When any brand in any industry is looking for growth like Lotus currently is, they need to have a few items to make it work.
1. Something different, innovative or representative of good value / far superior to the competition.
2. The process/capital in place to produce the item. (this can be attained, if the product is extremely innovative / better than what is currently out there)
3. Above average customer service and EXTREMELY STRONG marketing
4. Ability to commit and follow through on timelines, or over achieve those deadlines. Basically adequate trained staff to finish projects and product. (parts shortage affecting timelines from COVID not withstanding, speaking in general here)
To have the best chance of success you need all four. However you can also be successful if two out of the four are done in a superior manner to your competitors.
If your Geely, they already have number 2... So which of the other 3 options have they chosen to forgo? Also, is the Emira/Electre innovative enough, or superior enough to the Cayman, C8, M2 or Tesla Model X, Rivian R1S, Hummer EV, or new EV SUV coming from other manufacturers? If you say no to that question, then they do not have a choice but to deliver on points 3 and 4. Also want to point out that Marketing is almost MORE important than CS. I am sure there is a few other items needed, but without those, the chance of success is pretty much zero. I can't see how you can penetrate market share lacking in any of those areas.
Geely might want to see revenue pumping in, but they are also smart enough to see what is happening from the outside in. Imagine being the CEO of Geely, seeing the Emira reviews, the fact they are delayed 7 months delivering customer cars (maybe longer), burning through cash, still LESS than HALF the subscribers to YT than Polestar (an EV startup with no history... it's actually difficult if your Lotus to achieve that btw). I am positive that the board room meetings are getting a little warmer than before.
On the flip side, customer pre-orders are still VERY strong, potential for good revenue is there and clearly worth the struggle for Geely. Lotus made a great looking car in a price point that caused a lot of people to take notice, more so than the Evija. Kudos to them. The designers and engineers deserve some praise and Geely as well for giving life to Emira and future Lotus products.