Nio stock. Q3 earnings review. One shocker.

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  • Опубликовано: 20 ноя 2024

Комментарии • 78

  • @kawaiimdsweey9348
    @kawaiimdsweey9348 День назад +14

    I bought more on the dip this morning at $4.4

  • @asianfish1
    @asianfish1 День назад +3

    I would love to NIO meet 4Q guidance. Thank you for making this video.

  • @vardanarakelyan5214
    @vardanarakelyan5214 23 часа назад +3

    I’m surprised to hear for Q4 more than 70k deliveries, feels unbelievable, too good if this will happen 🎉.

  • @peterbarker639
    @peterbarker639 День назад +4

    Nio will become the stress alleviator in not to distant future. Nice concise video mr odd.

  • @silver45q
    @silver45q День назад +55

    Hallelujah! God is still performing wonders. I'm positioning myself for such miracles. This is the best thing I've seen today on RUclips-thank you so much!.540k earned so far.

    • @ChidoMaxwell
      @ChidoMaxwell День назад

      To be successfully in life one must take risk, investing brings success that’s why the rich will never come out in public to tell you how they make their money

    • @billeo77
      @billeo77 День назад

      *_The crypto market has been unfavorable for months and I keep losing my money selling-off during dips, I'm very scared of holding right now, how do you guys still make so much….?_*

    • @silver45q
      @silver45q День назад

      Venturing into crypto as a newbie was very difficult due to lack of experience which resulted in loosing funds... But miss noah rachel, restored hope shes a good woman

    • @billeo77
      @billeo77 День назад

      You're right! I've been trying to trade but I keep making losses and it's frustrating
      Who is your mentor please. how can I reach him/her I really need help

    • @NorbertRoberto
      @NorbertRoberto День назад

      So nice to see noah rachel talked about here,her good works are speaking already, and like wide fire she's spreading.

  • @007big
    @007big День назад +7

    Positive cash flow this Quarter is the point

  • @BenG-r2k
    @BenG-r2k День назад +5

    The shocker for me was near term current 12 month liabilities have now skyrocketed to $8.1 billion up from $6.9 billion just 90 days ago. Even uglier is working capital is now down to US$368 million. Next quarter they will have to fully recognize the $1.5 billion cash investment into Nio China from the September 29 investor relations report. If Onvo sales start exploding this may not be a big deal, but they really need to get sales going in a big way, and cannot let ASP keep declining

  • @Aniobulls
    @Aniobulls День назад +11

    Question: we are waiting for NIO to be profitable to see a reverse in a stock price. But when I look at other Chinese stocks like Alibaba, the company is profitable but still shorted and manipulated as NIO ( not as close but still). Why do you think NIO would be in any better situation once they become profitable ?!

    • @ericslacey
      @ericslacey День назад +3

      My opinion... for what it's worth. e Commerce is a completely different business model... hard to differentiate.
      We are watching Nio build a unique business model with some pieces that will be very hard to replicate.
      Battery Swap Network
      Software
      Chip
      AI
      Massive support from private equity

    • @louislomartra8577
      @louislomartra8577 День назад

      I know what you saying a china stock just does not have valuation as chinese stocks I agree

  • @markwaszczak7516
    @markwaszczak7516 День назад +2

    Great video. Descent predictions for a guy in the rain
    Lol good job bud

  • @fazlechoudhury7537
    @fazlechoudhury7537 23 часа назад +1

    Hi Mr. Odd,
    I am totally agree with you about the concern about NIO’s Q4 vehicle sales guidance of 72-75K. Based on my calculations, I estimated their sales might fall between 63-65K. To meet their guidance, they would need to sell at least 26K vehicles per month in November and December. However, the insurance registration numbers for November so far don’t support this projection.

  • @Lifesituations8000
    @Lifesituations8000 12 часов назад +1

    Guys, do the math. Battery swapping is the future. Many car companies are connecting to the nio charging network and doing partnership with nio. Nio has a double layer battery swap station coming. Not today, but in 10 years, whoever is holding nio will be rich. At least I will be able to buy a home. Im actually adding shares by the week. It won't happen tomorrow. Patience is the key. 3500 shares and counting. Give me cheap shares until 2027. Just like onvo and Firefly, we will build other cheaper models with battery swapping and will have millions of people in china driving these cars. The luxury brands are for the rich people. We will lower the luxury brand while increasing the cheaper models. Battery swap is the future of gas stations.

  • @Pistino1
    @Pistino1 День назад +2

    Thank you Sir!

  • @4sky
    @4sky День назад +2

    Last 2 earnings closed green. Pattern changing?

  • @ac4185
    @ac4185 22 часа назад +2

    Good stuff

  • @JuanGonzalez-wi8sj
    @JuanGonzalez-wi8sj День назад +1

    Thanks for the video!!

  • @mamoondasti
    @mamoondasti День назад +2

    Thank you!

  • @sinauntan752
    @sinauntan752 День назад +6

    Could it be the 72k to 75k Q4 delivery inclusive of overseas delivery like UAE which Nio started venture in October? Hopefully Nio management learnt their lesson last time and this Q4 forecast is accurate this time🚀🚀🚀🚀

    • @ahmedchowdhury3391
      @ahmedchowdhury3391 День назад

      If they implement this guidance investor get confidence

  • @zzzimbazzzimba4460
    @zzzimbazzzimba4460 7 часов назад

    Sad to see they dont know how to decrease the cash burn 😢😢😢 we are out in dangerous Water

  • @ericslacey
    @ericslacey День назад +1

    Currently at 5,000 shares of Nio... bought 1200 this week. My only concerns with Nio are 1) shift the focus to near term profitability - for example this "bottle neck" you have discussed in recent vids with Onvo to me is unacceptable. Readiness plan? In any case it appears they are making adjustments for that. 2) I am concerned about Battery variants reducing effectiveness for the battery swap stations... however with that I trust them to figure this out. 3) Nio seems to be focused on doing too many new things (entering markets) at once.... to me it's time to focus on the task at hand. Sell more cars and shorten delivery time line.

  • @minimalist0000
    @minimalist0000 День назад

    The shocker was the drop in YoY Sales along with the $1.5B increase in liabilities in 90 days.
    Thanks for your comments.

  • @PierreSaliba-d3k
    @PierreSaliba-d3k День назад +1

    Thank you 🙏

  • @ahmedchowdhury3391
    @ahmedchowdhury3391 День назад +3

    Nio should 200b market cap

  • @markwaszczak7516
    @markwaszczak7516 День назад +1

    Exciting that ceo said profitable in 2026 which was always my thought. I dont like the the quartly production at all. It is set up for a fail. This will be revised in December and send the price back down. 65-68 is more realistic. Like you said we are going to be around 40 in two mths with 1 mth to go.

  • @ahmedchowdhury3391
    @ahmedchowdhury3391 День назад +1

    If nio implement 75k guidance investor will get confidence

  • @kawaiimdsweey9348
    @kawaiimdsweey9348 День назад +4

    Earning is great and on road to a better and profitable earning .I am long.Nio is going to make me a multimillionaire.

    • @Princeofmath
      @Princeofmath День назад

      From now on, within 5 years, how many NIO shares will make me millionaire?

    • @janiriikonen7427
      @janiriikonen7427 22 часа назад +1

      ​@@PrinceofmathA million

  • @antoniom.1731
    @antoniom.1731 День назад

    Do you know why Li Auto is able to manufacture cars at 20% gross margin, which is well above NIO and xpeng?

    • @louislomartra8577
      @louislomartra8577 День назад +1

      i believe it is hybrid has more profit margin then pure ev

  • @kev13nyc
    @kev13nyc День назад +1

    helloooooooo odd investor EY ….

  • @marcoferreira5396
    @marcoferreira5396 День назад +3

    2% nio sales are going to onvo which isn’t bad at all

  • @GONIO2024
    @GONIO2024 День назад +2

    The earning was great.

    • @EnglandUK007
      @EnglandUK007 День назад

      @@GONIO2024 was it, it was a miss

    • @BenG-r2k
      @BenG-r2k День назад

      It’s amazing how far the bar has been lowered with this company when an earnings miss is viewed as great. The first share of stock I ever bought was IBM in 1979 and as of today, I have never seen an investor base more enamored with chronic under performance as this company.

  • @ahmedchowdhury3391
    @ahmedchowdhury3391 День назад +1

    Main fear is firefly use different swap station that mean nio need more money for swap station

  • @EnglandUK007
    @EnglandUK007 День назад +3

    Profit 2026, very dissapointed 😢

    • @BenG-r2k
      @BenG-r2k День назад

      I don’t think anyone actually believes they will be profitable in 2026. The clown CEO moves the target so frequently only the most gullible will bite down on his turds now.

    • @GONIO2024
      @GONIO2024 День назад +1

      how ?

    • @EnglandUK007
      @EnglandUK007 День назад +1

      @GONIO2024 2024 then 2025 now 2026

    • @nz_sailor
      @nz_sailor День назад

      @@EnglandUK007 This is a long game

  • @alexanderd4118
    @alexanderd4118 День назад

    What is the likelihood for NIO to be delisted from NYSE ?

    • @tcraig9831
      @tcraig9831 День назад

      they are only talking about technologies that have military applications I don't think this would qualify. I think that is just FUD

    • @MikeM-xc2ip
      @MikeM-xc2ip День назад

      0

  • @louislomartra8577
    @louislomartra8577 День назад +1

    my biggest concern is nio is saying they opening 1000 stores for onvo , I dont know why they have so many stores to sell nio I wish they could sell under 1 roof , aquiring more retail spaces and that many employees I dont see this is needed for what they selling and or saying they will sell 32k employees is alot for revenue

    • @ahmedchowdhury3391
      @ahmedchowdhury3391 День назад

      This is not concerning thing main concerning is firefly use different swap

    • @louislomartra8577
      @louislomartra8577 22 часа назад

      i agree with this also more and more spending