The asset light model certainly is appealing in a recession or inflationary time. Take it or leave it. The only one that's in production currently is the Fisker Ocean top level model. Certainly 100k models annually woukd require 300 models made daily with appropriate sales. What
Alexander Delp
Posts (3101)
We've got some convertible notes that always get people scared about dilution. once this is just under 8 short sellers will get totally annihilated
Build Back Better or MAGA. It doesn't matter as long as some company pulls off the impossible. You've got GM complaining about the costs and focusing on larger models. Hopefully one of the many companies around the world get with the person desperately needing OUT THE DOOR for under 30k with a refundable not a non refundable tax credit of 7k
People need to really hit the market with an affordable basic EV similar to the Model T. Every so often you get a car like the Toyota Corolla in the 80s or the Elantra in the 90s. The Civic in the 00s. The Tesla model 3. Is the Fisker Pear that gem of a stone that will be the game changer
EV startups have been plaqued with selling a dream that never comes true. What makes Fisker FSR different is the reality of OEM plus strategic partnerships. Without having Magna in Europe or an SOE for the Chinese market. Or a reliable partner for the MAGA or Biden inflation reduction act in America. You're dealing with so many pieces of legislation with layers of protectionism globally. Hats off to Magna for really assisting this company plus they have about a 10 percent investment. Employees of Magna are happy and this is a great story when it works out. A textbook study in 21st century business for sure
Fisker is mass adoption model with far more competitive prices. FISKER IS a Ken's doll ? moving down in society
The Indian Summer isn't over yet. They need to work on marketing. That is they need to get in movies, cinema, tv, and more of a media presence. The catalyst of course is they produce. They use a lot of OEM parts so it's all about marketing, performance, and sales. With 80k deliveries for an entire year is sort of lackluster. However a high end brand needs adoption. Is this Barbie's dream car after the Corvette gets foreclosed? In other words Ken got fired from Rivian and landed a gig with Apple and drives a Polestar
Let's not get overtly excited or euphoric
Fisker is sitting on just a 2.2 billion dollar market Cap. Tesla was at 4B when they started. EV mania died with the Lordstown Bankruptcy. Ironically that same plant will be pumping out 500000 Fiskers in 2026
Polestar Model ,1 blah blah. to much Tesla. PolestarbPony. Polestar Nebula
