Nov 26, 2021Liked by Wolf of Harcourt Street

Wolf, do you know what the other 50% of the “other” revenue relates to? Also, in terms of the regulatory credits, I assume, like Tesla, Nio is not factoring that as a long term revenue driver and is just going to ride the wave for as long as it lasts? Looking forward to their European expansion in the hopes of getting a test drive in the near future! That’ll have to do me until I can afford a Lucid Air. 😃

Expand full comment

The remaining 50% in other revenue relates to battery related services. It’s very immaterial at the moment but the expectation is that this become more significant over time.

Re the credits this is very similar to Tesla, ride the wave while you can.

If and when it comes to Ireland I’ll be all over the test drive too, enhancing the due diligence!

Expand full comment