NIO Inc (NIO) Options

NIO Mitch… losing integrity?

How about addressing the Dolphin Research report. https://longportapp.com/en/topics/30645836

Nio Chinese EV Maker Just Inked Huge Deal With Apple , And Made Strategic Hiring

BYD is an Enron type predator company.

For you youngsters…

Enron, an energy company, was embroiled in a massive scandal involving widespread accounting fraud, ultimately leading to its bankruptcy and the downfall of its executives. The company used complex financial schemes, including off-the-balance-sheet partnerships and special purpose entities (SPEs), to hide billions of dollars in debt and inflate its earnings. This allowed Enron to portray a false image of financial strength, leading to significant losses for employees, investors, and the overall economy.

This is some serious 💩

BYD, Geely, Great Wall, Nio! Whose life-and-death ordeal is the 60-day payment term?

Now we know why NIO hired Bagrin Angelovhim

https://longportapp.com/en/topics/30645836

3) Red line warning type: Leapmotor, Nio, Jiangling, Changan, Seres are also on the edge of danger, although cash can make up for the gap caused by the shortening of the payment term. But the actual normal operation of the company itself requires a certain cash turnover, theoretically also needing to raise funds
4) Dangerous companies: Strict enforcement is likely to require immediate external financing. Ranked by cash gap from high to low are BYD, Geely, Great Wall, FAW, JAC, BAIC BluePark, Dongfeng. Directly cash is not enough to repay, requiring immediate external financing.
.

Accuse your enemies of doing what you are doing.

The oldest truck in the book.
BYD is a predator company.

BYD FURIOUS: Publicly Accuses Rivals of Sabotage in EV Price War!

Well… it looks like William Li did not exercise his option to buy 13.5 million shares. What does the tell you?

Hedgefunds are buying $NIO Trexquant Investment LP acquired a new position in shares of NIO in the fourth quarter worth about $3,305,000. Raymond James Financial Inc. acquired a new position in shares of NIO in the fourth quarter worth about $1,776,000. AI Squared Management Ltd purchased a new stake in shares of NIO during the fourth quarter worth about $1,491,000. SBI Securities Co. Ltd. acquired a new position in shares of NIO during the 4th quarter worth about $1,360,000. Finally, Arizona PSPRS Trust acquired a new position in shares of NIO during the 4th quarter worth about $1,330,000. Institutional investors and hedge funds own 48.55% of the company's stock.

The only new executive I want to see at NIO is the CEO that replaces drunken sailor Billy Lie.

Profitable by Q4 my A&$.

Nio welcomes new exec who could help improve its financial situation, report says
https://cnevpost.com/2025/06/11/nio-welcomes-new-capital-markets-exec/

Angelov's appointment is expected to open new financing channels for Nio, the report noted, highlighting that the company is currently facing its darkest period since 2019.

Artificial Intelligence https://www.nvidia.com/en-us/solutions/autonomous-vehicles/partners/nio/ $NIO $NVDA

No...they aren't. They will be kept out.

Are Chinese Cars About to Conquer America?
A silent invasion is underway — and it’s not with tanks, but with electric cars. Chinese automakers like BYD, NIO, and others are rapidly entering Western markets, offering cheaper, smarter, and surprisingly high-quality vehicles. While American and European brands struggle with rising costs and bureaucracy, China is moving fast — and hitting hard.

Western automakers are closing plants as managers consider moving production to China
Auto plants across the world are running out of electric magnets, which power everything from fuel injection system and brakes, to power windows and seats.

Production lines are closing in Japan, Europe, and in the United States. India, the world's 4th largest auto manufacturer, is days away from production cuts.

Who are they working for.

The syndicate needs to be identified. The Naked short selling and paid to borrow shares operation needs to be exposed to the world by the CCP. .. All the way to Wall Street (or the predator company BYD) if necessary.

Nio Chinese Authorities Just Detained. This Will Not End Well

Leasing of the property locations is done years in advance. NIO power has changed their Power Swap Station deployment model to a Franchise/Partnership Model. NIO is only building and managing the swap station ecosystem. If a partner or franchisee (Chinese Government) has a property preference or owns a property for a new swap station site located near a current NIO leased area. It makes no financial sense for NIO to maintain a lease on the property.

Mr.P reports that the company has reneged on some leases for swap station locations. That is a strong indicator that CATL will indeed be taking over. There goes our moat.

Hopefully the Cost-Based Unit isn’t a Crash&Burn Unit.EOM

Unfortunately the Zero-Miles angle is on the CCP’s radar as a no-go. The past ONVO manager fell on the sword for the company. The present ONVO manager is the best thing NIO has going for them.

We didn't think he would make guidance in Q4 eitherv and he did.....albeit from selling zero miles cars to used dealers.

It isn’t unreasonable to believe NIO will continue increasing vehicle sales numbers. The rate William Lie is predicting. 50,000 vehicle sales per month, not including Firefly, in Q4 2025 is lunacy. 50K per month in Q4 2026 is clearly a realistic possibility.

Exactly. I am sure CYVN doesn’t expect to pay top dollar either.

Should we really care? It's not like McClaren makes high numbers of vehicles.

Now we know why NiO is collaborating with CATL.

McLaren is building a small battery hybrid ICE vehicle with just enough electrical power to support all the bells and whistles of the ET9.

Nio to supply batteries to McLaren, report says
https://cnevpost.com/2025/06/06/nio-to-supply-batteries-to-mclaren-report/
The first iteration will feature a battery pack with a capacity of about 10 kWh, intended for McLaren's hybrid models, the report noted.

Nio says Onvo's 'tie-up' with Didi not company-level move
Onvo's partnership with Didi is not a company-level move, but rather an experiment by a regional team.
A video earlier this week showed Onvo delivering some vehicles for Didi's ride-hailing fleet.
Nio (NYSE: NIO) has clarified its sub-brand Onvo's collaboration with ride-hailing giant Didi following widespread discussion sparked by a video.

The collaboration is not a company-level initiative, a Nio spokesperson told CnEVPost, adding that it was a pilot test by a regional team using several vehicles for high-end ride-hailing services.

Earlier this week, a video circulating on Weibo showed Onvo delivering some vehicles for Didi's ride-hailing fleet.

15,000 Moped, Trike, Motorcycle and Rickshaw drivers.

Onvo L60 joined Didi, it is bigger than Uber.
Uber: 70 Countries, 15 million drivers.
Didi: 15 Countries, 15 million drivers, and driverless.
Didi Website: https://web.didiglobal.com/

Why is this a big deal? Will the L60 be able to do something that the taxi driver can't do with his phone?

Why the junp today.....other than being oversold?

Huge Breaking News Onvo L60 Just Joined China's Ride Hailing Giant Didi 🚀

NIO/CATL vs BYD.

The PPS says something is brewing. CATL has the money and financial incentive for owning or partnering with NIO to compete against BYD.

Profit sudden and massive…NIO is selling off assets.
The only reason why I am invested in NIO “Battery Swap” is being sold off?
LatePost's report did not specify what the Nio asset is, but it is likely related to battery assets.
Nio in talks with potential buyer to sell stake in key asset, report says
https://cnevpost.com/2025/06/04/nio-in-talks-sell-stake-key-asset-report/
Nio (NYSE: NIO) is in talks with a potential buyer to sell a stake in a key asset, Chinese tech media outlet LatePost reported last night.

NIO owns only 19% of the BaaS rental company.

Misinformation

NIO's Battery Subscription Model Is Printing $82M/Month | NIO's Secret Cash Machine (Battery Swap)

NIO post more plans than vehicle registrations.

Nio Inc, brands, saw insurance registrations of 5,400. A decrease of 17.30 percent from the previous week.

NIO Expands into 7 More European Markets
· NIO plans to expand into Austria, Belgium, Czech Republic, Hungary, Luxembourg, Poland, and Romania as the next step in its European growth journey.

· NIO introduces a multi-brand offering with NIO and firefly to reach new user groups.

· Partnerships with local distributor groups set the foundation for expansion. New Partnership for Seven European Markets

NIO long-term valuation explained (Long Version) $100 NIO coming!
Despite what's going on with BYD, NIO will succeed in becoming the premium EV brand worldwide!

Li buying 13.5 million shares today drove up the PPS. 😐

Mr "P" posted a vid on "$930 million explained." No video necessary Mr. P....... Simply post a portrait of Billy Lie and that will cover it.

That call will be scrambled of course.

Morgan Stanley Maintains Bullish View on Nio After Q1 Results

https://eletric-vehicles.com/nio/morgan-stanley-maintains-bullish-view-on-nio-after-q1-results/

Yep 👍😂

Baked in results coupled with being oversold already. I think that saved us from a drop. However, the syndicate may make phone calls tonight AH. You never know.

Nio Q1 As Expected, Future Guidance Unexpected

Did NIO Mitch die or is he in the hospital.
No video for 3 days…
He wasn’t feeling well a couple days back. Hopefully he just has a bad case of the DARPA Wuhan biological warfare flu.

Thought we would be in the $2.00s by now. PPS is holding up better than I expected.

The New CBU = Cash Burn Unit.

Quarter Over Quarter is what paints the picture most for what to expect Q2 2025.

Net loss decreased by $44.1 million quarter over quarter.
Expenses decreased by $61.9 million quarter over quarter.
Revenue is down 39%…WTF.
The drunken sailor had one less beer this quarter. Shorts love habitual spending failure to deliver drunks.

Of course it will.......but will he buy?

NIO Inc. delivered 23,231 vehicles in May 2025, representing an increase of 13.1% year-over-year. The deliveries consisted of 13,270 vehicles from NIO, 6,281 vehicles from ONVO, and 3,680 vehicles from firefly. As of now, NIO Inc. has delivered a cumulative total of 760,789 vehicles, of which the NIO brand has delivered 710,655, the ONVO brand has delivered 46,223, and firefly brand has delivered 3,911

NIO Inc. Delivered 23,231 Vehicles in May, Up 13.1% YoY

Think about it…

Why is William Li waiting until the last day to buy shares. Certainly not to buy them at a higher price. Why is Q1 financials being released on the 2nd to last day Li has to exercise his option to buy? Will Q1 financials present a buying opportunity for Li?

Trump is blackmailing the EU into raising tariffs on Chinese imports to avoid being tariffed by the USA.