Politics.be - Los bericht bekijken

Micele · 27 november 2015, 19:51

Zelfs fool websites zijn zich niet meer zeker LOL

http://www.fool.com/investing/genera...realistic.aspx

Tesla Motors Inc.'s Model 3 Ambitions May Be More Realistic Than You Think

With the help of Model 3, Tesla wants to sell 500,000 vehicles per year. But is there evidence to support this bullish vision?

Tesla Motors' (NASDAQ:TSLA) CEO Elon Musk believes that with the help of its planned more-affordable fully electric vehicle and its upcoming Gigafactory lithium-ion vehicle-battery production plant, Tesla can sell 500,000 cars per year by 2020. But many investors have flagged his vision as a pipe dream. After all, electric vehicles, or EVs, are only a fraction of the market, so there's no evidence that demand for a lower-cost Tesla vehicle would be sufficient to drive such significant sales -- right? Even more, won't well-capitalized, highly experienced competitors stomp all over Tesla when they join the EV race? For answers to these questions, buckle up for an in-depth look at the company's record so far and its future place in the EV industry.

Tesla is betting big on Model 3

In August 2006, just before the recession, Musk published his "secret master plan" for Tesla. In his own words, Musk summarized the plan like this:

# Build sports car

# Use that money to build an affordable car

# Use that money to build an even more affordable car

# Importantly, Musk noted each subsequent decrease in price should drive higher sales volumes.

"The strategy of Tesla is to enter at the high end of the market, where customers are prepared to pay a premium, and then drive [down-market] as fast as possible to higher unit volume and lower prices with each successive model," Musk explained.

For the most part, Tesla has stuck to this plan. The Tesla Roadster became available in 2008. Priced above $100,000, the Roadster was an expensive two-door demonstration of what electric cars can do, and it helped fund the development of the company's next vehicle: the Model S.

The four-door sedan was aimed at proving electric cars can not only compete with, but be better than comparably priced gas-powered cars. If the vehicle's accolades to date are the measure of whether Tesla achieved this, it certainly did.

But the Model S wasn't exactly affordable. With deliveries beginning in 2012, Model S initially had a starting price of about $60,000 (until Tesla said insufficient demand for its planned 40 kWh battery pack led the company to stop production of the entry-level battery, leaving the lowest-priced Model S at $69,900 for the 60 kWh version).

Tesla is now moving to the third stage of its plan. This "even more affordable car" is dubbed the Model 3. With it, Tesla wants to finally bring a compelling fully electric car to the masses.

As Tesla continues to sell Model S and preps its Model X sport utility vehicle for a production ramp-up, the company is already laying the groundwork for Model 3. Aiming to price the vehicle at $35,000, Tesla hopes the car will appeal to hundreds of thousands of consumers. With plans to launch the vehicle in 2017, the car is one of the main reasons behind Tesla's under-construction $5 billion Gigafactory, which is set to begin electric cell production next year.

Given Tesla's nearly $34 billion market capitalization, and with the company currently selling about 10,000 vehicles per quarter, investors are clearly depending on the Model 3 to be a major success. Failing to sell hundreds of thousands of cars by the end of the decade and millions by 2025 would make Tesla stock grossly overvalued at today's prices.

This raises the question: Is Tesla's vision for selling 500,000 vehicles per year by 2020 only a pipe dream? Or does a close look reveal it might be more realistic than critics suggest?

The path to 500,000
Piecing together commentary from management, investors can get some idea of how Tesla might go about reaching 500,000 vehicles per year.

It will mostly depend on Model 3.

Sure, sales of Tesla's premium-priced vehicles look set to grow beyond 2014 levels. Not only does Tesla aim to sell 50,000 Model S units this year, but Musk believes demand for its Model X SUV will rival demand for Model S. In other words, it's possible as many as 100,000 of these 500,000 in deliveries could come from sales of Tesla's luxury vehicles. But this still leaves about 400,000 vehicles before Tesla arrives at 500,000 in annual sales.

.... very lang...

Tesla Gigafactory real world

27 november 2015, 19:51	#55
Micele Secretaris-Generaal VN Geregistreerd: 18 mei 2005 Locatie: Limburg Berichten: 50.229	Real world E-cars Zelfs fool websites zijn zich niet meer zeker LOL http://www.fool.com/investing/genera...realistic.aspx Tesla Motors Inc.'s Model 3 Ambitions May Be More Realistic Than You Think With the help of Model 3, Tesla wants to sell 500,000 vehicles per year. But is there evidence to support this bullish vision? Tesla Motors' (NASDAQ:TSLA) CEO Elon Musk believes that with the help of its planned more-affordable fully electric vehicle and its upcoming Gigafactory lithium-ion vehicle-battery production plant, Tesla can sell 500,000 cars per year by 2020. But many investors have flagged his vision as a pipe dream. After all, electric vehicles, or EVs, are only a fraction of the market, so there's no evidence that demand for a lower-cost Tesla vehicle would be sufficient to drive such significant sales -- right? Even more, won't well-capitalized, highly experienced competitors stomp all over Tesla when they join the EV race? For answers to these questions, buckle up for an in-depth look at the company's record so far and its future place in the EV industry. Tesla is betting big on Model 3 In August 2006, just before the recession, Musk published his "secret master plan" for Tesla. In his own words, Musk summarized the plan like this: # Build sports car # Use that money to build an affordable car # Use that money to build an even more affordable car # Importantly, Musk noted each subsequent decrease in price should drive higher sales volumes. "The strategy of Tesla is to enter at the high end of the market, where customers are prepared to pay a premium, and then drive [down-market] as fast as possible to higher unit volume and lower prices with each successive model," Musk explained. For the most part, Tesla has stuck to this plan. The Tesla Roadster became available in 2008. Priced above $100,000, the Roadster was an expensive two-door demonstration of what electric cars can do, and it helped fund the development of the company's next vehicle: the Model S. The four-door sedan was aimed at proving electric cars can not only compete with, but be better than comparably priced gas-powered cars. If the vehicle's accolades to date are the measure of whether Tesla achieved this, it certainly did. But the Model S wasn't exactly affordable. With deliveries beginning in 2012, Model S initially had a starting price of about $60,000 (until Tesla said insufficient demand for its planned 40 kWh battery pack led the company to stop production of the entry-level battery, leaving the lowest-priced Model S at $69,900 for the 60 kWh version). Tesla is now moving to the third stage of its plan. This "even more affordable car" is dubbed the Model 3. With it, Tesla wants to finally bring a compelling fully electric car to the masses. As Tesla continues to sell Model S and preps its Model X sport utility vehicle for a production ramp-up, the company is already laying the groundwork for Model 3. Aiming to price the vehicle at $35,000, Tesla hopes the car will appeal to hundreds of thousands of consumers. With plans to launch the vehicle in 2017, the car is one of the main reasons behind Tesla's under-construction $5 billion Gigafactory, which is set to begin electric cell production next year. Given Tesla's nearly $34 billion market capitalization, and with the company currently selling about 10,000 vehicles per quarter, investors are clearly depending on the Model 3 to be a major success. Failing to sell hundreds of thousands of cars by the end of the decade and millions by 2025 would make Tesla stock grossly overvalued at today's prices. This raises the question: Is Tesla's vision for selling 500,000 vehicles per year by 2020 only a pipe dream? Or does a close look reveal it might be more realistic than critics suggest? The path to 500,000 Piecing together commentary from management, investors can get some idea of how Tesla might go about reaching 500,000 vehicles per year. It will mostly depend on Model 3. Sure, sales of Tesla's premium-priced vehicles look set to grow beyond 2014 levels. Not only does Tesla aim to sell 50,000 Model S units this year, but Musk believes demand for its Model X SUV will rival demand for Model S. In other words, it's possible as many as 100,000 of these 500,000 in deliveries could come from sales of Tesla's luxury vehicles. But this still leaves about 400,000 vehicles before Tesla arrives at 500,000 in annual sales. .... very lang... Tesla Gigafactory real world __________________ De vuile waarheid over ICE (vanaf 1 min 35") https://www.youtube.com/watch?v=mk-LnUYEXuM Nederlandse versie: https://www.youtube.com/watch?v=kekJgcSdN38 Laatst gewijzigd door Micele : 27 november 2015 om 19:55.