I think fair value right now is $20

ChristKitto
06-07

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$

I think fair value right now is $20. We sustain 20k per month run rate we get there imo. That would mean at 240k sales per year we'd be trading right now at sales value.

$Tesla Motors(TSLA)$ trades about 5 times so that would put us at a fair valuation of $50bn which is $25. Sure Tesla has better financials so that all needs to be considered.

We are now beginning to hit the numbers the company thought they would see in 2023. We sustain that plus a successful launch of Onvo and I think we finish the year in the $30-40 range. Middle East sales to begin later this year could be huge also.

I think 2025 will be the year that this company really establishes itself as the main rival to Tesla in China, possibly surpassing them. I do hope that common sense prevails in Europe with respect to the tariffs as I think that could be a great market for NIO.

At What Price Will You Bottom Nio?
Nio's Q1 revenue dropped 7.2% year-over-year and 42.1% quarter-over-quarter. After the earnings report, Nio plummeted 6.8%. ---------------- Are you still firmly holding Nio? What is the target price after the earnings report? At what price should you buy the dip?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment