TWP PaPa
OP
Kukuujiao
:
well, Nio didn't reveal much about partnerships and how much they are paying Nio and the usage of swap and technologies transfer so that their car are swappable in Gen 3 and Gen4 swap station and also the usage app for cloud to access locations of chargers and swap stations...
Kukuujiao
TWP PaPa
OP
:
I doubt Nio asks for loyalty fees from other car makers that joined the power swap alliance. Nio may be using zero loyalty fees to entice them joining, hoping to fasten swap station meeting breakeven point
74216494
Kukuujiao
:
+1. L60 will increase NIOs losses, until March, at least, because 20k-30k need to be sold just to break even. "The Leading ZERO" of NIO stated this in the public.
102332870
:
u simply mean revenue and probably gross margin. But due to larger operation expenses like Onvo stores and staff, net level will not show big improvement till Q2 next year (if Onvo remain a hit)
Kukuujiao : Analyst concerns are the same, the more cars Nio sold, the more losses incurred.
What Nio seriously need to do is managing his OPEX diligently
TWP PaPa OP Kukuujiao : well, Nio didn't reveal much about partnerships and how much they are paying Nio and the usage of swap and technologies transfer so that their car are swappable in Gen 3 and Gen4 swap station and also the usage app for cloud to access locations of chargers and swap stations...
Those are confidential and trade secrets..
Kukuujiao TWP PaPa OP : I doubt Nio asks for loyalty fees from other car makers that joined the power swap alliance. Nio may be using zero loyalty fees to entice them joining, hoping to fasten swap station meeting breakeven point
TWP PaPa OP Kukuujiao : maybe similar practise like flying "stars alliance". we don't know..
74216494 Kukuujiao : +1. L60 will increase NIOs losses, until March, at least, because 20k-30k need to be sold just to break even. "The Leading ZERO" of NIO stated this in the public.
Louis999 : burn the shorts
102332870 : u simply mean revenue and probably gross margin. But due to larger operation expenses like Onvo stores and staff, net level will not show big improvement till Q2 next year (if Onvo remain a hit)
70195008 : Tell me you don't read earnings reports without telling me....