105322040 bullbearnme : Money is just one form of power, I started my business without much money because people believe in my words , they give me money and asset to build a successful business now. More debt? Do we think lender willing to lend us so much debt unless we have something really special like Nio just like why hefei state government n CYVN willing to invest in Nio, all savvy businessmen use debt prudently to build productive asset that enhance human society. donation? I really don’t mind to help a bit in improving our climate to transform our planet a better place to live for all. Most big fund will soon have a mandate to invest in green renewable and sustainable energy business that contribute to climate agenda.

105322040 : I drive a BMW now and my next upgrade is also BMW because of its driving dynamic and quality built. But after my recent visit to Nio in Beijing , my next car going to be Nio and Onvo. I can see why Nio is dominating in the pure EV luxury segment. They win in almost all aspects compared to BBA ev, quality built, smart cabin, cost saving , Ai , time saving ,  autonomous driving. I already can feel superior driving in Nio compared to BBA which I always say to my son I would rather cry in a BMW than smile in a Mercedes. But now I would cry in a Nio than wiping my tears in a BMW. so much value can be found in a Nio for the same price in BBA. I foresee this trend set to continue at least in next 5-10 years , as the technology in a Nio is at least 2-3 years ahead of BBA. With the Sky Os and Ai chip , this will widen the lead by another 2 years couple with the increasing infrastructure built in next 2 -3 years, this gap will widen further 5 to 7 years given BBA slow responses. Now EU and US may only resort to playing politics like protectionist. Nio is on the right path to build something great and extraordinary,  nothing great is going to be easy and worthwhile , the more difficult it is , there will more challenge. In my objective analysis, there is still 1-2% inherent financial risk as the shorties highlighted ( not whole picture they only interested in picking and choosing the worst to deliver the greatest punch to the long  ), but I believe 98% in Nio will deliver the ultimate. They have executed, learned and adapt quickly in many areas I observed. All the best to Nio Long.

105322040 : U don’t have to believe, everyone is free to judge themselves. I just sharing how I feel and what I saw. You can dump Nio share as you like .

105322040 TWP PaPa :

105322040 TWP PaPa : Yes I agree I went to Beijing recently and check out Nio myself  , I am driving a BMW now, if Nio and Onvo come to Malaysia, this is the only car I would upgrade from my BMW, it feels more premium than BMW G20 330. The only thing is I need to test the driving to confirm the driving dynamic,  NIO win almost every aspect compared to BMW except I need to confirm it with the test drive only which I believe it has no problem surpass that.

105322040 : As a businessman my self, I really don’t care how much money I have in the bank. I only care how to invest this money into real asset that can create value and generate cashflow continuously. All the billions is in real tangible assets like infrastructure, Ai , factories , Nio house ( Nio house serve multi faced needs of a Nio user besides car showroom ) and patents, Nio brand  is generating huge cashflow now, Onvo will improve this further and with Nio cost optimization and economy of scale next year. We will see the fruit of patience soon.

105322040 74216494 : I asked my son the other day , can u find me a business that can make big money, really fast and really easy at the same time, I want a piece. Most businesses will find it hard to meet 2 of the criteria, don’t talk about 3 unless it is illegal, may be shorties exception. A big port or development project would take years. If Nio is setting sights on global vision, making user centric business, it is going to make big money, then it is not going to be fast and easy. Onvo channel is sharing many facilities with Nio, factories and service centre . Opening Onvo store is in expanding reach and direct channel is more margin compared to using traditional dealership. So in long run it is more margin as it taking the pie from traditional dealership model ( traditional dealership has various inherent problem ), with direct model , it has better margin, more control on quality and brand building and more streamline processes to support explosive growth. Onvo is opening 55 more store making 180. Like you said may be a couple of mistakes here and there like vineyard which is may be negligible. Overall the strategic execution is on spot.

105322040 : I think king fruit Durian needs 6 -7 years to bear fruits. During this 6-7 years there are storm , insects, soils and climate issues. As a businessman myself, I think 3-5 years ahead, I invest in a rising industry with government policy support that solve a human top crisis level issue “Climate Change”. Secondly, a visionary and strategic thinking CEO that has great business experience. Nio is thinking 5-10 steps ahead of its competitor. This is obvious by the day. All the billions is in the infrastructure, factories, Nio house and few thousands patents. Now is nearing the harvest day, yes the capital market and shorties is unforgiving but a real business that contributing and making a better world toward human society will be recognized and rewarded. The Hefei state government and CYVN is not stupid investor, just like Nio they are run by brilliant people behind. They invest billions because they see  true value. Nio and Onvo sales has proven this points , firefly will top it up. Nio AI, Chip, Lifestyle and Energy business will propel it to another level. Having said that, this doesn’t mean there is no competition but the CEO always has a win win approach to all it business partners , creating a bigger cake to share with other. This is crucial . There are so many strategic points I can share but I feel sufficient today. Not financial advise. Be calm the shortist are smart people who can read the psychology of retail people like us and they have won many battles and I must say they are elite. But the tide is about to change.

105322040 : Nio is very much manipulated and most shorted shares, so be prepared for wild ride, the short is very good at reading the majority retail psychology and their coordination to deploy strategy in overnight, pre market and possible Singapore seems obvious. Not financial advice. But only company continue strong performance ( which I believe so ), steady retails holding, accumulation and big fund could counter such manipulation and ferocious attack. It is easy for anyone to fall for such curated attack.

105322040 : I notice that in normal trading hours market the short seems difficult to pull Nio down. And they now go to overnight, pre market n Singapore market where the volume is really small to do the deploy their plan to curate a slow gradual down trend and create fears among small retailers which usually is very successful. But this round whenever the normal trading market resume, it is slowly gaining support back. But I guess it is only the steady minds of retailer with big whales plus company performance could stand off such highly manipulated and attacks.