😱 Why is NIO Not Speaking About This (anymore)?

[@cervelo9465]

We reached 50,000 subscribers. Well done. I have been watching since middle of year 2020, almost 4 1/2 years time.

[@Angiewatson72]

I think the stock market will go sideways or down just slightly over the next 6 months. I'm hopeful there won't be anymore interest rate increases. The restart of student loan payments should be more than enough to get inflation in check. Personally, I think student loan payments should have resumed a year and a half ago. We probably could have avoided a lot of the inflation that has occurred over that time. It may have even been "transient" inflation as many were calling it back then. Early/mid 2024, interest rates should start dropping and the stock market will head to the moon. when news gets bearish start buying. "Keep it simple" that bear/ correction was the best thing that happened me.

[@Angiewatson72]

She's mostly on Telegrams, using the user name

[@Angiewatson72]

LeasieAiken

[@Kathrynrosa3660]

LeasieAiken is among the best traders on the internet and I'll keep saying it every time.

[@Hollykymis]

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[@josexaper7734]

The clarity and precision in Leasie market predictions are astounding. I'm so grateful to have found her reviews here on KZbin as well.

[@AliAlizadah-k2k]

Thanks friend

[@manik00]

If not carbon credits, what other sales they could have made? It would be good to know from the management if they are hoarding carbon credits.

[@trent1615]

Looks like a surprise quarter is coming maybe this quarter maybe one of the big quarters next year. Looks like they are sitting on the credits.

[@lkolonis]

If they had regulatory credits, they would likely be using them. Given the scrutiny they’re facing over their bottom line, it doesn’t make much sense for them to hold onto those credits instead of using them.

[@jimmytran511]

Thanks Marcel and happy Thanksgiving to all Nio fans

[@abdelghaniainouss]

Marcel what is your opinion on Nio making Firefly non swappable. I think this could be a good response to the competition and could improve the bottom line. It also makes sense for overseas markets, EU would probably impose a minimal price cap on Chinese EVs, so super cheap Firefly is not an option. I hope the Nio management could consider this option.

[@barr96]

Im still confused on who will buy a not so cheap firefly EV that does battery swap, yet there isnt a single battery swap station for the brand. To build one out will take years and millions of $$. Madness 😅

[@davedavycrocket]

I agree. It is MADNESS! It absolutely ridiculous that they are not modelling the Firefly on the NIO/ONVO Swap platform! WTF!! This is a STUPID STUPID MISTAKE and probably a deal breaker for me to get into this stock unfortunately because I do like the NIO/ONVO Battery swap platform strategy. Unless management do a MAJOR RETHINK on the whole separate and unique Firefly swap station buildout plan, they are going to inadvertently sink this company with unnecessary and unsustainable debt. Very poor management decision with Firefly. Very very disappointing.

[@Eddycook-d8r]

Thanks for all the updates

[@abdul-rahmanbajunaid3225]

Can you make a video about battery swap, according to my napkin calculations, each swap station on average, they swap 15 times a day. These swaps include free swaps

[@aetasch]

Don’t get it. As NIO is only producing in CN they can also just sell certificates in CN. Ist that right? In CN there is already a high penetration of EV ->weak demand for certificates? Are there any numbers of other CN OEM selling this in China like XPENG or Geely? This might bring the answer…

[@abdelghaniainouss]

I think traditional automakers don’t need to buy these from NIO anymore because they are not selling that much vehicles.

[@Cheekyoctopus]

Interesting point Thank you Marcel. Can't help feeling something big is coming soon

[@XII19755]

NIO is saving the credits for big surprise. 💪🏻🇨🇳

[@crystaln644]

Agreed!

[@peterpeter1829]

I wonder if they should maybe sell the credits to do more swap stations?

[@ЗеновіяПриймак]

Investing in stocks is planting a tree for your future; with patience, it will bear fruit.

[@SPCE_BOYY]

nio stock isn't higher because it was selling a PREMIUM PRICED car that actually sold very well for a car in that segment. Now it has introduced ONVO the FIRST AFFORDABLE battery swapping vehicle at $28K! to be followed by FIREFLY an even more affordable. 2 MINUTE BATTERY swaps are the future!

[@captainreza1]

CEO said FireFly is not going to be a cheaper model. It can not use the existing BaaS to swop and therefore needs it own dedicated infrastructures. Very poor business model I am afraid.

[@i6power30]

No one cares about battery swapping now that there are 500kw charging stations

[@captainreza1]

@@i6power30 that’s not true. Battery Swap is useful specially in dense urbane areas, or people with time constraints like cab drivers (robtaxi). Super Chargers reduce the lifetime of the battery (its chemistry and pushing large amount power V*I into the matter). Industry doesn’t want people know these tradeoffs …

[@andrewdavis6100]

@@i6power30really showing your ignorance there bud.

[@davedavycrocket]

I agree. It absolutely ridiculous that they are not modelling the Firefly on the NIO/ONVO Swap platform! WTF!! This is a STUPID STUPID MISTAKE and probably a deal breaker for me to get into this stock unfortunately because I do like the NIO/ONVO Battery swap platform strategy. Unless management do a MAJOR RETHINK on the whole separate and unique Firefly swap station buildout plan, they are going to inadvertently sink this company with unnecessary and unsustainable debt. Very poor management decision with Firefly. Very very disappointing.

[@javajav3004]

😂😂

[@Slaytheday388]

Just a matter of time , when NIO get envo deliveries up to 20k per month we will be looking very good.

[@carlosvizcarra5821]

Is Xpeng report showing that they are selling these credits?

[@deonkumar1420]

Wow great work.

[@markwaszczak7516]

Great info. I new nothing of this. Hope this helps a lot

[@DONGXiiTheChinaOpportunity]

Hope so!

[@AbdulRahman-od1dg]

Based on the other sales trend, it certainly seems to be the case of NIO not selling it yet and piling them up. Hope we see it in the report soon sending the other sales to over $600 million +

[@jamalhasan2195]

How about not paying suppliers over 295 days? Is this practice normal in China?

[@DONGXiiTheChinaOpportunity]

Good for NIO, more working capital during the time where the money is still with them. If the supplier accept those terms, its fine ...

[@jamesp5301]

The graph makes it clear they are selling the regulatory credits as they go along. I assume the big spike it when they sold credits they had been hoarding before. Come on man

[@DONGXiiTheChinaOpportunity]

I only see "other sales" going up in sync with the cumulative fleet, as it should since more people are buying "other services". What I don't see anymore - since a long time, are those spikes by credit sales, like in the past.

[@Ballin10X]

very cool video!

[@DONGXiiTheChinaOpportunity]

Thank you! Cheers!

[@jaybavis5896]

Im disappointed with NIO. China is garbage. The company seems to make great cars . I think the company should move .

[@fredericracine6323]

lol . Are you a joke ?

[@luckarl]

Why so many hates on a country?!? I was there many months and met many great people. Chat GTP is also propaganda machine.

[@jonatanhernandez7677]

It's normal that China is not doing well, the US government attacks them with tariffs, sanctions and bans in the technology sector and short attacks by investment institutions and they have a real estate crisis that they are overcoming over time. China will be a winning country in the future, whether the US government wants it or not.