CoolWaterCoolWater
liked
$Lumen Technologies (LUMN.US)$
Lumen to double its network capacity next 5 years.
The theoretical share price for Lumen in five years could range between $35 and $50 per share, assuming they double network capacity, improve revenue and EBITDA, reduce debt by 20%, and achieve a 5-7x EBITDA multiple. This projection depends heavily on market conditions, execution, and Lumen’s ability to manage costs and drive growth.
——————————————————
Estimating the percentage debt reduction for Lumen over the nex...
Lumen to double its network capacity next 5 years.
The theoretical share price for Lumen in five years could range between $35 and $50 per share, assuming they double network capacity, improve revenue and EBITDA, reduce debt by 20%, and achieve a 5-7x EBITDA multiple. This projection depends heavily on market conditions, execution, and Lumen’s ability to manage costs and drive growth.
——————————————————
Estimating the percentage debt reduction for Lumen over the nex...
6
CoolWaterCoolWater
liked
$NIO Inc (NIO.US)$ Let's say a few words about the sales volume in October.
Nio Inc is evolving into "Nio Autos Group" and fighting on three fronts.
The first front is the Nio brand. Although it has to provide some market promotions, the overall intensity of following the price war is slightly smaller than its counterparts. While providing price competitiveness, it relies more on services (0.6 billion yuan in electric vehicle subsidies + from November onwards, additional one year of NOP + usage rights), infrastructure development (county-wide battery swapping facilities).
Nio Inc friends revealed that in the second half of October just passed, nio inc's store visit volume and user test drive frequency reached a new high.
Some of my private friends who know almost nothing about electric cars consulted me when buying a car. If they have set their sights on buying a high-end car, many people would ask right away, 'How about buying a nio inc?' This shows that the image of a high-end brand has been initially established.
This is a very good sign for a new force brand. In another two or three years, this new force label can be taken off. This label is not a bad thing at all; everyone has been young and cutting-edge. However, the purpose of putting it on is actually to mature and eventually remove it.
The Luo Dao mid-size car is well received. The first car of Luo Dao, the L60 relies on nio inc's resources in terms of corporate and brand, asia vets and three-electric technology accumulation, battery swapping infrastructure, and sales service channels. It quickly entered the market and received much more attention than the average new models as soon as it was launched.
Currently, Luo Dao's delivery speed is rapidly increasing, reaching 4k+ in October, many times more than the previous month, according to the plan they disclosed...
Nio Inc is evolving into "Nio Autos Group" and fighting on three fronts.
The first front is the Nio brand. Although it has to provide some market promotions, the overall intensity of following the price war is slightly smaller than its counterparts. While providing price competitiveness, it relies more on services (0.6 billion yuan in electric vehicle subsidies + from November onwards, additional one year of NOP + usage rights), infrastructure development (county-wide battery swapping facilities).
Nio Inc friends revealed that in the second half of October just passed, nio inc's store visit volume and user test drive frequency reached a new high.
Some of my private friends who know almost nothing about electric cars consulted me when buying a car. If they have set their sights on buying a high-end car, many people would ask right away, 'How about buying a nio inc?' This shows that the image of a high-end brand has been initially established.
This is a very good sign for a new force brand. In another two or three years, this new force label can be taken off. This label is not a bad thing at all; everyone has been young and cutting-edge. However, the purpose of putting it on is actually to mature and eventually remove it.
The Luo Dao mid-size car is well received. The first car of Luo Dao, the L60 relies on nio inc's resources in terms of corporate and brand, asia vets and three-electric technology accumulation, battery swapping infrastructure, and sales service channels. It quickly entered the market and received much more attention than the average new models as soon as it was launched.
Currently, Luo Dao's delivery speed is rapidly increasing, reaching 4k+ in October, many times more than the previous month, according to the plan they disclosed...
Translated
2
1
CoolWaterCoolWater
commented on
$ThaiBev (Y92.SG)$ why did it keep going down???
2
5
CoolWaterCoolWater
commented on
$NIO Inc (NIO.US)$
Forget about all the promotion. she is dead by now. Just pray for good result.
Forget about all the promotion. she is dead by now. Just pray for good result.
8
CoolWaterCoolWater
liked
$Palantir (PLTR.US)$ Before the financial report, various institutions come out to spread smoke, and institutions enter the market at this time. The financial report is in the previous wave!
Translated
3
2
CoolWaterCoolWater
liked and commented on
$NIO Inc (NIO.US)$ Said easy do it takes time and effort. Can Nio survive this impact, getting the swap station going.
1
8
CoolWaterCoolWater
reacted to and commented on
CoolWaterCoolWater
liked and commented on
$NIO Inc (NIO.US)$ Buy 10,000 shares of Nio Inc. My friend who works at Nio Inc told me.. Orders are exploding. The sales volume of the l60 is very good.. He earns a commission of 800 per unit.. She earns a lot, selling an average of 5 units per day.
Translated
10
4
CoolWaterCoolWater
liked and commented on
$Lumen Technologies (LUMN.US)$
Top leaders team
Former Microsoft Executives at Lumen:
1. Kate Johnson
• Former Role: President of Microsoft U.S.
• Current Role: CEO and President of Lumen .
2. Ryan Asdourian
• Former Role: Senior Director, Surface and Security Business Group at Microsoft.
• Current Role: Chief Marketing Officer at Lumen.
3. Ashley Haynes-Gaspar
• Former Role: General Manager, U.S. Cloud and Enterprise Business at Microsoft.
• Current Role: Executive Vice President, Customer Succ...
Top leaders team
Former Microsoft Executives at Lumen:
1. Kate Johnson
• Former Role: President of Microsoft U.S.
• Current Role: CEO and President of Lumen .
2. Ryan Asdourian
• Former Role: Senior Director, Surface and Security Business Group at Microsoft.
• Current Role: Chief Marketing Officer at Lumen.
3. Ashley Haynes-Gaspar
• Former Role: General Manager, U.S. Cloud and Enterprise Business at Microsoft.
• Current Role: Executive Vice President, Customer Succ...
2
3