The year 2030, $Nio power is now the most profitable energy company in China thanks its 40,000 PSS and abundance of power from wind and solar energy. This is akin to $AMZN and its web services division, which is much more profitable than its online sales business.
Pls bookmark
If you held $NIO through the lows and are still HODLING, give yourself a pat on the back. You are now smarter than all the analysts at Baillie Gifford.
$NIO will be profitable this year, not exactly sure which QTR but it will be this year. Does anyone remember what happened to Tesla stock when it became profitable? It 10X, that’s what happened. To me the smart thing to do is get in now while the shares are extremely cheap.
Took 2 years to reach 1 million battery swaps. Now I heard we are doing close to 100k per day. This is building HUGE momentum. $nio
Swap is the real money maker. Not selling EVs
$NIO market cap is $16 Billion yet they have $8 Billion in cash. So you’re telling me NIO, the company is only valued at $8 Billion dollars? How in the world is this even possible?
If $NIO does indeed gain 18% in gross margins by making their own chips and batteries to a total of 31% and fully utilizes both F1 & F2 to 1.3M units with 21% net profit and $65k average selling price assuming a 35x PE then we get a share price of $381
If $NIO has an average selling price of $60k and is selling 2M EVs a year by 2027, with a 15% operating profit and a PE ratio of 35 then we get a share price of $388. That’s very conservative since $TSLA has a PE of 95. That’s my price target
The man in difference between $Tesla and $NIO isn’t that NIO builds higher quality vehicles or that it NIO has battery swapping stations. the main difference is that, much like $Apple, NIO is building an ecosystem and a community around their products.
I don’t know why Chinese stocks like $NIO are being affected by souring company fundamentals in USA. The inflation problem isn’t in China. USA has the problem and NIO has only one office in USA.
Facts
1. China sells 4 million luxury cars per year.
2. $NIO holds 77.6% of the premium BEV market in China
3. China will ban all sales of ICE vehicles by 2030
If ICE can’t be be sold by 2030 and NIO holds 77.6% then they will be selling 3.1M luxury vehicles
2 choices for $Nio and that 2.2 billion dollars
1. Buy back shares when close to profitability
Or
2. Buy a manufacturing plant in Mexico and avoid the tariffs and completely dominate USA market with virtually no competition
Just remember, if you sell $NIO at 8 bucks, you’re selling the highest quality EV maker in the world. Eventually the rest of the world will recognize this. Don’t say I didn’t warn you.
If William li doesn’t start buying up shares at this price then I don’t know what he’s waiting for?
He can literally buy back half the outstanding shares right now and fuck the shorts
What is he waiting for
$nio
My sisters boyfriend works for $NIO in California and he says nobody in the company is even talking about the stock. Says they are just progressing like normal.
Why did $Nio price ONVO L60 so cheap?
Well, my theory is, they want $Nio power to get to profitability much sooner.
Selling massive volumes will accelerate that process.
The market will then see swap as an asset instead of a liability
I believe $NIO just had that “A HA” moment. Where the Chinese population realizes how great $NIO and battery swap is.
I guess you can call it market awareness.
I expect sales to keep trending up for the foreseeable future as more and more people come to the same conclusion.
This is the first time I’m giving my $NIO price targets. I believe with
1. Improving margins to 25%
2. Improving efficiency with layoffs
3. Improving sales with sub brands
We get to
$20 by July 1; 2024
$40 by January 1, 2025
$48.53 that’s the price of $NIO when it hits 10% of $TSLA value.
When we become profitable, there’s no reason we can’t see this price.
Pretty good chance this happens in 12 months.
NIO CFO says they will grow sales easily over 100% YOY with a P/S of 6x. Compare to Tesla growing sales at 50% with a P/S of 20x. NIO gross margins will also grow to 25% this year vs Tesla at 30% $NIO NIO gross margins are way ahead of Tesla at this early stage in their lifecycle
People ask me, why didn’t you sell $NIO when it was $67
Well if I had invested in any other EV company I would definitely have sold it.
IMHO, NIO can have a substantial positive impact on the world with PSS
An Opportunity like this only comes once in a lifetime
I guarantee the folks in Abu Dhabi won’t be saying $NIO cars are too expensive. They’ll be saying Allah Akbar I don’t have to supercharge in 50 degree heat.
Here’s why $TSLA batteries are so difficult if not impossible to replace now that the battery is essentially integrated within the vehicle structure. Tesla is truly making their vehicles disposable just like an old iPhone.
$NIO is making a big bet. Their bet is that swapping is superior to supercharging. Most people probably give swap 2 seconds of thought and say it is a waste since supercharging speeds will catch up eventually. What they don’t know is all the other benefits it gives you.
If
@elonmusk
thought cutting $TSLA EV prices was good for shareholders then why did he sell a massive amount of shares just before they were announced?
Baillie Gifford $NIO valuation of 300B is still valid so $170 a share minimum by 2027-2028. BG didn’t even account for their energy business that’s why I say minimum
Why did Baillie Gifford up its $NIO stake by 36%? Delivery growth hasn’t been spectacular. So what do they know that the general public doesn’t know? BG has been around for over 100 years so they don’t make rookie mistakes.
No way in hell this is selling, you don’t see random investors selling 20 million shares at the open. This is 100% shorts taking advantage of low volume and dumping a ton a shares, which are most likely naked shorting $nio
Isn’t it funny how
@TheLongInvest
5 year $NIO stock price prediction or is almost inline with Baillie Gifford $300B long term valuation. $180 a share takes us to $300B
How the fuck is $Nio supposed to sell any cars in Europe now after adding an additional 38% tariffs?
I think they just need to abandon Europe.
FUCK YOU European government.
You can suck on these nuts
Whats the first thing you will do when $Nio hits $100? Me , personally, I can’t wait to tell everyone who said the company will fail that they were wrong.
My 20 year $nio price target is $1,500 a share or 3 trillion dollar market capitalization.
Yes it is a long time, but I believe that’s how long it will take to fully develop, scale and mature.
In the meantime I’ll be selling a shit ton of call options.
$NIO stock is priced as if the company is going out of business.
Do you really believe the Chinese government would allow a bankrupt company to make joint ventures with 5 state owned vehicle manufacturers?
$NIO investors are missing the point that the company is able to make 26k vehicles in one month. The fact that they were not able to deliver all of them is 100% the fault of sudden massive COVID infections, a situation which will go away very soon.
227,000 vehicles. That’s what $NIO president says the company can do in 2023. He specifically said more than Lexus in China. That’s 90% YOY growth. I’m gonna hold him to his word.
$TSLA fan boys, you may have had 1st mover advantage but your company is sitting on its laurels. You haven’t come out with a new model in years and your quality and workmanship suck. Your customer service is terrible. You won’t stay king of the hill for long $NIO
Minus cash $NIO now has a value of 7.7 billion dollars. The company will likely have 15-18 billion dollars worth of sales next year. This is just ridiculous
$Nio has more in common with $AAPL, $AMZN and $MSFT than it has with $TSLA
NIO is building :
1. An ecosystem like Apple
2. Recurring revenue streams via PSS similar to Amazon web services
3. The most innovative technologies in the world and licensing IP like Microsoft
WTF is wrong with this picture? I just don’t fucking get it, sales for $NIO are up 90% from June and we probably hit 30k next month. How can these motherfuckers keep this down this long.
Investors misunderstand $Nio just like they misunderstood $AMZN during the dot com bust. We were going through a technological revolution with the internet and investors threw away shares of Amazon just like they are doing now Nio with the EV revolution.
This is how I’m seeing the remainder of the year for $NIO barring any unexpected events
1. Jan 8500
2. Feb 10000
3. Mar 12000
4. Apr 15000
5. May 15000
6. Jun 15000
7. Jul 21000
8. Aug 21000
9. Sep 21000
10. Oct 25000
11. Nov 25000
12. Dec 25000
Total 216,500
Do you realize you are buying $NIO at near IPO prices where it is already an established brand and selling at least 20k vehicles per month when it was selling less than 10% of what it is selling today.
Obviously Baillie Gifford sees something in $NIO which other investors are missing, otherwise why would they add 36% more shares. If they thought sales would remain stagnant I seriously doubt they would increase their stake so much. I know they have direct access to $NIO
Why did Abu Dhabi govt invest 3B dollars in $NIO and not $tsla or $li auto ? Why did they want 2 board seats? Are they in the business of just throwing away money? Considering all the push back of China EV in USA and Europe the Abu Dhabi deal is worth it if Nio is favored there
When I went all in on $Nio stock I’m 2019. It was trading under $2 and near bankruptcy. I took a much higher risk because the company back then was no where near what the company is today.
Anyone going all in today at $5 is taking on risk orders of magnitude less risk.