Imagine one day every car behind you is an EV. Even if NIO had a small % of this market it would be a huge amount of vehicles. I'm happy to sit back and watch the future unfold.
NIO is the technological leader, 3k is absolutely fine at this point. Looking forward to see further rollout of battery swap stations along with the Onvo launch!!!
It’s seems like NIO has taken some market share and if that trend continues there will be more sales. NIO is a snowball rolling down a mountain. It will be nice to see how big it will be when it reaches its destination!
Thank you Marcel, I always appreciate your very well balanced and carefully sourced analysis of the Nio stock. I am significantly invested and still have an optimistic mindset regarding the future, bearing in mind the huge degree of foundation work that has been established albeit at a very high cash burn rate. I am also optimistic in relation to the numerous future revenue flows being generated. Stirling work, you and Nio!
A nice day in Beijing indeed, I see you there in Dongzhimen, I’m just down the road in Chaoyangmen. Also bullish on Nio for the long term, also still with Xpeng. The future remains green 🍃
For Europe Zeebrugge (Belgium) is the port for arrival. The parking space with EV’s is complete with over 100000 cars, all brands BYD, Tesla, VW etc. Problems with accu degrading already. Market in Europe went over 10% down in the last month. Vlissingen in the Netherlands second port for arrival same issue.
They got 20,000 charging stations and 2000 swap stations. More and more companies are partnering with them to use those stations. That is free money . They have the potential to be Ford and Exxon combined.
Thank you Marcel. I noticed the same thing in Guangzhou. The air was significantly cleaner year over year. Come on NIO. Hope you get to see William Li again at the show.
Thanks Marcel most interesting outlook from your perspective. I do hope as you have already driven the ET7 will take the opportunity to test the updated ET7 with all its improvements and features.Would be nice to have your opinion thanks again for all your research and reporting
Really growing year over year and partnering with everyone plus all of that technology that they have man stop smoking that stuff is damaging your brain
Imagine one day every car behind you is an EV. Even if NIO had a small % of this market it would be a huge amount of vehicles. I'm happy to sit back and watch the future unfold.
I agree!
NIO is the technological leader, 3k is absolutely fine at this point. Looking forward to see further rollout of battery swap stations along with the Onvo launch!!!
It’s seems like NIO has taken some market share and if that trend continues there will be more sales. NIO is a snowball rolling down a mountain. It will be nice to see how big it will be when it reaches its destination!
Best description possible 🔝🔝🔝
Nio has all the infrastructure plus new subs and a impressive business model! Patience!!!!
Getting ready to bloom. Danke and great day.
3k deliveries with no new et7 and et5 is good, those should launch next week
Thank you Marcel, I always appreciate your very well balanced and carefully sourced analysis of the Nio stock. I am significantly invested and still have an optimistic mindset regarding the future, bearing in mind the huge degree of foundation work that has been established albeit at a very high cash burn rate. I am also optimistic in relation to the numerous future revenue flows being generated.
Stirling work, you and Nio!
A nice day in Beijing indeed, I see you there in Dongzhimen, I’m just down the road in Chaoyangmen. Also bullish on Nio for the long term, also still with Xpeng. The future remains green 🍃
For Europe Zeebrugge (Belgium) is the port for arrival. The parking space with EV’s is complete with over 100000 cars, all brands BYD, Tesla, VW etc. Problems with accu degrading already. Market in Europe went over 10% down in the last month. Vlissingen in the Netherlands second port for arrival same issue.
Good times to buy nio now
They got 20,000 charging stations and 2000 swap stations. More and more companies are partnering with them to use those stations. That is free money . They have the potential to be Ford and Exxon combined.
Luxury segment of retail/goods always holds up better in a downturn. This is not a new phenomenon
Thank you Marcel. I noticed the same thing in Guangzhou. The air was significantly cleaner year over year. Come on NIO. Hope you get to see William Li again at the show.
I'll believe in NIO as soon as I see other auto manufacturers have vehicles built on the battery swap tech. that NIO has implemented. Thanks Marcel.
All there 2024 cars are just being released and all the discounts on Bas. Also the new et7 and et5 are not being released yet.
I think Q1 & Q2 2025 will be strong for TSLA and NIO, good entry of the stock Q4 2024
Marcel, why PSSs installation are not growing ?
There weak point is sales staff needs better training like explain battery swap on showroom cars screens also the need to bonus great sales people?
2021 my terrible investment this stock
speculative stocks are not necessarily terrible investments. They are just risky and long-term. NIO is not your cup of tea.
Hello Marcel ! What where Nio's weekly delivery numbers ?
3k
Yes, ~3k, as mentioned at 2:43
Thanks Marcel most interesting outlook from your perspective. I do hope as you have already driven the ET7 will take the opportunity to test the updated ET7 with all its improvements and features.Would be nice to have your opinion thanks again for all your research and reporting
EV sector and China overall will be fine. But not sure about NIO.
Really growing year over year and partnering with everyone plus all of that technology that they have man stop smoking that stuff is damaging your brain
Nio is also an EV company.