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FISKER at an important support, ready for another rally?$FSR as it can be seen on the chart is at a support line which if it holds it will increase the chance to start a new rally. The other supporting conditions are oversold MoneyFlow or any momentum oscillator, a divergence between the price and the momentum oscillators for the last few days. If the support line does not hold, we should drop to the $12-$13 area, which has been a very strong support area even when there was heavy selling pressure on small caps particularly SPACs, and unbearably on most of the EV start-ups. So this area would present a very good entry point considering the risk and reward. Today, $FSR has a 4.65B market cap, which if we compare it to $LCID at 60.78B it is way cheaper. The only big difference is that Lucid has started to put cars on the street while $FSR is set to do so in November 2022. The first Fisker car is a crossover SUV called Ocean, which has a superior design and very competitive pricing revealed by the company in the LA car show back in November. I am expecting a huge run when it happens and most likely when we get closer to the production. Fundamentally, the company is doing well. Since it is still in its early stages it is considered risky, but given the lowered risk of production execution and having a top-tier design by the CEO himself this company had a lot of potentials for growth. EV stocks are expected to do very well in the coming few years as electrification is increasing exponentially. I am considering $FSR a good potential multi-bagger for the next few years, nevertheless, a lot depends on the execution of course. This is not financial advice, DYODD!
FLong
by IboProtrader
NIO Day 2021: Here's Everything You Need to KnowThe new vehicle targets Model 3. NIO held NIO Day 2021, its most important annual event, today in Shanghai's neighboring city of Suzhou to unveil the company's future plans and the highly anticipated new sedan, the ET5. The following is a live text update from CnEVPost based on content obtained at the event. William Li, founder, chairman and CEO of NIO, began by unveiling the company's plans for global expansion, saying NIO will enter Germany, the Netherlands, Sweden and Denmark next year. The company has already entered Norway, NIO's first stop in overseas markets, and opened its first overseas NIO House in Oslo in October. NIO aims to serve users in more than 25 countries and regions worldwide by 2025, Li said. NIO plans to have more than 1,300 battery swap stations, more than 6,000 supercharging piles and more than 10,000 destination charging piles in China by the end of 2022. NIO has provided more than 5.5 million battery swap services to customers, an average of 20,000 services per day. NIO announced the launch of Clean Parks, an ecological co-building program, and will invest CNY 100 million over the next three years to support the use of electric vehicles and the construction of clean energy infrastructure in nature reserves around the world. NIO's flagship sedan, the ET7, which has over 20 new features and enhancements in production, will begin locking in orders on January 20, with deliveries starting on March 28. The company's new mid-size sedan, the NIO ET5, was officially announced, featuring NIO's supercar DNA and a concept designed for autonomous driving. The length, width and height of the NIO ET5 are 4,790, 1,960 and 1,499 mm respectively, with a wheelbase of 2,888 mm. The ET5 is NIO's first model with an all-glass roof and is available in up to nine body colors. It is equipped with the same LiDAR configuration as the NIO ET7, with the component placed on the roof. The ET5 comes standard with NIO's super sensing system Aquila, as well as the super computing platform ADAM and frameless electric suction doors. NIO's latest autonomous driving technology, NAD (NIO Autonomous Driving), will also be available on the ET5. The full functionality of NAD will be available in a monthly subscription model, ADaaS (AD as a Service), with a service fee of CNY 680 per month, which will be provided gradually upon completion of development and validation. The interior of ET5 is similar to that of NIO ET7, providing an instrument screen as well as a central control screen. The lighting effects inside the car can follow the rhythm of the sounds. The ET5 will be equipped with AR/VR technology, and NIO has developed exclusive AR glasses with Nreal, an AR manufacturer invested by NIO Capital, which can project a 6-meter vision distance. NIO has also developed NIO VR glasses, the world's first automotive-specific high-performance VR device, in collaboration with NOLO, a VR technology company invested by NIO Capital. The ET5 uses a dual-motor intelligent four-wheel drive system with a 0-100 km/h acceleration time of 4.3 seconds and a braking distance of 33.9 meters from 100 km/h to zero. The ET5 with a 75kWh standard range battery pack has a CLTC range of over 550km. The ET5 with the 100kWh long range battery pack has a range of over 700km. The ET5 with the 150kWh extra-long range battery pack has a range4 of over 1,000km. The ET5 with the 75kWh battery pack is priced at CNY 328,000 before subsidies and CNY 386,000 for the 100kWh battery pack version. Consumers who use NIO's battery rental service BaaS will see the pre-subsidy price of the ET5 with the 75kWh pack reduced by CNY 70,000 to CNY 258,000, with a monthly battery rental fee of CNY 980. Under BaaS, the pre-subsidy price of ET5 with 100 kWh battery pack will be reduced by CNY 128,000 to CNY 258,000, and the monthly battery rental fee will be CNY 1,480. The NIO ET5 is available for pre-order now and will open for delivery in September 2022. This article was first published by Phate Zhang on CnEVPost, a website focusing on new energy vehicle news from China.
NYSE:NIO
by EqualOcean
Is the Sell-off Done in Independent EV Charging Stocks?After an eventful 2021, with EV manufacturer speculation at record highs despite recent deflation, the three most visible independent EV charging station stocks (CHPT, BLNK, VLTA) have had a mostly volatile year with a downward bias after the beginning of the year. Although valuations can still be considered rich given the YTD performance of these three companies and ongoing multiple contraction, the long term growth potential and regulatory tailwinds indicate growth from here is all but guaranteed, especially since the EV manufacturer market is expanding and the expectation of a single manufacturer covering the convenience charging needs of all of America and the world may seem farfetched. Range anxiety of the consumer will presumably mandate EV charging neutrality. The current market share leader of the three, CPHT, seems to be adequately executing a blank check philosophy in pursuit of growth given recent quarterly losses and with the highest sales, some of that growth is undoubtedly priced in given the current market cap. Given the energy revolution taking off and the massive total addressable market, is it possible there will be room for all involved to grow? Of the three mentioned in this post being all near critical support levels, which would you count on to capture most of the growth of this upcoming sector in 2022? Or has the bottom yet to come?
NYSE:CHPT
by MechInvest
NAKD shareholder merger approval special meeting on Dec. 21Naked shareholders will receive 7 shares in the new entity for every 3 existing NAKD shares they own. The combined company will have a market capitalization of nearly $2 billion. Cenntro Automotive, NAKD`s merger, is a leading EV technology company with advanced, market-validated commercial vehicles, that has selected Jacksonville, Florida for its first U.S. based manufacturing facility. I consider buying NAKD shares before the shareholder merger approval special meeting on Dec. 21 to be a good opportunity!
NLong
by TopgOptions
9
MULN undervalued EV play on Support levelMULN, Mullen and ARRK, a Leading German Automotive Engineering Company, yesterday Announced a Partnership for Upcoming Mullen FIVE EV Crossover! ARRK is a leading automotive engineering company, working with some of the most well-respected automotive manufacturers, such as BMW, VW brands and Mercedes-Benz. ARRK will be supporting Mullen Automotive in Computer Aided Engineering (CAE), body in white, battery, closures, interior, chassis, thermal, and infotainment engineering. 52 Week Range 5.45 - 19.15 Market Cap 129.909Mil Looks like a steal to me! My price targets short to medium term are $9.5 and $13.2.
NASDAQ:MULNLong
by TopgOptions
2
$LCID Motors Target - 35.58$LCID motors Target 35.58 Technical weakness here is pointing to a move lower… GL, and let me know your thoughts!! —————— I usually trade both ways, but lately I’ve been focusing more to the downside because of how high the market is. It makes more sense to sell puts right now, and I’m usually at Target 2. —————— I am not your financial advisor, but I will happily answer questions and analyze to the best of my ability but ultimately the risk is on you. Check out my ideas, but also do your own due diligence. I am not a bull. I am not a bear. I just see what I see in the charts and I don’t pay too much attention to the noise in the news. Very often you have to look at my charts from the perspective of where I’m looking to sell puts. But I also do open positions still once in a while. If you want me to analyze any stock or ETF just leave me a comment and I’ll do it if I can. Have fun, y’all!! (\_/) ( •_•) / >🚀
NASDAQ:LCIDShort
by SPYder_QQQueen_Trading
5
NYSE: NIO - LongTaking into consideration external factors such as Nio's continuously increasing production and sales numbers; I am very bullish on their price action for the coming months. Nio's daily chart is forming a beautiful descending triangle and I am currently anticipating a bullish impulsive movement to the upside. Price is currently sitting in a key demand zone coincided with a bullish convergence on MACD; this leaves me very bullish on calling bottom on this future stud of a stock. Long NIO at current prices Stop Loss just below $30. This is a long term position. Not Financial Advice.
NYSE:NIOLong
by EasyMoneySniper81
$NIO Bull Flagging$NIO - Chinese Electric Vehicle Maker From a technical perspective, this stock looks nicely set-up for another leg higher. If we zoom out from the chart above to the Monthly and Weekly time-frames, we see this same bull flag consolidating above major support at roughly $30. It is always a great sign to see confluence of trading signals when zooming out to the higher time-frames. Ideally, that is what you want in a trade (i.e. as many indicators and time-frames saying the same thing). For me personally, I like to see confluence from the monthly all the way down to the hourly and 30-minute charts. Those have historically been the best set-ups for my system. Looking at the Daily chart, I can see some resistance at roughly $45, $47, $50, and then $55. If the stock got above $55, then $60 is like a magnet for price and would come relatively quickly I believe. Then above $60 we would test the all-time highs of $65, and if we get above I see a price target of ~$100, which is a measured move based on the $35 range of the wedge pattern that has formed. Considering we are near the upper end of the range of the pattern, now would not be the best time to buy, considering we could drop back to support near $35 or go as low as $30-$31. These price levels would be good spots for low risks trades back up towards the downtrend line near $40. These levels could also be utilized for a low risk longer term trade/investment, as the risk is very clearly defined. I see numerous other trades that could materialize, one being the breakout over $45. This should then trigger long side buying momentum, and one could target $47, $50, $55, $60, and eventually even $65 if we get there. I would sell majority of my position within that range, and leave a small runner for that $100 price target. It's always best to lock in gains, leaving a small runner so we can still participate in any further upside of the trade, while also freeing up capital to put to work on other trades/pay ourselves for the hard work of trading. A wise trader once told me; "Never try to guess a top or bottom for exiting a trade; leave a small runner, and let the market take you out. This is how great trades can turn into spectacular ones." From a fundamental perspective, the EV space is certainly a hot sector right now, and this stock has gotten attention before from both institutional players and the retail crowd. As the US government continues to push and incentivize the transition to EV's, and with the Biden admin being weaker on China vs the Trump admin, I think $NIO has a solid economic and political landscape behind it to propel the stock higher. Full Disclosure: I am not an advisor/financial planner, these are strictly my ideas and are not meant in any way to be financial advice. Trading and investing carry substantial risk of loss and should only be done by those whom have the financial capacity to handle losses. I have no financial interest or connection in this company, and I am not a licensed financial analyst. Past performance is not indicative of future results.
NYSE:NIOLong
by CJO-TRADER
2
$WBX to $18 by Nov 30Wallbox is a Barcelona-based EV charging company that uniquely provides affordable home chargers for global customers. Their CEO is a former Tesla employee and the company has recently teamed up with UBER and SunVault to help expand into the US market. Expected EBITDA to be profitable by 2024 (remember, we're nearly in 2022!) with in-line revenue targets consistently reached as well as overcoming supply chain woes. A fairly underappreciated EV stock amongst traders and investors alike, though the upcoming US infrastructure bill and pre-existing EU subsidies for EVs, will continue to add value to Wallbox's share price. We have a modest price target of $18 by the end of the month with significant upside in the long term. Wallbox is a great backbone stock for those who missed or caught late the EV super trend.
NYSE:WBXLong
by TCM_Group
1
Tesla, NIO, More EV Charging Ecosystems To Fully Enmesh in ChinaBy October 2021, members of the China EV Charging Infrastructure Promotion Alliance have built 1.06 million public charging piles. Tesla landed its 1,000th charging station in China's mainland on November 1 in Shenzhen. In the meantime, NIO erected its 600th swap station. The two EV innovators have chosen different ways of providing charging services. Tesla rejected swap stations for high costs before NIO vindicated them. The latter's idea is to make it a part of the multi-layer charger system, which the NEV industry is hammering hard to build, based on different speeds. Moreover, this market has been designing faster solutions. The great leap of NEV facilities has caused low asset utilization that will likely stimulate charging networks to be open to each other. A structural revolution China's EV charging facilities are experiencing a structural revolution. In the early stage of mobility shifting to NEV, companies must roll out home charge suites to persuade consumers to buy EVs. But the speed can’t satisfy consumers that use cars frequently. Thus, many companies build their multi-layer charging networks, including fast direct current (DC) charges. The most typical companies that have two layers of charging networks include XPeng, Li Auto and BYD. They give consumers free seven kilowatts for home charging piles and supercharging stations that support 120 to 180 kW charging. But investing in DC infrastructure is costly, which stops some companies being able to afford hyper-charging stations. Instead, they leverage this service through third-party charging specialists such as TELD or Starcharge. Nowadays, buying cars from nascent brands like VOYAH, GAC Aion, or Weltmeister means one is free to use their networks. More subtly, Tesla gives clients an additional solution destination charging stations that offer low-speed charging (22 kW) in places like hotels. Among complicated charging network designers, NIO is an epitome. Apart from three ways of charging, it offers 20 kW home charging piles for selections and swap battery services. The inception of swapping batteries starts with the separation of vehicle and battery whereby consumers don't need to pay battery cost in front. The station can store a dozen batteries and finish the swapping process in five minutes. Except for NIO, a few brands are also building swap stations. BAIC's fourth-generation swap station can reserve 60 batteries and swap faster than NIO's. Geely's future electric truck will support battery swap as well. Not only OEMs, but the government also supports and unifies the development of the swap station industry. As part of the big scheme of shifting to EV, the Ministry of Industry and Information Technology of the People's Republic of China has pushed several cities to test swap stations for future deployment. A long way to go Although the swap stations have accelerated the process of replenishing energy, they also face many problems. A critical one is that the sector lacks non-standard batteries that enable cars to switch the battery in stations of other brands. Swapping stations place huge capital pressure on OEMs. For instance, building a swap station costs USD 300,000 compared with USD 100,000 for a hyper-charge station. According to Orient Securities' estimation, in China, the sector needs to invest over USD 2 billion in 2022 to build enough swap stations. The figure is projected to reach USD 11 billion by 2025. Besides, OEMs are developing ultra-fast charging solutions. Tesla is said to be preparing to upgrade the current supercharging network to 300 kW. Xpeng has disclosed (link in Chinese) an 800-volt platform. The fast-evolving industry is facing some problems. Low asset utilization is a critical one. China's EV industry started ten years before, and supported facilities emerged at the same time. According to the investigation published on d1ev.com (link in Chinese), a specialized auto portal focusing on the Chinese market, some charging facilities located in the suburb are badly maintained, charge high parking fees, which made them vacant most time. Although NEVs got popular in recent years, this problem still exists. The openness of various chargers can be improved. According to CAAM (link in Chinese), the utilization rate of charging piles is 3% to 5% and 10% is the threshold for the industry to profit. Unharmonized infrastructure is intensifying the issue. Charging stations of various brands do support other brand cars to plug in. But this isn't always the case. For example, Tesla V3 charging isn't accessible for NIO, XPeng cars, which these two are compatible with each other. As these NEV companies build more charging stations, vacant piles appear and NEV players must collaborate to increase utilization. Therefore, it's very likely for them to open charging facilities to each other fully. For the full article with the charts, please visit the original link.
NASDAQ:TSLA
by EqualOcean
ACDC is fully Charged and ready to explodeWe are seeing a big move to the clean energy worldwide again and a hype in the EV industry and everything related to it , we had this hype a year ago , now is the time to get into those hammered tickers and wait for them to explode again . ACDC is confirmed to supply Daymak with the batteries that they are going to use for their EVs, ACDC is also working to manufacture many products for the clean energy. TradeSafe Trade active @ 0.19 and looking to add the dip at 0.185 and adding big if it breaks above 0.21 or goes down to 0.175
ALong
by TopCalls
4
Tesla Can Deal with Supply Chain Shortage Unlike Chinese PeersBYD is positioned well, too. The global automotive industry is facing a deepening supply chain crisis. For one, Toyota: it slashed 40% of its planned production in September. Another case is French carmaker Renault: it expects to cut production by 500,000 cars this year. Although many companies have been making decisive moves, they haven’t seen much relief so far. On the other hand, NEV leader Tesla (TSLA:NASDAQ) delivered another record quarter again. Why didn't the shortage bother Tesla much? When will this supply chain mess be over? What's the crisis' implication on EV stock valuations? This article will answer these three questions. As we argued in our latest research report, there are at least four major factors causing this component shortage: The capacity cycle in the semiconductor industry Lockdowns affecting key suppliers Fast-growing demand for electronics Climate hazards and natural events The first and third reasons reveal the long-term bottleneck in the chip industry. Among other implications, this means most OEMs now need to pay more to get essential components. With its great cost control and supply chain integration, Tesla is likely to remain the least affected EV brand. Among Chinese companies, BYD can resist surging costs – but to a smaller extent than Tesla. NIO, XPeng and Li Auto will have to spend more money to deliver cars on time. Li Auto, for example, is said to buy chips at 800 times the normal price. We'll start with the semiconductor chip-related reasons. An eventful year The semiconductor shortage is both accidental and inevitable. Auto chips only account for 10% of the global semiconductor capacity. But the mounting demand for auto chips occurred along with a trough in the semiconductor market cycle, which has significantly affected global chip production. Before this trough, the most commoditized types of integrated circuits, like DRAM, had seen their prices declining, which made the sector's largest players postpone capacity expansion. Meanwhile, the pandemic forced workers far away from their assembly lines. In Kuala Lumpur, for instance, testing and packaging plants had to shut down for almost three months since June this year. The pandemic also disordered the consuming patterns: demand for all electronics, especially PCs, smartphones and tablets surged during the outbreak. Lastly, the automotive semiconductor supply chain was also hit by a few climate change-caused black swans. In February, extreme weather in Texas caused widespread power outages, affecting manufacturing activities at Samsung, NXP and Infineon. Dawn in 2022 The crunch is likely to be relieved in 2022 but it will take years to fully meet the industry's needs. Predicting supply chain relief timing is hard, as most companies can only focus on a small segment within the whole sector. We found that most players believe the situation had improved by July but will remain an issue, at least until the end of 2021. Only a few CEOs have expressed longer-term worries. However, some have extended their auto industry recovery time estimations. IHS Markit's newest forecast indicates that the industry will not enter a recovery phase until 2023. The CEO of chipmaker STMicroelectronics, Jean-Marc Chery, claimed the shortage would likely last at least two years. "Things will improve in 2022 gradually," he said, "but we will return to a normal situation … not before the first half of 2023." Besides, capacity expansion is rather costly and slow. Auto IDMs don't want to invest heavily in exorbitant fabs, especially those for leading process nodes. But even if some chip designer wants to invest in such a project, it takes around two years to build a fabrication plant and start production. Recently, some Tier-1 companies are changing their asset-light strategies. Bosch, for example, plans to invest more than EUR 400 million in 2022 to expand its fabs in Dresden and Reutlingen, Germany, and its semiconductor testing center in Penang, Malaysia. Favored electric cars Albeit auto brands can't get components on time, many of them are now prioritizing EV production. This is quite unusual, given that EV model, on average, need more chips of various kinds; it's also surprising that at the moment consumers need to wait less time to get an EV: "Mercedes EQC, a recently launched EV, has a two-month delivery time, while a GLC, which features a traditional powertrain, has five months," according to IHS Markit. On the other hand, pure EV brands, like Tesla, NIO and Xpeng, keep delivering record sales. The former's fundamentals, however, differ significantly from those of its Chinese peers. Here's why: 1. Tesla's impressive growth is a key negotiation tool. Almost any supplier wants to do business with the one-trillion-dollar tech giant and doesn't want to miss Tesla's future orders. 2. Tesla is self-designing and producing more components than a typical EV brand. The company designs and produces key parts of its models such as electromotors, electronic control systems and battery management systems. What's more, Tesla now designs chips and 4680 batteries in-house. Via developing essential parts of the supply chain, the company has a better understanding of what can happen at other links. 3. Tesla's cars have fewer components. The company is known for decreasing the use of radars and other accessories. BYD is another 'partly crisis-proof' company in the sector. The Warren Buffet-backed car maker also designs, makes and sells EV batteries and chips, among other products. From January to September, BYD sold 337,579 new energy vehicles, up 204.29% year on year. But the company has reportedly suffered rising costs. According to its Q3 results, BYD achieved operating revenue of CNY 54.31 billion in the third quarter, a year-on-year increase of 21.98%; net profit excluding non-recurring gains and losses was CNY 518 million, down 67.17% year-on-year. More expensive raw materials contributed to the profit decline. NIO, XPeng and Li Auto are facing levitating cost pressure, and their stocks are likely to plateau after the Q3 results are posted.
NASDAQ:TSLA
by EqualOcean