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NIO Daily Investor Discussion

NIO Daily Investor Discussion

Michaelpeee

Nio new model is lack behind with Li. Li is growing fast. if Nio has no good news coming, it shall be bad in the coming months.


wonderfuul111

Li is not even a pure electric play.


Michaelpeee

yes, but in china, it was popular. You may look at the sales of byd.


wonderfuul111

Wont last very long as only pure plays are position to eat up market shares once the EV market gets mature.


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eruni

Let's connect the dots Covid outbreaks are about 14 days long. Authorities promptly tested 9.2 million residents of Nanjing and imposed lockdown on hundreds of thousands of people https://www.google.com/amp/s/www.bbc.com/news/world-asia-china-58052894.amp XPT, NIO subsidiary, is in Nanjing The motors onboard NIO are developed and manufactured by XPT, an NIO company founded in 2016 and headquartered in Nanjing, Jiangsu province. https://www.google.com/amp/s/cntechpost.com/2020/09/24/nio-president-says-its-motor-business-xpt-will-grow-independently/amp/ Shutting down for fourteen says caps production to about half, which would result in a number like 5880.


flounderpounderXXX

So obviously August deliveries are a bummer, but that doesn't make me any less excited at the prospect of seeing what NIO looks like in 5 years. Don't let 1 month muddle your view of NIO's future, but also if you think that's a load of shit, go ahead and sell, I still need to pick up some more discounted shares!


vhmmjigv

Everyone is gonna lose all there money and I have 26k in here it’s a shame


HillFolk_

I just looked at your post history…you’ve got issues haha


lukeywills1

I'll buy all your shares for 13k, that's a good deal if you think they're gonna go down to 0


chetoman1

I don’t think I’ll lose all my money. I have around 20K in and I’m expecting to lose another 10K the rate NIO is growing lol


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Some_Somewhere2434

Lol how is that? What’s fundamentally changed about the company?


vhmmjigv

Ur blind if u didn’t see what just happened


lukeywills1

Yes I'm blind, please tell me


flounderpounderXXX

don't listen to this fucking loser, he can't even spell lmao. ALOT of analysts are reiterating strong buy ratings and are increasing PTs, but hey, OR you could just listen to some fucko on reddit who probably paper handed this morning


vhmmjigv

How can I not spell dumb fuck u have a rag over ur eyes last time we saw 60 was 6-7 months ago we’re fucked buy ratings don’t matter when the stats are not present to be worthy of a buy and I bet I have more shares than u


flounderpounderXXX

I bET I HaVe mOrE sHarEs tHaN yOU. Sorry I'm not a fucking high schooler in a dick measuring contest, what's your average? Pushing the $60s or so? Seems like at least $55 the way you're acting. My main point is to not let fuckos like you effect others portfolio decisions. Take care.


vhmmjigv

Ur so wrong it’s crazy I bought back at 50 when I sold at 66 when my avg was 33 and now my avg is 47 I really could care less because u don’t know the facts


flounderpounderXXX

Ah so you came in on the $60s and $50s, it all makes sense now, take care haha


vhmmjigv

Buddy can’t read idiot said I had an avg of 33 and sold at 66 so dumb


vhmmjigv

The deliveries and ik ur gonna make an excuse about how they difficulty with covid and other shit but that’s there problem u don’t see xpeng have problems like that they should of fixed this


Some_Somewhere2434

The fact of the matter is China is a big place… saying a operation based in California is going be impacted by Covid the same way as a company in Florida is just idiotic… do you know where Xpeng is based? Where NIO is based? Where their supply chains are located? And the Covid restrictions in each location?


lukeywills1

No I'm disappointed and not excusing this months deliveries, however they reassured confidence in September's numbers which means judging by the guidance a record month is guaranteed, plus we know their scaling up production in the near future and demand is at an all time high, so although August is disappointing. It mos certainly isn't all doom and gloom.


Pmredditt

Next month deliveriew will be crucial if NIO want to stay credible


New_Scholar5108

Agreed. In my mind, NIO gets a pass this month on weak deliveries. They’ve been ultra transparent about numbers and often conservative in their estimates. I do feel like they released the news about Lotus partnership yesterday because they believed the stock would be hammered today on this news. Fair enough.


StVal14

What garbage...... garbage. Stuck for the next 4 months until this hits 43..... Gross. Maybe 4 years


chetoman1

I think 4 years is a stretch. I think it’s gonna end the year around 45-50


vhmmjigv

Now and tmr are gonna be a bloodbath


JennaTollwarts

Why’s that? Do you have a reason or is this just a prediction


BostonChops978

Why tomorrow?


TheChosenDunlop

Long weekend coming up so I’d expect it to drop hard again tomorrow or Friday


chetoman1

Yep. Trying to decide if I’m gonna average down anymore.


flounderpounderXXX

I made a post about this YESTERDAY, but it got pulled, deleted, idk. NIO Institutional Longs up to 876!! Follow the trail, or don't 💁‍♀️💁‍♀️ https://fintel.io/so/us/nio


TheNIOandTeslaBull

Very nice


chetoman1

To all the people saying “we’re in a pandemic/chip shortage, of course deliveries were low!” I saw Li delivered over 9K vehicles in august. Why the fuck can’t NIO secure a more reasonable supply line? Honestly. Li, Xpeng, BYD, are all subject to the same conditions yet secured THOUSANDS more chips this month. Are we really acting like this isn’t a bad sign? Don’t get me wrong, I was screaming the same shit last month when they outpaced us. The fact that NIO sells at a higher price point, is going after different segments, “production isn’t deliveries”, yada yada. But now there is a very clear divergence. This isn’t a few hundred vehicles of a difference. Li delivered over 60% more vehicles than NIO, so it’s getting to a point where it doesn’t fucking matter how much NIO sells their car for.


Fantastic_Muffin_222

NIO has the world leading technology components. Parts are not commonly manufactured from every factory out there.


wonderfuul111

Nio and Li hv very different auto parts. Nio makes 100% EV and Li is a hybrick.


OkWelcome8895

Do you really think it’s only chip shortage or do you realize they held some deliveries back for delivery to the eu. Why do you think the are forecasting higher than possible monthly production for next month?


chetoman1

A couple points to make on your comment: 1. No it’s not ONLY chip shortage. It’s their supply lines in general. Even the link the other dude posted pointed to fucked up supply lines for the EC6 and ES6 2. Production does not equal delivery. They hinted at around 9K *deliveries* for September. Also if you are curious their maximum *production* capacity is currently around 10K vehicles a month, which was expected to increase to around 12K a month by the end of the year so it could ramp up to 20K a month by Q2 2022.


Puzzleheaded_Set_850

https://youtu.be/38P9oNnFa6c


chetoman1

Very informative video. I appreciate you sharing. I do think to address his point that they are gonna need to have a higher stockpile of inventory to expand at the rate their hoping, and this month is (to quote the video) “A huge mishap on NIO’s part”


Puzzleheaded_Set_850

Your welcome :)


BOSCHI1990

Anybody here buying calls to coincide with 2022 q1 results, and 2022 q4 expansions?


rp2012-blackthisout

If you are playing leaps, do it with 2024. They come out in 2 weeks.


BOSCHI1990

Good point - I will likely hold out until end of Sept. If you are looking at them, which ones would you be interested?


rp2012-blackthisout

Idk yet. I'll have to see the prices (premium) first. If the stock is under $40 when it drops, I'd like to buy the $40 strike if less than $1500 per contract. Would make it breakeven at $55 by 2024.


BostonChops978

Wish I bought more premarket lol


JPM_3000

NIO cars actually look cool and high end


jimmy_riddler_

Only got a third of my buy the dip funds on NIO before the recovery. So yolo d the rest on small cap bio stocks lol


chetoman1

You can use the FDA schedule (biopharma catalyst) search on google to pick ones that’ll either pop or drop! I always thought that was fun


itsmemme

I hate the $67 wall. I don't know what $39 $40 wall people are talking about 😂. Nio at 39? You're kidding... bad news = Less deliveries due to chip shortage. good news = august, the most demand month for nio cars. which one is more important?


JennaTollwarts

Back to red just like that


itsmemme

Not quite yet, NOT QUITE YET. 🦶🏼🦵🏼🦿💪🏻


Powerful_Mission_655

Cant wait to see nio break $40


worktogethernow

Can we aim a little higher? I need it.


Minotaur04

I retract my earlier statement. I know nothing. I do know this, I didn’t sell or plan on selling anytime soon


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jerusalemspider

delivery isn‘t sales nor production


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Walks411

Must be like there is a parts shortage or a pandemic or something


MoreNegotiation2448

At this rate if I want profit I hope for William to just say he dosent really see a future in the company himself. We would rocket.


PapitoMusk

RIP to all my fallen brothers that sold at open ❤️


TheNIOandTeslaBull

Rip


Successful_Wish_987

they aimt comrades anymore


JennaTollwarts

Don’t you dare


Signal-Dot9298

To be ‘rational’, I for once sold my weekly options at loss today instead of waiting until at least tomorrow. Example 7364376 for me, personally, to stop buying weekly calls on this stock instead of just more shares


Bphan01

Sometimes the stock market be making no sense


djstyles21

NIO is a bizarro stock.


Dismal-Somewhere-400

Morgan Stanley reiterates $64 BUY rating TODAY. No brainer people.


Rezz1126

pog


Lestrade1

Champ


vhmmjigv

Bathing ape


JakesThoughts1

Think this just proves I have no clue what I’m talking about, legit thought we’d see -8 to -10% today. Nobody listen to me, I’m just the village idiot


jerusalemspider

would have guessed the same after earnings.


stevenwe

No one knows though so don't give yourself too much grief, that's why the guys on here who try to give day by day predictions of where its going are so cringeworthy. At our level all you can do is do some research feel that you're onto something with a future, more importantly hope the big players feel the same way. Then just sit along for the ride and cross your fingers


Fair_Impression4094

Bad news the NIO stock price goes up, Good news the NIO stock price goes down.


IlliterateNonsense

... More bad news days please


Puzzleheaded_Set_850

There was bad and good news


sadlittlewaffle

This stock is the most confusing stock ever I love it


iPouponYu08

Their guidance is 500 units shorter on the low end. Im not sure why they even bothered making an announcement like that when they could have said nothing and it wouldn’t be much of a difference


CoffeeQID

Transparency.


pantsinmyhands

Welp, this is a pleasant surprise.


CoalTea

I literally woke up to this chat thinking china blew up all of NIOs factories and assassinated their ceo and then came back two hours later to NIO to the moon?


catrawwr

This stock is weird. Should we hope for 4k deliveries next month? Haha!


Puzzleheaded_Set_850

Single month order increment hit high record. You cant look only deliver numbers and panic


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Hcharles4

Most ppl dont


Puzzleheaded_Set_850

Indeed.


CoffeeQID

Lol at all the 🤡’s that sold this morning to buy back in cheaper


MrSocioloog

It's a valid strategy. It's not friendly to label someone a clown just for having a different strategy. How would you have replied if that guy who sold at -5% would call you a clown for not selling when this stock indeed went to 36? Besides this is NIO. It can go 35 it can go 50.


CoffeeQID

Exactly. You don’t know what it’s going to do. So day trading isn’t a valid strategy. If you are long term bullish on the company, just hold


OvertheTop22

NIO back at it agian whit the classic uno reverse


Hcharles4

I dont know why ppl think a miss in deliveries because of production is that bad, especially when we just hit a record high in demand, nothing has changed, this company is still a diamond in brute


vhmmjigv

I don’t know what to make of this


EzekielSMELLiott

I wish this place wasn't some giant echo chamber all the time. Some legitimate analysis would be cool sometimes


stevenwe

I used to be on here every day multiple times, now I just pop on once every couple of months when something interesting happens to see the comments. There's just way too much random 'to the moons' or people one day saying they're in it for 5 years then ready to jump off a building when it's red for a few days. Oh and the obvious trolls.you find yourself getting dragged into stupid arguments. There hasn't been any real objective DD or interesting articles in a long time. There's not a great deal to be gained from coming on the sub lots. It can get a bit frustrating and poisonous. As a result of not.coming on as much I find myself much more chilled about nio


KinGpiNdaGreat

Last earnings report I said the stock would go down because of all the 46 puts that were bought. there were going to be a lot of bag holders for awhile because the stock would go back down to the 30s. I also said the stock would rise again in September. You know what happened to my comment ? Downvoted to oblivion.


EzekielSMELLiott

Lmao yeah it's frustrating when that happens here. People don't like to hear anything even remotely negative. I wish I sold when I was up 10k lol now I'm basically stuck and don't want to buy anymore to average down. What are your thoughts on the stock by EOY?


KinGpiNdaGreat

IMO it’s going up this month definitely, think it may do down again near the end of the month followed by new highs in October. I thought this stock would plummet down to the 20s at the end of the year and then rise to 80-100 in February. I’m not too sure about that now but I feel like this stock could hit 100 in 6 months or less. Just buy dips whenever you can. I bought another 200 shares when it went between 37-39 the last week.


sadlittlewaffle

I think 100 is too high but would like 70 ish within 9 months to be a baseline


Goplaywin

Volume is back. 45 not far.


JennaTollwarts

About to shed a tear


CoffeeQID

We went from being down like 4% to being up half a percent. Insane


kongliveforever

Crackdown in China is nearly over. Govt has come out with clear regulations and now is for the company to comply. Chinese stocks should be at the bottom now. Clearer vision ahead. Don't listen too much to the media esp the US media which play the same issues every days without knowing the real behind the Chinese Gov motives. They are not so stupid to kill their own economy.


JPM_3000

Looks like meat is back on the menu


Pmredditt

Please next month 100 deliveries to reach an ATH on this stock


JennaTollwarts

“14 deliveries in the month of September.” Stock price $95


JennaTollwarts

I can’t lie, I was shitting my pants this morning. I thought we were in for a whoopin


Dismal-Somewhere-400

I can’t believe I need to say this. 1 SINGLE MONTH OF REDUCED (albeit well justified) DELIVERIES DOES NOT MEAN ANYTHING IF YOU ARE IN THIS STOCK FOR THE LONG TERM. Guys. It’s a no brainer. Stop it. Too many emotions. If you’re this emotional, give up and I don’t know…. Fuck off this sub?


kids_eat_drugs

Facts lol


kongliveforever

Have to know the true reasons for the missed deliveries. Chips shortage mostly from Malaysia . Covid situation there is improving. No change in fundamentals and with strong orders which will translate into great revenue once the chips shortage is blow over.


unbob

"Covid situation there is improving" ??? Not according to WSJ - *"Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage"* [https://www.wsj.com/articles/covid-19-surge-in-malaysia-threatens-to-prolong-global-chip-shortage-11630234802](https://www.wsj.com/articles/covid-19-surge-in-malaysia-threatens-to-prolong-global-chip-shortage-11630234802)


Powerful_Mission_655

Good thing i sold some of my shares to play with still got 700 shares in 😅


WriterImmediate3828

Think what he meant is sell low buy high.


Successful_Wish_987

u mean u panicked, fucked up and now its money to play with?


Powerful_Mission_655

If you call selling 150 shares i sold to play with i still have 700 shares in at 36.66 so i aint losing nothing


Successful_Wish_987

still u tought u gonna buy lower


Powerful_Mission_655

I gotta admit to that taught i could lower my price 😅


stocker1231

all the panic in morning 😂😂😂😂


JPM_3000

Loving it


jimmy_riddler_

Absolutely nonsensical. It exceeds expectations it sells off. Underperforms and it shrugs it off. Bizarre.


IJsthee-

This stock in a nutshell


papichuloya

At this point we should want bad news. Good news it drops.


IJsthee-

If nio goes bankrupt we miljonairs baby


PapitoMusk

Im royally pissed 🤡🤡🤡🤡🤡


SonnyX20

Why? U sold?


PapitoMusk

Everything 🤡


jimmy_riddler_

I'm annoyed because I didn't buy more on the dip. Was sure it was going lower so dollar cost averaged.


icedtphlox

why would you panic sell after an overreaction? Did you really think it was gonna go back to $35? I saw this as an opportunity to buy more lol


PapitoMusk

Haha no, I just wrote for some ez upvotes. Ironic towards people that sold. Didnt sell shit today


nigelmahari

People who are pissed rn must have sold this morning lol


Ok_Butterscotch_8687

Ok which one of you bitches panic sold this morning??? Haha


vhmmjigv

Why am I pissed Nio is up market is broken


nigelmahari

This guy panic sold lmao


vhmmjigv

I have 500 shares I never sold it’s just idiotic basic knowledge of the market gets thrown out the window in this day of age I’m just astonished that bad news we go up and good news we drop dead


30107565TPB

People want the cars delivered, that’s all that counts


Right_Neat_2365

Not much resistance at 40, we will get across it shortly.


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Geniex88

People only noticed the delivery number instead of the statement - "While the Company’s new order reached an all-time high in August driven by the increasing demand....." Order will eventually become delivery.


recedinghaurline

This clown market...


Odinthedoge

The more weak hands that get shaken the better. They will be replaced by people who want to hold the stock, not swing it. If you were expecting 7500+ cars delivered amid a temporary supply chain shortage… I don’t know what to say.


MovieMuscle25

WTF am I witnessing??


zatonik

I'm very confused. revised deliveries are down but the stock might stay even??


Eazy_Eric

Walk street already knew this , they know just about everything before it happens


cupcee

Probably had this shit priced in a week ago lol?


cybercrypto

What the F is going on. The stock was supposed to go down. Market manipulation. I officially understand jack of financial markets


Eazy_Eric

This guy definitely sold lol


JennaTollwarts

I’ve gotta say, I think NIO is doing the opposite of what we all thought it would do


jerusalemspider

Ok, who explains this to me😂


eruni

You don't 5hink smart money already had this priced in when anhui province shutdown for fifteen days?


Odinthedoge

This


flounderpounderXXX

This recovery is the most NIOey thing that NIO could pull today, GIVE ME MORE BAD NEWS, $40 EOW


Eazy_Eric

The ever more nioey thing to happen is that good news comes out right now and we right back down at -5%🤣🤣. Hopefully not tho lol! Keep the greeen comin!


Right_Neat_2365

Add more bad news we might reach 50 today😂😂😂


Holdmanwtf

This is so crazy, go Nio !


JennaTollwarts

Kachow


Top_Big6467

Lets get this share price over $45.00 today. ALL ABOARD!


Eazy_Eric

$39 resistance will be key . Hopefully we break through


KinGpiNdaGreat

Hopefully not a bull trap


JennaTollwarts

Hopefully we break through $39 easier than we did yesterday. Rebounded a handful of times yesterday. I feel resistance at $40 will be the big one


Right_Neat_2365

39 easy peasy , 40 here we come!!


ElectricLotus

Tbh if we just don't go down more I'll be happy.


ElectricLotus

Makes me wonder if institutions knew this month would be weak delivery wise and some of its priced in.


JennaTollwarts

Nio with some juice today even after those numbers!!!


Goplaywin

China wave carried us through the numbers :) I won't mind.


Right_Neat_2365

Shorts are getting slammed, buy bye shorts 👋🏻


ElectricLotus

*laughs in HODL*


Eazy_Eric

Great to see some support today.


JakesThoughts1

Tbh this is showing fantastic support considering the number. It was basically same deal last month when they delivered little under 8k and said supply issues were still looming. We sold off harder then


cupcee

Maybe this means the "bad news" were already largely priced in. Not to sound too confident yet, but... 😃


cupcee

Well, it seems like a lot of forward thinking people took their shares at this open... surprised Xpeng's movement is following Nio though.


OrangeRabbit

Xpeng is projecting fewer deliveries in September again (projecting to just over 7k). Nio is projecting 8.6k-9.3k deliveries in September


JennaTollwarts

Starting off much stronger than I thought we would


Drigo20gonzalez

50k in this stock down 10% … not selling but im not buying anymore.


Alternative_Ad5757

What’s your average


Drigo20gonzalez

About $43


Right_Neat_2365

Same boat and have no worries at all!


m_murillo

Honestly, with the ugly premarket I thought we'd start at -10%. But hey, it's not that awful yet!


hwayu_

why would you sell when its low? kekw


justin123456789q

Good start. Thought it Would be worse


maejsh

Sells getting eaten decently


Zebmike

\*cryinglaughing emoji spam\*


Firewind11

Why is it going up you may ask? Well it's because i sold the -5% dip in the pre-market. Simple as.


Brilliant-Current-15

guess I bought your stocks:) thanks for the discount!


SnooPears3533

No worries. The day just started. You will get your opportunity to get back in. :)


Firewind11

cant cause of that wash sale bullshit, have to wait 30 days


Right_Neat_2365

Good luck chasing it!


cybercrypto

Is NIO ded yet?


ThetaForLife

Ok party dismissed bois and gals. Everybody back to sleep or sit back and enjoy seeing bears getting trapped by this fake dump. See ya all at $40 next week.