Dragon Fish
commented on a stock · Dec 1, 2024 20:42
What is happening to Nio? Why Sales Stagnation for the 7th ...
What is happening to Nio? Why Sales Stagnation for the 7th month. CEO said Nov had more promotion compared to Oct but why did the sales drop from Oct to Nov? What is really going on? Nio sales team lousy or what? Promised but failed to deliver again? How to achieve the Q4 guidance number after the last 2 months of stagnant sales numbers? Can the Dec bring a good number after the mgmt goes all out with the most freebies for the customers to grab? Can hit 30k in Dec. Naysayers must be laugh out loud and think Nio is for sure wont be able to hit the Guidance number again.
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103484522
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they need to wait for supplier to ramp up product to give them the part .900v is a new components .they need to order in advance .so slow ramp up of onvo .nio also slow in paying supplier money ,that why priority given to other customer like tesla that can pay cash faster .nio is losing a lot of cash thru huge losses evey quarter so need reserve cash to pay rnd ,sale and admin etc .supplier last priority delay 12 month payment mgmt bad that why execution also poor .
74216494
103484522
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Yes. As a supplier, I would also only send parts to NIO, in case these parts are surplus. Because NIO pays after 300 days. Same policy should apply to top management .. Although, dunno, whether they deserve payment alltogether.
103027647
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nio need reserve cash to burn in rnd and pay sale n admin first.there no cash control I nio,employee just burn fiercely as they know CEO can go Abu to raise more billion to burn .CEO also fnt care he boast can get free money as investor want to buy his toilet paper for billion . ultimate investor will be diluted 50%annually.see nio struggle go up but got dump down very fast.that why shorties happily shorting nio share as annually drop by 50%.sale useless now can't make moneh till 2026.shoties will shot down another 50% if Abu buy more nio toilet paper
TWP PaPa : we all don't know, it might be cars produced that may be sent to MENA first?
103484522 : they need to wait for supplier to ramp up product to give them the part .900v is a new components .they need to order in advance .so slow ramp up of onvo .nio also slow in paying supplier money ,that why priority given to other customer like tesla that can pay cash faster .nio is losing a lot of cash thru huge losses evey quarter so need reserve cash to pay rnd ,sale and admin etc .supplier last priority delay 12 month payment mgmt bad that why execution also poor .
74216494 103484522 : Yes. As a supplier, I would also only send parts to NIO, in case these parts are surplus. Because NIO pays after 300 days. Same policy should apply to top management .. Although, dunno, whether they deserve payment alltogether.
TWP PaPa : yes good analysis, Who paid $ first I serve that company. Nio needs to rethink its strategies.
103027647 : nio need reserve cash to burn in rnd and pay sale n admin first.there no cash control I nio,employee just burn fiercely as they know CEO can go Abu to raise more billion to burn .CEO also fnt care he boast can get free money as investor want to buy his toilet paper for billion . ultimate investor will be diluted 50%annually.see nio struggle go up but got dump down very fast.that why shorties happily shorting nio share as annually drop by 50%.sale useless now can't make moneh till 2026.shoties will shot down another 50% if Abu buy more nio toilet paper
Dragon Fish OP 103027647 : Abu Shiekh will take Nio private if they are allow to inject more billions into Nio. So that no more shorties can short Nio.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
安安稳稳过日子 : Good chance that the cars are sent to MENA as CYVN is kinda like an important investor with quite an influence.
The good news is that NIO is likely to see alot of success in MENA as CYVN seems like they know what they are doing.