jwinvests : yes, it should be a good thing. but their IR needs work

jwinvests : I have recently spoken to tons of clients looking at a DMP revamp. snowflake is the one constant mention by most clients. honestly a superior product and makes scaling up easy for organisations

jwinvests : to space and great from a trading perspective, but honestly, the business is still a space craft with a lot of holes.

jwinvests : the problem with this stock is the small free float. which also means less trading and as a result, less research coverage.
it's probably amongst the best of the ev stocks out there, European branding / China low cost manufacturing/ high quality product / slew of new products in the pipeline / strong financial backing.
unless one of the above changes, will take a long time to see significant gains for this stock.

jwinvests : seasonality...the key comparison is year to year.

jwinvests : vehicle manufacturing takes time to scale up. e.g tesla was founded in 2005 and took 10 years before being able to deliver 50k cars in a year, and they raised  ~US$20b along the way. in comparison, nio was founded in 2014 has taken a much shorter time to hit the same milestone,  and has raised ~$6b along the way. there is also differences between order book (with deposits taken) vs deliveries. while I am not a stock holder, I think its impressive how the chinese ev companies has scaled up production (amidst key component shortages) in such a short period of time. the key for the long term future of Chinese ev companies, is whether their vehicle will see mass adoption outside of their domestic markets.

jwinvests : given the guidance, shorting could be a risky move though

jwinvests KYP71 OP : recent share buy back by Company above $2.00; re-opening up of China / relaxation of covid rules; reasonable valuations; dividend policy of no less than 40% of profits.