Nio stock 5300 insurance registrations. why the stock is not reacting?

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  • čas přidán 8. 07. 2024
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Komentáře • 127

  • @alanstevens5775
    @alanstevens5775 Před 15 dny +16

    We have seen very healthy growth since May. 2024 is shaping up much better than previous years. I'm hoping they can keep it up.

  • @projectburpees
    @projectburpees Před 15 dny +10

    When makers of markets are permitted to sell shares they don’t own and never intend to purchase price will go down. Fundamentals are of zero consequence as I’ve told you :)

  • @shijersey8336
    @shijersey8336 Před 15 dny +9

    It is strange that Xpeng's deliveries are almost one-third of NIO's three months in a row yet its stock is performing better than NIO's.

    • @sistocommented4670
      @sistocommented4670 Před 15 dny

      Look: Especially during times of economic headwinds, most of the time markets are right, even though we strongly disagree... If mr market thinks xpeng deserves a premium over Nio, it is our task to find out why! Personally I believe that Nio and Xpeng will be in a similar league like baba and tencent... Baba has always been striving to achieve max consumer convenience as Nio is doing but in terms of growth and valuation Tencent was always superior, since they always tried to invest their cash into their software, they always have been creating in-house tech similarly to tesla and xpeng. In addition I believe that battery charging will be super fast in the future, so I dont see a big long term advantage of nio - only transitionarily... Both are great picks, actually any chinese company at the moment

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny +2

      Market makers manipulation

    • @tcraig9831
      @tcraig9831 Před 15 dny

      Fundamentals matter now more than ever and XPENG has made massive inroads towards profitability. Their new CEO has course corrected the trajectory the former CEO was driving them down which is very similar to Nio at present. if you focus less on deliveries/market cap and more on balance sheet items: margin, liabilities and free cash flow it will make more sense. Just like trying to compare BYD to Tesla deliveries it makes no sense because Tesla operates on ~ 3x the profit margin that BYD does. Sure BYD sells a ton more cars, but they make less than half the net profits of Tesla. This will become more evident if Onvo can't reach 25,000 deliveries per month very quickly people are not going to wait around for five years while they continue to spend money with negative 112% return on equity. large institutions like Vanguard saw this long ago they aren't anti-China. In point of fact they turned around after selling their exposure to Nio and bought 427 million shares of Xiaomi who will turn profit before the end of the year in their automobile division

    • @shijersey8336
      @shijersey8336 Před 15 dny

      @@sistocommented4670 Thank you for your explanation, I understand! So, whether NIO can rebound depends on the second quarter earnings report, such as whether the margin can increase and the losses can shrink.

    • @shijersey8336
      @shijersey8336 Před 15 dny

      @@sistocommented4670 But I am wondering, NIO is also an energy storage company. Could this part become a new growth point in the future?

  • @jjoser62
    @jjoser62 Před 15 dny +5

    Patience MR.Odd we will be rewarded. Thank you 👏👏👏👏

  • @trent1615
    @trent1615 Před 15 dny +7

    Just so everyone knows that is a record first week for Nio looks like another record monthly coming absolute massive number people should be celebrating. I think Nio has a chance to hit 25,000 for the month.

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny +2

      I don't recommend to start hyping the numbers

    • @trent1615
      @trent1615 Před 15 dny

      @@TheOddInvestor Not hyping just looking at the numbers and drawing a conclusion I will be more confident as the weeks go or maybe less depending but that was a monster first week. Hyping the numbers in my opinion is something entirely different if I said this before this huge number came out then I would agree with you some people where calling out 25,000- 30,000 well before any evidence to support that. Not saying Nio will do it but if next week the number starts with a six I would consider the final monthly could be even higher. I’m actually expecting mid 4s next week and I would be very happy with that.
      Before the month started my only hope was that they do at least one more than last July because that was a huge month for Nio last year and those great numbers came on the back of their most popular vehicle the new ES6 version 2.0.
      I’m confident 20,000 is the new 10,000 at this point and that’s a great base number you got ONVO in two months the ET9 early next year firefly project mid 2025 also rumoured are some other 3.0 updates obviously the 3.0 update that most investors will be waiting for is the ES6.
      My expectations are very conservative 2025- Nio 250,000 ONVO 120,000 and Firefly at least 30,000 that’s a total of 400,000 so up 240,000 units from the 160,000 in 2023 and I think their first profitable earnings will be Q4 next year profits will come on the back of scaling manufacturing and battery cost to continue to plummet. I’m very excited to see Q2 numbers I think people will be happy with a good jump in margins and cash burn heading in the right direction.

  • @BE-kv6dc
    @BE-kv6dc Před 15 dny +3

    I think this was a record for the 1st week of the month and the number was amazing. Go NIO🚀🚀🚀🔥🔥🔥

  • @Yoyoy08
    @Yoyoy08 Před 15 dny +4

    Tesla from 167 to 270 wth hype meme stock..earnings have to show even before over 200...Mag 7 is just all overreached sadly...too much manipulators..matter of time before huge institutions pump this stock back to 15+

  • @Alex-ir2hf
    @Alex-ir2hf Před 15 dny +3

    Nio looks like it's growing to me. I think the receipts are the fact prove. They see more money in the battery swapping Energy storage. Swapping being standard is the only thing that makes sense and a cup of coffee. How low can they push the stock. Idk I know what Nio inc is doing. I see the vision. Which is why I invested. Thank you for the discount. I most definitely buy the dips. My average $ is where it needs to be. Not for a quick flip. Although those are nice too. Nio is a stock I'm holding on to even if it hits $100 😂. Imagine that. Maybe I'm a dreamer. I'm ok with that.

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      No you are not a dreamer. I agree with you. We, just don't know when

  • @minimalist0000
    @minimalist0000 Před 15 dny +1

    Thanks Mr OI, but you didn't comment on the dilution to add shares for employees.

  • @lostinbkk555
    @lostinbkk555 Před 15 dny +2

    Quick question, Brother Odd,
    NIO was shipping cars to the EU to beat tariffs,
    But Tesla is still shipping to the EU when they also have tariffs?

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      As I said, Tesla ships and sells a lot more vehicles in Europe. So they ship large quantities in a regular basis

  • @markusrapke7390
    @markusrapke7390 Před 15 dny +1

    NIO announced to keep prices in Europe the same. If they shipped 2k cars they could maintain that for one year which is about the yearly sales for NIO. I think they made a lot of ONVO Showcars in the weak June weeks

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      No. Onvo is not ready

    • @markusrapke7390
      @markusrapke7390 Před 15 dny

      @@TheOddInvestor They have Showcars in the shops. I didn't say that they are ready. But testing is taking time and capacity, as one production line in F2 is used for ONVO, don't you agree?

  • @peterbarker639
    @peterbarker639 Před 15 dny +2

    I saw you in the Euros today managing Spain.😊

  • @petermichalowski
    @petermichalowski Před 15 dny +1

    But it says "insurance registrations" and I think it means just insurance registrations in China? With the painfully low sales number here in Europe it doesn't make much sense to send too many.

  • @lgguaman
    @lgguaman Před 14 dny +1

    And once again retail investors puping on their pants, and they wonder why shorts keep making money on their behalf. 3 years ago i went into Nio, i analyzed the company and decided Nio has a strong potential, now I'm convinced nio has even an stronger potential, i knew this was going to be a long term investment, i have 2 more years to go. It is laughable to read some reactions, but i understand them, i was one of them. Time will tell.

  • @mimiphuc
    @mimiphuc Před 15 dny +1

    Are Tesla cars manufactured in Shanghai shipped to Europe subjected to EU tariffs ?
    Theres a manufacturing plant in Germany, but Tesla also ships cars from Shanghai plant to the EU.

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      Yes, the should be subject to tariffs as far as I know

  • @user-ni3od9yz3s
    @user-ni3od9yz3s Před 15 dny +2

    Hello ODD INVESTOR
    Did you sell NIO??

  • @ChristWinsEverytime
    @ChristWinsEverytime Před 15 dny +1

    I think you are wrong Odd. I remember these exact same feelings last time we ran from $3-20, once Tesla gets cracking which has already started the rest of EVs could easily follow in a hurry

  • @user-yi2np4xl9n
    @user-yi2np4xl9n Před 14 dny

    New shorting rules China!

  • @justinternet1345
    @justinternet1345 Před 15 dny +1

    came for the "hello ooooooooooodd people". disappointed :(

  • @user-gt9ff3lk4f
    @user-gt9ff3lk4f Před 15 dny +2

    Thank you 🙏

  • @shijersey8336
    @shijersey8336 Před 15 dny +8

    Tesla have already covered all my loss from NIO!

  • @louislomartra8577
    @louislomartra8577 Před 15 dny +4

    hi ODD I remember when tsla was 140 and u said it was a buy i am kicking my self for not selling off some nio and buying but last week i took advise and sold 900 shares of nio and got tsla in the 246 level , today tsla green nio red with good weeklys , and xpev up on bad numbers go figure, so i will watch and add tsla from nio when it dips

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      Glad things are working out. I explain why at the end of the video.
      Best of luck.

    • @DeviGriffel
      @DeviGriffel Před 15 dny +6

      Watch out for Tesla.. stock price is built on air at the moment

    • @Carl-lb2sd
      @Carl-lb2sd Před 15 dny

      I imagine NIO is flat because of the dilution news today.

    • @peterklausner9727
      @peterklausner9727 Před 15 dny +7

      Tesla is a hype machine, detached from reality..

    • @user-ni3od9yz3s
      @user-ni3od9yz3s Před 15 dny

      @@peterklausner9727
      No reason or fundamental for TSLA to go up. I can’t believe, why NIO is still under 5.00
      Good luck to all the NIO holders, hope one day don’t know when, our NIO day will come.

  • @telugodu5
    @telugodu5 Před 15 dny +2

    Hello Sir, How many shares do you own and what is the average? I own 2457 shares @10 avg. Should I sell and buy Tesla? I' m confused here. I see NIO is growing but also there are lot of negative things.

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      Over 25k+
      Buy Tesla? Yes. Try to keep your Nio stocks. Sell other stocks if you have. Imo

  • @peterklausner9727
    @peterklausner9727 Před 15 dny +7

    Mr. Odd you are focusing on the wrong things imho. Where are the vehicles? Really?? To me the only thing I can think of is, where the Heck is NIO'S valuation?? Being listed in NY will continue to see NIO just keep being stupidly undervalued & constantly valuation attacked.. The US Oligarchy/Plutocracy will never allow a Chinese company successes being listed in NY!! Never going to happen..
    Rivian delivered 50k EV'S last year & has a $15B market cap, $6B higher than NIO. & Rivian's production target this year is 57k EV'S, yes.. For the year!! NIO delivered more EV in Q2 than Rivian's 2024 production target!!
    Knowing this people are hopeful that NIO will somehow get a fair valuation sometime??
    To me profitability will make it go up, but access or acceptance into the US market won't be easy imho.
    The US oligarchy/Plutocracy will block China every step of the way.. Nobody says it but me.. Literally nobody talks about this shit anywhere.. But me..
    People want to stick to talking about a Chinese EV company listed in the US?? People better take a big ginormous step back, take a less narrow viewpoint from just NIO, & look at a things in an overall China/US relations/policies/trade/political agendas/ even military & geopolitical posturing, Wall Street, & Current & projected US/China/relations in the upcoming election.. This whole thing gives me a damn headache tbh..
    Yeah sure, not everything is completely applicable to EV'S & to NIO.. However this gives me a pretty unique vantage point in how/when the geopolitical rhetoric settles down, & when things might be allowed to come back.. To me these stocks being controlled means that there is much more stuff brewing behind the scenes than most people know..
    Another thing is that most people don't think about a new guy in Taiwan very much.. But, if this guy decides to get up there on a podium & declares Taiwanese independence.. Literally we are all in deep shit!! Our stocks won't be that important, anymore.. To me it is literally that close.....
    This is why the Chinese stocks are being completely devalued.. There is a purpose behind it..

    • @thomaswolek4017
      @thomaswolek4017 Před 15 dny

      What a load of BS 🤡🤡

    • @peterklausner9727
      @peterklausner9727 Před 15 dny +2

      @@thomaswolek4017 Shut up kid!!

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny +1

      I understand your point. They make sense given the geopolitics situation we are in. All Chinese stocks are undervalued and shorted, but Nio is excessively shorted and controlled due to its retail investor base.
      I think there is a relief in Tesla. This is why I suggested to buy Tesla

    • @peterklausner9727
      @peterklausner9727 Před 15 dny

      @@TheOddInvestor Nope, when everyone is on a hype train on Tesla.. I am not going to buy.. Deliveries in China don't look that good tbh, as well as a slow to innovate company regarding EV'S.. The Cybertruck looks cool but, tbh has a long list of issues that Even Musk said it himself about the Cybertruck.. So I buy Tesla now?? Then what fund/s are dumping or reducing their shares?? Buying Tesla would be better in September to November imho when they should be llower than now.. Another thing is I am really interested in seeing the L60's numbers in q4 this year.. This is going to take market share away from Tesla's biggest seller!! Another reason not to buy Tesla imho..
      But hey, what do I know?? At the end of the day I am one guy.. The US spinmaster media & Wall st. Is capable of making anything look unbelievable when maybe it isn't.. Retail investors can't compete with the big guys in how the market manipulation & pumping can affect the average retail investors decisions.. Look at the recent hype trends that go gangbusters for a few weeks, & then come back to earth..
      BYD is killing Tesla in China, yet has 1/8th the market cap, Even Tesla buys BYD batteries lol.. What does BYD buy of Tesla??

  • @schiwago
    @schiwago Před 15 dny

    Nio announced today that they are diluting with 70 million shares to pay bonuses. Hopefully it won't end in another bloodbath tomorrow. This share is killing me.

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      You do know your comment is not accurate

    • @schiwago
      @schiwago Před 15 dny

      @@TheOddInvestor czcams.com/video/ZOk9d0DweWE/video.htmlsi=uomxMGQfbXPtLyLY
      Then please explain to us to what extent 70000000 exercisable shares do not represent a dilution.

    • @schiwago
      @schiwago Před 13 dny

      I was right.

  • @AzharKhan-ys5le
    @AzharKhan-ys5le Před 15 dny +3

    Now NIO/TSLA Holdings 50% each. Let's see how each grows its share price over next 12 months.

  • @tm4s426
    @tm4s426 Před 15 dny

    With this dilution out so soon I totally lost faith with NIO. The SP clearly reflects what the company is doing they’re borderline broke. Thats a fact

    • @tcraig9831
      @tcraig9831 Před 15 dny

      even though I have been calling for dilution for several months I didn't think they would do it at these share prices. The problem is that it doesn't fix their structural problems they have over $7 billion in near term liabilities. The spending continues at frightening levels and I'm looking for another dilution before end of year on the order of 500 million shares which would give them about 3 more quarters of liquidity at current share price.

    • @tm4s426
      @tm4s426 Před 15 dny

      @@tcraig9831 Just seeing how Nio is trying to expand and take over the world like they are very well established (which their not) makes me lose faith. Their business model is the most, if not THE MOST expensive compared to ANY EV company on the market, while just barley sustaining MoM deliveries. Hopefully breakeven at $10 and I'm out, if it can even reach 10...

    • @tcraig9831
      @tcraig9831 Před 15 dny

      @@tm4s426 it all goes back to a CEO with no formal business education. He has a sociology degree and a minor in law. This company could've been turned around if they had followed the path of XPENG and brought in an auto industry expert. Clearly the CEO is not going to change he is just going to spend money like there is no consequence. as everyone is discovering there is a consequence for failing to slow massive losses in a high rate environment. This isn't rocket science you could give 1000 MBA professors the Nio balance sheet/income statement and they would all come back saying "you're doing it wrong"

  • @donholmes4235
    @donholmes4235 Před 15 dny +5

    You decide to go against all you've been saying for years .....selling? Really?

  • @user-gv5hr4wf4r
    @user-gv5hr4wf4r Před 15 dny +1

    Although it makes sense, NIO will probably not be able to avoid the tariffs if it has sent vehicles to Europe in the first week of June. The retroactive tariffs would apply to all imports registered from the start of the customs registration process in March 2024

  • @GONIO2024
    @GONIO2024 Před 15 dny +1

    The shorts will be removed if they Shut down the MMM CZcams. He is out of control, I can see how much Shorts and those big guys don't like him. I was not too fond of his impolite behavior.

  • @KT-lp1ek
    @KT-lp1ek Před 15 dny +5

    NIo's stock price will not move. Will be stuck between 4.5 to 5 for along time. Geopolitics has put Chinese stock prices in a deep freeze. People keep saying when NIO is profitable but look at BABA; the company is profitable but the share price is still stuck in a rut. Dont be an ostrich, pull your head out of the sand!

    • @thomaswolek4017
      @thomaswolek4017 Před 15 dny

      Maybe you should pull your head out 🤡🤡 HSI is about to turn around, when it does NIO will run. Then fools like you will FOMO buy at the top 🤡🤡

    • @KT-lp1ek
      @KT-lp1ek Před 15 dny

      @@thomaswolek4017 Ive been investing NIO for along time now. 6 digits numbers of shares. I am in it for the long term however I am also being real.

    • @KT-lp1ek
      @KT-lp1ek Před 15 dny

      @@thomaswolek4017 70 million share dilution. LOL!

    • @thomaswolek4017
      @thomaswolek4017 Před 15 dny

      @@KT-lp1ekgood luck with your 6 digits shares 😂😂🤡🤡

    • @KT-lp1ek
      @KT-lp1ek Před 15 dny

      @@thomaswolek4017 Long long long term!

  • @kev13nyc
    @kev13nyc Před 15 dny +1

    hellooooooooo odd investor EY….

  • @CiaranCanning
    @CiaranCanning Před 15 dny +2

    GO NIO !!! #NIO #NIOPower #NIOPhone #NIOLife #ONVO #OnVoyage #FireFly (codename) 🌟⭐✨

  • @Carl-lb2sd
    @Carl-lb2sd Před 15 dny

    Will NIO drop down due to the latest dilution? I look forward to understanding it's effect more.

    • @MrLhasa1
      @MrLhasa1 Před 15 dny

      What dilution?

    • @Carl-lb2sd
      @Carl-lb2sd Před 15 dny

      Hard to answer in a text. Just Google NIO news.

    • @MrLhasa1
      @MrLhasa1 Před 15 dny

      @@Carl-lb2sd can’t find nothing , what’s the link?

    • @MrLhasa1
      @MrLhasa1 Před 15 dny

      @@Carl-lb2sd czcams.com/video/ZOk9d0DweWE/video.htmlsi=AheNz46Ph1y_NRY9

  • @Slaytheday388
    @Slaytheday388 Před 15 dny +1

    Jim Kramer says Tesla is short squeezing again

    • @sennaha
      @sennaha Před 15 dny +1

      Jim Kramer a reliable source?

  • @jamesdavenport7083
    @jamesdavenport7083 Před 15 dny

    Now your hating on nio and loving Tesla, wow go figure, im disappointed in you yet again

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      You did not watch the last videos. You don't know the story

  • @ssimon1328
    @ssimon1328 Před 15 dny +1

    They going to dilute again soon

  • @kennyfrancis6882
    @kennyfrancis6882 Před 15 dny

    Your 25000 shares have been diluted once again

  • @WayneT00
    @WayneT00 Před 15 dny +1

    The stock is dead

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      Are you an investor in Nio?

    • @WayneT00
      @WayneT00 Před 15 dny +1

      @@TheOddInvestor yes and regretting this decision for 3 years now

    • @TheOddInvestor
      @TheOddInvestor  Před 15 dny

      @@WayneT00 if you truly believe the stock is dead, why don't you sell and move on?