NIO Inc Stock Discussion

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

102205868 (Tay) : Totally agree

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.

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.

Dragon Fish : Hope can see the result in the UAE market not just another flop happening in the EU market. Very disappointed sales figures there.

74216494 Dragon Fish : You are hoping here and there, regarding NIO ... For how many years already ?UAEs market just about 10% of Germanys alone, not to mention other EU countries. How strange to hope, in a country, whose wealth is based on oil, will really appreciate electric cars :-)

Dragon Fish : More and More means sales figures increased like XPeng to 30k in Nov?