T O P
rp2012-blackthisout

For all of you that like opinions on this stock, probably mostly calls. Remember that 2024 leaps come out in a week. If it stays under $40 you can probably get the $40 strikes for $12 ($1200) per contract.


chetoman1

I don’t think they’ll be that cheap. You know how crazy the IV is gonna be when they first get released? Lol


IAMWHITEA2A5

Volume was up today since past two days. Only hit 50 million which means Nio probably only sold 5-15 million shares today could have been more could have been less but it depends. We won't know officially how much of the 50 million shares were actually sold in total until possibly earnings report. Probably still some red to see for the next coming days so fasten your seat belt.


PapitoMusk

Bought more shares, very nice! $60 EOY


noob_investor18

I will take $45+.


chetoman1

I’m thinking it’ll be 60 by the start of next summer. 80 by the end of next year


IAMWHITEA2A5

When something big usually comes out with Nio a sort of hype train is created, so I wouldn't be surprised if we do see $50-60 EOY towards the build up towards Nio day. Next big news that is upcoming is the 23th of sept where the NIO house will open in Norway, other than that, Oct 1 for delivery numbers. Next year is going to be a huge year for NIO so yeah 2022!!!!


Altruistic_Win7488

Now 250 shares


Right_Neat_2365

Bought 40 more shares @ 38, I will keep buying to bring my average close to 40.


PapitoMusk

Same


Shakespeare-Bot

Hath bought 40 moo shares @ 38, i shall keepeth buying to bringeth mine own average close to 40 *** ^(I am a bot and I swapp'd some of thy words with Shakespeare words.) Commands: `!ShakespeareInsult`, `!fordo`, `!optout`


AnimeCiety

This stock was at $55 on July 1st and hasn’t popped above $50 since.


No-Chemist-1175

Best way to look at it is…. the stock was at 38 in November 2020 and still at 38 in September 2021 : (


OvertheTop22

Saw a tweet that NIO sold their own shares instead of dilutiom. https://twitter.com/ElectricJefe/status/1435347910938570758?s=09


chetoman1

I don’t think that’s right


OvertheTop22

I have my doubts too


RedWineWithFish

The question is: “Will outstanding shares increase” after the raise and the answer is yes. Company owned means shares approved by the board but not issued. They are not counted as part of outstanding shares


vincentchean

So it does dilute the shares


ddawme

Call predictions? I'm thinking of buying some of it hits 36$


DistributionMajor235

My average is around 36, I’m kind of hoping it’s goes back to that to buy more but at the same time these are some big drops in value so it’s weird


CapableBet236

What is going on, too busy to look news today?


chetoman1

NIO is selling more shares. 3% dilution and it kinda sucks. But their capacity is supposed to be up big next year


CapableBet236

So do i load up now or tomorrow🤔


chetoman1

I bought some today. I don’t think you could ask for a better dip tbh


Historical-Poetry230

China


Curious_Poet_592

I say fked it. I am buying below 40. Buy orders trigger at 38. Happy! Next buy order at 37!


PapitoMusk

Bought 200 more shares lets go guys!!!


djstyles21

Bought 50 here. All I can I do for now.


Nio_bull-man

Gonna wait feel like It may dip more. Still Bullish


chetoman1

Just invested more and dropped my average to 39.03 In for a penny, in for a pound.


cupcee

Anyone knows why Xpeng is falling more than Nio. Genuinely just curious. Is it literally just because both are Chinese EVs...?


chetoman1

The entire section is inherently linked for the time being. Li was down more than NIO after announcing record deliveries and record revenue (the same time NIO announced its worst growth rate of the year). It seems like the market picks a direction for the three of them each day and then one of them usually prevails. Almost never explicitly tied to news lol


Ol_Jim_Himself

I was wondering the same thing.


Wonderful-Abies1489

Ford net debt: US$130B, MC: $51B GM net debt: US$87.B, MC: $70B NIO net debt: ZERO, MC: $62B Imagine NIO’s value once they start delivering a few hundred thousand cars per year? Their new factory will achieve this next year. I assume they are issuing shares to fund new models. Seems smart to me. I’m holding.


tech01x

Look up recourse versus non-recourse debt. Not all debt is the same. Ford and GM both have significant financing arms.


chetoman1

That’s not true. As of June 2021 they have 2.67B in debt. Granted it’s still much lower than everybody you listed, but we look like fools when we peddle false shit. And before anyone goes spouting “they just raised 2B!” That’s not going towards their debt! As many others have said it’s likely going towards rapid expansion. Especially in wake of the 600K vehicles next year. After hearing that news I am much less worried about my investment lol. 600K vehicles at an average price of 55K (I lowered it because the 300K at Neo Park is anticipated to be the lower end ET5 and one other model) produces a revenue of over 33B. If they can actually achieve this, then NIO will easily be over 100.


Wonderful-Abies1489

@cetoman1. Read again, I said “net debt” which is total debt minus cash. For example: Ford actually has $161B debt, but with roughly $31B in cash, so their net debt is $130B. NIO has more cash than debt, hence their net debt is ZERO.


chetoman1

Ahh I see, then that is my bad fellow investor. And it’s chetoman1, idk who the dude is you tagged lol


Wonderful-Abies1489

Sorry “chetoman1”. My old eyes and fat fingers on tiny iPhone keyboard. Also thanks for not taking my reply as rude. I’m merely protective of my NIO investment, and I’m baffled by some who don’t look at competitive data. My only concern re NIO is the political climate and related uncertainty. Beyond politics, I think NIO is making extraordinary progress. Good luck!


Ok-Quantity8691

I’m too sexy for this stock, too sexy for this drop too sexy for this stock!


Drigo20gonzalez

Said i wasnt buying more .. but fck it .. dropped another 3k .. $53k at $43 avg


PapitoMusk

NIO to the moon, holding 5000 shares strong at $60


chetoman1

Godamn son you should DCA or something.


cybercrypto

Classic NIO beta


Horse_trunk

Love how they announce plans to produce 622k cars by 2022 and everyone overlooks that for them selling some shares which companies do all of the time. Is there really that much lack of foresight amongst 22 year old robinhooders?


Marky0choa

Because that's already priced in.


inside_the_roots

No it's not


Traditional_Bag430

Wow. so there would be 3% dilution if they got 0$ per share so price should drop 3% but the market cap will increase due to increase in $ so should be actually not drop at all. What the heck is going on? just garbage manipulation. Probably market makers using their new nio stock they need to short and then crash market to make money.


chetoman1

What in the holy fuck are you talking about? Why would there be 3% dilution “if they got 0 dollars per share” What the fuck does that even mean? You’re saying the market cap should increase because they’re diluting the shit out of their stock?


Traditional_Bag430

If I have 1 share and market cap is $100 and I issue 1 share at 0$, then my market cap is still 100$ but my share value is 50$ so share price drops. If I issue 1 more share at 100$, market cap is $200 and my share price is still 100$ per share. So yes market cap increases when you issue shares at market.


chetoman1

Yes I know their market cap should increase. I’m just confused about the whole “issuing for 0 dollars” shit. They sold 2B worth of shares at the market price. Not for any less or more than that (aside from negotiations they mentioned in the release).


Traditional_Bag430

maybe it's a confusing post. just saying that price should drop 3% if they just issued shares at 0$. Price dropped almost 7% and they got money for the shares. Market isn't making sense. Just being manipulated.


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DeSurANorte

Dude everything is red as hell...maybe the entire market is overvalued 🤔


Ethans215

F


Alex_VA_US

I’m concerned for the fact that NIO blames the low delivery numbers on chips shortage while Tesla delivery increased 30%. Any thoughts?


IAMWHITEA2A5

Yup I got you, NIO competitors (Xpeng and Li Auto) use cheaper parts than NIO so rely less on foreign imports for these parts. Tesla may do the same amount of importing so that may not directly link to them. Not only that but the external factors that was included was also from the fact that Nanjing had a lockdown where NIO has one of its plants in it leading to closure of potentially 10-14 days. Plant in Malaysia closed for an estimated 2 days. You can probably calculate the fact that we received like 30-35% less vehicles then we expected due to having 30-50% of the month not having a factory operating due to covid. Hope this helps.


Alex_VA_US

Thanks


NunoCosta19

38?


BostonChops978

Can't keep buying dips. Money only so long. Hodl


chetoman1

You gotta work your ass off to gather money. Have a garage sale. Do odd jobs. Sell your body behind a dumpster. Sell your blood and semen.


BostonChops978

I already do


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IAMWHITEA2A5

This won't have a long term impact and could actually enhance its future potential. Short term investors however are going to be hurt.


Right_Neat_2365

Just in time, sold all my ARKK last week planning to use the cash for Nio.


PapitoMusk

Bought 200 more shares! Hope it doesnt dip anymore!


[deleted]

It will


Eazy_Eric

Still confused why the sell off if nio is not diluting shares.they raised cash by selling a portion of their owned stock…


Youngoreezy

Ofc it dilutes it?


JakesThoughts1

It’s increasing their share count, it most definitely dilutes the stock. Think about it, your % piece of the pie just got smaller because they just made the pie bigger to give to more people. It’s only about a 3% increase in outstanding shares but still.


IAMWHITEA2A5

3.7% when you consider floating shares (Shares available to the public to buy. I'd expect today to hover or end around 3-3.7% Bad news in the short term great news in the long term.


JakesThoughts1

It’s good for their balance sheet. It raises capital without taking on more debt. It’s good for expansion, I wouldn’t call it great though. Dilution is never that good to me unless it’s necessary, in their case they wanted their balance sheet better which it will do with the extra cash. The reason I’m saying it’s not great is because not that great for current investors. It’s almost the opposite of buying back stock which artificially inflated EPS. Just manipulates numbers. Learned about it in one of my finance classes. Edit: Another thing that kind of concerns me as well is this wasn’t needed, they didn’t need the cash. I’m hoping it was for good cause and some type of bigger expansion plans or to help with manufacturing process. But there’s also a high chance they could just use the capital to pay off more debt, which again, improves the balance sheet. I’m not a fan of that though because it’s just doing it at the expense of the investors.


RedWineWithFish

What does that even mean ? The public float is increasing. Of course they are diluting though that is not necessarily a bad thing.


eruni

Public float is increasing but isn't the market cap staying the same?


rp2012-blackthisout

Doesn't sell confidence if you're selling off unannounced. Especially for a young growth stock.


IAMWHITEA2A5

If they said, "we are selling of shares in 3 days to give us $2bn, NIO would crash completely. xD I mean I don't know what else you want them to do.


eruni

...but this was the announcement? How else should they announce this lol


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Retire_by_35

12 months 126% up


tech01x

CPCA data is out for Tesla: https://twitter.com/dkurac/status/1435533255831220229?s=21 44,264 to wholesale, 31,379 exported, 12,885 sold domestically (China) We won’t get production numbers for another couple of weeks, but this is a huge beat of expectations. The surge MoM is significant. Tesla Shanghai is near 500,000 annual production, with maybe 550,000 to 600,000 peak capacity. This puts NIO’s supply constraints in context. Xpeng only had a modest hit… and Li beat MoM. William Li’s projections from the ER had to be revised almost immediately. I am not happy about that. Clearly, the market knew to sell down the ER, and we got a relief rally when the bad news of the August numbers came out. And now, another dilution. I suspect there is a new entry point later this year, but market may want to see the results first. I also think that the Chinese data leaks which means stock price changes without discernible news. We just don’t get that news in a timely fashion, unlike insiders.


PapitoMusk

Buy the dip, it can only go up from here ❤️💪


chetoman1

Nope. It can go lower. Much…. Much….. lower


PapitoMusk

NIO is a very strong company! Blue skies are coming. Holding like a 💪


IAMWHITEA2A5

Chip Supply Faces New Crunch as Malaysia Plants Shut for a Week This could possibly affect NIO September deliveries. Does anyone actually know if NIO does work with Unisem for semiconductors? I know they work with NVDA. Article: [https://uk.finance.yahoo.com/news/blow-chip-supplies-malaysia-plants-085100629.html](https://uk.finance.yahoo.com/news/blow-chip-supplies-malaysia-plants-085100629.html)


Geniex88

From my understanding, NVDA don't manufacture chips. https://www.google.com/amp/s/cnevpost.com/2021/08/20/chip-shortages-impact-on-chinas-auto-industry-expected-to-last-until-next-spring/amp/


IAMWHITEA2A5

Nio and Nvidia working together to delvelop new chips for better autonomous driving https://nvidianews.nvidia.com/news/nio-partners-with-nvidia-to-develop-a-new-generation-of-automated-driving-electric-vehicles


Geniex88

Develop does not mean manufacture, NVDA is fabless. NVDA don't even manufacture their own GPU, they depend on Samsung or TSMC to manufacture the chips.


IAMWHITEA2A5

I know that Lol. I did say in the post that "I know that they work with NVDA". Nowhere did I say Nvda was manufacturing chips for them...


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diamondstonks95

Why do you tell us what to do?


Rezz1126

I'm guessing we will open in red, but close in green 💚


Retire_by_35

LOL


Zebmike

I only got more hyped, NIO can have all my money


Curious_Poet_592

Buy below 40. Ez hold. Ez money. Ez retirement.


Mankillz

This is getting annoying.


MovieMuscle25

Stop listening to bagholders who are clearly trying to pump the stock.


Wizofsorts

I bag held Tesla at $220. It worked out.


R93reddit

https://cnevpost.com/2021/09/08/nio-targets-annual-production-capacity-of-600000-units-by-end-of-2022/ Now you know where the 2B wil go to.!!


Aegeus666

Hight probability that market maker is going to cheat retailers again , as it did a few days ago when deliveries info was issued , pre market was very red, and the day closing became green!!!


IAMWHITEA2A5

Well you see, there is still a lot of question and arguements going around asking if it is dilution or selling of their own shares. Two scenarios are if it is dilution this would lead to a greater negative market reaction and could result in a red period for a long amount of time until they announce what the money is being used for (most likely next month). However if it is selling off of their new shares it could stabilise and investors would just see this as a buy the last dip before something big happens. We are just gonna have to wait and see.


RedWineWithFish

There is no question. The company is raising money. The company does not own its own shares. Dilution is not necessarily bad


PapitoMusk

Greener days will come! I love NIO


xalalalalalalalala

EOD $67


rp2012-blackthisout

Where are you? I have shares to sell you.


rp2012-blackthisout

I'll sell you all my shares at the end of day for $67.


PapitoMusk

NIO is the best company in the world. Just hold and reap rewards


Rezz1126

600.000 yearly capacity by end of 2022 and a $60 pt from Deutche!


IAMWHITEA2A5

plus increase from 150k to 300k from current plant by mid 2022


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Geniex88

Production capacity of 600,000 by end of 2022 🤗


inside_the_roots

That is huge. That means 50k cars for Dec 22. 50k a month is more than all of 2020, and probably around half of year 2021. That's a huge growth for 2 years if it will become true.


Jack-sprAt1212

Anyone who truly is investing in nio and believes in them will be happy to get some cheap shares today


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Wretched_Colin

But there is a reason for it. We have bought in to the company, we have to trust in its leadership that they will use their $2bn to improve the worth of the company in excess of that. Not great to see red, not great to see such a stark fall, but I am much happier with that than when we get good news and tank by 4%, which happens all the time.


nioinvestorsgroup

https://luvioni.com/nio-second-most-valuable-car-company/


Diligent_Ad4558

The ones who are talking about selling, how long you been investing in NIO? Mont, two? I am personally holding for one year now and I can tell you it has progressed a lot. I mean A LOT share price wise and company growth wise. We had many problems during that year, COVID-19 , USA president election, delisting rumours and ect. but eventually if you believe the product and the company no one gonna stop it from growing. And sometimes I actually think that the company is very honest and not scammers, because knowing China, they could easily lie on production or delivery numbers just to pump and dump, but their not doing that, their are playing fair game on a hard days. People say ohhh good news downing the stock and ect. But I see a potential long term investment. I am not selling anything until 2022. 2022 seems very bullish year with the ET7 and norways market. Since I live in Denmark I know how the Scandinavians are in love with new EV brands.


diamondstonks95

Yes, I am from sweden and I know this to be true. Started investing more than 6 months ago and will hold Nio for a long time at least 2025. I personally expect Nio to be way above 300 by the end of 2023. So I would keep holding my scandianvian brother, let’s make scandinavia richer :)


ectbot

Hello! You have made the mistake of writing "ect" instead of "etc." "Ect" is a common misspelling of "etc," an abbreviated form of the Latin phrase "et cetera." Other abbreviated forms are **etc.**, **&c.**, **&c**, and **et cet.** The Latin translates as "et" to "and" + "cetera" to "the rest;" a literal translation to "and the rest" is the easiest way to remember how to use the phrase. [Check out the wikipedia entry if you want to learn more.](https://en.wikipedia.org/wiki/Et_cetera) ^(I am a bot, and this action was performed automatically. Comments with a score less than zero will be automatically removed. If I commented on your post and you don't like it, reply with "!delete" and I will remove the post, regardless of score. Message me for bug reports.)


xalalalalalalalala

Good bot


Junior_Complaint702

Think of it this way. There will be a sale tomorrow, take advantage of these cheap prices, I remember being ecstatic to buy in the 50s.


noocioki

Another time nio made manipulation of a small company the price stock will drop again.... And many car companies will enter in Ev cars market ;/ we lost our advantage


Psychological-Fig932

Lost our advantage… thats a bit dramatic lol.


Fook-

Personally I think this is a good signal. We all know they have quite some cash on hands, but what does one do with even more? Purchasing power. I consider it a signal something big is coming.


Altruistic_Win7488

We fucked up right ?


kids_eat_drugs

Educate yourself. It’s a better investment than your NIO investment for sure


Curious_Poet_592

Dilution or not?


kids_eat_drugs

Copied from u/ThetaForLife on another post “It’s not dilution. The total amount of shares is the same. They only converted some class A (not tradable shares) into class B (tradable shares). Meaning they sold their ownership for money - not creating more new shares like regular dilutions. Hence, they did not dilute anything. This is only the market’s reaction to the news. Btw correct me if I was wrong. I only learned about the classes and dilution an hour ago thru a random article. Not financial or educated advice.”


Altruistic_Win7488

A class non tradeable which nio owned are getting sold by putting them in the market, so it is not dilution but there will be more shares in the market Which are tradeable. At the Market Offering they sell ownership for money with minimal market impact, flexibility, control, speed, less distraction and there is no lock-up ATMs are only good for smaller amounts of capital raising. www.lexisNexis.com/lexis-practical-guidance/the-journal/b/pa/post/understanding-at-the-market-offerings


Curious_Poet_592

It says class A. No class B.