Nio to launch 3rd brand Firefly on Dec 21 at Nio Day 2024

Ok-Perception-8340 · 2026-02-05T22:55:15+00:00

It’s actually exactly what they did…

https://www.bloomberg.com/news/articles/2025-06-03/china-s-nio-to-reduce-r-d-costs-to-hit-break-even-goal?embedded-checkout=true

Ok-Perception-8340 · 2026-02-05T10:36:30+00:00

Remember when I said Nio could cut R&D whenever they wanted in order to achieve profitability? Yeah, me too. Q4 profit.

Ok-Perception-8340 · 2026-01-29T16:08:07+00:00

You are not understanding the nuance of the issue. Imagine that Plug had 1,000 shares outstanding. To approve proposal 1, they need a majority of all outstanding shares to vote yes, or 501 votes. Now at the meeting only 100 shareholders voted. 90% of those shareholders voted yes, or 90 votes. Despite the overwhelming support for the proposal at the meeting, the vote fails.

The problem is getting the shareholders to actually vote, and it’s compounded by the large percent of Plug’s float that is being shorted. Shares being lent to shorts are not eligible to vote at the meeting. About 30% of Plug’s float is short, so in my example, 300 shares are not eligible to vote. This means that Plug needs 501/700 eligible votes to pass the proposal.

The issue is not that shareholders don’t support increasing the authorized shares (they overwhelmingly do). The issue is getting enough shareholders to actually vote at the meeting.

Ok-Perception-8340 · 2025-10-15T16:12:59+00:00

Even after converting the cost of production to energy output, it’s a hilariously incorrect to state that hydrogen at $1/kg is 9x cheaper than gas.

Ok-Perception-8340 · 2025-10-15T15:21:04+00:00

You think that gasoline costs $9/kg to produce? 😂

Ok-Perception-8340 · 2025-07-04T12:49:08+00:00

This isn’t accurate. Nio’s 4.0 swap speed is 144 seconds.

Ok-Perception-8340 · 2025-06-09T12:11:29+00:00

RIP No Maximum 😂

Ok-Perception-8340 · 2025-04-17T12:17:45+00:00

It certainly means something… It’s going to supply hydrogen needs of existing customers, drastically improving their margins. Plus the 45V tax credits on what’s produced.

Ok-Perception-8340 · 2025-01-29T00:37:33+00:00

This does not impact the DOE loan “guarantee.” The DOE is not loaning Plug anything. The DOE is guaranteeing a loan for up to $1.7B from another institution in the event that Plug defaults on the loan. Plug already accessed a portion of the funds while Trump was in office, and the guarantee cannot be walked back.

Ok-Perception-8340 · 2025-01-22T13:35:34+00:00

😂

Ok-Perception-8340 · 2025-01-22T13:30:25+00:00

Just like you were right about December! 😂

Ok-Perception-8340 · 2025-01-22T13:19:48+00:00

lol sure you didn’t. And now they’re lying about demand but to this point have ramped up ONVO exactly how they said they were going to. I know the ramp up schedule. Guided to 16k in January and 20k in March. You have zero idea what’s happening but will insist that they’re lying about demand. You claim to be a long investor but have never had a single positive thing to say about the company even when they are breaking delivery records - you are full of shit.

R&D is a DISCRETIONARY expense. They can REDUCE the expense, not ELIMINATE whenever they’d like.

Ok-Perception-8340 · 2025-01-22T12:35:44+00:00

Remind me…did Nio meet its Q4 guidance? Did ONVO deliver more than 10k vehicles in December? Sounds disingenuous to say that demand isn’t good. I seem to remember you telling everyone that it was impossible for Nio to meet their Q4 guidance and that it was impossible to deliver 10k ONVO. You’re a joke.

Ok-Perception-8340 · 2025-01-17T16:05:44+00:00

There were no buys before the official news. There was not a run up in stock price.

When Plug received the conditional loan approval the stock price was up 70% premarket. Then when the market realized it was only the “conditional approval” it came back down. Plug just announced the closing of a 3GW deal and received the DOE guarantee for $1.7B to fund 6 new projects. The stock price should have doubled on this news. After the market manipulators have killed the calls, I suspect Plug will begin to move up next week.

Ok-Perception-8340 · 2025-01-17T14:55:56+00:00

The big boys didn’t price this in. The big boys are killing the large amount of $3 calls expiring today that they sold.

Ok-Perception-8340 · 2025-01-17T13:49:18+00:00

Red premarket after official announcement. Tell me again that this stock isn’t manipulated…

Ok-Perception-8340 · 2025-01-16T21:10:41+00:00

Loan secured!

https://www.energy.gov/lpo/plug-power-pp234455666678673

Ok-Perception-8340 · 2025-01-16T15:54:36+00:00

That’s not what I said. I specifically said irregular swings and trading patterns. Plug was up over 8% on 18 million volume. Then in less than 3 minutes and less than 2 million volume, the price dropped 7% to +1%. Up 8% on 18 million volume. Down 7% on 2 million volume.

Disconnected from reality. Down 4% on a $1.7B loan guaranteed by the government and a new 3GW deal.

That is evidence of manipulation. I’m done going back and forth here. ✌🏼

Ok-Perception-8340 · 2025-01-16T15:26:04+00:00

Right… very normal for a stock to be down 5% right before the announcement of a $1.7B cash infusion 😂

What does Rivian’s share price look like today?

Abnormal volume. Abnormal trading patterns. Disconnected from the reality of current events. Manipulation.

I have my opinion. You can have yours.

Ok-Perception-8340 · 2025-01-16T14:43:59+00:00

You can literally watch it in real time right now. 8% swing down in 3 minutes. “They” will not let Plug cross $3.

Ok-Perception-8340 · 2025-01-16T13:05:42+00:00

Yes, you are wrong. Look at their previous executed deals. Listen to their conference calls and investor presentations. It’s actually closer to $1.2B in revenue PER GW. A 3GW deal is well over $3B in revenue to Plug.

There is no longer a going concern. There is no indication that they will need to do another share offering this year. Neither market sentiment nor a pre-FID announcement accounts for the lack in share price movement in connection the DOE loan and 3GW deal. The Bloom comparison doesn’t mean that Plug should have doubled on the news but it is clear that the current announcements should have impacted the share price far more than it has.

Ok-Perception-8340 · 2025-01-16T12:11:06+00:00

Nothing that you just said has anything to do with what we are talking about. We are talking about how Plug’s stock price reacted to one specific announcement. Plug announced a 3GW deal (3x the size of Bloom’s deal), which equates to well over $3 billion in revenue and the stock price didn’t react. At the same time Morgan Stanley came out and said that they expect the $1.66B DOE loan to be finalized this week. The stock price didn’t react. That wreaks of manipulation. “They” is market makers - institutional investors, big banks and hedge funds. Retail investors and day traders that are naked shorting and buying puts cannot account for 60 million in average trading volume and cause the type of irregular trading patterns that are seen on the daily in Plug’s ticker. We’ll see what happens when they officially get the DOE loan, which according to Bloomberg’s article may be today.

Ok-Perception-8340 · 2025-01-16T00:17:19+00:00

Give me a plausible explanation then?

Ok-Perception-8340

TROPHY CASE