I think it’s good that other companies are getting in to the swap station business. It legitimizes swapping as the 1st choice for batteries. Nio has a head start. They have the best locations
When cashflow goes positive and then into profit they will buy their own shares back. Biggest driver of shares is buyback that’s why they let it get shorted.
But William Li doesn't believe in robotaxi. He doesn't want to take business from cab driver. I think he is wrong, as a business your goal is make as much money as possible even of it takes business from others.
@@anthonyheak3479 Asian taxi drivers are on a different price than western ones. Thailand where I live has car, motorbike and Tuk Tuk taxis and can be very cheap.
Good video. I think there is enough business to have different size batteries. If everyone is using Nio Swap stations there will be queue problems. Nio can stand alone and still succeed due to quality cars.
You are welcome. If everyone uses battery swap, the station will operates efficiently as designed, they will be busy, but not a problem. I made a video about a year ago comparing battery swap time to charging
@@TheOddInvestor Thanks and just to let you know. I live in Thailand and on starting my iPad up over morning coffee (Sunday here) I picked your video for my first one of the day. Always interesting and informative.
Watched a good channel on the depressed stock price. Look at the stocks shorted and at the stocks borrowed. Nio has an unbelievable amount of borrowed stocks. The stock price will be manipulated till the big players decide to boost the stock.
And that is why we have to keep buying. Just like $TSLA was stuck at around $11 for years. Once the profits start to come in the share price will move. We are already seen this with $SOFI which was also heavily shorted stock
Thanks for the analysis! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (mistake turkey blossom warfare blade until bachelor fall squeeze today flee guitar). What's the best way to send them to Binance?
Nio could easily rent there cars. When you need a car for the day you get ahold of nio and one autonomously shows up at the end of your driveway then when your done with it. It autonomously drives back to the facility waiting for another customer.
CATL is offering their own skateboard for building to their swap specs but there’s been zero announcements that anyone has shown interest in joining. NIO is way ahead and as we can see NIO is building swap stations like crazy here to maintain its lead. I feel it’s mainly other companies posturing to show they have interest in swap but it never materializes after they see the costs.
Let's go NIO ONVO Firefly 🚀🚀🚀🌙. Let competition into battery swap system to share cost in infrastructure & buuld infrastructure infrastructure infrastructure that much faster and grow the NIO dynasty faster too ... and create more revenue NEV, battery swap, BAAS, NIO power, hdwr, software, lifestyle phones, & services...
IMO, CATL Choco Swap stations is covering smaller lower end and very affordable cars with battery packs 50Kwh and 60Kwh. Currently, NIO is not doing that, not even FF. That's the reason they only expect to build only up to 30,000 swap stations by 2030. CATL will dominate the entire battery swap spectrum along with NIO. Also, this move by CATL strongly validates battery swap success. If BSS is not profitable, they should know by now and would not initiate their own swap network.
CATL does not want to be in the automobile manufacturing and sales business. The real money is in battery swapping I agree, but not when you have to fund auto research and development, factories, stores, sales staff and complicated software to manage all of it. CATL waited for proof of concept and then pounced on the swap model. This is very similar to what Taiwan semiconductor does and that is why they are the 800 pound gorilla of the sector. CATL is staying in their lane sticking with their core competency
Nio hit 100,000 swaps in a single day if it's $20 per swap that's 2 million a day or 720 million a year in revenue. Nio is getting faster at building swap stations so that number could be a billion a year in revenue.
@TheOddInvestor plus no one is going to sit in there car at a charging port waiting for their car to charge when it's below 0 degrees that's just dangerous.
@@Travsvic As a veteran EV driver for over 15 years, first conversion EV's and then OEM EV's, I wanted to tell you about heaters on EV's. All of the OEM's allow you to run the heater while level 3 charging. Even NIO is working on a way to keep their EV's AC and heater functioning during battery swap.
Although I believe in the use and efficiency of battery swapping technology, which clearly addresses range anxiety for EV owners and could pave the way for vehicles to recharge themselves autonomously in the future... I still find the design of NIO’s battery swap stations somewhat inefficient. Currently, the car must first park in front of the station, then perform a reverse maneuver to align itself correctly for the swap...Wouldn’t it be more efficient to design the stations so that vehicles can enter from the back and exit through the front, enabling a smoother and more straightforward process?
I’d like to understand the reasoning behind why they designed the swap station this way. There may be a valid reason, but when you think about it, the process seems inefficient and time-consuming. The vehicle has to approach the swap station in reverse to ensure the battery can be changed. Other companies offering swap services have designed their stations so that vehicles can easily drive in and out, making the process much more streamlined and user-friendly.
I have put comments on multiple sites of nio. I have always known batter swap is the way. I know how it can be done in less than 1 minute. If I could discuss it with Nio R and D I would tell them how to do it. It's the only way to stop the lines at swap stations otherwise it's not so good. 1 battery swap would replace 10+ gas pumps. I don't know how to contact anyone. But it will come and rest of swaps will be obselite!!!
The battery needs to slide into frame car has small battery to drive through station prvoiding power to push old battery out while at same time loading new battery. no reboot will be nessasary!!!
if it slides in will not have to have differrent stations bearings on edges of batter loads from center of frame station designed to pull right battery for car
They are making swap to complicated. They need to think outside the box. Was hoping they would come up with the only way to do battery swap quick. But they havn't. Needs to be super fast a lot smother then everyone would go crazy over it!!❤
meanwhile the same car companies that had joined Nio are joining CATL ….. and that doesn't seem like a small thing to me …. then you say that everything that Nio touches becomes a disaster and that makes two. Or you're still talking bla bla bla manipulation short naked etc etc just to cover up the failure to sell 3000 cars a week. If a company does well and sells and is perceived as advanced techno it goes up even if it's Chinese: do you want a name or do you know it!!!!! Inizia con la X
I think it’s good that other companies are getting in to the swap station business. It legitimizes swapping as the 1st choice for batteries. Nio has a head start. They have the best locations
Totally agree
I really really really hope for the sake of all of us that the stock price will rise for all our sakes.
It will.
I hope so too
When cashflow goes positive and then into profit they will buy their own shares back. Biggest driver of shares is buyback that’s why they let it get shorted.
Valuable information. Great insight! Excellent presentation. Thank you.
Thank you. Glad you liked it
I said a long time ago onvo will be the perfect car for taxis,
Totally agree. It is a great fit, and with 2 new models coming in 2025.
But William Li doesn't believe in robotaxi. He doesn't want to take business from cab driver. I think he is wrong, as a business your goal is make as much money as possible even of it takes business from others.
@anthonyheak3479 yes, he William Li said that but, there is a difference between taxi and robotaxi
I said taxis with a driver 😊,
@@anthonyheak3479 Asian taxi drivers are on a different price than western ones. Thailand where I live has car, motorbike and Tuk Tuk taxis and can be very cheap.
Good video.
I think there is enough business to have different size batteries. If everyone is using Nio Swap stations there will be queue problems.
Nio can stand alone and still succeed due to quality cars.
You are welcome.
If everyone uses battery swap, the station will operates efficiently as designed, they will be busy, but not a problem. I made a video about a year ago comparing battery swap time to charging
@@TheOddInvestor Thanks and just to let you know. I live in Thailand and on starting my iPad up over morning coffee (Sunday here) I picked your video for my first one of the day. Always interesting and informative.
@markshepperson3603 Glad you liked it.
It would be nice if the government adopts NIO technology as the standard for all other EV companies.
You are doing a fantastic job
Glad you like it.
Hope you had a nice walk brother 👍
I got cold in the end. Could barely talk
Nice snow. Was it -30 degC?
No -15 c
Aulton is commercially based with very basic equipment
It’s hard to find these swap taxi today in China lately
True. Nio is the most advanced by far
at this point i hope it's always a winning project
Watched a good channel on the depressed stock price. Look at the stocks shorted and at the stocks borrowed. Nio has an unbelievable amount of borrowed stocks. The stock price will be manipulated till the big players decide to boost the stock.
And that is why we have to keep buying. Just like $TSLA was stuck at around $11 for years. Once the profits start to come in the share price will move. We are already seen this with $SOFI which was also heavily shorted stock
That is true. They control all stovks
Totally agree. Live those Tesla days
For the winning technology, many companies get in are good. Just like phones
Yes, the sooner the better
Thanks for the analysis! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (mistake turkey blossom warfare blade until bachelor fall squeeze today flee guitar). What's the best way to send them to Binance?
Cloudy but blue skies coming.
Yes,it is coming sooner or later
There is a lot of different gas station so I don’t see a problem with having different swop station
Too many battery sizes is not efficient
Just wondering, why don't you make videos inside your room instead ? That would keep you from cold ? Thanks for your support for Nio ✌️
I do sometimes
Nio could easily rent there cars. When you need a car for the day you get ahold of nio and one autonomously shows up at the end of your driveway then when your done with it. It autonomously drives back to the facility waiting for another customer.
Yes, Nio has a very flexible model.
How many batteries does each swap station have?
Depends on the gen. Latest is 23 batteries
CATL is offering their own skateboard for building to their swap specs but there’s been zero announcements that anyone has shown interest in joining.
NIO is way ahead and as we can see NIO is building swap stations like crazy here to maintain its lead. I feel it’s mainly other companies posturing to show they have interest in swap but it never materializes after they see the costs.
The companies have enough information to justify joining Nio.
Thank you sir for your analysis
You are welcome.
Let's go NIO ONVO Firefly 🚀🚀🚀🌙. Let competition into battery swap system to share cost in infrastructure & buuld infrastructure infrastructure infrastructure that much faster and grow the NIO dynasty faster too ... and create more revenue NEV, battery swap, BAAS, NIO power, hdwr, software, lifestyle phones, & services...
True. Nio is a beast
I believe we will see a big push on the next 6 months
You never know
The clowns 🤡 said years ago that micro ovens nobody will ever buy one the same clowns are saying 🙄 the same about battery swapping 😊,
There will be swap station in their neighborhood
IMO, CATL Choco Swap stations is covering smaller lower end and very affordable cars with battery packs 50Kwh and 60Kwh. Currently, NIO is not doing that, not even FF. That's the reason they only expect to build only up to 30,000 swap stations by 2030. CATL will dominate the entire battery swap spectrum along with NIO. Also, this move by CATL strongly validates battery swap success. If BSS is not profitable, they should know by now and would not initiate their own swap network.
Nio will do their own battery swap stations (smaller sizes) for the Firefly
@ I still think FF is still going to share its BSS with other brands .
Hello hopefully all the partnerships will join nio by the end of this year with battery swap
Thank you 🙏
I think they will. That is the purpose of these partnerships
I think Catl will try to buy Nio and it is in their interest to somehow keep Nio's stock price low in the meantime,. What do you think?
CATL does not want to be in the automobile manufacturing and sales business. The real money is in battery swapping I agree, but not when you have to fund auto research and development, factories, stores, sales staff and complicated software to manage all of it. CATL waited for proof of concept and then pounced on the swap model. This is very similar to what Taiwan semiconductor does and that is why they are the 800 pound gorilla of the sector. CATL is staying in their lane sticking with their core competency
Nio is not for sale
Canada to be US 51st state?
😂😂😂
Canada is exploring better trade deals with China
Nio hit 100,000 swaps in a single day if it's $20 per swap that's 2 million a day or 720 million a year in revenue. Nio is getting faster at building swap stations so that number could be a billion a year in revenue.
True. People don't understand what battery swap can do in the future
@TheOddInvestor plus no one is going to sit in there car at a charging port waiting for their car to charge when it's below 0 degrees that's just dangerous.
@Travsvic yes. I made a few video on battery swap being a magnificent model. Search the channel. It lists a bunch of reasons
@@Travsvic As a veteran EV driver for over 15 years, first conversion EV's and then OEM EV's, I wanted to tell you about heaters on EV's. All of the OEM's allow you to run the heater while level 3 charging. Even NIO is working on a way to keep their EV's AC and heater functioning during battery swap.
2030. 3 major players. CATL for batteries, BYD for cars, NIO for swapping..Tesla not a player after Elon Musk went to Mars and never came back..
Nio will be great in battery swap and vehicles and they will get back to battery manufacturing
Although I believe in the use and efficiency of battery swapping technology, which clearly addresses range anxiety for EV owners and could pave the way for vehicles to recharge themselves autonomously in the future... I still find the design of NIO’s battery swap stations somewhat inefficient.
Currently, the car must first park in front of the station, then perform a reverse maneuver to align itself correctly for the swap...Wouldn’t it be more efficient to design the stations so that vehicles can enter from the back and exit through the front, enabling a smoother and more straightforward process?
That design may restrict where they could install them as it would need much more space around it either side possibly?
I’d like to understand the reasoning behind why they designed the swap station this way. There may be a valid reason, but when you think about it, the process seems inefficient and time-consuming. The vehicle has to approach the swap station in reverse to ensure the battery can be changed.
Other companies offering swap services have designed their stations so that vehicles can easily drive in and out, making the process much more streamlined and user-friendly.
Totally agree. There was a time when the vehicles lined up as drive through. But I am not sure of the restrictions are
I am 35 years old, should I hold nio stock, I am down 17k,
Sometimes I feel stressed, if I made a mistake by investing in this company
I wish I’m 35 and down 17k on Nio be patient time is on your side every thing is starting to gel.
@thebigdipper9047 Thank you for encouraging me, I have 800 shares that I hold , hope the stock price reach $200 in next 10 years
Add a 0 to that 200@@fortunate100
It is really your decision. My videos are facts on Nio. There is enough information to help. But. Please do your own DD
@@TheOddInvestor I watch your videos consistently to know what's going on with NIO, that gives me a hope that things will be better in the future.
Neither nio nor catl revealed the whole picture. Maybe they will be partner with firefly brand.
For Firefly, I believe it is a byd battery
I have put comments on multiple sites of nio. I have always known batter swap is the way. I know how it can be done in less than 1 minute. If I could discuss it with Nio R and D I would tell them how to do it. It's the only way to stop the lines at swap stations otherwise it's not so good.
1 battery swap would replace 10+ gas pumps. I don't know how to contact anyone. But it will come and rest of swaps will be obselite!!!
The battery needs to slide into frame car has small battery to drive through station prvoiding power to push old battery out while at same time loading new battery. no reboot will be nessasary!!!
NIO EXEXUTIVES REED MY COMMENTS-----HOW TO DO BATTERY SWAP. MAKE ME RICH
if it slides in will not have to have differrent stations bearings on edges of batter loads from center of frame station designed to pull right battery for car
ODD INVESTOR READ ALL MY COMMENTS
They are making swap to complicated. They need to think outside the box. Was hoping they would come up with the only way to do battery swap quick. But they havn't. Needs to be super fast a lot smother then everyone would go crazy over it!!❤
meanwhile the same car companies that had joined Nio are joining CATL ….. and that doesn't seem like a small thing to me …. then you say that everything that Nio touches becomes a disaster and that makes two. Or you're still talking bla bla bla manipulation short naked etc etc just to cover up the failure to sell 3000 cars a week. If a company does well and sells and is perceived as advanced techno it goes up even if it's Chinese: do you want a name or do you know it!!!!! Inizia con la X
Different battery sizes as I explained
hellooooooooo odd investor EY ....
Carl has money many money and can do everything. nio is famous for having good ideas first and then losing ground 😢
Like which ideas
To me catl is
No
CATL ripping off Nio, I thought Nio had IP rights but that's a fairytale in China
Ripping Nio in what?
@TheOddInvestor basically copying Nios BaaS model
@JCUK007 Nio has over 1600 patents. They are very protective of their technology
Great video my friend ... keep it coming. You keep me motivated to keep buying more. 🫡
My intention is that viewers know the facts and its future potentials.
Great video , CATL now doing skateboards, interesting business model : th-cam.com/video/wqTr39PJkiw/w-d-xo.htmlsi=I-jt-mm2BFxj5i3J