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- เผยแพร่เมื่อ 15 ส.ค. 2024
- NKLA stock is currently focused on surviving, not thriving. Can their $350,000 hydrogen fuel cell semi trucks propel them to profitability? We don't think so. Nikola has a gross margin problem, where every truck costs significantly more to produce than it sells for. Some of these problems improve as the business scales, but how can the business scale when it's already burning way more cash each year than it has on the balance sheet?
And let's not forget the founder of the company was convicted of fraud. That's a showstopper for us. We have several concerns around Nikola, but we're going to be objective and see whether Nikola has what it takes to survive the macroeconomic headwinds, bite the green hydrogen dust.
RESEARCH PIECES USED IN THIS VIDEO:
1. Is the Green Hydrogen Economy a Pipe Dream?
www.nanalyze.c...
2. Why is Nikola Stock Down?
• Why is Nikola Stock Do...
3. All About Nikola Motor Company’s Stock Offering
www.nanalyze.c...
CHAPTERS:
00:00 Intro
00:16 Nikola's checkered past
02:16 Manufacturing
05:25 Surviving, not thriving
07:30 Guidance
09:08 Use case and hydrogen economy
11:02 The stock
11:26 Key takeaways
ABOUT US:
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DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our TH-cam videos or on our website, whether for the purpose of making an investment or otherwise.
#Nikola
$NKLA
#NKLA
#NikolaMotors
#NikolaStock
#GreenHydrogen
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I would consider subscribing when you stop making stupid rules
@@onsokumaru4663 Makes sense
I said this before and I'll say it again:
SPACs are designed to help companies go public that have no business going public.
I've never heard a good thing come out of that space
We covered around 120 - looked at even more - and perhaps a few names performed well relative to their SPAC debut price but the jury is still out on those frankly.
Nikola❤ stay long
Diamond hands, innit
Trevor❤️ stay long
(in prison)
Nikola Tesla gets two car companies named after him, meanwhile no one's driving around in a Westinghouse or Edison. Guess Tesla ultimately won the war in the end.
Good point
Let Nikola Tesla
Have his day in the sun,the others already did
I appreciate the video, but there's a lot of misconception on the cost of H2 vs Batteries. For Batteries, the pollution and cost of fuel is paid upfront by the expensive cost of Batteries and additional energy burned with the additional weight of the battery. There's also much higher recycling cost of Batteries vs fcev. Winter also severely punishes the performance of batteries. This all makes batteries less efficient when you consider the entire life span of a battery vs a fcev. You don't have to my word for it. The Department of Energy had a study proving this in a paper published a while ago. However, it is easier to setup a charging network than a hydrogen fueling network.
Glad you liked the video :) Cost isn't really the problem we have with hydrogen, it's the efficiency. Lithium batteries enjoy a 95% efficiency while hydrogen fuel cells are generally between 40% to 60% energy efficient, according to the U.S. Department of Energy. That's a big problem, and something we covered in this video: th-cam.com/video/xmW4q8CJku4/w-d-xo.html Any thoughts on that? We'd love to hear how that's being solved or somehow accounted for.
Thank you. If very cheap hydrogen fuel becomes available, then what?
Hydrogen fuel cells take electricity in and then produce electricity out. The efficiency of that process is what needs to improve. If it does, then the number of economically viable use cases may increase.
@@NanalyzeNot exactly. Prices are based on supply & demand.
@@danieldeblasio9368 We're referring to the fundamental problem with the hydrogen thesis described here: th-cam.com/video/xmW4q8CJku4/w-d-xo.html
@@Nanalyze I know.
@Nanalyze We will see which energy system prevails for heavy-duty trucking. I foresee way too many problems applying battery-powered trucks for 40-ton trucks.
Thanks fit keep on us updated
And saving our money
You're most welcome
Nikola is circling the drain and that is a verifiable data fact.
And this is based on what verifiable data?
How does anyone still own this stock after the massive fraud?
Goes to show how misled many of today's retail investors are.
Hey Joe, surprise, surprise, lol. Yes sir, they aren't very forthcoming on the cost of those Hydrogen stations and their efficiency. Their plan is to supplement the existing Hydrogen network on the West Coast beginning in Arizona and going all the way up through California into Canada.
California is going to phase out the diesel rigs at the Port of Los Angeles, including Long Beach, by 2035. That's 30K drayage semis. California also has the HVIP program. They are paying incentives of $120K for the Class 8 BEVs and $240K for the Class 8 FCEVs, of which, NKLA is dominating the amount of vouchers given. That should help off set the cost of production, temporarily, until they run out. Canada and other states, including Texas, New York, New Hampshire, Alabama, Colorado, Oregon, Pennsylvania, and Hawaii are also offering incentives. There is also a $40K Federal tax credit available per vehicle.
There is a lot going on. I don't know whether or not they will ever become profitable; but, it's a gamble I made 4 yrs ago. They keep moving forward despite every obstacle. I've held on too long now. Last week, I decreased my shares to a number I'm comfortable with losing. My plan was to consider them a loss and check back sometime in the future to see whether or not they made it. Then you came out with this video! 😂 Sincerely, thank you for the warning, I wouldn't have significantly decreased my investment if it weren't for your videos. If I lose it, I lose it, lesson learned on investing in/gambling on prerevenue companies.
Thank you for the very informative comment. The vouchers are something we didn't get into so that's very useful to know. Despite all odds they may make it but we have blanket rules that get applied to all companies of all types and we follow them to a tee. We need to see Nikola get to positive gross margins. That's a huge milestone that's not optional. Here's to hoping they do! Joe P.
Who supplies Nikola batteries now. What happened to 100 orders for Bevs back in November 2 2022? Believe it was Zeem solutions.
There gonna come out in sales Tomorrow!!
Once we see a sufficient number of red flags for any company, that's a showstopper. Investigating what the company is up to further doesn't make much sense until they can get to a positive gross margin.
@Nanalyze Elon Musk lies every day, so what? I bought Tesla & Amazon stock before they became profitable.
@@danieldeblasio9368 This is about Nikola. Whataboutisms aren't useful. You're confusing gross margins with operating margins. Look at Tesla's old financials and you'll clearly see the difference.
@Nanalyze Tesla has lied time after time about their cars' capabilities. The difference between Elon Musk & Trevor Milton is that Elon is protected by Wall Street & the media, whereas Trevor Milton lied to institutional investors before the company went public. Trevor doesn't even run Nikola anymore.
12 minutes wasted time
Looks like someone who already knows Nikola is rubbish
@Rafi how much time have you wasted defending trash company Nikola?
Hi, would you be willing to do a deep dive on Carvana? I know they moved debt back but surprised how much more it’s valued now than profitable companies in the space like auto nation.
That's not on our radar but if it's popular enough we might.
It's hard to be a SPAC, it's even harder to be an EV SPAC. See the value of Lucid, Hyliion, Polestar (Rivian - now gone). I'm staying the hell away.
SPACs absolutely destroyed retail investors while those who championed these vehicles are laughing all the way to the bank.
Fraud
The first round was certified for sure
First CEO scam is too old even to mention. Cash burn, gross margins, all this is a frame of reference as any start up including Amazon & Tesla took years after they got started. Nikola is on survival mode and that’s the only only concern. All other considerations are useless.
Nothing new here.
No, it's not too old to mention. In fact, it's still posing a problem for the company which was talked about in the video you didn't watch. And Tesla is a really bad example. All of their public financials as far back as you'll find show a positive gross margin.
Non sense. Please get over Milton, very bad start for those who are old broken record. Past have no bearing, only thing matters is if they gets enough cash to get over the hump or more bumpy ride ? No one can be sure, so stop using any method. Screw gross margin or cost per truck as these varies with volume
This adds no value to the conversation.
2024 Q1 sales?
Sure. Feel free to share because we're all curious.
Reverse split is terrible idea.
It is a method often used by companies to stay listed. It doesn't have any effect on intrinsic value.
@@Nanalyze it is highly manipulative depending on how a company uses it. Split during bull markets to draw in the smaller crowd. Then reverse split during bear markets to prop up the price. Sounds fishy here as this is what is playing out
@@kongxiong6005 Don't worry. Pretty standard practice for SPACs ;)
The share price will take care of itself grisky .my ass
It sure seems to be reflecting the challenges ahead
Girsky is a part of Circus Nikola SCAM Motor
Micro strategy investors continue to be fooled into buying that trash every day so I would venture that yeah people will be fooled twice.
It's amazing how today's "investor" doesn't really take risk or intrinsic value into account. Maybe we should start teaching the basic principles of investing in high school.
I won't even hold an ETF with Microstrategy (is it Micro Strategy?) on their books. But I do have some Hydrogen ETF exposure just to keep some skin in what increasingly feels like a dying hope. Perhaps Nikola does need a crazed ex-con at the helm. They also probably need a lot of government support for at least the near term.
@@factotums Building out the infrastructure and then operating the entire thing profitably before going bankrupt is what needs to happen for Nikola. One of the comments on this video mentions vouchers and subsidies which helps but the company needs to stand on its own two feet.
Plugpower will make you
Covered here: th-cam.com/video/kj6STJBMa8A/w-d-xo.html
i just dont see hydrogen taking off, I see tons of EV vehicles daily think ill stick with that Elon guy
Never heard of him
Hydrogen fuel cell has its rightful applications but so far hasn't been proven viable in cars
@@soundslight7754 That's right; Hydrogen has industrial applications in energy storage that could be promising. But surely not in cars.
@@prasvasu4217 Well, there are hydrogen fuel cell lift trucks for inside warehouse applications where zero emissions plus fast and frequent refuelling are essential to operations and lithium battery just wouldn't do. This is one use case but there are more in niche transportation applications. I suspect in other industries too but am not aware of. Toyota has been promising a fuel cell car since I was a kid and I'm retired now still waiting! :) Okay, the retired comment is just humour but been waiting for it for decades and still elusive.
@@soundslight77542023 and 2024 Toyota Mirai FCEV.
Buy NKLA
Cheerleading should stay in sporting events. In the stock market it adds no value.
Sell NKLA (before BANKRUPTCY in december 2024)😂
@@mikafiltenborg7572 Nobody knows for sure what will happen, but we're not interested in the company regardless.
I think, Nikola is the future of semitrucks, and in this moment is complicated go up in sales because is so early
They're surviving, not thriving. Let's hope they can survive long enough to realize their grand vision.