✍️ NIO Buyout and HSI Inclusion? China Relations. Model Y and ONVO.

[@martcouz]

A buyout would be the worse possible scenario. It would just confirm that we as investors just wasted so much time in hoping for better days.

[@ahmedchowdhury3391]

Need some contract from big Western company

[@anthonyskorupski]

No one has enough money to just BUY nio lol...

[@larsbraendo9244]

Nio is big enough in China as it is? as well as in Europe. Car sales are undependent on the United States and what Trump's plans are

[@digital_0630]

Who cares.. as long as stock price goes up. Dream scenario would be Tesla buying out nio 🤞🏼

[@edfritz1569]

You’re right, Marcel. It’s when one is just going through the motions, that’s when you know they are giving up and not moving forward.

[@cervelo9465]

Thank you, very good. I would agree, I am not expecting any buyout scenario. A visionary founder does not want to give up on his vision.

[@nitorodr2654]

What ill need is NIO TO GO UP LET'S GO NIOOOOOOO 🙏🥞☕️🤣🚗🚀🌛$$$$29K👍

[@Slapshotkids]

love to see Apple Nio in the USA. that would be the best outcome for explosive growth Apple is a money making machine

[@ohasli38]

Thanks Marcel for giving some of your time to inform us of the latest news. I personally don’t think NIO will sell the company to Xiaomi although they have enough money to buy out NIO with their cash reserve and the ambition to big a world player.Also I think USA will not be so hard on EV China as I am sure Musk will be a sort of advisor to Trump as he has big investment in China and high Tesla sales there and for export . But who knows

[@markshepperson3603]

The way the market is shaping up this week shorts can make more cash going long on other stocks.

[@Burgermonster]

Good to hear your perspective. We all cross our fingers and hope for the best. Tuesday when markets open we'll get a hint of what's to come from the Trump shock and awe.

[@miroslavhavlas1443]

Marcel, to what extent are shares of NIO traded in different markets connected to each other as those are separate equities? If the price of NIO would spike in HK would it go in tandem for Singapore and New York traded shares right? I am wondering how that work and the simple answer from an AI is not enough for me. Would you please maybe comment on this? Thank you

[@LaxKir]

I agree with all your views as always - new Y looks attractive from outside which might have an impact on ONVO sales in the short to medium run and also a bearing on the projected sales for FY25.

[@peterbarker639]

Thanks M good points.

[@raffaelerossi6173]

Marcel how is Nio and Baas perceived in China

[@9kilsyth]

BAAS is perceived well in China. People in China live in apartments, so charging at home can be challenging. With BAAS, the cost of the battery is reduced from the car, and battery swapping is usually included, so it is an attractive option.

[@carlenlara2057]

Thanks Marcel

[@jameskahl1598]

Citadel has been called out on naked shorting and been fined 22M for so, from older news I found.

[@JT_Nio_usa]

I hope Trump will be better for China and Nio. Thanks Marcel

[@DONGXiiTheChinaOpportunity]

Fingers crossed! But I think it will be the case. Biden Administration has been horrible.

[@JT_Nio_usa]

@@DONGXiiTheChinaOpportunity agreed that Biden has been horrible, with Trump already some good news from his twisted out and the TikTok etc.. Hope Xi and Trump to meet soon and making some trade deals between the 2 super powers.

[@Slaytheday388]

Yes the last time Nio stock was at a good price Trump was president. Biden just ignores China and slaps tears on him and tries to become their enemy. Trump wants to build a relationship with them because he realizes they’re the second biggest power in the world and he doesn’t want to be enemies with them. Trump is way smarter for doing this

[@D.A.OhK.]

@@DONGXiiTheChinaOpportunity This is true, despite the fact that MAGA propaganda has long lied that Biden is in bed with China and Trump will bring China to heel. China's biggest benefit will be Trump weakening America and opening the door again for China to make inroads everywhere

[@SamKH202]

Thanks Marcel. What do you think about Trump's earlier "proposal" that Chinese EVs being built in the US? Not sure how bullish that would be alongside EV subsidies being removed in the US

[@DONGXiiTheChinaOpportunity]

would be win-win, wouldn't it?

[@D.A.OhK.]

As with everything else Trump says, he has also made numerous comments in complete opposition to this lark. So don't trust anything he says, and understand that any eventual action will be based on whether or not it benefits him personally.

[@GeorgeSalmonX]

👍🏼

[@ahmedchowdhury3391]

Sens stock 10 dollar end of February ❤❤❤❤ sens stock

[@martinalvarez2502]

No. Wanna bet?

[@ahmedchowdhury3391]

@martinalvarez2502 we will see

[@disastrousemouse]

Would a buyout improve the stock or weaken it?

[@josephpavic8688]

With everything NIO has to offer what would buy out money look like?

[@DONGXiiTheChinaOpportunity]

For reference, Volkswagen spent 70B EUR for electrification alone. NIO outsells BBA in China for pure EV.

[@josephpavic8688]

@DONGXiiTheChinaOpportunity Thank You Sir.

[@cinder8502]

@@DONGXiiTheChinaOpportunity nio has terrible sales compared to other chinese EVs, their business model isn't profitable and will never be profitable. The more they sell the more they lose.

[@stephenogrady267]

Totally inaccurate. Nio’s gross margins are increasing significantly. If you’re going to bash the company at least don’t engage in misinformation.

[@ahmedchowdhury3391]

Sens stock ❤❤❤

[@rubenrv57]

Quick question: If NIO would be sold to Xiaomi, then our shares would be automatically sold at the sell price and Xiaomi would have access to top NIOs technology which has been financed actually by the investors? Because in that case you could say China would have used foreign money to finance top technology and then take it for themselves at a good price

[@tm4s426]

A buyout at 9B would be giving away NIO to xiaomi for free. Not a chance

[@RobDent]

Book value is $.77 per share. The last thing I would want to see is them assessed at enterprise value, but with US$8.1 billion of 12 month short-term liabilities I’m not really sure Nio would have any bargaining power. Clearly Xiaomi could do it with 20 billion of cash on the balance sheet, but inheriting the liabilities would be foolish in my opinion.

[@stefanlinden7231]

Hi!

[@Slaytheday388]

Trump will make Chinese stocks great again. There’s no doubt in my mind.

[@brokenvcr]

Maybe NIO will do what it did last time Grandpa Trump was in office. 50+

[@thewolfonwallstreet]

No chance is Nio been bought out more chance of hell freezing over

[@yupingsun40]

it is not a bad idea to merge with Xiaomi if they join force to create a new independent company. then the shorts will leave.

[@hopemeng7263]

Will trump buy a nio...anything can happen....this is a crazy world....

[@DailyBeatings]

Tariffs and sanctions from both the previous Trump and Biden administrations resulted in a one trillion dollar surplus, the highest in the history of mankind, and 5% GDP growth. Tariffs and sanctions are the gift that keeps on giving...🤣

[@Burgermonster]

The US had a $1.83 trillion budget DEFICIT in 2024! What are you talking about?

[@DailyBeatings]

@@Burgermonster China had a one trillion dollar surplus and 5% GDP growth in 2024. Have you been living under a rock these past years?🤣

[@Burgermonster]

@@DailyBeatings You should learn to communicate better and get your facts straight as well. China also had a huge budget deficit in 2024 - over 3 trillion USD. They did have some growth although it was disappointing compared to prior years. Tariffs are no gifts to anybody!

[@DailyBeatings]

@@Burgermonster My facts are straight and normal people would have researched the claim and concluded it was true. Because of the tariffs and sanctions China decided to explore new markets, shift some production to other partners, and become more self-sufficient with certain western dominated technologies, which would have never occurred otherwise. The results speak for themselves, so the issue is you just can't accept this. Cope harder...🤣

[@Burgermonster]

@DailyBeatings good boy! great clarification.

[@Poofi3_841]

Even if Xiaomi wants to buy out Nio, which I highly doubt, they do not even have the cash for it, since Nio is worth much more than their current market cap.

[@ohasli38]

If I am not wrong Xiaomi has $30 billion cash reserve and the company is worth $115 billion and the 14 th world most valuable company

[@Poofi3_841]

@@ohasli38 Exactly! And in my opinion $30B is definitely not enough for Nio. Ps. "As of September 30, 2024, Xiaomi's cash reserves reached a record high of RMB 151.6 billion." - Chat GPT. This is around $21B.

[@pierrerolin293]

Well the markets have known since November that Trump was going to take office and that hasn’t helped the stock price. So much for the Trump effect. What would save Nio is the adoption of battery swapping on a much larger scale. Nothing will save Nio except Nio !

[@Eddycook-d8r]

We dont want a buy out

[@ahmedchowdhury3391]

We need 50k monthly delivery to become competitive ❤

[@Slapshotkids]

partner with Apple and we be doing 100K a month easily

[@kennyfrancis6882]

William Li is one of the worst CEOs, a buyout by byd is not a bad thing, a better CEO would be able to bring the company forward faster.

[@ThanhNguyen-lx2ej]

Nio will go nowhere, might be a bit better, but not increase too much. Invest for long time, like 10 years more to see the positive difference.

[@genebrimage9150]

There will be no tariffs.Just a bargaining tool