TooFrank
12 시간 전
China has been pulling their money out of the USA for almost a decade. The USA has imposed trade restrictions, not tariffs on China for decades to protect US companies. Chinese EVs is just one example. China’s trade with BRICS nations in the belt and road initiative has been growing while trade with the USA has been shrinking.
China’s exports to the USA accounts for about 14%-16%, (shrinking every year) of total exports.
China isn’t dependent on the USA for anything… not food, not energy not chips, AI nor chip manufacturing.
The USA depends on China for rare earth metals used in manufacturing from electronics to weapons and munitions. Mining is a 12-15 year process from geoengineering to finished material. The USA depends on China for pharmaceuticals, medical equipment and supplies… and on and in. The USA is delusional in believing it has leverage against China and BRICS to bribe and blackmail them into compliance.
The USA can no longer bully Russia, China or Iran with sanctions, tariffs or war threats. The world is shifting away from the Hegemonic Psychopath’s that control Washington and the EU.
I truly believe WW3 is inevitable to stop BRICS. BRICS is an existential threat to the Elitist Western Hegemonic Psychopath’s power, control and profit over humanity… “You will own nothing and be happy”. China and Russia are the heart and backbone of BRICS. All this propaganda about national security is being used to justify stopping a legitimate financial entity from competing against the Western Hegemonic Psychopaths. China is not a threat to US citizens or national security. China is a threat to the Western Elitist’s financial blackmail over nations and humanity.
TooFrank
3 일 전
Shorting syndicate subtle but effective manipulation.
Reality…
Cash and cash equivalents, restricted cash, short-term investment and long-term time deposits were RMB41.9 billion (US$5.7 billion) as of December 31, 2024.
Short Syndicate Manipulation
How Long Before Nio Runs Out Of Money | Stock Analysis
Have a listen… 1 minute 35 seconds, to the
sweet little girl’s trustworthy innocent voice. AI is flooding media with hundreds of daily messages trashing NIO, their EVs and Power Swap Stations.
JamesGMS
4 일 전
Hello Frank, I just ran across the following - thought you would find it interesting.
"Nio Undervalued:
Nio stock is heavily manipulated by naked shorting, dark pools and spoofing. Simply put, Nio is not being properly valued as a company due to stock manipulation by Western financial power players.
Nio has invested and built billions of dollars of power infrastructure and technology. In China, Nio is number 1 in charging stations and battery swap stations. Nio is blanketing China and with first mover advantage has the best locations for charging. Nio has partnered with both State/local governments to build out power infrastructure and has at least seven car brands that will be using Nio swapping technology in their upcoming vehicles. Nio has partnered with CATL the global leader in EV batteries, in future swapping stations. China's central government passed EV battery inspection legislation that benefits Nio and is working with Nio to develop battery swapping standards. Contrary to shorts, Nio is not going bankrupt, because it's in China's national interests to dominate the global battery swapping standard.
Recent developments in US tariff attacks benefit Nio. China's reciprocal tariffs will increase the price of Nvidia's expensive Orin X EV chips that go in BYD, Li Auto, Xpeng, Geely/Volvo, Mercedes-Benz, Toyota cars, decreasing vehicle margins. Nio has stated it saves RMB 10,000 per vehicle by using in-house Shenji NX9031 chips even before tariffs. Nio's decision to invest in chips will insulate it from US tariff attacks and Nio will benefit from non-US EV companies interested in buying Shenji chips instead of Nvidia. The tariffs will also raise battery prices, giving advantages to battery swapping and being able to rent batteries or choose smaller batteries depending on need.
There is a brainless trope pushed by shorts that fast charging will render battery swapping obsolete. Any fast charging technology will benefit Nio because Nio cars charge IN ADDITION to battery swapping, but ordinary EVs do not battery swap in addition to charging. Furthermore in 6-7 years the warranty on over 20 million EV batteries will expire. The closer they get to that date, the more resale values will drop. China's central government is aware of the environmental issues of degraded batteries and I believe that is why China's government has the forethought to support battery swapping. Consumers are going to need to be able to replace their batteries cheaply and efficiently. In my opinion, the current system without battery swapping is actually the model that will become obsolete.
Fast charging does not operate in a vacuum, it requires power infrastructure that can handle massive draw of electricity. Current power infrastructure, even new infrastructure in China, will struggle to handle the current rate of EV adoption plus the super fast charging proposed by BYD. Nio with over 3,000 battery swapping stations has the potential to convert those stations into power modules that will supply electricity to fast charging piles instead of drawing directly from municipal power grids. Power modules are the future and will be replicated globally. Nio has multi-year first mover advantage in China, the world's largest EV market.
Not financial advice but based on these factors, I believe Nio's stock price without financial manipulation/suppression, should be around $50-60, regardless of current unprofitability. Xpeng is unprofitable and it's not even building infrastructure. Tesla wasn't profitable for over a decade and its stock price still 10X'd while unprofitable. Rivian and Lucid are both more richly valued and their sales are a fraction of Nio and their losses are growing. The reality is that shorts have distorted the prospects of Nio and continue to dominate the direction of stock price, regardless of Nio's actual merits."
All this noise about Trump, for me, is good news for Nio, which isn’t affected at all by US politics. These prices allow me to buy more shares. What’s more, it could benefit Nio in making other deals with the EU or other countries. Yesterday, I transferred money to accumulate more on Monday. I’m in no hurry; I check in real life every day what Nio is doing and what it’s putting on the streets.
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