Exponential growth ahead.... 20,000+ NIOs and 5,000+ new ONVOs each month on chinese streets, along with 2500 and growing battery swap stations, is the ultimate advert 👍 4500ish NIO shares at an unworrying $19 average. 10+ year hold 💎
NIO has always been and continues to be a high-risk stock but if NIO executes its business plan there can be an exceptional return. I think its business case is brilliant and that is what sets it apart from all of the other EV companies. So far it has accomplished a lot despite many headwinds like COVID, supply chain issues and fierce competition. This last quarter says that it is a survivor, and a lot of doubters are beginning to notice. Thanks for your video!
We are at the intro stage of a money making MONSTER! I've been in since 2020 when BAAS was announced! I went from 1k @$43 to 10,662@ $13. I'll keep buying when I can afford to..... however, anything under $20 is a strong buy for me!!!! I believe in Nio and William Li like 200% . This company is a MONSTER and I'm patient! Recent earnings reinforce! We have our foot on the pedal far right and we're not letting up!!!! Thanks for the video Marcel!
Same here, I started invested in Nio back in 2020, my first 100 units @ $26, and now I am sitting at 15.6k units below @ $7 average price...target to accumulate till 20k units as long as the share price is below $7, go Nio to Jupiter 🚀🚀🚀🚀
I think they will shake out a lot of traders. A lot of traders still use stop losses. They especially won’t let the high volume calls for the next few weeks to hit. With a stock like NIO, they can naked short without much risk. Unless some bull group fights it, it will happen again. Knowing that though and being fully confident in NIOs future, I am going to buy more when that happens.
Nio needs to show several quarters of improvement before the big boys join the club. One quarter is just an anomaly to them, they need to observe a sustainable trend.
I think that Nio will indeed show several excellent quarters of improvement, especially with Onvo and Firefly coming online and interest rates declining. However, I think it will take only one more strong quarter with equally strong guidance before institutions start investing in Nio again.
Hi Marcel. I watch most of Nio related channels on RU-vid. I am sure you heard of Felix and Friends. He used to be bullist on Nio. Not sure what changed his mind. But i noticed that he covered nio a little bit when nio stock going down ( he is specialist in option trading) . But really surprise that his latest video not including nio ( when nio stock is doing well) LOL. I think is shorting on nio. Go Nio. Blue Sky Coming and let pray for the FTD or naked shorting on Nio go away. So we can hopefully get the fair valuation for Nio stock. We had suffered too much in these 4 yrs. Hope for turning around
I once did a video with Felix. Probably a mistake. He is only interested in selling courses and does everything to market himself. Its not my cup of tea.
Thanks Marcel as alway. I was your 2 video of nio earning. I think nio has upside. Just compare valuation of Rivian. How can Rivian has more market cap compare to Nio. Thanks again for all your videos on Nio. Please keep it coming!! Go Nio. Blue Sky Coming!!
Nio basically going to double revenue next year and will be cash flow positive over the next 18 months there is all kinds of room for the stock to run with a PS 1. This is a $20 stock within the next 18 months if the market values it at a more fair PS of 2. Look at all the good things happening with their luxury line of vehicles about to release two sub brands where 90% of autos are sold not in the tiny 10% probably less market that Nio is playing in. Also remember all vehicles will be electric that’s just the facts and right now in China they are at 27% pure electric so the runway still has another 73% to go and then you have global sales.
NIO's turnaround is absolutely stunning in the competitive Chinese market: Total revenues were RMB 17,446.0 million (US$2,400.6 million) in the second quarter of 2024, representing an increase of 98.9% from the second quarter of 2023 and an increase of 76.1% from the first quarter of 2024. Gross profit was RMB 1,688.7 million (US$232.4 million) in the second quarter of 2024, representing an increase of 1,841.0% from the second quarter of 2023 and an increase of 246.3% from the first quarter of 2024. CEOs in the US would give their first born for numbers like these...🤣
Many investors waiting at the sideline for the right moment to step in. Remember how fast the stock went up to 60 last time. This can happen again , as a result of FOMO.
Based on the reaction ...call info and sentiment ..and my gut feel.September 5 is kind of vibe changer day for nio ..this vibe will be amplified as more quarters come inline and beating them ..only thing is macro environment..who knows given how every stock is little over valued and there might be a down turn in USA ..it may favour undervalued stocks ..dynamics can change so quick ..so fingers crossed
I see a period of $5-6 for a period until Onvo starts delivering, this will provide a very nice cup and handle perhaps Dec-Jan for a pop.... Yet we know Jan-Mar are poor months.
Maecel, estoy de acuerdo contigo. Y pienso que sin un gran riesgo no hay un gran beneficio. Tiempo al tiempo y paciencia, si por lo que sea todavía vienen tiempo difíciles simplemente aproveché para comprar más, más barato. Un abrazo
Nice one M. I feel after 3 years of rolling down a very long hill. We may have reached a momentum to carry us up the other side if we can keep the qtrs improving that will act as wheel chocks to stop us rolling all the way back. Can't rule out geopolitics or maybe a Nio mistake overall I feel the tide is slowly turning. 7 8 dollars by Christmas seems possible
That’s right brother, we need to give the shorts hope, tricking them into thinking there will be some of us that are just simply dumb enough to sell our happy future short for them 😂
While the title "Any NIO stock gains left?" might be perceived as somewhat pessimistic, I believe it's important to consider the broader context of the company's potential. It's essential to have a thorough understanding of NIO's fundamentals, particularly the strategic value of its battery swapping technology.
The market is forward looking, and NIO appears to be turning the corner fundamentally. Blue skies ahead! 😊 Thanks for your continued thoughts and opinions Marcel!
It would be nice if the increase was due to covering the shorts. The volume could indicate this, or perhaps the first large funds are getting involved. Can you see this somewhere?
Don't you think it would be quite difficult to reach profitability, when they will spend the same money on SG&A and R&D as they do now in every quarter? It would require a lot more selling volume with a lot more improvement in vehicle margins to even get close. I don't see it happening next year given their estimated growth rates, but 2H 2026 could be a possibility if the demand from Onvo and Firefly also is great. But I believe they will thrive in the long term, and that's why I am a shareholder.
Hello Marcel, how do you see the development of EV demand in EU? Looks it's weakening and second hand EV market practically does not exist (or is super weak due to poor demand). Further to this legacy brands succeeded in lobby for postponement of combustion cars discontinuation from 2030 to 2035. What's potential impact to Nio in EU? Could EV brands survive w/o EU market? Thank you 🙋♂️😊
Hey Marcel, how could you have expected a decrease on operating expenses, knowing that Nio was investing on new factories, onvo vehicles, swaps, onvo stores, and all resources to implement operatinons for Onvo. I am a fan, but I wasn't expecting a reduction on this expense. I was actually surprised. Nio is expanding and growing nicely
@@DONGXiiTheChinaOpportunityif you look at OPEX as % of revenue, sequentially costs have come down strong. R&D dropped by neatly 400 basis points and SG&A dropped by more than 600 basis points. The need to get vehicle margin to 15% and double current quarterly sales, get R&D and SG&A below 10% of sales and then we will be profitable. There is path for profitability going into 2026. Chinese economy needs to improve for NIO to have the chance to turn profitable.
