Rivian-Volkswagen cooparation? No, it's even not an investment!

JacksNiffler
06-26

$Volkswagen AG(VLKAY)$ ‘s 5 billion dollar investment in $Rivian Automotive, Inc.(RIVN)$ ‘s news took the latter's stock price straight to the air, but apparently the secrecy between the two companies hasn't been particularly good.

During the June 25 session, a large number of RIVN's $13 and $14 doomsday CALLs expiring this week moved out of line, with more than 5,000 and 4,000 more orders, respectively.

Apparently, this front-run was "perfectly timed", coincidence?

I'm not sold on the Rivian-Volkswagen joint venture, and it's probably just a gimmick and more "hype" than anything else.

The specifics of the partnership really take advantage of the public.

  • Combine the complementary strengths of both companies to reduce the cost of a bike by scaling up and accelerating global innovation.

  • Plans to contribute electrical architecture expertise and license existing IP to the joint venture. (Whitejohn IP)

  • Both companies aim to launch new cars in the second half of this decade (that is, during the next 5-10 years). (Who the hell knows what the cycle will be at that point, $Tesla Motors(TSLA)$ should even fly).

  • The way the public invests: $5 billion in Rivian, $1 billion initially through unsecured convertible notes, and another $4 billion expected at a later stage, which is the same as saying that it's not buying equity yet, and that you can ask for a cash return directly after maturity if the share price falls.

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Comments

  • pangngk
    06-26
    pangngk
    Nice investment by Volkswagen
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