caro(73000 dollari la versione base) e solo xche' Ford e Amazon son azionisti pensano di fare la guerra a Tesla.
Ochhio a bruciarvi le mani che a questi signori interessano solo i vostri soldini.
Ochhio a bruciarvi le mani che a questi signori interessano solo i vostri soldini.
superbaffone
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aspettavo questa quotazione, lascio passare qualche seduta poi vedo se entrare
matmo
campo di marte
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Lucid che tra l'altro fa belle macchine non gli obbrobri Tesla. L'elettrico a mio avviso è solo un'altra forma di transizione ad altro.
parsi
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Perché Tesla che capitalizza circa 2.000 $ per ogni auto venduta è a buon mercato? Sembra che conti più quanto potranno vendere fra qualche anno in base ai progetti realizzati e in fase di realizzazione. Anche oggi altro 23% i soldini sono al sicuro.
Grecale
Timing that's it
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Ciao Ale
, infatti é da osservare,,ho aperto il thread perché ritengo interessante il progetto e poi Amazon dentro ha un suo peso, tra qualche giorno metto un orario che già da indicazioniHo Tesla da 180 dollari pre split fai tu i conti.....altro che 23%
Daniel€
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Scusa ma...tedla mica fa camion o pikap...mi sfugge qualcosa? Son categorie diverse...no?
ilpensionato
I have no dreams
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se non sbaglio hanno in ptf un ordine di amazon per 100.000 autovetture.......il peso sta li
jmk78
Life is too short to feed the trolls
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Si ma grazie al zxzxz .... Amazon è azionista di maggioranza di Rivian ...
Grandi movimenti all'IPO e ottima speculazione per chi c'e' entrato, ma attenzione che è sì un vantaggio avere dietro un colosso del genere ( sia come investimenti che come R&D ) ma è tutto ancora sulla carta...
Prima o poi la bolla EV si sgonfierà
Ob1
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solo per aggiungere altri commenti alla discussione, allego questo articolo
For investors, Rivian isn't the next Tesla
Dan Primack, author of Pro Rata
Electric vehicle maker Rivian closed trading Thursday valued at nearly $105 billion, two days after completing the largest U.S. IPO since Alibaba in 2014. In short, investors are betting that Rivian can become the next Tesla, whose own market cap stands above $1 trillion. It's a bad bet.
Our thought bubble: This isn't a commentary on Rivian's products, management or ability to deliver on its long list of preorders. Nor is this stock advice; as I once upbraided Google's venture investors for not taking money off the table at IPO.
Instead, this is about ROI.
Tesla went public seven years after being founded, having raised less than $500 million in VC funding. It never hit unicorn status, and its current market cap is 658x its at-IPO value.
Rivian went public 12 years after being founded, having raised over $10 billion in VC funding. For Rivian to match Tesla's aftermarket performance, its market cap would need to hit around $69 trillion. I know inflation is all the rage these days, but... no.
Tesla, despite being younger than Rivian, had delivered more vehicles at the time of IPO. It also was operating in a much less mature market, whereas both companies now compete with legacy OEMs and a raft of EV startups.
Between the lines: Staying private longer has always resulted in a small number of private market investors getting to capture more potential upside; the antithesis of securities democratization. And that opportunity gap is being widened by the exploding sizes of growth equity rounds at nosebleed prices.
Rivian isn't a perfect example, given that some of its biggest VC backers were Amazon and Ford, although Tesla also had large public company investors in its pre-IPO cap table.
The bottom line: Rivian already has generated big returns, at least on paper, for those who bought at the IPO price. This includes pre-order customers who took advantage of a directed share program. It will not, however, generate Tesla-like returns, because it hit Wall Street too old and too rich.
For investors, Rivian isn't the next Tesla
Dan Primack, author of Pro Rata
Electric vehicle maker Rivian closed trading Thursday valued at nearly $105 billion, two days after completing the largest U.S. IPO since Alibaba in 2014. In short, investors are betting that Rivian can become the next Tesla, whose own market cap stands above $1 trillion. It's a bad bet.
Our thought bubble: This isn't a commentary on Rivian's products, management or ability to deliver on its long list of preorders. Nor is this stock advice; as I once upbraided Google's venture investors for not taking money off the table at IPO.
Instead, this is about ROI.
Tesla went public seven years after being founded, having raised less than $500 million in VC funding. It never hit unicorn status, and its current market cap is 658x its at-IPO value.
Rivian went public 12 years after being founded, having raised over $10 billion in VC funding. For Rivian to match Tesla's aftermarket performance, its market cap would need to hit around $69 trillion. I know inflation is all the rage these days, but... no.
Tesla, despite being younger than Rivian, had delivered more vehicles at the time of IPO. It also was operating in a much less mature market, whereas both companies now compete with legacy OEMs and a raft of EV startups.
Between the lines: Staying private longer has always resulted in a small number of private market investors getting to capture more potential upside; the antithesis of securities democratization. And that opportunity gap is being widened by the exploding sizes of growth equity rounds at nosebleed prices.
Rivian isn't a perfect example, given that some of its biggest VC backers were Amazon and Ford, although Tesla also had large public company investors in its pre-IPO cap table.
The bottom line: Rivian already has generated big returns, at least on paper, for those who bought at the IPO price. This includes pre-order customers who took advantage of a directed share program. It will not, however, generate Tesla-like returns, because it hit Wall Street too old and too rich.
Daniel€
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Ma ancora deve prendere piede...
Grecale
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Rinvian non ha niente a che vedere con Tesla, si rivolge al mercato dei pickup e commercial truck, in US questi due segmenti sono significativi e sopratutto per le corporate come Amazon potrebbe essere un opportunità ed essendo statunitense avrà i suoi vantaggi
attualmente la quotazione in borsa ha già doppiato il prezzo di quotazione e capitalizza eccessivamente, entro questo trimestre bruceranno più di 1 mld di cassa senza income, ho aperto il thread perché interessante il business ma siamo fuori timing per prendere posizione jmho
le prossime due settimane chiariranno meglio gli andamenti di breve
cortesemente invito tutti a postare cose inerenti sia al settore che a Rinvian ma nessuno ha interesse a conoscere le vs performance, credetemi nessuno e sopratutto io
Anche parlare di bolla EV quando sta appena partendo e durerà almeno un ventennio, mi sembra appena appena insensato
La partecipazione di Amazon e Ford danno garanzie precise ma in una visione long term, nel breve non è un buy se non per swing stretti in considerazione della vola
saluti
attualmente la quotazione in borsa ha già doppiato il prezzo di quotazione e capitalizza eccessivamente, entro questo trimestre bruceranno più di 1 mld di cassa senza income, ho aperto il thread perché interessante il business ma siamo fuori timing per prendere posizione jmho
le prossime due settimane chiariranno meglio gli andamenti di breve
cortesemente invito tutti a postare cose inerenti sia al settore che a Rinvian ma nessuno ha interesse a conoscere le vs performance, credetemi nessuno e sopratutto io
Anche parlare di bolla EV quando sta appena partendo e durerà almeno un ventennio, mi sembra appena appena insensato
La partecipazione di Amazon e Ford danno garanzie precise ma in una visione long term, nel breve non è un buy se non per swing stretti in considerazione della vola
saluti
superbaffone
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pierlala
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te lo appoggio in toto
Non mi permetterei mai di rispondere come Superbaffo (che approfitta della vostra vecchia amicizia), ma siamo sulla stessa lunghezza d'onda...
Come sempre, in poche righe, un quadro perfetto di tutta la situazione, relativa sia al mondo EV, che nello specifico alla stock di riferimento, che ha imparato a nuotare solo da 3 giorni, per poi chiudere in bellezza su come utilizzare in maniera intelligente il TD...
Tanks Grec e Complimenti a Superbaffo per l'appoggio...