🤨 Why NIO Stock Investors Worry About this Is Beyond Me!

Battery Swapping will just become bigger and more profitable. Investors should look for a bright future, not worry about CAPEX.
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#NIO #Tesla #China

[@niosanfrancisco]

Go NIO ❤

[@traxxi2003]

I believe that until NIO becomes profitable NIO share will continue to hover in record low levels.

[@3tagewach798]

Der schon zweite Auslieferungs Rekord dieses Jahr und in meinen Augen hat es den Aktiekurs nicht bewegen können. Auch heute nicht. Außer Zeekr sind alle NEV zwischen +3% und +8% gestiegen. Völlig unabhängig davon wieviel heute geliefert wurde. Xpeng magere 10k und trotzdem +5% aktuell. Denke erst ab Q2 und gute Aussichten zu Q3 lässt die Nio Aktie wieder aus eigener Kraft steigen. Super Infos auf deinem Kanal! Danke!! Like👍🏻

[@donholmes4235]

Your daughter has a smart dad

[@DONGXiiTheChinaOpportunity]

Aww

[@08Derrock]

Go NIO!

[@Fliptop95]

Great info Marcel! Thanks for the video!!!! Swapping is the only way and standardization is happening... 🤔 the writing is on the wall!

[@davidsearle8486]

Very good coverage Marcel, I always enjoy your videos and appreciate the depth of your analysis. Thank you.

[@DONGXiiTheChinaOpportunity]

Much appreciated!

[@LoganDanforth-ne5gn]

Keep up the videos my man!

[@pierrerolin293]

I don’t think the path of profitability is clear for Nio yet. Until then we should remain realistic about the stock price.

[@jimmytran511]

Nice video and as always very good to watch your videos!! Your videos are always have good contents!!

[@DONGXiiTheChinaOpportunity]

Glad you like them!

[@jimmytran511]

@@DONGXiiTheChinaOpportunity i really do Marcel. Keep it up and do more videos when you can. Thanks

[@djlex2007]

Thnx for all your effort in this time. You stay true for a long time. Nice to see once in a while a video of this long term stock. I think it only can get better from this point. I believe in the one !

[@DONGXiiTheChinaOpportunity]

So nice of you

[@NIO4LIFE]

n the last 4 quarters we had losses of 700 million each quarter.. I'm excited to seethe financials of this quarter we already know NIO has a massive r&d budget they are not willing to cut but i still think that people as we investors underestimate the cost of deploying the swap stations luckily other brands will help build out the swap station network.. but cost wise it's a bit worrying that we now have info that firefly will be unable to use the current swap stations.. my first thought was well that's more cash burn after a while i thought it makes sense, Why you might ask? It's about BYD blade batteries we use catl in our swap stations firefly will use byd batteries.. once we deploy byd battery swap stations we will see more companies join our alliance who already are using byd's batteries.Did you for example know that Mercedes is going to use BYD's blade battery... i don't like the Mercedes rumors but it's just a example.. but also Tesla, Kia, Hyundai, and Toyota use their batteries..BYD also signed a deal to supply batteries for Ford and GM.. So do you guys see the bigger picture?

[@rc6251]

The target market for Firefly is Europe, where the extent of swap stations is limited anyhow.

[@abingo2]

@@rc6251 the new blade batteries can be recharged in a few minutes, almost as fast as swapping.

[@teognostidoru]

Let's go guys 🙌🏻🔝❤️😍

[@peterbarker639]

Great video M. Lateral thinking I like it.

[@DONGXiiTheChinaOpportunity]

Thanks 👍

[@Burgermonster]

In a recent discussion the CEO said he wanted 100,000 swapping stations. I don't know if that includes the Firefly stations with CATL or not, but in any event, it's clear that they have envisioned a business case for expanding swapping, as you mentioned, in a big way. Thanks for posting your comments about this!👍

[@galancarni1009]

Marcel, buenas noches desde España, al hilo de lo que estas comentando sobre otra red de intercambio de bateria, pienso que es una gran noticia porque creo que ayudara mucho mas a estabilizar la red eléctrica que en el fondo es una buenisima noticia, en contrapunto esta el gasto que hay que realizar. Un saludo

[@N3verSayN3ver]

Nio is already at there 4th gen swapstation, it would be strange if the newest generations wouldnt be adapted to the future of firefly imo. The first generations were not build with that purpose. But the new ones should get a long with different battery sizes, at least i hope so. This will benefit the density of the network immediately, instead of rolling out a separate network. If you want to be the powerhouse of the future, universality is pretty important no? If you compare it with a gas station, the size of the gastank of the car should not matter, what you need is energy and the more places you can get this without restrictions the better the experience will be.

[@Slaytheday388]

Ask Mr P he will tell you why NIO deliveries are going up. Chinese people are finally understanding battery swap and can see how beneficial it is. These record deliveries are going to continue.

[@DONGXiiTheChinaOpportunity]

Who?

[@mehditalbi2537]

😂​@@DONGXiiTheChinaOpportunity

[@GuillaumeSzabo]

😂​@@DONGXiiTheChinaOpportunity

[@G2000000]

Who? A.k.a Snake Oil Salesman

[@Slaytheday388]

Mr, p your buddy in China

[@minimalist0000]

It also means the swapping tech is NOT being standardized even by NIO. So why would partnership companies adopt it?

[@JuanMendoza-hz2vj]

Nio 🚀🚀🚀

[@stefanbromberger8785]

Deliveries are very nice😊 However, to the market this might no longer be all that matters. Anyone can boost their sales whilst increasing their losses. Once Nio can prove that losses are - despite all the competition - finally narrowing, the stock will really get moving. Also, it would mitigate the (justified) concerns about another, potentially catastrophic, round of dilution.

[@alanhoffman17]

Any chance that NIO could manufacture small BS cars for VW in F3 the new firefly factory?

[@dlinares2006]

2Q: is the CATL battery swap stations working? And, are NIOs battery swap land is rented or owned by the company? Tks!

[@andrewdavis6100]

I got question 2 They lease the land. I believe it’s a ten year lease.

[@Drgnrt]

Underpromise, overdeliver! This is why we got into NIO in the first place.

[@rune54321]

All they've done so far is overpromise and underdeliver.

[@minimalist0000]

You are an uninformed investor.

[@mj-iw6iz]

Do you DCA at these levels?

[@jamesp5301]

Show them as profit centers. Nio needs to prove it or the skepticism over swap will remain. Break out the business and IPO it

[@leeme179]

I don't see this happening, as EVOGO is direct competitor to NIO Power and even if NIO buys EVOGO, still is bad news and confirm that NIO swap tech design was flawed, since they hadn't considered Firefly when building the swap stations, technically thinking I don't see why Firefly can't use existing swap technology the battery screws would be at different locations i.e. large battery would be rectangle and small ones might be square...there might be private (only NIO) and public (ONVO, Firefly & third party) swap stations but having completely different battery swapping tech is crazy...

[@Francisco-287]

This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!

[@MiamiNinja.2Thailand]

The number of swap stations in China seems to be stuck around 2,450. Does anyone have any information as to when Nio will start ramping up with station installation?

[@MiamiNinja.2Thailand]

@@waynelewis9110 all speculative

[@valanz_]

Despite I see the possibility of EVOGO play, talking speculation I'd feel more inclined to think NIO would choose Aulton Battery swap network (2nd leader in Swap station network #). Beside, considering that NIO Capital has invested in Aulton since a couple of years already, Is also logical to think they would be working together, same as with Innovusion, ClearMotion and many others investment.

[@DONGXiiTheChinaOpportunity]

Aulton is for B2B.

[@valanz_]

@@DONGXiiTheChinaOpportunity Is what people think, but no. Look at their website, is for commercial and passenger vehicles. 🤫

[@DONGXiiTheChinaOpportunity]

commercially owned passenger vehicles though. taxi fleets etc. Aulton is B2B.

[@valanz_]

@@DONGXiiTheChinaOpportunity In the website there is a clear distinction of commercial and passenger cars, even in the swapping time. Which lead me to think taxis are commercial vehicles. Also, all the cars showed in the site, are not taxis 😉

[@valanz_]

Moreover, their mission is: "Free every electric vehicle from charging troubles, Maximize every battery’s value by sharing". doesn't look comercial only to me.

[@moizarshad1762]

Niooooo

[@greghelton4668]

BaaS is a cash drain.

[@watatoi1515]

🪫🔁🔋🏁

[@niosanfrancisco]

Hey Frank!, GO NIO!

[@mikefellbach6841]

Nio is now worth the same amount as it holds cash. That means the company is essentially worthless.

[@davedavycrocket]

?????? Your statement is idiotic. Go away.