Joep Thijssen @Stekel007

Joined March 2022

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Joep Thijssen @Stekel007

2 days ago

@jmlubber @WeRide_ai Most likely more reasons then I know off, but increasing interest rates on a loss making company with currently a small revenue is part of the explanation.

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Joep Thijssen @Stekel007

2 days ago

@jmlubber @WeRide_ai Apparently the board off WRD also finds this stock price unattractive to sell. Imho this is a good sign (and I don’t want to sell for a very long term either).💪

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@DavidMo50018070 @TonyHan_WeRide @WeRide_ai I can imagine that you unhappy with the stock performance, but the company is doing quite well. Scaling up rapidly on Robotaxi’s and ADAS. The latter will bring in cash directly and can help finance the first one. I expect cash burn to slow and turn around in 2-3 years. Hold on!!

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Joep Thijssen @Stekel007

4 days ago

@jmlubber @TonyHan_WeRide The only thing I know is that there will be a moment that fundamentals do matter. Of course that can take a while and WeRide has to take the right business decisions. So far I believe they have and both Robotaxi and ADAS is scaling rapidly. Results will follow, patience is key!

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Joep Thijssen @Stekel007

5 days ago

@NielsPluijmen I think as well, from Q4 onwards it will keep increasing and impacting revenue significantly. Imagine Q1 2027 with and addition of 20 million ADAS revenue (not impossible based on your calculations) and then compare it with revenue in Q1 2026. Patience is key!

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Joep Thijssen @Stekel007

a week ago

@jmllubber @BourbonCap @WeRide_ai Nice graph and hopefully it will work out this way (I’m a enthusiastic shareholder). What kind of price target are we talking about in 2030-2032? Off course I understand it’s difficult to tell, but based on your graph with volume off Robotaxi and including ADAS (WRD3.0) sales?

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Joep Thijssen @Stekel007

2 weeks ago

@jmlubber Ramping up quickly. It’s a matter of time for revenue to start climbing and hopefully losses will start narrowing (margins Q2 were already promising). I believe there will be a moment this stock will start moving up significantly. But honestly that can take some time.

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Joep Thijssen @Stekel007

2 weeks ago

@jmlubber I think WeRide is technologically one of the top players at the moment. IMHO opinion they are taking the right steps and are investing in multiple fronts -> Robotaxi in China, SEA, EU and ME (geographical differentiation) and also there L2++ (Adas) licenses which they are

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Joep Thijssen @Stekel007

2 weeks ago

@NielsPluijmen I understand, if correct then 2027 will already bring in a serious amount of gross profit which will make an impact(total company still loss making). Nice analysis and thanks for sharing!

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Joep Thijssen @Stekel007

3 weeks ago

@NielsPluijmen @YvetteKent56196 Wow, nice overview -> great work and thanks!

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Joep Thijssen @Stekel007

3 weeks ago

@NielsPluijmen @YvetteKent56196 Hi Niels, sounds great and with the AION N60 and i60 recently launched they are really speeding up WRD 3.0 installations. The above calculation suggests that they make 200 USD per car sold, how do you know this price? I was counting with 100 USD, so this would be great if true🙃