Let's dive into some of the (unrealistic) expectations of NIO turning a profit soon. #NIO #Investing #stockmarket
Пікірлер: 34
@charlesngo22032 ай бұрын
holding 13.5K shares at $6.5 and waiting patiently
@niosanfrancisco2 ай бұрын
The proof is in the pudding, you should join our podcast on Sunday to clarify this to the community.?
@needlemover65792 ай бұрын
That's your opinion. From many other views you might be wrong on this. There has definitely been a shift in Nios strategy and I believe profitability is a factor in this.
@amir_investor62322 ай бұрын
Well I think they should first reach the point of Break-even, & then if everything goes well, we might start seeing profitability. So their guidance & trajectory would be interesting & also showing the way they handle the costs quarterly is very important. Beside all these, one interesting fact about NIO is the cascade of surprising milestones which can change everything (e.g. partnerships & market penetration). This makes NIO in a unique position which we don't see in many companies imo
@jamesp53012 ай бұрын
Profitability is not likely this year. I just want to see how we get there in the next year or two and the numbers start matching the predictions. Aaron is really excited and I can't blame him. There is a lot of positive going on but with launching a brand, moving closer to the firefly launch and continued investments I see it as very unlikely. My best case scenario would be improving margins.
@320Fairway2 ай бұрын
FCF is a true indicator. Earnings can be very creative.
@jamesp53012 ай бұрын
yup. you can even have FCF with a paper loss. Cash is king
Thank you Dongxii. I've been in the stock and trading it for a long time, probably one of your earlier subscribers (EveryoneIsAHypocrite). To me, it's interesting how narratives are created, especially the one with "if nio reports profitability, then the stock moons". If stocks were this easy, then retail would be winning. That view undermines numerous things I feel determines NIO stocks price, glad you mentioned it. I never really cared to address it personally because I think people are entitled to their own opinions, but that one in particular coild pressure management into taking decisions that aren't optimal for potentially larger revenues and profits in the future. Thank yoi for the video
@smota292 ай бұрын
I agree. Upfront licensing fee (i.e one time P&L item) could help P&L short term but to become profitable margins need to improve consistently and I don't see it in short term given intense competition. I am still very optimistic. NIO is on the right track.
@valanz_2 ай бұрын
Good that they are looking other options. also, I always wonder what was the problem with the HKEX stock connect, and why NIO haven't done it, like XPEV did it. I've read the application details, but I didn't see any profitability requirements. I couldn't find any detail from NIO on that, do you have any info on that?
@shijersey83362 ай бұрын
based on q1 earing, they need to seel at least 26k cars per year
@razbusari7032 ай бұрын
There was something in the press today about Nio expanding into the Middle East. I hope this is true.
@NIO4LIFE2 ай бұрын
Something off topic i found funny.. on Twitter there are a lot of nio enthusiasts sending tweets so I've seen some guys says things like he blocked me without mentioning who and then some others commenters responding with was it Marcel? I don't know why but i found that very funny. Are you a serial blocker marcel?
@DONGXiiTheChinaOpportunity2 ай бұрын
Yes I am a serial blocker.
@NIO4LIFE2 ай бұрын
@DONGXiiTheChinaOpportunity that's hilarious keep blocking them mate.
@sduio892 ай бұрын
When do you see Nio crossing 75 as you had indicated many months/years back?
@matt39352 ай бұрын
Never... shares are so diluted it would be highly unlikely for it to get back to that. Being that it is a Chinese stock isn't helpful either.
@az64082 ай бұрын
What the f is the STAR market ?
@rainerluthershelley51312 ай бұрын
👍
@henpil70982 ай бұрын
No profit to 2028 maybe 2029 waist 4 years with nio already 😂
@silys52532 ай бұрын
I know who it is. Did not know he blocked you. What can I say - he is old and grumpy 😂
@NomadWalker-io3ne2 ай бұрын
Filthy mindset?
@ricorichards40992 ай бұрын
NET LOSS: The Chinese electric-vehicle maker's first-quarter net loss is estimated at 5.42 billion
@chiefrocka13632 ай бұрын
Yuan not dollars 😂
@barr962 ай бұрын
Can NIO be profitable with no real expansion outside of China? I'm not sure.
@DONGXiiTheChinaOpportunity2 ай бұрын
Yes they can without a doubt.
@Floorguy10002 ай бұрын
China is the biggest EV market. NIO does not need to expand outside of China to become profitable. NIO will undoubtedly expand internationally...and will hopefully do so in a measured responsible way. But, it doesn't need to to get to profitability.
@DONGXiiTheChinaOpportunity2 ай бұрын
global expansion is just another unpriced call option in NIO.
@sennaha2 ай бұрын
GM's only profitable market was China.
@zenden92 ай бұрын
Didn't li auto proves that without overseas market and they are making a profit?