Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Tobias Beith (Redburn Atlantic) — Tellvest

Analysts/Tobias Beith

Tobias Beith

Redburn Atlantic

Consumer Cyclical

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

50%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '25Q3 '25

Focus Areas9 topics

Margin2Supply Chain2Product Launch2Inventory1Capex Investment1Geographic Expansion1Demand1Trade Tariffs1Guidance Reliability1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

LCIDLucid Group, Inc.50% challenging3 quarters

2025 Q3

why wasn't leverage on volumes and the impact of product mix visible?

ChallengingMarginInventoryView in transcript →

what is Lucid's plan regarding the localization of production of the Midsize platform, if at all?

Capex InvestmentGeographic ExpansionView in transcript →

2025 Q2

output in the second quarter is at an all-time high and also above demand.

ChallengingSupply ChainDemandView in transcript →

the 21 points of tariff impact, but not all of it was actually realized in the second quarter

Trade TariffsMarginView in transcript →

2025 Q1

I was wondering if Lucid would divert time to re-architect existing supply chains for the air and the gravity

ChallengingSupply ChainProduct LaunchView in transcript →

whether the state of the vehicle and its derivatives for the touring and whatever else that follows are on track

Product LaunchGuidance ReliabilityView in transcript →