Відео

These external factors, including political and financial manipulation can by kept going by USA..also putting pressure on Europe, indefinitely.. despite climate benefits, and the customer benefit.. so maybe China should win the financial markets first.. nobody's buying the friendly teddy bear 🐻 image.. however, whilst the products by NIO seem great ( I test drove).. there quality and service need to stand the test of time, and they seem to be years behind the market requirements for smaller cars.. battery swop ? ..no hybrids .. and lastly, they should be making themselves lean and focussed.. means to 13Bn. On R@D.. else time will kill them, there is to much competition..and need for investors to see a return..not just looking in the rear view mirror stories about why it may take another 5 years.. meanwhile if someone had invested the money in USA big tech they would have been laughing all the way to the bank..too often both china and NIO come across as niave and conceited.. which is a shame given the great advances made there

Now up to 1,000 shares. Will sit on this for a while

Thanks for your data and analysis. We are concerned about the tariff pressures being applied by the West. We hope to follow more information on NIO's domestic and international business plans

comes down to bad management..bin li has been terrible as a ceo..his over spending is the downfall of this company and every investors value...

I had been following you for NIO stock , can I buy NIO Socks under HONG KONG EXCHANGE through Charles Schwab account? Thanks!!

Don’t buy this stock

Anyone know what % tariffs/tax China poses on imported cars?

Good, clear measured analysis. R&D spend is still too high on current revenue projections. Market is concerned with potential further dilution.

this video does not anything about battery swap partners, revenue generate from battery swapping. nio been signing partnerships left and right and eventually those partnerships will generate revenue for company. nio is not only about car sales. and this content creator seems to have lack of knowledge on company business model.

Haven't reach the real low yet in a bigger picture 😮

NIO is down because it's a highly held stock by retail investors... think about it

Please make more videos Marcel❤

The writing is on the wall. Despite everybody "thinking the stock price should be higher", this is a penny stock. Those investors still thinking and hoping they are going to be millionaires from NIO are more likely to lose their entire investment than get rich from NIO. Im one of them. Down 68 percent total investment in NIO and I've been in for 4 years, never sold a single share, and lowered by DCA many times by buying on the dip. It's gotten me nowhere. This is a terrible investment and not likely to get any better. Any you tuber keeps citing factor A,B,C, D on why they are sure NIO will succeed are just blowing hot air. Proof is in the stock price.

I was taking didi (BYD Qin L I think) in Beijing today trying to spot NIO cars, but I didn’t see any so far. I saw some Li n Xpeng cars, but physical appearance wise was meh. Lastly, the cab BYD range was 900km++ I was shocked it’s probably a hybrid

Marcel, what's the cash flow looking like? Is it a race to turn it to cash flow positive before running out of cash with all the cap exp spend on Onvo, Firefly, Nio house, Nio phone, and swap stations? I closed my eyes and doubled down on triple witch expiration to average down. Wish me luck. Down lots right now.

Excellent analysis. Only NIO video from youtube I am following. I mostly ignore the rest.

MrP is no comparison Your videos are genuine MrP is utter crap

Thanks for the video Marcel. Do you think there is a chance that onvo will cut into sales from the Nio brand?

This needs a high profile influencer to hype it up to make it move lol

Watching your money lose everyday and while other stocks are booming in green.

thanks for your realistic analysis of NIO

I love this video. It sets the right expectations and it is very pragmatic. In a nutshell, don’t expect much from the stock before 2 years from now

Greetings from Canada, I think you are too pessimistic. Market is always forward looking. 1) Onvo and Firefly each sold at each at 10 000 cars per month and NIO at 22 000 - 27 000, which will gave us a range of 42 000 - 46 000 by mid 2025 2) swap will be fully profitable at avr 60 swaps per day / around 900 000 cars on the road that will be reach probably end of 2025 3) NIO don’t need europ in the short term, there is no market for 80 000 $ EU Chinese cars 4) most important NIO need to cut R&D till they break even or profitability. They can achieve the following, the rest of the catalysts will be gravy : Middle East, partnerships / US, thechnology selling, etc. There is no sens valuating this company at cash in the bank account. The only risk is another dilution …

Like it or not, as an investment NIO is down 62% this year. $10,000 is worth $3,800. Aside from a crappy investment it has great products.

An investment advisor told me to avoid Chinese stocks

Great summary and prediction. Thanks so much Marcel. To me China is getting weaker bit by bit. America seems keeping up the all-time highs, but God knows one day the country would be hit by the high interest rates. The only truth is that there is no winner and people are suffering.

Part of share price decline is because of the entire chinese stock beatdown. Even profitable giants like baba and tencent have their sp decline. Nio's decline is much more because it is not profitable plus it is an EV company

If an intercontinental ballistic missile is heading your way, the size and composition of your portfolio becomes irrelevant. Thus, from a purely financial perspective, you should largely ignore existential risk. Great video

So what NIO Stock price in 27?

American money is leaving China there is zero apatite for Chinese stocks especially over this side of the planet where ev’s have zero resale value, in our country dealers aren’t even talking second hand ev’s they don’t want to go near then. Nio in fairness can solve a problem with battery swap but I think we’re many many many years away from seeing this stock even go past $10 , dilution is imminent and this will further trash the stock, they even state this in there report and any savvy investor who read it would stay well clear of this stock. My initial investment on this was a 5 year plan and that now looks to be extended to 10 years, I’ll get it back but it will be a painful journey. Just thank my lucky stars I didn’t buy this thing when it was at 60, I’m sub $20 thankfully.

Great rundown of key Marco points affecting NIO stock. Well done.

Thank you as always! How long are you planning on holding Nio until you throw in the towel?

Thanks friend

Thank you Marcel 👏

NIO stock sucks. Bottom line. They could sell 20,000,000 cars this year and the stock will still be $5 in my opinion. The only people making money on NIO are management

Marcel: LOVE the year by year large view comparison. If I was doing a pitch deck for institutional interest, this is would be my approach. In my strong opinion, the stock price will rebound very sharply at some point, and it will be much earlier than people expect. There is a tremendous amount of risk capital out there that wants to be first ... and they will jump in long before things become more settled, proven, and obvious.

Excellent video. As someone said earlier more videos please! Truth without the hype :)

Really good Analyst

Why are you talking about 2019? NIO just delivered 50,000 units in 77 days 150% over Q1 with weeks to go. At $11Billion NIO market cap a NIO share has around 50% in cash. The shares are trading 300% under any realistic enterprise value. Investors know losses are not in the product. They are in massive investments to create a wall of ONVO's and Fireflies. Two EV's Tesla cant come close to building. NIO added 80,000 charge or BaaS users. Free money sounds silly, but that is exactly what buying $17 shares under $5. is. Informed and shrewd NIO investor's like your audience and you also know when NIO reports a monster Q2 in Sept there will be ONVO's rolling off the line. Take Care.

Good to put things in historical perspective. COVID and wars didn't help with supply chain and interest issues. I think management has been pretty adept though buying the factories, making their own chips, adding new product lines, new partners, etc. They are adjusting. I think you're spot on with the chart and when things will possibly turn around. They need to begin showing some break-even quarters before the stock price recovers, but this is a hold for me (and a buying the dip time). Thanks for showing your perspective.👍

AMERICAN SHORT SELLER(J’s) scumbags of the world is killing the stock.

I love NIO. Buying alot to average down

You dont buy an EV without swap. A tipping point where the masses realize this can be an earlier catalyst for the NIO stock. Or Li needs to decide to cut R&D to show significantly less quarterly $ burn rate.

Great analysis with details. I also believe that NIO in 2026 can reach the point of Break-even. I also think If Europe didn't increase the tariffs, we might have seen it earlier. In my opinion, NIO should focus mostly on the countries which are truly welcoming NIO's technologies & products

Thanx for the video. You are stating "re-accelerating" at the Macro Level in China. With all the information and feedback I get from China I understand the official figures not displaying the recent economical and social difficulties in China, not only in real estate but throughout the all markets particularly in the tech sector and the workforces of all levels. How do you value this in?

现在其实看基本面已经没大意义了，主要是人们不再相信也没有耐心了，除非它能证明收支平衡并且盈利。

Thanks for the video, always look forward to your calmly delivered analysis 👍

When it was 69 dollars, I thought I was so close to quit my job, now it seems so far away.

7 more qtr left 😂

Thanks Marcel.