NIO Inc Stock Forum

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.

WayneTheBoon : Too late

Dragon Fish WayneTheBoon : Ya. Too late after XPeng sold more than 30k in Nov. The Nio sales team is really too weak. Stagnant sales for 7 months. Last month how to catch up with the number?

WayneTheBoon Dragon Fish : Ya even if they sell now will only deliver next year. They will miss this year’s guidance

103484522 : they are doing  some promotion and dsicount  in December  to prop up their figures .need to show to their abu master sale got up else cannot get more money .nio seriously need cash infusion  after heavy losses this year. ceo in uae to curry favor his master

WayneTheBoon : Expect at least a 10% drop tomorrow

Dragon Fish : Really disappointed number. Nio can't even break  21k again. No more buying Nio until it shows result can break out from current stagnant sales for 7 mths.

WayneTheBoon : This company and what management says is a real scam

102205868 (Tay) : Totally agree

莹火虫 : 1 Dec Onvo 10k Nio 10 K total 20k

WayneTheBoon 莹火虫 : Yes that’s right

Cui Nyonya Kueh : bad...

102332870 : will hit his target as he puts his job at stake verbally. Nio will need to steady the deliveries as well!

VIVEK SURANA : Doesn't  matter if ONVO delievr 10k and NiO also down to 10k. The overall revenues  will still be down. November  delivery  already show that only 20 k delivery, The 5k onvo+ 15 k NiO. All the talk about double shift production  is BS. The overall delivery is still similar to what it was 6 months ago. NiO is basically  replacing the expensive NiO car with a cheap ONVO car
The profit margin and revenue both will decrease  due to low ASP.

WayneTheBoon : It’s so obvious that the factory can only handle 20k vehicles, so no matter onvo 10k or nio, it’s still 20k vehicles combined

74216494 VIVEK SURANA : And overall profit will be down, too. Because L60 is loss-making, until March, at least. Assuming, really 20k L60 can be produced then AND sold without "incentives". BUT: How often did NIOs top management overpromise already, and underdelivered ? Happy SHORTing.

莹火虫 : 1 Dec Onvo 10k Nio 10 K total 20k

TWeiT :

Dragon Fish : Result oriented is important. XPeng already hit 30k in Nov. Nio is still lagging how to catch up like this.

Dragon Fish : Competitors can do better in the past few months why Nio stagnant? Something is very wrong.

TWP PaPa OP Dragon Fish : Hope Nio can catch up but also must remember margin not numbers

WayneTheBoon TWP PaPa OP : So obvious there’s no demand

74216494 Dragon Fish : A bit late to realize it. SHORTs do better research. They have to, because of much higher risk.