Good stuff as usual. Nio with Onvo will end 2024 with around 200,000 deliveries. Projecting forward... If we assume 20K base monthly deliveries for Nio and 20k for Onvo in 25', we are looking at 2025 deliveries around 480,000+. Include new Onvo models, the ET9, and Firefly, this number could prove conservative. This would imply vehicle sales growth of easily, 100%+ relative to 2024. I think that's when fund managers will wake up and become interested.
Honestly I feel I’m too conservative yet again but I do agree it’s possible to see 20k for nio traditional and 20k for ONVO comes summer of 2025. At the bare minimum we could look at FY deliveries if 380k I would say. Not long ago Tesla had mid 300k and jumped to 499k in one single year. Thanks for the nice comment as usual :)
It’s really tiresome, every week there’s like 50 headlines about tariffs for a company that sells minus 2 cars I Europe every day 😂 Yea the UAE thingy is really really needed. Thanks for the comment.
I think the moment they have a earnings with 80k deliveries in a Q and clear path to reduction in net loss which I do believe at the latest in summer of 25. But in terms of delivery I genuinely believe it’s doable already in Q4 this yea.
Good stuff as usual. Nio with Onvo will end 2024 with around 200,000 deliveries. Projecting forward... If we assume 20K base monthly deliveries for Nio and 20k for Onvo in 25', we are looking at 2025 deliveries around 480,000+. Include new Onvo models, the ET9, and Firefly, this number could prove conservative. This would imply vehicle sales growth of easily, 100%+ relative to 2024. I think that's when fund managers will wake up and become interested.
Honestly I feel I’m too conservative yet again but I do agree it’s possible to see 20k for nio traditional and 20k for ONVO comes summer of 2025. At the bare minimum we could look at FY deliveries if 380k I would say. Not long ago Tesla had mid 300k and jumped to 499k in one single year. Thanks for the nice comment as usual :)
Agreed. FUD is prob from the shorts. Plus NIO is now going to be in UAE (with no tariffs).
So
It’s really tiresome, every week there’s like 50 headlines about tariffs for a company that sells minus 2 cars I Europe every day 😂 Yea the UAE thingy is really really needed. Thanks for the comment.
when will we see NIO stock with double digit again?
I think the moment they have a earnings with 80k deliveries in a Q and clear path to reduction in net loss which I do believe at the latest in summer of 25. But in terms of delivery I genuinely believe it’s doable already in Q4 this yea.
NIO IS WORST INVESTMENT!
90% DOWN FROM ALL-TIME HIGH!
NIO WILL NEVER BECOME A HIGHFLYER LIKE TESLA!