THIS Could Be HUGE For Lucid if it Happens 🔥 Lucid CEO Pay Package NEEDS To Change to THIS
Overall Thesis
Lucid's management lack of personal stock ownership and the interim CEO situation are major deterrents to institutional confidence; the analyst proposes that a performance-based pay structure (like Opendoor's $1 salary + stock milestone bonuses) is essential.
Narratives
Despite continued bullishness on the product, the analyst criticizes management fundamentally: no insider (Peter, Mark, or others) has ever purchased Lucid stock with their own money except the Saudi PIF. Contrasting with Elon Musk buying ~$1B of Tesla stock, the analyst argues Lucid's insiders show no commitment, which limits institutional confidence. A CEO pay structure requiring stock milestones above $30 per share (post-split) is proposed as a fix. The stock itself continues to hold above the 10-day moving average on low volume.
Key Arguments
- No insider has ever bought LCID shares with personal money except PIF — all are awarded or sold
- Elon's $1B Tesla buy caused 3-5% stock pop — shows insider buying is a powerful signal
- Lucid needs to solidify CEO appointment immediately (9 months interim is too long)
- Opendoor CEO model ($1 salary + stock milestones) should be replicated at Lucid
- Lucid's products are excellent; management commitment and marketing are the weak links