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by wcarron 1945 days ago
Lucid supplies the batteries for Formula E, and has for a few years, and I believe they recently resigned a contract to be the continued battery supplier for FE.
2 comments

That doesn't sound like a $24B business.
A company that is successfully making high-performance vehicle batteries only being valued at $24bn a decade before laws force the electrification of all the cars in the US and Europe seems really undervalued to me.
Maybe not, but they are clearly doing much more than just that, as a cursory google search (and the article) tells us.
Nikola had contracts too, with the likes of GM.
Nikola’s contract with GM was to buy from GM.
It is still a contract of some repute with 11% stake. Do you think GM would sell to just any other startup with no history, if it wasn't for the hype??
The 11% was an additional sweetener given to GM to induce the partnership, not money GM was investing in Nikola.

Would I be willing to take some shine from an EV company willing to give me an approximately $2B (at the time) stake in their company, pay me around $700M of my own costs, and buy vehicles from me at a cost-plus arrangement? Shall I use my pen or yours?

https://www.marketwatch.com/story/nikola-stock-drops-as-gm-d...

Disclaimer: I’ve been quite short $NKLA for a while, quite profitably; I still am.