The Odd Investor
The Odd Investor
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Giant Fund more than doubled its investment in Nio. #tesla #nio #apple #Ford #gm
มุมมอง 2.4K20 ชั่วโมงที่ผ่านมา
Giant Fund more than doubled its investment in Nio. #tesla #nio #apple #Ford #gm
Nio stock ⚠️. what is the possibility of raising funds? when? #tesla #nio #motivation #cyvn
มุมมอง 2.8K2 ชั่วโมงที่ผ่านมา
Nio stock ⚠️. what is the possibility of raising funds? when? #tesla #nio #motivation #cyvn
Nio stock. Were we tricked by the analysts AGAIN?
มุมมอง 3.4K7 ชั่วโมงที่ผ่านมา
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Nio stock. Q1 earnings review and Q2 forecast. #nio #tesla #xpeng #li #rivian #ev
มุมมอง 3.6K9 ชั่วโมงที่ผ่านมา
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Nio stock is OWNED BY NAKED SHORTS. It is as simple as that. #nio #tesla #Trump #DevinNunes #evs
มุมมอง 3.5K12 ชั่วโมงที่ผ่านมา
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Nio stock. 2 main reasons the stock is pressured down. #nio #tesla #xpeng #li #lucid
มุมมอง 3.4K14 ชั่วโมงที่ผ่านมา
Nio stock. 2 main reasons the stock is pressured down. #nio #tesla #xpeng #li #lucid
Nio stock 6700 weekly insurance deliveries More than record deliveries. #tesla #xpeng #li #byd
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Nio's Q1 earnings discussion part 2. #nio #tesla #evs
มุมมอง 1.7K16 ชั่วโมงที่ผ่านมา
Nio's Q1 earnings discussion part 2. #nio #tesla #evs
Nio Q1 earning discussion and Q2 forecast. #nio #tesla #rivian #lucid #ev
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Nio stock. How good are the 20544 record May deliveries. ? #Nio #Tesla #Li #Xpeng
มุมมอง 3.8K21 ชั่วโมงที่ผ่านมา
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Nio stock. warning ⚠️. Stay away from the hype. #nio #Tesla
มุมมอง 3Kวันที่ผ่านมา
Nio stock. warning ⚠️. Stay away from the hype. #nio #Tesla
Nio stock. Morgan Stanley, AI hype, change from T+2 to T+1 settlement cycle. #nio #tesla #nvidia
มุมมอง 2.4Kวันที่ผ่านมา
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Nio's New Hidden Gem. #nio #tesla #xpeng #rivian #li #lucid #lucid #apple
มุมมอง 2.9Kวันที่ผ่านมา
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Nio stock. Be Careful of analysts. Hold tight to your shares. #nio #tesla #li #ev #nvidia
มุมมอง 3.1Kวันที่ผ่านมา
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Nio stock. 5400 insurance deliveries. possible reasons? #Nio #Tesla #Xpeng #Zeeker #Li
มุมมอง 2.9Kวันที่ผ่านมา
Nio stock. 5400 insurance deliveries. possible reasons? #Nio #Tesla #Xpeng #Zeeker #Li
Nio stock. True story. what do you do when you make a decision? #Tesla #nio #Nvidia
มุมมอง 2.5K14 วันที่ผ่านมา
Nio stock. True story. what do you do when you make a decision? #Tesla #nio #Nvidia
Brilliant move by Elon Musk's comments on Chinese tariffs. #Nio #Tesla #EV #tariffs #Elon #Musk
มุมมอง 2.4K14 วันที่ผ่านมา
Brilliant move by Elon Musk's comments on Chinese tariffs. #Nio #Tesla #EV #tariffs #Elon #Musk
In case you are wondering why Nio was down yesterday. #nio #tesla #xpeng #rivian #lucid #li #nvidia
มุมมอง 3.1K14 วันที่ผ่านมา
In case you are wondering why Nio was down yesterday. #nio #tesla #xpeng #rivian #lucid #li #nvidia
Nio stock. latest security forms. #Nio #Tesla #Xpeng #Ev
มุมมอง 2.5K14 วันที่ผ่านมา
Nio stock. latest security forms. #Nio #Tesla #Xpeng #Ev
Nio stock. 4400 insurance deliveries. steady production and organic demand. #Nio #Tesla #Xpeng
มุมมอง 2.6K14 วันที่ผ่านมา
Nio stock. 4400 insurance deliveries. steady production and organic demand. #Nio #Tesla #Xpeng
Didn't I warn you? Stay away from Li Auto. #Nio #Tesla #xpeng #Lucid #Rivian #Zeeker
มุมมอง 2.9K21 วันที่ผ่านมา
Didn't I warn you? Stay away from Li Auto. #Nio #Tesla #xpeng #Lucid #Rivian #Zeeker
Nio stock. FAW joins Nio's battery swap group. the snowball effect is picking momentum. #Tesla #BYD
มุมมอง 2.6K21 วันที่ผ่านมา
Nio stock. FAW joins Nio's battery swap group. the snowball effect is picking momentum. #Tesla #BYD
Nio stock. the magnificent 2 are shaping up. #Nio #Tesla #Rivian #Apple #Netflix #Amazon
มุมมอง 2.7K21 วันที่ผ่านมา
Nio stock. the magnificent 2 are shaping up. #Nio #Tesla #Rivian #Apple #Netflix #Amazon
Nio's sub brand Onvo L60. Key takeaways. #Nio #Tesla #ModelY #Rav4 #BYD
มุมมอง 2.8K21 วันที่ผ่านมา
Nio's sub brand Onvo L60. Key takeaways. #Nio #Tesla #ModelY #Rav4 #BYD
Nio stock. The thrill behind the 4400 insurance deliveries last week. #Nio #Tesla #Xpeng
มุมมอง 2.6K21 วันที่ผ่านมา
Nio stock. The thrill behind the 4400 insurance deliveries last week. #Nio #Tesla #Xpeng
Zeeker's IPO mystery. stick with NIO & TESLA. #Nio #Tesla #Rivian #Li #Xpeng
มุมมอง 1.5K28 วันที่ผ่านมา
Zeeker's IPO mystery. stick with NIO & TESLA. #Nio #Tesla #Rivian #Li #Xpeng
Is Zeeker a Buy? #Nio #Tesla #Xpeng #Li #Rivian #Lucid #Ford #Apple #Nflx Amzn
มุมมอง 1.7K28 วันที่ผ่านมา
Is Zeeker a Buy? #Nio #Tesla #Xpeng #Li #Rivian #Lucid #Ford #Apple #Nflx Amzn
Nio stock. 60% or 100% Tariffs? two lines of thought. #nio #tesla #byd #xpeng #liauto #rivian
มุมมอง 3.1Kหลายเดือนก่อน
Nio stock. 60% or 100% Tariffs? two lines of thought. #nio #tesla #byd #xpeng #liauto #rivian
Nio stock. Warning ⚠️ of the hype 2. Stick with fundamentals. #nio #tesla #rivian #xpeng #toronto
มุมมอง 2.1Kหลายเดือนก่อน
Nio stock. Warning ⚠️ of the hype 2. Stick with fundamentals. #nio #tesla #rivian #xpeng #toronto

ความคิดเห็น

  • @rc6251
    @rc6251 ชั่วโมงที่ผ่านมา

    Most every day, there is massive algorithmic selling at 10am regardless of news or fundamentals. They are doing this while they transition funds from Tesla to Nio. When they have accomplished this, Nio will soar.

  • @andrewzanas9387
    @andrewzanas9387 ชั่วโมงที่ผ่านมา

    Did anyone else happen to notice Nio is listed now as a Brazilian company? Saw this last week before William Li's meetings in Brazil came out. As a result I was happy to see them aligning with a zero tariff country. Norway, Sweden, Denmark, Greece, Turkey, Iran next but the UAE and Dubai were put on hold?? That's our CYNZ funding connection. We should get on Nio to prioritize them, Aren't they tax free?? The Netherlands, Belgium, France, Spain and especially Portugal should also be on Nio's lidar. Germany I don't get, given the unions and tradesmen brewing for a fight over Tesla & its heavy bot-centric, anti-union, light mfgring, n'light assembly factory. Elon's keeping one foot out the door, but Nio did have a charging partnership agreement signing with Mercedes for the China market. I don't even try to make sense of anything spewed by the Jim Cramers and the others like him, Odd Wise One. Lots of glossy new ads came out today targeting the young, upwardly mobile, & affluent Gen Z crowd, thank you, William. There was a huge expos'e over Jin Jen Ping's (sp.) smooth operator moves in lending billions to countries with major marine docking facilities, then turning around and dumping thousands of evs which the Chinese just left parked on those same docks in lieu of keeping up their late leasehold agreement payments. I've given up on any expectations of seeing breakeven in this lifetime.

  • @pormansgoldpmg5493
    @pormansgoldpmg5493 ชั่วโมงที่ผ่านมา

    Dumped all NIO shares this morning cutting losses and reinvested into ASTS, EVRI and PENN. It's easier to go with the stream than paddle against it. IMO NIO is heading towards $4 ....opportunity to invest at a lower cost per share may present itself.

  • @nezzai124
    @nezzai124 ชั่วโมงที่ผ่านมา

    analysts make investing a thing that's not real. its a psyop. wake up sheeple

  • @thomasmerrill3585
    @thomasmerrill3585 ชั่วโมงที่ผ่านมา

    I see pay back from trump after election to thease market flim flam naked shorts , fake shares

  • @kev13nyc
    @kev13nyc 2 ชั่วโมงที่ผ่านมา

    hellooooooooo odd investor EY….

  • @steveeder6909
    @steveeder6909 2 ชั่วโมงที่ผ่านมา

    I could deal way better with the two years long stock price drama, if NIO comes though with the much discussed upcoming car sales everyone's been promising.

  • @projectburpees
    @projectburpees 2 ชั่วโมงที่ผ่านมา

    You keep harping on the analysts, it's a downstream way to manipulate, the source of the manipulation is further upstream where the market makers are granted naked short liquidity exemptions in the law. Reg sho is basically unenforceable as it's written. What you are doing, moaning about the news and bullshit analysts, is where the nefarious parties would like you to participate in their debate. They throw out a bs price target and people rush to defend nio and argue about it, and they laugh.... all the negative sentiment drives more traffic to them, it's a win win for "shorts". Write a bs article about nio and reap the free traffic from people willing to argue... Go further upstream and advocate for real change in reg sho, you're smart enough to know the mechanisms and explain it, just maintain your calm :) hope all is well. Take care.

  • @fabianticho
    @fabianticho 2 ชั่วโมงที่ผ่านมา

    Great company, it’s growing very well!

  • @anthonylipitt2993
    @anthonylipitt2993 3 ชั่วโมงที่ผ่านมา

    NIO sky's to clear soon sub brands & all time sales month over month & QRT over QRT... Thnx odd Investor I'll keep adding and hope the 🩳 keep pushing the stock down til they no long can the institution investors will scoop up all available shares 🤯 then 🩳 R ❤️‍🔥❤️‍🔥❤️‍🔥. NIO 🐂🐂🐂 to run soon...

  • @KOATOP
    @KOATOP 3 ชั่วโมงที่ผ่านมา

    7000+ tomorrow?

    • @TheTwinHyper
      @TheTwinHyper 2 ชั่วโมงที่ผ่านมา

      Let us hope, it is minimum 4k, will be happy with 5k

  • @River313
    @River313 3 ชั่วโมงที่ผ่านมา

    Just own 3 stocks Tsla Nio Sava

  • @peterkantelberg3862
    @peterkantelberg3862 3 ชั่วโมงที่ผ่านมา

    Hop the insurance numbers are good tomorrow 5-6 thousand

  • @gg1350
    @gg1350 4 ชั่วโมงที่ผ่านมา

    Analysts are not important in long run, if one day Nio becomes profitable SP will shoot up. Till that day the will manipulate it as much as they want

  • @CiaranCanning
    @CiaranCanning 4 ชั่วโมงที่ผ่านมา

    They can bring the stock down, but not the company. Only a matter of time #NIO

    • @TheOddInvestor
      @TheOddInvestor 4 ชั่วโมงที่ผ่านมา

      Very true

  • @joeforika
    @joeforika 4 ชั่วโมงที่ผ่านมา

    they have achieved more than what they have planned. They made us feel comfortable at $4-5 level. They thew us into a prison camp, and they throw us a few good meals once in a while to make us feel good. (our cash + assets are worth double then the market cap)

    • @TheOddInvestor
      @TheOddInvestor 4 ชั่วโมงที่ผ่านมา

      Totally agree

  • @markuspresley7952
    @markuspresley7952 4 ชั่วโมงที่ผ่านมา

    There is no manipulation, if Nio lose 700+ milions every quarter the stock will go lower and lower! The Nio”s balance sheet isn t strong like a year ago, the short term liabilities are growing and cash/equivalents are decreasing, also Nio shares are very low (the share price, Nio market cap is overvalued) and if Nio will do a diluition will be very bad for the shareholders….

    • @TheOddInvestor
      @TheOddInvestor 4 ชั่วโมงที่ผ่านมา

      Disagree

    • @markuspresley7952
      @markuspresley7952 4 ชั่วโมงที่ผ่านมา

      Yes its ok, is my only opinion

  • @jjoser62
    @jjoser62 4 ชั่วโมงที่ผ่านมา

    🧏🏼 Patience = 💰💰💰💰💼💼 Good morning Mr.Odd

  • @dariusmatthews5057
    @dariusmatthews5057 4 ชั่วโมงที่ผ่านมา

    Ignore the noise. I agree. Buying shares everyday.

  • @amulpatel8207
    @amulpatel8207 4 ชั่วโมงที่ผ่านมา

    💯 on the fact there is a smear campaign with these daily articles . Most people know it’s getting old. Anyone invested in the company knows that’s the case. The new buyers at this point probably have enough exposure over the last 3 yrs . No one buying is adding shares without knowing what this company is doing. That’s how I feel.

    • @TheOddInvestor
      @TheOddInvestor 4 ชั่วโมงที่ผ่านมา

      Totally agree

  • @lostinbkk555
    @lostinbkk555 5 ชั่วโมงที่ผ่านมา

    Bought some more $NIO today 💰

    • @TheOddInvestor
      @TheOddInvestor 4 ชั่วโมงที่ผ่านมา

      Good luck

    • @lostinbkk555
      @lostinbkk555 4 ชั่วโมงที่ผ่านมา

      @@TheOddInvestor I am just watching what the company is doing and not fixating on the daily share price

  • @ggz456
    @ggz456 5 ชั่วโมงที่ผ่านมา

    The only remedy is profitability.

    • @TheOddInvestor
      @TheOddInvestor 4 ชั่วโมงที่ผ่านมา

      No. A reduction in losses maybe

  • @henpil7098
    @henpil7098 5 ชั่วโมงที่ผ่านมา

    We talking about nio months and months nothing happens with nio stock is dead i think nio have to merger or partner with big company like byd Mercedes? other partnerships is just strategic no money involved is just my opinion

    • @user-of5cp1kb4f
      @user-of5cp1kb4f 4 ชั่วโมงที่ผ่านมา

      I 100% disagree. Seems you are falling into the trap of believing these analysts and shorts. No clue why you think NIO needs to merge with any company? Completely lost on this comment.

    • @henpil7098
      @henpil7098 3 ชั่วโมงที่ผ่านมา

      ​@@user-of5cp1kb4fis just my opinion

  • @gustavo-1972
    @gustavo-1972 5 ชั่วโมงที่ผ่านมา

    The americans are in denial of civilizational tectonic shifts, that affects more than just a company or sector. Nothing will change the course of it, not even upcoming elections, when republicans as always are posturing to use what was used in hiroshima... Don't ignore this reality, it is more than just what is affecting this or that company at present...

  • @TB-yu8mu
    @TB-yu8mu 7 ชั่วโมงที่ผ่านมา

    they could raise $30B and still be undervalued, get it?

  • @benplumlee751
    @benplumlee751 9 ชั่วโมงที่ผ่านมา

    Canada was fist of G7 countries to raise interest rates. Canada is supposedly the first of G7 countries to lower interest rates. Canada was also the first for large investments from Canadian firms to be made first. With all of that it mentioned Canada could provide some clues on what’s next. I predict Canada will accept China EV’s before the USA.

    • @TheOddInvestor
      @TheOddInvestor 5 ชั่วโมงที่ผ่านมา

      Very good points

  • @tonygrant3062
    @tonygrant3062 12 ชั่วโมงที่ผ่านมา

    ???? Makes no sense , how does a pension fund of 600 million dollars buy 1.3 billion dollars of apple shares ?

    • @TheOddInvestor
      @TheOddInvestor 11 ชั่วโมงที่ผ่านมา

      $600m???????

  • @Drgnrt
    @Drgnrt 12 ชั่วโมงที่ผ่านมา

    Incredible video, thank you!!!

    • @TheOddInvestor
      @TheOddInvestor 11 ชั่วโมงที่ผ่านมา

      You are welcome

  • @peterkantelberg3862
    @peterkantelberg3862 12 ชั่วโมงที่ผ่านมา

    1.7 million shares is not a big amount, $ 8.3 million but it is good signal . Seeking Alpha did talk about buying Tesla and Apple and ‘forgot. talking about Nio in their headline of their article

    • @TheOddInvestor
      @TheOddInvestor 11 ชั่วโมงที่ผ่านมา

      You can't do the calculations based on today's price 1.7m shares is significant based on the original investment

  • @ew9373
    @ew9373 14 ชั่วโมงที่ผ่านมา

    Ahmed, awhile ago, Musk complained about 2 institutions that heavily shorted TSLA. So, no doubt that they're also doing this to NIO.

    • @ew9373
      @ew9373 14 ชั่วโมงที่ผ่านมา

      Also, Check this: Tesla CEO Elon Musk, in a series of Twitter posts on Thursday night, alleged that BlackRock and other financial firms pocket “excessive profit” from lending shares they hold to short sellers because “they’re suffering a net loss.” This was back in 2018. But still relevant about naked short selling.

    • @TheOddInvestor
      @TheOddInvestor 11 ชั่วโมงที่ผ่านมา

      Yes, same guys playing the same game

  • @G0R4Nn
    @G0R4Nn 16 ชั่วโมงที่ผ่านมา

    Cpp hahah😂🎉

    • @TheOddInvestor
      @TheOddInvestor 12 ชั่วโมงที่ผ่านมา

      Haha

    • @peterklausner9727
      @peterklausner9727 9 ชั่วโมงที่ผ่านมา

      @@TheOddInvestor Haven't broken it down but in the US having a 401k plan isn't mandatory.. Regulated state by state. The CPP & OAS are both standard in Canada, & if a company has an additional pension plan like many still do in Canada combined with RRSP's, Tax free savings accounts, along with share purchase programs.. There is no shortages of vehicles to enjoy a good retirement.. In the US you get sick as a retiree & have no insurance!! Selling your house is almost standard to pay the crazy high cost of the medical bills!! In Canada this is almost unheard of due to Standardized government paid Medicare system..If I had to pick between the two countries, Would pick the Canadian system every day of the week & twice on Sundays.

  • @peterklausner9727
    @peterklausner9727 16 ชั่วโมงที่ผ่านมา

    Hello Mr. Odd, NIO has enough cash at current cash burn rates to last to around May 8th 2026 or 8.45 quarters.. Hopefully NIO is pumping out much bigger deliveries with ONVO & Firefly sub brands..

    • @TheOddInvestor
      @TheOddInvestor 11 ชั่วโมงที่ผ่านมา

      We can't use current losses for future calculations. I will make a new video on profitability

    • @peterklausner9727
      @peterklausner9727 10 ชั่วโมงที่ผ่านมา

      @@TheOddInvestor Of course, cash burn rates or losses would need to be calculated every quarter. This is just a projection. Probably NIO is slowing their own swapping station build out so as to allow other partners to chip in on this endeavor.. Not a lot of specifics on that?? But will be interesting on how this develops moving forward..R&D is obviously another big ticket cash burn contributer, though a proper balance is very crucial for future successes or failures IMO.

  • @user-gt9ff3lk4f
    @user-gt9ff3lk4f 17 ชั่วโมงที่ผ่านมา

    Thank you 🙏

  • @2022spacekw
    @2022spacekw 17 ชั่วโมงที่ผ่านมา

    3m shares, $15m roughly, tiny tiny position 180m $tsla 2200m $aapl

    • @TheOddInvestor
      @TheOddInvestor 12 ชั่วโมงที่ผ่านมา

      No. CPP's ownership of Nio is 5x their ownership of Tesla.

  • @jennylim5031
    @jennylim5031 18 ชั่วโมงที่ผ่านมา

    Hi Atta, I think NIO do need to continue investing significant amount of $ in R&D and CAPEX as it is a technology company and aspire to be technology leader. Hence, it does need to hit the stated vehicle delivery #s & margin % in order to break even. NIO cannot afford to reduce R&D investment significantly during this critical competition and growth stage... tx.

    • @TheOddInvestor
      @TheOddInvestor 12 ชั่วโมงที่ผ่านมา

      Agree. The point I was trying to make was that the massive R&D investment Nio experienced in the last few years is behind us now. Onvo sub brand is a good example.

  • @ericstaats7112
    @ericstaats7112 19 ชั่วโมงที่ผ่านมา

    Good stuff

  • @robertp7410
    @robertp7410 19 ชั่วโมงที่ผ่านมา

    I can save them a ton of $$$$ on R&D.....sell more freaking cars!!!!

    • @TheOddInvestor
      @TheOddInvestor 19 ชั่วโมงที่ผ่านมา

      Actually, I don't like too frequent changes to the vehicles. But, the ev industry is extremely competitive

    • @tonygrant3062
      @tonygrant3062 12 ชั่วโมงที่ผ่านมา

      Clueless

    • @tcraig9831
      @tcraig9831 7 ชั่วโมงที่ผ่านมา

      The future is low cost we will never see average EV selling prices go back to where they were. Throwing more money into $50,000 + models is a horrible idea unless you have scaled up already and can turn a profit. In other news Xiaomi's EV unit is expected to turn a profit in Q4 way ahead of schedule I'm tempted to buy more but sticking with 8k shares at $1.79 cost basis....saving dry powder to buy more Nio soon.

  • @ericstaats7112
    @ericstaats7112 19 ชั่วโมงที่ผ่านมา

    Again, you're the goods odd sir

    • @TheOddInvestor
      @TheOddInvestor 19 ชั่วโมงที่ผ่านมา

      You are welcome

  • @Buy_YT_Views_21122
    @Buy_YT_Views_21122 19 ชั่วโมงที่ผ่านมา

    Challenges are what make life interesting and overcoming them is what makes life meaningful. - Joshua J. Marine

  • @Princeofmath
    @Princeofmath 19 ชั่วโมงที่ผ่านมา

    It is weekend, how they bought $NIO?

    • @joeforika320
      @joeforika320 19 ชั่วโมงที่ผ่านมา

      it just became public after months .

    • @TheOddInvestor
      @TheOddInvestor 19 ชั่วโมงที่ผ่านมา

      Usually we learn about institutions buying at a later date

  • @kev13nyc
    @kev13nyc 20 ชั่วโมงที่ผ่านมา

    with failure of Evergrande, having NIO fail would look HORRIBLE for the country.... China will not let another failure like that happen....

  • @kev13nyc
    @kev13nyc 20 ชั่วโมงที่ผ่านมา

    hellooooooooo odd investor EY....

  • @henpil7098
    @henpil7098 20 ชั่วโมงที่ผ่านมา

    We have 8 quarters left 😂

  • @maxsantoro3138
    @maxsantoro3138 20 ชั่วโมงที่ผ่านมา

    Your video from yesterday on dilution got me scared I couldn’t sleep, not even with an Ambien 10 mg. I have all my eggs in NIO. You sounded very down on NIO. Not sure if Mr. Li and the Chinese government will make NIO not succeed. However the video of yesterday was very confusing Odd investor. But I will continue to support you and thumb up your videos. Peace my friend. Lol

    • @RobertRitchie-re5pt
      @RobertRitchie-re5pt 20 ชั่วโมงที่ผ่านมา

      I’m sitting on 33622 and buying weekly. Down huge from 60.

    • @maxsantoro3138
      @maxsantoro3138 19 ชั่วโมงที่ผ่านมา

      @@RobertRitchie-re5ptYou my friend will be a multi millionaire with the amount of shares you have in NIO. I now have 10.000 and I will be a multi millionaire also. You will be 3x more than me. Cheers my friend.

    • @TheOddInvestor
      @TheOddInvestor 19 ชั่วโมงที่ผ่านมา

      Yeah, I noticed from the comments that some viewers got the wrong message.

    • @charlesngo2203
      @charlesngo2203 19 ชั่วโมงที่ผ่านมา

      @@maxsantoro3138 I have 13500 shares at ~$6, good luck us!

    • @shijersey8336
      @shijersey8336 18 ชั่วโมงที่ผ่านมา

      You are not alone, Sir.

  • @jjoser62
    @jjoser62 วันที่ผ่านมา

    Good research Mr. Odd, thank you. Eye opener for investors and worrisome ?

    • @TheOddInvestor
      @TheOddInvestor วันที่ผ่านมา

      You are welcome. Nothing to worry about

  • @angelolorusso2672
    @angelolorusso2672 วันที่ผ่านมา

    Good analysis

  • @steveeder6909
    @steveeder6909 วันที่ผ่านมา

    Thanks for the well researched analysis. I was so disappointed at the falling price last week and angry, especially with pumpers and shorts.

    • @TheOddInvestor
      @TheOddInvestor วันที่ผ่านมา

      I know. I warned everyone to avoid the hype, but they don't listen

  • @zampousivkas
    @zampousivkas วันที่ผ่านมา

    I think the break-even point is somewhere around 350,000 deliveries per year Not counting profits from battery swap stations.

    • @TheOddInvestor
      @TheOddInvestor วันที่ผ่านมา

      No

    • @zampousivkas
      @zampousivkas วันที่ผ่านมา

      In how many deliveries do you calculate the break-even point?

    • @tcraig9831
      @tcraig9831 วันที่ผ่านมา

      @@zampousivkas product mix matters so it depends. The legacy models are wildly unprofitable. Onvo is the only way out but at about 480,000 annual Onvo deliveries that should turn a profit and dig out of the hole from the legacy model losses. the problem for the legacy models is prices are not going back up the glory days of electric vehicle price insanity are over. Assuming they don't spend more and margins don't go down in a price war and the same level of legacy deliveries they're doing now. Remember every model that goes out the door right now is losing about $26,000 so you have to climb out from under net losses of 700,000,000 per quarter, but we do know margins will be significantly lower than they are on the models they sell now they have to be

  • @ThomasStocks-qp5hy
    @ThomasStocks-qp5hy วันที่ผ่านมา

    Electric cars need battery swap if not that is a shame otherwise you got to spend another 20k or thereabouts for a new battery in about five years and it mean the value of the car is rapidly going to drop because of battery usage if you're having a bad year and ain't got the money for the battery your car is good for nothing

  • @gildasarnaud-gallin596
    @gildasarnaud-gallin596 วันที่ผ่านมา

    Good vidéo Mr Odd. There will bé also Saudi expansion this year, but we don t know who will put the money for this. R&D should stay like Q12024. Will have to see L60 sells, as now it is between 20k to 30k units to make profits, If deliveries are 10k it may burn cash.

    • @tcraig9831
      @tcraig9831 วันที่ผ่านมา

      Actually what the CEO said was that at 20,000 Onvo units per month it would contribute positively to P&L. Do not confuse that with profitability. What was said only means that losses will be increasing at a slower rate, but NOT profitable. Nio lost $24,000 per car out the door last quarter so the mountain to climb to just stop the hemorrhaging of losses is huge. going by the margins on low cost budget brands from BYD I'm going to put a range of 40,000 per month of Onvo to even begin to have a realistic conversation about break even.

    • @TheOddInvestor
      @TheOddInvestor วันที่ผ่านมา

      They said that orders are higher than expected. We need to wait and see.

    • @tcraig9831
      @tcraig9831 วันที่ผ่านมา

      @@TheOddInvestor absolutely they may indeed hit a home run. Hopefully William has learned his lesson of over promising and under delivering. we can only pray that competitors do not start slashing prices because volumes need to be massive with Onvo

    • @gildasarnaud-gallin596
      @gildasarnaud-gallin596 วันที่ผ่านมา

      Elon delays New model Y. Maybe because of compétition, it needs more than just a restyling , maybe because of new batteries not ready....I think MY needs more than restyling.