Robert Puklin Profile
Robert Puklin

@robertpuklin

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Following
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Joined December 2021
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@robertpuklin
Robert Puklin
2 hours
@TheAKardec @thinkercar Face only a mother could love.
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@robertpuklin
Robert Puklin
3 hours
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@robertpuklin
Robert Puklin
3 hours
RT @AfonsoEV_: Nearly-new Onvo L60 vehicles (some with less than 700 miles) are listed on second-hand market platforms with 39% discounts.…
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@robertpuklin
Robert Puklin
3 hours
@tunguz How about Robosexuality?
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@robertpuklin
Robert Puklin
3 hours
Nio has built somewhere between 3000 and 3500 swap stations in total. It could be that there are other areas where they are approaching profitability, but we can never know as the numbers are sealed like an Egyptian tomb. I have a bad habit of provoking NIO stock shills, take my numbers sit a grain of salt. (But also the official numbers)
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@robertpuklin
Robert Puklin
4 hours
@P_Kallioniemi That's why they have so many breaks and timeouts.
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@robertpuklin
Robert Puklin
4 hours
@Razormangan @TychodeFeijter What? That dealers purchase vehicles from a company with their own stores, in order to sell them at 40% discount a month later? That's the industry standard, nothing to see here.
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@robertpuklin
Robert Puklin
4 hours
@NIO_Worldwide Also very efficient in the "headlights per kWh" department.
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@robertpuklin
Robert Puklin
5 hours
RT @TychodeFeijter: Onvo owners complain about glut in cheap low-mileage second hand cars with $11K discount Something odd may be going on…
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@robertpuklin
Robert Puklin
5 hours
@TheAKardec @TychodeFeijter Either that or zero desirability for ONVO.
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@robertpuklin
Robert Puklin
5 hours
@electricfelix @xiaopenghexpeng If he misses a penalty, that's a sign that XPeng Battery Swap Stations are coming.
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@robertpuklin
Robert Puklin
6 hours
@Mattekingen @CnEVPost We can split it as already discussed ;)
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@robertpuklin
Robert Puklin
7 hours
@farzyness If transparency is your kryptonite, you are probably on the wrong side of history.
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@robertpuklin
Robert Puklin
8 hours
@hansbrattberg @alojoh @fminderop That's just sad...and also futile. Even a 90% sales loss would not undermine Elon's willingness to do what he considers right, righteous and necessary.
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@robertpuklin
Robert Puklin
9 hours
Oh boy. They claim ca. 60 swaps per day are needed to break even. Per station. 60 swaps add ca. 60 x 400 km = 24.000 km of range. With daily driving distances of 40 km, that would provide some 600 car-days. If they are building 1 station per day, they would need to sell some 600 cars/day to add enough capacity. 4200 cars / week. However, they are adding like 3-5 every day for which there are not enough cars being sold. Therefore the expansion of swap stations is a major negative financial impact. If they don't double or tripple their sales on a short notice, it's game over.
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@robertpuklin
Robert Puklin
10 hours
@aboongm1 @CnEVPost I'm simply repeating the NIO statement. If 5% of swap stations are approaching profitability, then 95% of them are not approaching profitability.
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@robertpuklin
Robert Puklin
10 hours
@niccruzpatane "Elon steps down from DOGE and retires from all companies after 2 Tesla cars are sprayed" Lol, what do these wackos expect? They will make Elon even more hardcore.
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@robertpuklin
Robert Puklin
10 hours
@TheAKardec "entering smart money zone" LGF
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