[TooFrank]

AIF25 Efficient Workflows NIO
5 hours ago
✅ Version control and asset tracking
✅ Simplified collaboration across teams
✅ Visibility across the full development lifecycle

In this AIF25 session, NIO explores how growing project complexity led them to rethink how they manage design and engineering pipelines. Learn how they used Autodesk Flow Production Tracking to improve visibility, streamline reviews, and reduce bottlenecks — without scaling overhead.

[TooFrank]

Gasoline now $4.00 in China, will double as the Middle East becomes embroiled in a regional war.
EV sales should ramp up with the increase cost of petro.

[TooFrank]

Another NIO spin off poised for profit.

NIO Chip unit will be sold to the CCP just like the Battery Asset Company, and (NIO Power?), The chip spin off will be called Anhui Shengji Technology Co Ltd. It will sell chips to NIO Inc giving the spinoff a guaranteed profit like the Battery Asset Company. Soon we will be stuck with only the shell of a truly advanced superior money losing EV company that can’t sell vehicles.
Nio in talks to bring in strategic investors for chip unit, report says
https://cnevpost.com/2025/06/18/nio-in-talks-bring-strategic-investors-chip-unit/

[TooFrank]

Chinese cars and factories flooding EU market, and blow up protectionist tariff system
20K views · 5 hours ago...more
Just how incompetent is NIO’s management? NIO didn’t double down!

But China's carmakers doubled down in Europe instead, and exported record volumes of hybrid vehicles, which were exempted from the tariff systems.

[Mr. Dragon]

I wonder if the holdup in Europe about price minimums is because of Firefly waiting to enter that market?

[TooFrank]

Over promise and under deliver…4,730 insurance registrations.

[Rosym]

Nio partners with distributors to expand into more European countries

🔹Nio has announced its entry into four new markets: Portugal, Greece, Cyprus, and Bulgaria. Additionally, it will transition to a distributor-based sales model in Denmark.
🔹Nio will launch a total of five models in these markets, including both Nio's main brand and the Firefly sub-brand.

NIO Coutinues Expansion in Enrope.

[TooFrank]

Ford CEO: Rare Earth Supply Is ‘Day to Day’ After Plant Halt

Bloomberg Podcasts
Jun 13
Ford Motor Co. continues to struggle to obtain rare earth magnet supplies that are essential to car production and have already forced a temporary shutdown of one of its factories.
The supply of the critical components has been trickling out of China, which has instituted a new approval process for exports of rare earth…

[TooFrank]

BaaS, On second thought…

The Battery Asset Company isn’t getting and money from this bank transaction. It will free up money but not put money into the Battery Assets Company .bank account.

The Battery Asset Company is selling BaaS contracts to the bank to make good on the 60 day material supplier payment limit namely CATL.

The Battery Asset Company serves no purpose other than for the CCP to skim off profits from NIO’s most lucrative business operation.

[TooFrank]

Question? BaaS contract assumed by bank…

After the battery is basically paid for in 5 years who gets the free and clear BaaS cash cow. It looks like NIO is once again selling off its most lucrative assets to a bank. The bank that owns part of the BaaS company is the largest CCP Bank in China. Want to bet the bank buying the BaaS contracts is the CCP Bank🖕🏻

NIO STOCK NEWS🚀 Huge BAAS Change Saves Billions💰 in China

[TooFrank]

The 90.4 percent figure comes from Ret Col. Lawrence Wilkerson
Former Chief of Staff to the United States Secretary of State during a Judge Napolitano interview yesterday.

He makes the 90.4 percent assertion while responding to a question posed by Judge Nap. The exchange starts around 13:40 into the interview.

COL. Lawrence Wilkerson : Foreign Policy in Chaos
Streamed 17 hours ago

[Rosym]

No, China does not get 90.4% of its oil from Russia. While Russia is a major supplier, China's reliance on Russian oil is significant but does not reach that level. In 2024, Russia became China's top crude supplier, accounting for around 20-22% of China's total oil imports. China also imports oil from other countries like Saudi Arabia, Malaysia, and Canada.

[TooFrank]

$300 Dollars a barrel oil is coming.

China now gets 90.4 percent of their oil from Russia.

Israel is going to bomb Iran’s petroleum infrastructure.
Iran will bomb the oil and oil infrastructure to stop oil deliveries to Israel. That means every country in the region.

Is this the beginning of WW3.

[TooFrank]

The other miracle…
Israel bombs Iran’s Oil Infrastructure.
As promised…
Iran bombs all oil infrastructure in the Middle East.
Gasoline rises to $10.00 per gallon.

[TooFrank]

NIO needs an effing miracle just to survive.

In honor of Mr Dragon
The First Miracle would be the elimination of William Li.

First and foremost William Li needs to be replaced. Corporate joint ventures, financing, and collaborations will never amount to anything substantial with William Li in charge. Above all NIO needs new management.

Angelov has over 20 years of global experience in capital markets transactions, corporate development strategy, and business growth, having held management roles in the Middle East and Europe, and demonstrating outstanding performance in cross-border transactions, corporate joint ventures, financing, and collaborations,

[TooFrank]

2 simple facts

William Lie did NOT exercise his option to buy 13.5 million NIO shares.

NIO’s President transferred his shares into a trust where they can be sold without public disclosure.

[TooFrank]

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

[TooFrank]

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.

[TooFrank]

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.
.

[TooFrank]

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!

[TooFrank]

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

[BottomBounce]

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.

[Mr. Dragon]

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

[TooFrank]

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.

[BottomBounce]

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

[Mr. Dragon]

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

[TooFrank]

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.

[TooFrank]

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.

[TooFrank]

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

[TooFrank]

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. Dragon]

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.

[TooFrank]

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

[TooFrank]

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.

[Mr. Dragon]

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

[TooFrank]

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.

[TooFrank]

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

[Mr. Dragon]

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

[TooFrank]

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.

[Rosym]

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.

[TooFrank]

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

[Rosym]

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/

[Mr. Dragon]

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

[Mr. Dragon]

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

[Rosym]

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

[TooFrank]

NIO/CATL vs BYD.

[TooFrank]

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

[TooFrank]

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.

[TooFrank]

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)

[TooFrank]

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.

[Rosym]

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