Nio stock. 3000 insurance registrations. Does Nio have a problem?

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  • Опубліковано 14 лис 2024

КОМЕНТАРІ • 124

  • @lostinbkk555
    @lostinbkk555 2 дні тому +13

    Even if you make a video saying Hi all is good Brother, from daily videos to nothing is jarring for some people
    I am not worried about the 3000 regs and Ovno had okay regs
    Onvo delivered 4,319 vehicles in October, up 419.11 percent from 832 in September..
    Remember NT 3.0 cars are coming in Jan so now is not the time to buy a NIO so close to Jan 2025

    • @loginoff2007
      @loginoff2007 2 дні тому +1

      a good point about NT3.0. It can have an impact on NIO vehicles sales

    • @UrbanGuitarLegend
      @UrbanGuitarLegend 2 дні тому

      I agree, I thought Odd Investor had a medical issue, and I was actually worried about a guy on UA-cam I don't even know, lol 😅 . Glad he's OK 👍

    • @zzzimbazzzimba4460
      @zzzimbazzzimba4460 6 годин тому

      Barely No differensen on nt3.0 and nt2.0 so its just another excuse

    • @loginoff2007
      @loginoff2007 5 годин тому

      @@zzzimbazzzimba4460 this comment is pure BS. What do you know about NT . Read about different vehicle architecture. If there is no difference between 400-volts and 800-volts architectures (it is just one change) than you you hardly have some knowledge about electric vehicles.

  • @silver45q
    @silver45q 2 дні тому +33

    Hallelujah! God is still performing wonders. I'm positioning myself for such miracles. This is the best thing I've seen today on UA-cam-thank you so much!.540k earned so far.
    ,,....

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      @jerrypollo65 2 дні тому

      To be successfully in life one must take risk, investing brings success that’s why the rich will never come out in public to tell you how they make their money

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      @ChidoMaxwell 2 дні тому

      *_The crypto market has been unfavorable for months and I keep losing my money selling-off during dips, I'm very scared of holding right now, how do you guys still make so much….?_*

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      @silver45q 2 дні тому

      Venturing into crypto as a newbie was very difficult due to lack of experience which resulted in loosing funds... But miss noah rachel, restored hope shes a good woman

    • @ChidoMaxwell
      @ChidoMaxwell 2 дні тому

      You're right! I've been trying to trade but I keep making losses and it's frustrating
      Who is your mentor please. how can I reach him/her I really need help

    • @billeo77
      @billeo77 2 дні тому

      So nice to see noah rachel talked about here,her good works are speaking already, and like wide fire she's spreading.

  • @UrbanGuitarLegend
    @UrbanGuitarLegend 2 дні тому +4

    Can you comment on Marcel's video... apparently, there was an issue with insurance registrations to where it's not lining up with "actual" sales. This is a good thing! Thanks.

  • @peterbarker639
    @peterbarker639 2 дні тому +10

    Nice one Mr odd 2 videos in a week wow. I think Nio for me has become what we sometimes call a bottom draw stock. Put in there and forget about for a while.whilst you still follow the company news you don't bother with sp as it's irrelevant now bankruptcy is never going to happen so absorb the news enjoy not worrying about a few cents here and there re USA Nio has made it obvious with mena how they see the future and if it's without USA so be it. Happy to hold and wait and wait and wait.

  • @peterklausner9727
    @peterklausner9727 2 дні тому +11

    I could be wrong Mr. Odd but, Maybe NIO/ONVO has vehicles on a few ships to the UAE..

  • @GONIO2024
    @GONIO2024 2 дні тому +12

    We have been waiting for your video. No one on you tube give us a good information as you. Can you please give us information for Q3.?

  • @alexnam7129
    @alexnam7129 2 дні тому +2

    you are the man.. I think that some UA-camrs just don't get it. There's always production for export. And, they need to manufacture in a steady volume to match with shipping time!

  • @DannyLe808
    @DannyLe808 2 дні тому +2

    Thank you for putting some logic reasons on Nio production and margin.
    As for share price, I love Nio lower prices and wait until it turn profitable.

  • @Jifdman
    @Jifdman 2 дні тому +2

    Whilst last week's insurance registrations were appalling considering we were expecting 25,000 for November, every week there are thousands more NIo cars on the road. A captive audience for NIO Battery Swap. It's only taking about 12 days to swap 1,000,000 batteries now. That figure is only going up.
    Quarterly earnings reports in the very near future will jettison the share price and all the shorts will disappear. Consider this, on any given day, 12-15% of Nios are battery swapping, each 1M cars on the road, first million next year approx 135,000 swaps a day! Not to mention some will be pile charging

  • @shijersey8336
    @shijersey8336 2 дні тому +13

    I just bought the dip today since I know the Q3 report gonna be great!

  • @DeviGriffel
    @DeviGriffel 2 дні тому +2

    Hey Odd 👋 thank You for Your time, opinion and information! It’s just another chance to buy some more from lover prices 😊 Another accumulation opportunity

  • @Noommie-Loves-Nio
    @Noommie-Loves-Nio 2 дні тому +4

    Only sad part, no more money to buy

  • @rc6251
    @rc6251 2 дні тому +2

    Nio is a premium brand. It sells more in China than Tesla's premium model. Onvo is Nio's economy brand to compete with Tesla's Model 3 and Y. It will sell more than Model 3 and Y when its production ramps up to handle the volume. Right now, they are selling Onvo as fast as they can make them. When Firefly ramps up as well, Nio/Onvo/Firefly numbers will top Tesla's numbers. Expect the numbers to keep increasing each quarter in 2025.

  • @jesusvr4354
    @jesusvr4354 2 дні тому +3

    You are always our lighthouse in the storm !

  • @gedasj4932
    @gedasj4932 2 дні тому +4

    Nice to hear your comments, waited for your opinion.

  • @MiamiNinja.2Thailand
    @MiamiNinja.2Thailand 2 дні тому +4

    Its been one month to transition over. Yet everyone expects perfection. Running a company is very complicated. Everyone is so fast to criticize Nio, but how many of you have your life running perfectly?

  • @Slaytheday388
    @Slaytheday388 2 дні тому +6

    Neo has cut incentives under Neo cars. That’s why their sales are going down, but I think they should’ve waited till on sales ramped up before they did that.

  • @XII19755
    @XII19755 2 дні тому +3

    Great video Mr. Odd! Big thank you.
    We stick to fundamentals and I strongly believe Q3 earning will bring new catalyst!
    Wait for it! Good luck!
    🙏🏻🙏🏻

  • @shchyesh
    @shchyesh 2 дні тому +3

    Onvo CEO just said in the Douyi (china titok) live streaming that the delivery for Onvo will be above 10k in Dec 24 and above 20k in Mar 25

  • @lostinbkk555
    @lostinbkk555 2 дні тому +3

    Sorry, I forgot to say I don’t think there is an issue with Onvo at the moment.
    Onvo delivered 4,319 vehicles in October, up 419.11 percent from 832 in September. Delivery time is down to 10 to 12 weeks. Of course, this is still too long.
    Pretty clever to release Onvo as Nio slows down. Let’s see if they can ramp up Onvo any more.

  • @ahmedelazhary9882
    @ahmedelazhary9882 2 дні тому +2

    For NIO, Unless you are a day trader , set a target number of shares, buy as cheap as you can and forget about daily moves and go long (3 years)

  • @RTVSk
    @RTVSk 2 дні тому +4

    The problem is with the management they always announce about new car and they can't deliver it at time at the same time orher companies can deliver their cars at a short time like xpev for example which means they losing the market.. it's better if they don't announce about new car unless they don't have problem wirh productioni think they will face the same problem with the firefly

  • @glenngt777
    @glenngt777 2 дні тому +3

    NIO: Officially announced that such “Insurance Weekly Registration” should not be used as valid information…..

  • @conradbo1
    @conradbo1 2 дні тому +6

    Interesting video, and Nio is an interesting company.

  • @Burgermonster
    @Burgermonster 2 дні тому +3

    All makes sense. Thanks for the video Odd Investor!😎

  • @javiermonaco8934
    @javiermonaco8934 2 дні тому +3

    We need more info from rhe management. Lack of information make some stockholders angry. If you were explaining the strategy if the company we were very happy.

  • @wasiwahedi4578
    @wasiwahedi4578 2 дні тому +3

    Appreciate your input. Excellent observations.

  • @FinTra_
    @FinTra_ 2 дні тому +3

    It is registration, not production. Could be shipping to moddle east. Could be onvo production taking up production capacity

    • @gerardoguizarruiz3369
      @gerardoguizarruiz3369 2 дні тому +2

      Pensé lo mismo .

    • @RTVSk
      @RTVSk 2 дні тому

      If they are shipping why they don't announce it to help stock price

  • @PierreSaliba-d3k
    @PierreSaliba-d3k 2 дні тому +3

    Nice to see you back thank you 🙏

  • @tonyC5757
    @tonyC5757 2 дні тому +1

    Manufacturing capacity is very limited, it seems. If Onvo delivery goes up, Nio's would dip, because they are now sharing the same resources like supply chain, manufacturing lines etc.
    Either that or the management has some issues translating orders to products and delivering them.
    The worse scenario would be they have very weak demands, something we hope isn't true.

  • @loginoff2007
    @loginoff2007 2 дні тому +2

    I also suspect that NIO has a manufacturing challenges of ONVO on shared (with NIO brand) manufacturing lines. It affects both brands right now, because those lines stay in an idle state longer. Even if NIO will struggle to deliver 10k ONVO in December it is just a temporary issue. I remember it took Tesla a few years to fix all Tesla model 3 mass production issues. It is normal to have a bit of unexpected headwind in a such complex manufacturing process.

    • @ahmedchowdhury3391
      @ahmedchowdhury3391 2 дні тому

      Nothing with production it is demand issue

    • @loginoff2007
      @loginoff2007 2 дні тому

      @@ahmedchowdhury3391 Then why new customers have to wait over 10 weeks to get their ONVO vehicles? Thee is also a wait time for NIO vehicles.

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    @LJ9089-r8w 2 дні тому +8

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      @MPK237 2 дні тому

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      @BITCOINLIFESTYLE 2 дні тому

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  • @petervanheest7748
    @petervanheest7748 2 дні тому +2

    I think they have a marketing issue, Chinese people don’t understand the benefits of swap. They don’t see the technology that Nio vehicles have relative to other manufacturers.

    • @ahmedelazhary9882
      @ahmedelazhary9882 2 дні тому

      Chinese love Tesla because it is not made in China 😂

  • @dannialronen2577
    @dannialronen2577 2 дні тому +2

    ONVO production is a major issue at this point! I would think that they needed to prepare the factory ahead of time to accommodate mass production ONVO! That is not a good planning on the operation side of ONVO - that’s why investors are upset and disappointed including me! You can’t just creat the best mass market EV and creat a massive demand Ans not able to come through with timely deliveries to buyers

  • @fergalfinnerty1705
    @fergalfinnerty1705 2 дні тому +1

    Give Marcels video a watch for answers - Shanghai issues

    • @tcraig9831
      @tcraig9831 День тому

      having followed this company for years and seeing all kinds of magical unicorn problems that only affect them ....I'm gonna need to see more than a roughly translated Chinese post from social media to believe only one car company had this problem. At the very least it reeks of more incompetence from Nio. It might help if there were one other person in the whole world who covers the stock who could verify this registration problem. We won't have to wonder because when the numbers come out next week if it's another dud.....

  • @lukbo9590
    @lukbo9590 День тому

    It is really important to not get emotionally attached to one stock. Nio lost the game against competition, especially as they failed in Marketing. There is almost no institutional ownership anymore. Even Baillie Gifford gave up on it. It‘s a very risky bet here…

  • @EAGLE-34-
    @EAGLE-34- 2 дні тому +2

    I totally agree with you

  • @Dorpienica
    @Dorpienica 2 дні тому

    You improve margins, buy selling many more vehicles,this way you maintain better cos per car, since your overall costs are more or less same , for much higher volume.

  • @nassifyassine6234
    @nassifyassine6234 2 дні тому +1

    This stock reacting to bad news very fast and keep going down sharply. And good news very very slow for up going

  • @UrbanGuitarLegend
    @UrbanGuitarLegend 2 дні тому

    I've been down over 90% on mining stocks that have no trading volume and have a 95% chance of NEVER recovering, unfortunately. You guys, however, own a piece of a burgeoning technology juganot and stand a more than 90% chance of seeing a 2 - 3 thousand percent return from these levels. NIO is doing great things for sure. If I was doing 90% in NIO, yes, it would be "painful," but I can honestly say I could at least consider investing more at these levels. The graphite, nickel, and lithium companies I invested at all-time highs will most likely NEVER recover as battery 🔋 prices continue to fall, which is needed for consumers and companies like NIO to win. The irony...

  • @GONIO2024
    @GONIO2024 2 дні тому +1

    Another youtuber that I like is Hurricane Lopez presents Un Poco Mas. He is very good too but not about facts and data like you.

  • @Haniyehhhh
    @Haniyehhhh 2 дні тому +7

    I'm long, but the alternative theory is that competition is too fierce. Xpeng, Li, Zeekr, BYD, and Xiaomi are pumping out great alternatives. I've seen their cars too, and looking at it purely from a consumer perspective, the only one advantage Nio has is battery swap.
    They need to cut unnecessary costs aggressively, starting by shutting these useless Nio houses. The ones in Europe need to be gone ASAP. All this money on R&D and they can't figure this out? I means what's the play here.

    • @highstakegame
      @highstakegame 2 дні тому

      100% agree on NIO Houses. NIO’s best selling cars are ET5, EC6, ES6, and now OnVO. There is no demand for ES7 or ES8 domestically . The Chinese people want the latest and greatest tech and luxury vehicles at the lowest possible price. So every EV maker is now selling or releasing luxury cars at rock bottom prices to drive sales. Nio cannot justify having houses and reward NIO loyal customers with perks if it’s selling cars under 300k RMB with all the discounts . Completely useless real estate and too much waste. They need what Xpeng did recently, put together a 25% cost reduction to tighten spend. At some point CYVN patience will run out and they will shake up the management team. The previous CFO is gone and I don’t think Li Bin is that far behind. It pains me to say that NIO needs to get its act together and soon.

  • @jeffsanchez2357
    @jeffsanchez2357 2 дні тому +2

    Could be a management issue too. Good plans look ahead on such manufacturing. The next line will possibly be not good, too. In addition China takes a lot of holidays off... They most likely will never be stable.

  • @vardanarakelyan5214
    @vardanarakelyan5214 2 дні тому +1

    Great opinion 👍

  • @MujahidAMIN-h5e
    @MujahidAMIN-h5e 2 дні тому +1

    25,000 shares....OMG.....I thought I was bad with 10,000.....these sales are atrocious.....NIO needs to have a road to profitability and not more jam tomorrow! Are we gonna go below $3.00??????

  • @kev13nyc
    @kev13nyc 2 дні тому +2

    helloooooooo odd investor EY ….

  • @ahmedchowdhury3391
    @ahmedchowdhury3391 2 дні тому +4

    Clear clear understanding nio have problem with customer demand.........double clear

  • @kellywalker4494
    @kellywalker4494 День тому

    My view, for what it’s worth, is that the CEO should be fired, he’s been failing for many years and is not the right guy.

    • @tcraig9831
      @tcraig9831 День тому

      if this company were based in the United States the CEO would have been forced out years ago with a proxy fight from an activist investor/hedge fund. Yet another lesson to be learned when investing in companies domiciled inside a communist country. Had Nio made the switch to Onvo the day they received the Hefei bailout I believe they would be a household name. The only question left is did they make the switch in time? I don't see any way they don't test $3.50 over the next couple of months. If there is no support at $3.50 I think they are done because they can't possibly raise more at that price and even a deferred convertible bond will have the same effect on the vast majority of institutional investors they will just cut their losses and go invest in a company like Tesla. if you think there is short selling pressure now you haven't seen anything yet it will go north of 50% if Onvo deliveries do not explode upward in the next 90 days

  • @simsond605
    @simsond605 2 дні тому +1

    I can only pray now

  • @TheKennynhut
    @TheKennynhut 2 дні тому +2

    Nio is suck. They are not ready for production then stop show the car to public. They are doing thousand things now, but I don't know if they have enough resources. I think nio houses are wasted.

  • @xgengx7530
    @xgengx7530 2 дні тому +14

    Pure manipulation. The stock price is 100% fake. Nio is a great company. Ill keep buying cheap shares.

  • @GONIO2024
    @GONIO2024 2 дні тому +1

    hello Mr ODD

  • @Martin-ib5bj
    @Martin-ib5bj 2 дні тому

    I’m sold nio stock is no good 4 years down I’m thinking the stock be stay level $2-5 for 2025,😢

  • @fazlechoudhury7537
    @fazlechoudhury7537 2 дні тому +2

    NIO might go up when the q3 delivery reports and guidance is coming.

  • @78MANOFSTEEL
    @78MANOFSTEEL 2 дні тому

    its simple nio has one problem and its the same problem for the last 3 years..ceo is the problem... this is fact..terrible terrible leadership..pure incompetence on the ceo...running this business into the ground..ceo ego to become apple is a disaster. has spent billions on all kinds of segments and services that have turned out to be useless..zero focus on business model.

    • @tcraig9831
      @tcraig9831 2 дні тому +1

      they should have done what Xpeng did and bring in a seasoned automobile executive. I feel for the long suffering bag holders, but I love the tech. I'm waiting for this down channel to complete at $3.50 or below

  • @lucasvanemmerik7013
    @lucasvanemmerik7013 2 дні тому +1

    Q3 results might be better , that will not change anything. Bad insurance numbers is bad sales is bad revenue, has nothing to do with margin improvements. On top of that Nio is burning cash which doesn’t add anything to the business model, like those Nio houses for example

  • @HAN__77777
    @HAN__77777 2 дні тому

    Nio Bankruptcy

    • @GONIO2024
      @GONIO2024 2 дні тому +1

      Another no brainer

  • @1juan1234
    @1juan1234 2 дні тому +3

    Hello 👋 amigo , Mr P is talking about seeing a Head and shoulders pattern? 😂. What to you think ? 🙏🏼🙏🏼🙏🏼🙏🏼🇲🇽🇲🇽🇲🇽🇲🇽

    • @TheOddInvestor
      @TheOddInvestor  2 дні тому +3

      Don't like to comment on technicals

    • @tcraig9831
      @tcraig9831 2 дні тому +1

      I don't know who Mr. P is, but Nio is in a clear right shoulder down channel $3.50 coming to you soon and possibly lower. I do not trade technicals, but I certainly watch them play out I am a long-term horizon only

    • @1juan1234
      @1juan1234 2 дні тому

      @ thanks,

    • @tcraig9831
      @tcraig9831 2 дні тому +1

      @ there are plenty of retail bag holders and UA-cam channels who like to blame short sellers, but the reality is simple chart watching the last four years would tell you never to touch this with a 10 foot pole and wait for lower gaps to fill. The share price rocket into the 60s was a great time to be in and ride, but holding it was just an awful decision. 92% of all growth companies ultimately fill their lower gaps. especially companies like this one that burn through cash this fast with profits and free cash flow nowhere in sight. there is no way to prove or disprove what the share price might be if there were no naked shorting available, but it's an easy scapegoat to focus on

    • @GONIO2024
      @GONIO2024 2 дні тому +1

      We watched Mr P because no one can pop NIO videos for us daily.

  • @leoscurls8026
    @leoscurls8026 2 дні тому +1

    As long as NIO stays outside the biggest consumer market in the world, it will never be a big company, until then, it's all talk talk talk....you are a good man, but you need to face the reality

  • @Dorpienica
    @Dorpienica 2 дні тому

    If buy now , they can’t produce enough vehicles by now, throw their leaders to the garbage of history!, look at Byd and Tesla , how many vehicles they can produce.

    • @tcraig9831
      @tcraig9831 2 дні тому

      The cult like grip this company has on retail bag holders is astonishing to watch. The lower gap filling is nowhere near complete. Once they press below $3.50 and fully realize the $1.5 billion cash investment into Nio China from September I'll reassess their smelly balance sheet. Nio once again will come miss guidance for 2024 and then the first quarter sales are always light because of all the holidays and time off. Buying right now is just insane and legions of both institutional and retail investors are never going to believe any guidance this company puts out again. Tesla on the other hand is going to put the entire EV industry to shame with fourth-quarter blowout earnings. What will be amazing is how many people will make excuses for Nio and just keep believing "I know 2024 was another total meltdown, but trust me guys next year is gonna be awesome!"

  • @markwaszczak7516
    @markwaszczak7516 2 дні тому

    This stock is so disappointing. Management over promises everytime on numbers and sales and pretty much everything they ever speak of. No way they will have 10k in December. This stock goes down massive on bad news and goes down on ok news. Truly at this point, this is the worst investment. I don't believe anything they say. They are a let down to all shareholders and a cash cow to shorts. What model are you referring too? They are going to hybrids now because thats what sells.. thanks for video brother

    • @ors381
      @ors381 2 дні тому +1

      IF (no official confirmation so far) they are going to hybrids then they do so for only one purpose: to circumvent EU tariffs on pure chinese EVs. Just imagine how much extra cash will be burned and extra staff will be bound with this bypass strategy!!!

  • @rune54321
    @rune54321 2 дні тому +2

    loser stock

    • @GONIO2024
      @GONIO2024 2 дні тому

      in the eyes of L..S,,,,ER like you

  • @petzhang3019
    @petzhang3019 2 дні тому

    I am from China, and NIO was the #1 of xpeng and liauto, Now Nio is positioned at the bottom of the 3. Why? NIO's CEO talk publicly to spur the customer's nerve which is very stupid. Second, Li burn so much cash in the battery swap stations, and people there prefer to buy the hybrid cars from LI AUTO. Third, BYD is on the top Now, and NIO has no way to compete in any way. So guys, have dream for NIO.

    • @GONIO2024
      @GONIO2024 2 дні тому +3

      You are not from China. My friends who live in China told me differently. Good tried lol

    • @petzhang3019
      @petzhang3019 2 дні тому

      @GONIO2024 people tend to believe what they like to hear l, and ignore the truth. I fully understand. What your friend told you? Maybe he/she works for nio

    • @GONIO2024
      @GONIO2024 2 дні тому

      @@petzhang3019 NIO is the new generation's dream car, but most people cannot afford it. So they bought Tesla when the price was dropped.

    • @hamodes9154
      @hamodes9154 2 дні тому

      @petzhang3019 Hi Mediterranean in New is 5.70 € Will I be able to see my money back I have 13,000 shares

  • @mohammadaltoos1203
    @mohammadaltoos1203 2 дні тому +2

    I trust you my friend❤❤😂😂