A Bright Prospects Awaking!

$NIO Inc(NIO.US)$ NIO was founded in 2014 (7 years ago), and only listed on NYSE in Dec 2018. Now it is also listed on HKSe and SGX as secondary listing. The company was near bankrupt at one point but managed to turn around with a huge financial support from the provincial government. That has proven that NIO has a strong and capable management team with a strong backing from the government.

Their engineering team has revolutionised the EV mobility. It has completely decoupled the battery (analogous to the engine in an ICE vehicle) from the vehicle chassis. This means that you can always have the newest, most advanced 'engine' available on the market, in your EV. You will never have range anxiety ever again. You will never have battery degradation issues ever again. Your vehicle will hold its value much longer than the conventional EV’s and ICE vehicles. Deprecation of the vehicle will be a lot slower as well. If you are an early adopter you can even get free battery swaps for life.

NIO persevered with Battery Swapping and has over 9 million proven battery swaps so far. Statistically significant to prove that swapping is not a fluke. Battery Swapping is already in Norway and will be expanding throughout 25 countries in Europe by 2025.

Not only that, NIO has built a whole ecosystem around Battery Swapping called BaaS - Battery as a Service. This will bring recurring revenue year after year just like your Microsoft 365 subscription!

There is a lot coming up to look forward to for NIO despite the known horrific ongoing macro issues currently weighing ALL stocks down particularly GROWTH stocks like NIO.

June 1 - NIO slated to release Q1'22 earnings report which will probably be the best ever (consensus estimate EPS: -0.14, Revenue: 1.553Bil). Key, however, will be the GUIDANCE for rest of 2022 and beyond.

June 1 – May deliveries report. Don’t expect miracles due to ongoing Covid lockdown in China. It will get better as the year progresses.

End May – formal release of ES7 at Shanghai Auto Show, Covid issues allowing! (Note formal specs were released last week to the media).

End May – revamped ES8 / ES6 / EC6 goes on sale.

June/July – Expect the announcement from the Chinese security exchange commission CSRC and the US SEC PCAOB on China clearing audit hurdles of HFCAA and in doing so, completely removing the DELISTING FUD from all Chinese ADR’s listed in NYSE.

September – 1) NEO Park opens for production. 2) ET5 goes on sale. Reported 100K units backlog.

Q4 – Official launch in Germany / Sweden/ Denmark / Holland. Announcements on new European NIO House, Battery Swap Stations etc.

December – NIO Day. Updates on mass market brand, 3 new additional NIO Vehicles for 2023. Update on NEO Park Phase II. Update on next 6/7 countries roll out for 2023. Update on Hungary Power Factory (Battery Swap Stations , Super Charger piles manufacturing etc.)

Q4 - 150 KWH semi-solid state battery released from Welion, offering 1,000 Km’s per charge NEDC range. First of its kind in an EV Battery.

Other events worth mentioning:

June 1 - Most probable announcement of the Covid relief in major cities in China. NIO's production and supply chain would slowly and surely be back to normal.

June 10 - Fed announcement that inflation has peaked in the US hence the stock market would be exuberant, further pushing the growth stocks up.