Wow. Great video Marcel. You should do more videos!!. I am tired of Mr P. So great to hear from you again
@sabinaabrahim7786
8 күн бұрын
Mr P. Is shorting nio stock all the time so he doesn’t cares
@rl6538
8 күн бұрын
@@sabinaabrahim7786 😁🤣😂
@kevn99
8 күн бұрын
Try listening to Money Making Mitch the crackpot from Wealthy Mindset. 😂😂😂. Makes Mr P. sound like a genius.
@anthonyheak3479
8 күн бұрын
Mr. P is all bullshit
@tm4s426
8 күн бұрын
I can’t even stand seeing Mr.Ps face anymore
@amir_investor6232
8 күн бұрын
Great analysis with details. I also believe that NIO in 2026 can reach the point of Break-even. I also think If Europe didn't increase the tariffs, we might have seen it earlier. In my opinion, NIO should focus mostly on the countries which are truly welcoming NIO's technologies & products
@brianteague44
8 күн бұрын
I love NIO. Buying alot to average down
@niosanfrancisco
8 күн бұрын
The trend is your friend. Check your emotions at the door and wake up in a few years to a likely surprise. Appreciate the great video.
@trussmonkey5910
8 күн бұрын
NIO has sold over 500,000 EV's to date. ONVO presales are way above expectations according to Willian Li. Possibly around 250,000 at this point. The majority of the Chinese population lives in giant apartment buildings where home charging is not possible. ONVO is affordable and with battery swap they solved this problem for the majority of their population. NIO's problem is retrofitting their Gen 2 swap stations to accept ONVO. Good problems to have.
@djknaz6805
7 күн бұрын
Dont hold your breath for $3.60. Under $4.20 has a zillion buy orders waiting. Somebody has to sell shares for $3.60 and good luck finding that stooge(s) because it wont happen.
@eyefromsky-fr1no
7 күн бұрын
Where are you getting 250k from that's delusional
@ashdaro4043
7 күн бұрын
We have heard this BS all before and that is exactly what it is. William Li has lost the plot. Should sell NIO and focus on selling fortune cookies .
@trussmonkey5910
7 күн бұрын
@@eyefromsky-fr1no It's speculation. Willian Li said they expect to sell 100,000 pre orders and he also said they exceeded their estimate by 2-3X.
@leeme179
7 күн бұрын
as per William Li ONVO target was 20K per month so 240K per year, if the demand/preorder is above expectation so maybe above 250k per year
@LoganDanforth-ne5gn
8 күн бұрын
Excellent video. As someone said earlier more videos please! Truth without the hype :)
@user-ni3od9yz3s
8 күн бұрын
Any chance for NIO to go above $5.00 in coming days. NIO should be or must be above 10++++ at the end of Dec. 2024 in my opinion. Any suggestions
@dshu1998
8 күн бұрын
Interesting to see where we have been. It is depression all right. So many macro factors that NIO has no control over. Good news is they are executing and doing all the rights things. Future looks good and can't come soon enough.
@Floorguy1000
8 күн бұрын
Marcel: LOVE the year by year large view comparison. If I was doing a pitch deck for institutional interest, this is would be my approach. In my strong opinion, the stock price will rebound very sharply at some point, and it will be much earlier than people expect. There is a tremendous amount of risk capital out there that wants to be first ... and they will jump in long before things become more settled, proven, and obvious.
@AndreaDeBernardi
7 күн бұрын
If an intercontinental ballistic missile is heading your way, the size and composition of your portfolio becomes irrelevant. Thus, from a purely financial perspective, you should largely ignore existential risk. Great video
@markocean2811
7 күн бұрын
Like it or not, as an investment NIO is down 62% this year. $10,000 is worth $3,800. Aside from a crappy investment it has great products.
@valanz_
8 күн бұрын
Good summary. Interesting though, that now your expectation of growth for 2024 is 50%, meaning that the guidance of ~250K you said won't be reached in your views, has changed. There is so much uncertainty on the revenue side of NIO Power's partners, that NIO could easily have a catalyst on unexpected surprise, but it won't happen until 2026-2027, beside, ET9 will put NIO on the map, again, if the launch is sucessful. Reaching 250K this year, will open investors eyes again and with Onvo sales, 2025 will continue the growth. is an easy Hold.
@DONGXiiTheChinaOpportunity
8 күн бұрын
I am not expecting 50% in 2024. My personal case is below that, but like I said in the video at current Year to date data we are trending at 50% YoY growth but I think that’s largely due to the Q2 base effect.
@valanz_
8 күн бұрын
@@DONGXiiTheChinaOpportunity 👍
@valanz_
7 күн бұрын
@@DONGXiiTheChinaOpportunity 👍
@CiaranCanning
8 күн бұрын
Great analysis. Any direction how I can put that table together? I’d be very interested in creating it for other stocks!! Keep the videos going 💪
@LetsLearnEconomic
8 күн бұрын
Thank you for the video. I think this was a good break down on why growth and spec stocks moved the way that they did.
@user-ny8jt5my1x
8 күн бұрын
Thanks for the video, always look forward to your calmly delivered analysis 👍
@DONGXiiTheChinaOpportunity
8 күн бұрын
Much appreciated!
@Burgermonster
8 күн бұрын
Good to put things in historical perspective. COVID and wars didn't help with supply chain and interest issues. I think management has been pretty adept though buying the factories, making their own chips, adding new product lines, new partners, etc. They are adjusting. I think you're spot on with the chart and when things will possibly turn around. They need to begin showing some break-even quarters before the stock price recovers, but this is a hold for me (and a buying the dip time). Thanks for showing your perspective.👍
@ryuaan
8 күн бұрын
Great rundown of key Marco points affecting NIO stock. Well done.
@DONGXiiTheChinaOpportunity
7 күн бұрын
Glad you enjoyed it
@nicolasfrankboehmer2240
8 күн бұрын
Thanx for the video. You are stating "re-accelerating" at the Macro Level in China. With all the information and feedback I get from China I understand the official figures not displaying the recent economical and social difficulties in China, not only in real estate but throughout the all markets particularly in the tech sector and the workforces of all levels. How do you value this in?
@minimalist0000
7 күн бұрын
Thanks for the video Marcel. Do you think there is a chance that onvo will cut into sales from the Nio brand?
@aliensofgermany8270
8 күн бұрын
Thanks for qualitative efforts ❤
@jamesle4118
8 күн бұрын
When it was 69 dollars, I thought I was so close to quit my job, now it seems so far away.
@shijersey8336
8 күн бұрын
did you wait to see it surpassing $100?
@brianteague44
8 күн бұрын
Average down
@bruhjale
2 күн бұрын
Same here. I’m kicking myself for not selling then :(
@I_Can_See_You_952
7 күн бұрын
I love this video. It sets the right expectations and it is very pragmatic. In a nutshell, don’t expect much from the stock before 2 years from now
@nio4128
8 күн бұрын
Thank you Marcel 👏
@shijersey8336
8 күн бұрын
现在其实看基本面已经没大意义了,主要是人们不再相信也没有耐心了,除非它能证明收支平衡并且盈利。
@nobigdealllll
7 күн бұрын
Great summary and prediction. Thanks so much Marcel. To me China is getting weaker bit by bit. America seems keeping up the all-time highs, but God knows one day the country would be hit by the high interest rates. The only truth is that there is no winner and people are suffering.
@cyrusjafari3968
7 күн бұрын
thanks for your realistic analysis of NIO
@rainerluthershelley5131
8 күн бұрын
Thanks Marcel.
@littlerickyromaniak138
8 күн бұрын
Really good Analyst
@relax-ie3mp
7 күн бұрын
Marcel, what's the cash flow looking like? Is it a race to turn it to cash flow positive before running out of cash with all the cap exp spend on Onvo, Firefly, Nio house, Nio phone, and swap stations? I closed my eyes and doubled down on triple witch expiration to average down. Wish me luck. Down lots right now.
@dave1704fornow
7 күн бұрын
MrP is no comparison Your videos are genuine MrP is utter crap
@MegaTonyng
6 күн бұрын
Good, clear measured analysis. R&D spend is still too high on current revenue projections. Market is concerned with potential further dilution.
@asianfish1
8 күн бұрын
The market pump the EV sector. Now they pump th AI sector. Next the will pump the biopharmaceuticals. Then back to EV.
@florianmouchette8608
8 күн бұрын
Would you have few biopharma stocks to advice please ?
@asianfish1
8 күн бұрын
@@florianmouchette8608 no sir. Not wanting to be risking your money.
@telirai7832
7 күн бұрын
Excellent analysis. Only NIO video from youtube I am following. I mostly ignore the rest.
@DONGXiiTheChinaOpportunity
7 күн бұрын
I appreciate that!
@lorenzoandujo1012
8 күн бұрын
Thank you
@user-gi1wh1ey7n
8 күн бұрын
Thanks friend
@danawc5595
8 күн бұрын
Lots and lots of hypotheses Hope for the best but no more 2019 easy money liquidity
@CountryBoyKitchen
8 күн бұрын
Thank you as always! How long are you planning on holding Nio until you throw in the towel?
@gildasarnaud-gallin596
8 күн бұрын
Well waiting for Onvo pre- sells first.
@TheZwevegemsb
3 күн бұрын
Should had mentioned outstanding shares aswell. Praying for nio to rebound in 2024
@tyronelowe7090
5 күн бұрын
Thanks for your data and analysis. We are concerned about the tariff pressures being applied by the West. We hope to follow more information on NIO's domestic and international business plans
@fredericracine6323
7 күн бұрын
Greetings from Canada, I think you are too pessimistic. Market is always forward looking. 1) Onvo and Firefly each sold at each at 10 000 cars per month and NIO at 22 000 - 27 000, which will gave us a range of 42 000 - 46 000 by mid 2025 2) swap will be fully profitable at avr 60 swaps per day / around 900 000 cars on the road that will be reach probably end of 2025 3) NIO don’t need europ in the short term, there is no market for 80 000 $ EU Chinese cars 4) most important NIO need to cut R&D till they break even or profitability. They can achieve the following, the rest of the catalysts will be gravy : Middle East, partnerships / US, thechnology selling, etc. There is no sens valuating this company at cash in the bank account. The only risk is another dilution …
@frederiklarsen6946
7 күн бұрын
Please make more videos Marcel❤
@MegaTonyng
6 күн бұрын
Anyone know what % tariffs/tax China poses on imported cars?
@pewwf0
7 күн бұрын
I was taking didi (BYD Qin L I think) in Beijing today trying to spot NIO cars, but I didn’t see any so far. I saw some Li n Xpeng cars, but physical appearance wise was meh. Lastly, the cab BYD range was 900km++ I was shocked it’s probably a hybrid
@chaimalamute
Күн бұрын
Can you make a new prediction ?
@martina5328
8 күн бұрын
You dont buy an EV without swap. A tipping point where the masses realize this can be an earlier catalyst for the NIO stock. Or Li needs to decide to cut R&D to show significantly less quarterly $ burn rate.
@Slaytheday388
8 күн бұрын
Why do high American interest rates matter for a Chinese stock?
@DONGXiiTheChinaOpportunity
8 күн бұрын
because it soaks USD investments out of emerging markets and into perceived safe heaven USD assets. Also high rates mean less appetite for risk assets such as Chinese equities, especially it expected cash flows are far out in the future, like with unprofitable names like NIO is the case. Its a matter of opportunity cost and risk free rate.
@06baty
5 күн бұрын
Now up to 1,000 shares. Will sit on this for a while
@KamranKhan-eb5qg
6 күн бұрын
this video does not anything about battery swap partners, revenue generate from battery swapping. nio been signing partnerships left and right and eventually those partnerships will generate revenue for company. nio is not only about car sales. and this content creator seems to have lack of knowledge on company business model.
@stevekoepke8089
4 күн бұрын
Except the development of the forever battery is close and swaps will not be needed
@brendonsullivan3354
7 күн бұрын
This needs a high profile influencer to hype it up to make it move lol
@TheBandageCo
7 күн бұрын
American money is leaving China there is zero apatite for Chinese stocks especially over this side of the planet where ev’s have zero resale value, in our country dealers aren’t even talking second hand ev’s they don’t want to go near then. Nio in fairness can solve a problem with battery swap but I think we’re many many many years away from seeing this stock even go past $10 , dilution is imminent and this will further trash the stock, they even state this in there report and any savvy investor who read it would stay well clear of this stock. My initial investment on this was a 5 year plan and that now looks to be extended to 10 years, I’ll get it back but it will be a painful journey. Just thank my lucky stars I didn’t buy this thing when it was at 60, I’m sub $20 thankfully.
@brendonsullivan3354
7 күн бұрын
My average is about $35 so way under water. I think when interest rates are cut which will happen soon and misinformation about evs disappears nio will rise. Everything goes full circle and globally we are going electric.
@alan.p.318
7 күн бұрын
Haven't reach the real low yet in a bigger picture 😮
@philipwaring228
4 күн бұрын
These external factors, including political and financial manipulation can by kept going by USA..also putting pressure on Europe, indefinitely.. despite climate benefits, and the customer benefit.. so maybe China should win the financial markets first.. nobody's buying the friendly teddy bear 🐻 image.. however, whilst the products by NIO seem great ( I test drove).. there quality and service need to stand the test of time, and they seem to be years behind the market requirements for smaller cars.. battery swop ? ..no hybrids .. and lastly, they should be making themselves lean and focussed.. means to 13Bn. On R@D.. else time will kill them, there is to much competition..and need for investors to see a return..not just looking in the rear view mirror stories about why it may take another 5 years.. meanwhile if someone had invested the money in USA big tech they would have been laughing all the way to the bank..too often both china and NIO come across as niave and conceited.. which is a shame given the great advances made there
@78MANOFSTEEL
5 күн бұрын
comes down to bad management..bin li has been terrible as a ceo..his over spending is the downfall of this company and every investors value...
@CapeFear1
7 күн бұрын
The writing is on the wall. Despite everybody "thinking the stock price should be higher", this is a penny stock. Those investors still thinking and hoping they are going to be millionaires from NIO are more likely to lose their entire investment than get rich from NIO. Im one of them. Down 68 percent total investment in NIO and I've been in for 4 years, never sold a single share, and lowered by DCA many times by buying on the dip. It's gotten me nowhere. This is a terrible investment and not likely to get any better. Any you tuber keeps citing factor A,B,C, D on why they are sure NIO will succeed are just blowing hot air. Proof is in the stock price.
@jamesp5301
8 күн бұрын
The 150kwh battery? I’m pretty sure that’s a failure that shows Nio can’t abandon dead ends
@henpil7098
8 күн бұрын
7 more qtr left 😂
@PGD..
8 күн бұрын
🤡🤡🤡🤡
@mjs2721
8 күн бұрын
world war III? Only if Russia defeats Ukraine and then moves on to Poland, etc,etc
@DONGXiiTheChinaOpportunity
8 күн бұрын
Or in case China snaps the bait and invades Taiwan, which I think won’t happen but the US tries everything possible to make this happen.
@rune54321
8 күн бұрын
Clueless if you think Russia has any interest in Poland
@user-ks7zs9gr7u
7 күн бұрын
Я гражданин России, нам сил на Украину не хватает о Польше вообще молчу
@brendonsullivan3354
7 күн бұрын
@user-ks7zs9gr7u maybe you can get out of Ukraine then
@RipoffRadar
7 күн бұрын
An investment advisor told me to avoid Chinese stocks
@mikes578
6 күн бұрын
Don’t buy this stock
@johnpowell5538
8 күн бұрын
NIO stock sucks. Bottom line. They could sell 20,000,000 cars this year and the stock will still be $5 in my opinion. The only people making money on NIO are management
@thomaswolek4017
7 күн бұрын
Another 🤡🤡 in the depression fase 😂😂
@johnpowell5538
7 күн бұрын
@@thomaswolek4017 put on some glasses. This stock has done nothing for 5 years.
@bertvansteenkiste3843
8 күн бұрын
2.5$ coming
@ssid3966
8 күн бұрын
You better sell now and run away !
@UniZi
8 күн бұрын
@@ssid3966exactly, don’t get too greedy, what goes around comes around
@nio4128
8 күн бұрын
I hope so! I will buy another thousand shares 🎉
@aliensofgermany8270
8 күн бұрын
@@ssid3966😂😂😂
@LetsLearnEconomic
8 күн бұрын
I doubt it personally, but if it did I'd load up a lot and probably sell off other stocks even if they lost half there value in the event the market had a giant correction. The stock would be a good bet for me
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