Mmn

Interested in investing, business and finance, football (not the American one), following what humanity is up to. $NIO

[Mmn @1ammmn]

You rode #NIO all the way down over the last 5 years
Witnessed bad execution, EPS tanking and multiple dilutions!

Now that EPS has reversed and climbing, breaking even and executing a lot better
You owe it to yourself to sow when fundamentals are flipping to our side

[Mmn @1ammmn]

“Rules for thee but not for me”
“All animals are equal, but some animals are more equal than others”
George Orwell in his 1945 must-read masterpiece of a Novel, Animal Farm.

[Mmn @1ammmn]

Now that #NIO tides are changing.
I learned and I’ve been through a lot with this company through the past five years.
Heavily invested quite literally my money and mind.

To the OGs who weathered this all.
God job, we’ve made it
My first ever order of MANY:
(Share yours)

[Mmn @1ammmn]

@SenWarren Oh dear, let me call my senator and … oh wait!
Stop yapping and do your job, useless bunch of $@*#! congress!
Get paid by me but do whatever your donors plot.
Senator, you and others on both sides are nothing but theatrical puppets!

[Mmn @1ammmn]

Dear @X
I need to sort my timeline with most recent first!
I do not care about yesterday’s tweets when or someone’s reply from 3 days ago.
One can’t follow a war properly nowadays!

[Mmn @1ammmn]

Clearly #NIO is NOT on the list.
However, Imagine NIO making advanced WMDs and still valued at $12B
@unusual_whales fix this

[unusual_whales @unusual_whales]

JUST IN: The Pentagon has placed several Chinese companies on its list of firms allegedly supporting the military, including Alibaba, $BABA, BYD, $BYDDY, Baidu, $BIDU, COSCO, https://t.co/VCkkTzxKXA, Huawei, and NIO, $NIO.

[Mmn @1ammmn]

I apologize for interrupting your feed full of Epstein,
It is only fair to buy #NIO, I bought back any shares I had sold before + a bit more.
I was never fully out, but now I’m fully in + more.
You can go back to Epstein or other world ending topic on your for you page.

[Mmn @1ammmn]

With EPS rising trend, shorting #NIO now is based on hope.
Exact hope people had when buying it when EPS was falling, we know how that ended.
Q3 EPS is out soon, if that’s a 33% improvement market cap and share price would triple.
When we’re profitable, blue sky is the limit!

[Mmn @1ammmn]

Shorting #NIO now is like buying > $50!
NIO EPS has been steadily improving after years of terrible performance.
Q3 2022 $NIO had similar EPS, valued at 38B market capital.
If we apply that to Q2 2025 EPS, we should be at $13 per share (adjusted for dilution)!
#NIO is strong

[Mmn @1ammmn]

@0xRarest Thanks, same to you
Happy Tuesday and everyday!

[Mmn @1ammmn]

NIO Q2 results vs profitability goals:
Vehicles sold: 50K goal, still far.

GM 17% goal, currently at 10%
R&D expense 7% goal, currently at 18.6%
SG&A 10% goal, currently at 24.5%

#NIO
All metrics improved, baby steps in the right direction
Needs laser focused execution
Holding

[Jason @Jas0nYu]

NIO Q4 Profitability Plan
•Over 50,000 units in monthly sales for Q4
(25,000 units per month from NIO, and 25,000 units per month from ONVO’s three models)
•Gross margin of 17–18%
•R&D expenses at 6–7% of revenue
•Selling expenses at 10% of revenue
$NIO

[Mmn @1ammmn]

@unusual_whales If they can afford these high rates they’re already winning!
If it goes up, they’re protected, if it goes down they refinance.
Lets not forget refinancing the 1M sale price they locked at purchase is better than buying the same house for 1.25M whenever rates are down.

[Mmn @1ammmn]

NIO can solve world hunger, cure cancer, achieve peace in the middle east and build a swap station on Mars and yet share price won’t recover if all that doesn’t turn EPS positively.
Or, sell lemonade with all the limes it gets, WITH positive EPS and it will be back to ATH.
#NIO

[Mmn @1ammmn]

@spectatorindex I wonder what sitting for 3+ hours at an office does!
Minus the adrenaline.
Sometimes research are made to mask a predetermined outcome 😁

[Mmn @1ammmn]

I’d much rather @CapitalOne passed down some of the increased costs of Venture X travel benefits to me than cancelling all advantageous benefits to keep my annual fee the same!
Terrible move!
I’ll be checking competitors and probably not renewing membership!

[Mmn @1ammmn]

The ONLY metric that matters!
Terrible financials @WilliamLiNIO
We will revisit 52w lows before next earnings!
The delusional #NIO fanboys will say double bottom is actually good yada yada!
Trimming my position heavily at the first opportunity.

[CnEVPost @CnEVPost]

Nio's net loss in the first quarter increased by 30.19 percent year-on-year, while decreased by 5.08 percent compared to the fourth quarter. $NIO

[Mmn @1ammmn]

@ricosuave33333 @PriitReal @NitinKumar_X @ShaunTrades_ @WilliamLiNIO Check my NIO tweets over the last 5 years then report back.
If you think I’m defending bad deliveries, you need to drink your coffee and read again.

[Mmn @1ammmn]

@PriitReal @NitinKumar_X @ShaunTrades_ @WilliamLiNIO They had lower losses when we sold much fewer cars prior to 2024
There were far less incentives and trade spend, fewer models and less supply variability
R&D bill could be lowered or accrued differently
There are multiple ways to profitability even with lower deliveries than plan

[Mmn @1ammmn]

@NitinKumar_X @ShaunTrades_ Don’t be so fixated on deliveries!
440K with loss, will you be happy then?
I’d rather no growth in deliveries but turn a profit
If #NIO is profitable, he can get away with missing deliveries, but never the other way around.
@WilliamLiNIO

[Mmn @1ammmn]

Here we go again!
If #NIO reports no improvement in losses and EPS I will be selling 80% of my position.

~20% improvement, I’ll hold.
>20% improvement I’ll buy back what I sold last earnings.

$NIO
@NIOGlobal
@WilliamLiNIO

[Mmn @1ammmn]

NIO reported higher losses!
Which means, all the new shenanigans aren’t paying off!
Very weak guidance for Q1 25!
I’m trimming 30% of my position!
Due your own DD!
$NIO
#NIO
@NIOGlobal @WilliamLiNIO terrible performance!

https://t.co/cIMaR9Ao11