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@liquidsky1967 @Philatoff $NIO When looking at FCF and other financials, you need to take a look to longer horizon. Annualy $NIO has never had positive FCF and with as-is sales, they never will have. Q FCF metric is pointless - it's called accounting tricks for a reason. $NIO's FCF is highly negative

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$nio as a car brand most probably will be sold or discontinued in following years. They just can ramp up nor hold sales. $NIO will transform to power company. Car business will be sold and $NIO will keep managing swap stations.

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@Philatoff you clearly have no idea what cash and cash equivalence means in accounting. Again, for $nio its mainly restricted cash they cant get hold on. Their real FCF has always been negative, always. Its very different for xpev.

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@Klp168 and still every single swap produces net loss for $nio.
They need to increase swaps aroun 2x to break even.

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@Philatoff xpev is up aroung 10% in two days. $nio closed red.
And they are running out of cash again. $NIO cant dilute anymore at current share price. What part of this is unclear to You or the bulls?

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@Derbermens61563 and $nio will again report huge net loss. These numbers are beatiful but really paint a wrong picture. $NIO's current operating model is not sustainable. They are still alive only due to dilutions. They need to double sales to even survive and have meaningful capital for dev.

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@Klp168 anybody wondering then Chris is one of the paid bots of Chinese gov. This has been a wide topic currently about $nio Take all hes posts with grain of salt. $nio is under tremendeous pain, their cash reserves are empty and sales honestly are horrific.

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@SignalsUSA $nio deliveries were awful. You always need to compare to competitors. Annul guidance can't be met. Profitability is out of the window plus they are running again out of cash.

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@DonnahueGeorge No, this is common shares transfer between accounts. Big institutions constantly do this - block movements. Usually it means these share are prepared for selling
$nio

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@Arni9320 @NIOGlobal @WilliamLiNIO I've been waiting their legal department to contact me for past 4 years.

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$nio essentially is bankrupt. Very few people understand that. I'm expecting nervous moves within 1-2 quarters. @NIOGlobal @WilliamLiNIO needs to dilute asap. They are effectively out of cash again. At current SP, they can't raise cash anymore. Only option is massive layoffs.

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@MarcBake1 @NIOGlobal @WilliamLiNIO cash and cash equivalence is not free cash. Please learn basic accounting. Now, take previous dilutions and their cash and cash equivalence values from their balance sheets and do the basic kindergarden math
$nio is essentially out of cash

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massive layoffs would free some cash for investments. $nio hires around 35k employees, which is absurd. They should cut it at least 50-60%, then their business model and current weekly sales, around 7-8k vehicles, could produce sustainable profits. Currently, $nio is dead.

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@dirtygreenpaper LOL, already fading. $nio
You should really stfu :D

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@MarkBTrades Its not a $NIO thing. Whole China is bust. Dont blame $nio, they are actually doing well.

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@WhaleInsider lol, no they did not.

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@BrianTycangco I don't know where you get the data but national team has intervened only once currently. There are no buys or plans to buy anything at current stage.

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@trogg_cs @DavidAbitb43802 look at last dilution and amount, and then take a look that Q cash and cash equivalence and ask why they diluted.

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@abram_aziz @WilliamLiNIO @NIOGlobal @elonmusk stop the BB bullshit. Look at the balance sheet. $NIO has no capital for buybacks. $NIO situation is so dire that most probably they need to declare ch11 this year. They are effectively out of cash and with current SP they can't also dilute anymore. Its pretty much over.

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@DavidAbitb43802 they need to dilute soon. Diluting at current SP $NIO essentially is selling off their company. It's only matter of time delisting or ch11 or going private is going to happen by some of the major shareholder. $NIO will be the first Chinese major player to go down.

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@DavidAbitb43802 $NIO is bankrupt. Amazing that You don't recognize that. Their capital need is around 1 billion usd a year. The problem here is that MM have collapsed the SP meaning they NIO can't raise capital anymore from US markets. That's dead end for $nio.