The great odd, I want to thank you for the encouragement, the facts,the truth, the knowledge, and the thoughts with your experience that you are sharing with us .Fundamental research you are doing for us, no words to express how all these videos come from your heart, so we make the right decisions when investing. Keep those videos,you are the only odd investor when it comes, especially On Nio since most of your videos are on the company. THANK YOU !!!!!
I think: Zeekr does not really have a USP (yet). Probably they will also build the cars for "the old" manufacturers who themselves are incapable to do it on their own. Just like XPENG. Let's see.
@@TheOddInvestor Yes. I think: Zeekr builds good EVs but others do too. They are a "mee too" brand. I don't know of any USP that makes them special. Thus I think they will also be one of the "EV providers" for the ancient car brands. They will produce the Fords, the GMs, maybe Toyotas in the future. I don't know. It's just my guess. There's a reason why VW bought into Xpeng. They understood that they cannot compete with their factories and yet, they need to continue to sell the ICE vehicles. They are doomed to die. The only chance they got is to buy into innovative Chinese manufacturers and put their logo on these cars ;)
How is Zeeker market cap not justified with 6.9 billion market cap and revenues of over 7 billion last year? Nio has an $11b market cap on 7.8 billion in revenue. Zeeker YoY delivery growth of 117%, but Nio -3%. Also Zeeker as forecast 230,000 deliveries for this year and considering they just more than doubled I would tend to believe it. Chinese electric vehicle manufacturers have seen what happens to company share prices who throw out ridiculous numbers and come in 35% below guidance.
@@TheOddInvestor I agree. That's why I think deliveries are critical. Do you believe this company can avoid another dilution if deliveries do not improve rapidly while improving margins with either legacy or a mix of L60? I have played around with a ton of discounted cash flow modeling and if they dilute again say at 19% like they did last time I believe you are looking at A timeframe to profitability that turns into a fairytale. That's why I think deliveries for L60 are the Alamo
@@TheOddInvestor I understand what you are saying, but at some point time compresses the belief that you can just push off profitability forever. Xiaomi just increased their supply chain order supply by another 80%. The task for L60 is becoming massively critical. i'm long XIACF 6,000 and will keep trading Nio until they show me they can push the rock uphill
@@TheOddInvestor I completely agree which is why you are the only social media content provider I follow for Nio. you are not afraid to be challenged and you don't live in an echo chamber. I totally respect your position and your outlook and I may end up being wrong. I would love to see them make it just not ready to go long
Hello Mr. Odd, Zeeker delivered 118k EV'S last year & NIO did 160k. Both companies are expecting around 200k deliveries this year obviously give or take, lol.. Zeeker I believe is expected to be profitable this year.. & will give NIO a good run for their money in deliveries in '24.. The X-factor is the Onvo brand & the L60 should sell a lot in q4 could push NIO slightly higher, but we'll see..
@@craigbutler6243 With NIO I believe that in China they will be successful with swapping being the norm which is awesome because this is 60% of the world's EV market. With the way the US is currently conducting themselves which is in some ways criminal!! They are responsible for pressuring others to pick sides and are definitely trying to block and contain China, a real looser zero sums mentality imho.. We already know that the Chinese financial war is in full swing on China, proof is zero recognition and only a $11b market cap.. We all can see this thinking that it is NIO'S fault, it is just a revolving door of shining the light on only negatives while the positives are all consistently ignored..
The great odd,
I want to thank you for the encouragement, the facts,the truth, the knowledge, and the thoughts with your experience that you are sharing with us .Fundamental research you are doing for us, no words to express how all these videos come from your heart, so we make the right decisions when investing. Keep those videos,you are the only odd investor when it comes, especially
On Nio since most of your videos are on the company.
THANK YOU !!!!!
Thank you for the nice words.
I agree 100% its not meant for retail investors especially spacs and china stocks , seems they cash out on IPO I saw it as you did
I agree with you. It becomes very risky to invest in IPOs.
True. Some people make money others lose. Too risky for me.
however zeeker has 21m shares and nio has 1.9b shares so volume is higher then NIO in perspective
It is about the total amount of money traded
I think: Zeekr does not really have a USP (yet). Probably they will also build the cars for "the old" manufacturers who themselves are incapable to do it on their own. Just like XPENG. Let's see.
Do you mean Unique Selling Point by USP?
@@TheOddInvestor Yes. I think: Zeekr builds good EVs but others do too. They are a "mee too" brand. I don't know of any USP that makes them special. Thus I think they will also be one of the "EV providers" for the ancient car brands. They will produce the Fords, the GMs, maybe Toyotas in the future. I don't know. It's just my guess. There's a reason why VW bought into Xpeng. They understood that they cannot compete with their factories and yet, they need to continue to sell the ICE vehicles. They are doomed to die. The only chance they got is to buy into innovative Chinese manufacturers and put their logo on these cars ;)
@@marcusfleuti2672 agree
today Monday ( 13 ) the stock is less then 4millions shares so you are right ! i'm out
Out of Zeeker?
How is Zeeker market cap not justified with 6.9 billion market cap and revenues of over 7 billion last year? Nio has an $11b market cap on 7.8 billion in revenue. Zeeker YoY delivery growth of 117%, but Nio -3%. Also Zeeker as forecast 230,000 deliveries for this year and considering they just more than doubled I would tend to believe it. Chinese electric vehicle manufacturers have seen what happens to company share prices who throw out ridiculous numbers and come in 35% below guidance.
It is not all about deliveries. Business model and future outlook are critical
@@TheOddInvestor I agree. That's why I think deliveries are critical. Do you believe this company can avoid another dilution if deliveries do not improve rapidly while improving margins with either legacy or a mix of L60? I have played around with a ton of discounted cash flow modeling and if they dilute again say at 19% like they did last time I believe you are looking at A timeframe to profitability that turns into a fairytale. That's why I think deliveries for L60 are the Alamo
@@TheOddInvestor I understand what you are saying, but at some point time compresses the belief that you can just push off profitability forever. Xiaomi just increased their supply chain order supply by another 80%. The task for L60 is becoming massively critical. i'm long XIACF 6,000 and will keep trading Nio until they show me they can push the rock uphill
@tcraig9831 different opinions is a good thing
@@TheOddInvestor I completely agree which is why you are the only social media content provider I follow for Nio. you are not afraid to be challenged and you don't live in an echo chamber. I totally respect your position and your outlook and I may end up being wrong. I would love to see them make it just not ready to go long
Why Tesla and not BYD and NIO as the only two.
Because I consider Nio in the East and Tesla in the West
Hello Mr. Odd, Zeeker delivered 118k EV'S last year & NIO did 160k. Both companies are expecting around 200k deliveries this year obviously give or take, lol.. Zeeker I believe is expected to be profitable this year.. & will give NIO a good run for their money in deliveries in '24.. The X-factor is the Onvo brand & the L60 should sell a lot in q4 could push NIO slightly higher, but we'll see..
No one, NO ONE, will give Nio a run for their money
@@TheOddInvestor I like the enthusiasm. ✅️
@@peterklausner9727 haha
Really hope odd is right, but some said the titanic was unsinkable...
@@craigbutler6243 With NIO I believe that in China they will be successful with swapping being the norm which is awesome because this is 60% of the world's EV market. With the way the US is currently conducting themselves which is in some ways criminal!! They are responsible for pressuring others to pick sides and are definitely trying to block and contain China, a real looser zero sums mentality imho.. We already know that the Chinese financial war is in full swing on China, proof is zero recognition and only a $11b market cap.. We all can see this thinking that it is NIO'S fault, it is just a revolving door of shining the light on only negatives while the positives are all consistently ignored..
THIS SEEMS risky to me
Agree
Not interested Thank you Mr. Odd !
You are welcome
helloooooooo odd investor EY….