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Rivian: Thank You, Department Of Energy!

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  • Rivian's expansion plan includes a DOE loan for a Georgia plant, aiming for 615K annual production by 2030, despite potential political risks.
  • The upcoming Q4 results are crucial due to the focus on achieving positive gross margins for the 1st time, allowing the market to shift away from large losses.
  • The EV manufacturer moved the focus towards the R2 ramp in 2026, aiming for annual sales of 200K to lead to EBITDA profitability by 2027.
  • The stock is cheap due to the massive opportunity to ramp up production over 10x in the next 5+ years.
As the calendar turned to 2025, Rivian Automotive, Inc. (RIVN) gets closer to fully unleashing their EV platform. The Normal, Ill. plant expansion is in full force and the company recently obtained a government loan to build the Georgia plant in order to produce R2s and R3s. My investment thesis remains ultra-Bullish on the stock.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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