We have to be patient ,the growth is slow but is is exceptional advance technology and NIO will be the leader in value. Keep walking Mr. Odd, great blue skies are just above you ! good comments.
Great straightforward comparison without getting too technical. NIO will definitely rule the day in the future and I, like most here, am willing to wait with NIO! Sounds like you have fully recovered! Another great video!
Patents, assets and intellectual property - in the beginning it increases costs, but over the long term they should be an advantage. Research and Development has an assigned budget every year, which can be increased gradually in proportion to sales.
As I see this, and I hope I'm wrong, it will take years before anyone will make good profits selling EVs. That of course also goes for the old traditional brands. The problem for Chinese brands are probably bigger outside China as people buying them also look at the resale value in 3 years or so. That makes it scary having a financing on it for 3 years or so. Looking in the mirror I think all the subsidies made most brands build too exclusive cars and the government kick-backs payed for it. Now when it's gone it looks a bit different. Thankfully as a taxpayer. Nio registret 10 cars here in Sweden in December. of 243 cars registered since start September -22 only 6 are owned by a private person. The only road to success as I see at this market for Nio is if their swap becomes some kind of standard. And I'm pretty sceptic about swap too since we have 800V batteries coming too. It's also too expensive sadly.
I agree with you. I was not in favor of Nio expanding in Europe. I thought it was too early. As far as battery swap, it could become a standard. It looks like it is in that direction in China
I'm also Six Sigma trained and a numbers person. I would like the occasional vid that's not a walk & talk but rather a numbers review. For example, share your screen & do an earnings review or go through a DCF model & vary the inputs based on good and bad scenarios which deliver potential future share prices. For example, today you were talking about NIO's R&D efforts and claimed they have as much as LI & EXPENG together. I don't mind the storytelling that you do but prefer numbers off the earnings reports and then what that will potentially deliver in the future. Thanks!
Welcome Dave. I do limited analysis sometimes on an as needed basis. For example, I did some analysis to see if Nio had a demand issue after the drop in monthly sales in September, October, and November from the July and August highs. Regarding the R&D efforts, it is common knowledge that Nio has a massive group. I checked the manpower last year, and it was bigger than Li Auto and Xpeng combined. This explains why Nio was able to work on so many projects. I walk and talk to share my knowledge. Maybe at some point, I might use some screen shots
@fabianticho yes, that was because I was tricked by a piece of bearish news between the US and Chinese presidents. I learned later that the news was a month old. So I bought my shares back the next day.
LI is cranking out the cars while NIO is cranking out the hype. Great technology but can they capitalize on it? Last year few people in China knew anything about battery swapping? NIO'S only moat? Other brands are catching up fast. Now they launch a cheaper sub brand in a dirt cheap, super competitive market, but can hardly sell what they have? A lot of time wasted on utter nonsense. Time that will not come back.
Li auto is only for short term profit while China government is pushing hard on battery swap……whereas Li auto has nothing to catchup the technology! NIO is the lead in EV market in 2024 especially on the EV tax exemption while other EV will not enjoy much because of the battery .
I don't think it fits in that NIO slows down the rollout in Europe. In this way they allow Tesla, BYD and the European brands to divide the market in Europe. This may also apply to Canada?
Great insight! From what I can see, NIO is betting on two approaches: swap stations and high-end EVs. I think both of them may pay off. The swap stations have room to improve in terms of time saving. The other advantage of the swap stations is they allow the customers to easily replace their degraded battery. With regard to high-end EVs, I think it will take more time to establish the brand. Once established, it will pay off big time.
Nio's board needs to reevaluate their C-suite leadership. William Li may not be the leader needed to lead NIO into profitability sooner rather than later.
We have to be patient ,the growth is slow but is is exceptional advance technology and NIO will be the leader in value. Keep walking Mr. Odd, great blue skies are just above you ! good comments.
Totally agree. Yes, it was a sunny day today
I love the blue Sky. Canadian air is so clean. IMO NIO wins for the infastructure. LI seems to be about the now. NIO about tomorrow.
Haha
Great straightforward comparison without getting too technical. NIO will definitely rule the day in the future and I, like most here, am willing to wait with NIO! Sounds like you have fully recovered! Another great video!
Thank you. Nio will win the day sooner or later. I am lucky to recover. It took about 3 weeks. Crazy virus
As usual, I agree with you!😊 The only true play in EV is NIO. I will continue to buy NIO! It's the best long term play!
Totally agree
Patents, assets and intellectual property - in the beginning it increases costs, but over the long term they should be an advantage.
Research and Development has an assigned budget every year, which can be increased gradually in proportion to sales.
Totally agree. In Q2 2023 earning call, they said that their R&D spending will remain the same for a few quarters. I estimated a drop in Q2, 2022.
As I see this, and I hope I'm wrong, it will take years before anyone will make good profits selling EVs. That of course also goes for the old traditional brands. The problem for Chinese brands are probably bigger outside China as people buying them also look at the resale value in 3 years or so. That makes it scary having a financing on it for 3 years or so. Looking in the mirror I think all the subsidies made most brands build too exclusive cars and the government kick-backs payed for it. Now when it's gone it looks a bit different. Thankfully as a taxpayer. Nio registret 10 cars here in Sweden in December. of 243 cars registered since start September -22 only 6 are owned by a private person.
The only road to success as I see at this market for Nio is if their swap becomes some kind of standard. And I'm pretty sceptic about swap too since we have 800V batteries coming too. It's also too expensive sadly.
I agree with you. I was not in favor of Nio expanding in Europe. I thought it was too early. As far as battery swap, it could become a standard. It looks like it is in that direction in China
I'm also Six Sigma trained and a numbers person. I would like the occasional vid that's not a walk & talk but rather a numbers review. For example, share your screen & do an earnings review or go through a DCF model & vary the inputs based on good and bad scenarios which deliver potential future share prices. For example, today you were talking about NIO's R&D efforts and claimed they have as much as LI & EXPENG together. I don't mind the storytelling that you do but prefer numbers off the earnings reports and then what that will potentially deliver in the future. Thanks!
Welcome Dave. I do limited analysis sometimes on an as needed basis. For example, I did some analysis to see if Nio had a demand issue after the drop in monthly sales in September, October, and November from the July and August highs.
Regarding the R&D efforts, it is common knowledge that Nio has a massive group. I checked the manpower last year, and it was bigger than Li Auto and Xpeng combined. This explains why Nio was able to work on so many projects.
I walk and talk to share my knowledge. Maybe at some point, I might use some screen shots
Thank you
All your knowledge and finally you sold stocks , thanks again for your sincerity
Sold stocks? What do you mean?
@@TheOddInvestor I understood that you sold some stocks a month ago and I didn’t understand that.
@fabianticho yes, that was because I was tricked by a piece of bearish news between the US and Chinese presidents. I learned later that the news was a month old. So I bought my shares back the next day.
IF you want to be pissed off 24/7 you can buy NIO. If you want to gain anything then Li.
This could be old times, not anymore imo
LI is cranking out the cars while NIO is cranking out the hype. Great technology but can they capitalize on it? Last year few people in China knew anything about battery swapping? NIO'S only moat? Other brands are catching up fast. Now they launch a cheaper sub brand in a dirt cheap, super competitive market, but can hardly sell what they have? A lot of time wasted on utter nonsense. Time that will not come back.
Nio is building its model. I like it. Obviously you don't. That is fine. Time will tell
Good analysis .
Thank you
Li auto is only for short term profit while China government is pushing hard on battery swap……whereas Li auto has nothing to catchup the technology! NIO is the lead in EV market in 2024 especially on the EV tax exemption while other EV will not enjoy much because of the battery .
Totally agree
I love Nio and I wish I had one..in my country they are very expensive and also in the world. What is the reason?
Luxury EV'S are expensive
I don't think it fits in that NIO slows down the rollout in Europe. In this way they allow Tesla, BYD and the European brands to divide the market in Europe. This may also apply to Canada?
Is there news that Nio is slowing down in Europe? Am I missing something?
I am going home, today after work, when I look at $NIO, I felt pain
Me too. Tomorrow another day
Between Nio and Li Auto the best investment is BYD
Haha
Great insight! From what I can see, NIO is betting on two approaches: swap stations and high-end EVs. I think both of them may pay off. The swap stations have room to improve in terms of time saving. The other advantage of the swap stations is they allow the customers to easily replace their degraded battery. With regard to high-end EVs, I think it will take more time to establish the brand. Once established, it will pay off big time.
Why not invest in both
I do at the moment with a much larger percentage in Nio.
DO NOT buy Nio. I'm Chinese live in China, guarantee this.
Nio's board needs to reevaluate their C-suite leadership. William Li may not be the leader needed to lead NIO into profitability sooner rather than later.
Nio is William Li, and William Li is Nio. He is the founder and nothing will change
@@TheOddInvestor If this is what you believe to be unchangeable, it will be awhile before NIO reaches profitability. Fact.