[Micele]

Oorspronkelijk geplaatst door Johan Daelemans

Trip Chowdhry – Nergens lees ik dat die man iets weet van auto's.
George Leong – Idem dito.

Zij kijken naar de aandelenmarkten en produceren lectuur voor de massa. Moet echt niet moeilijk zijn om ergens een “analist” te vinden die het bij het rechte eind heeft....achteraf bekeken.





Waarom doe je dat? Banken erbij sleuren en er vervolgens een vraagteken bijplaatsen?
Investeren banken of investeren ze niet?




Dat alleen stinkt al. Op 6 jaar kan er voor een fabriek veel veranderd zijn.
Vandaag zit er tussen goedkeuring plannen, bouw, opstart, afschrijving en winst amper 6 jaar.
Elk jaar extra is mooi meegenomen maar daar rekent men niet op.
In dit specifiek Tesla verhaal – in een domein waar men een grootse evoluties verwachten zou met pas na 6 jaar op volle kracht draaien?

Je vroeg naar 1 beursanalist omdat je te lui was de posten te volgen, ik gaf er twee.

Mij eender, informeer je best zelf.
De US-media staat er vol van. Daar vind je alles.

Waarom doe je dat? Banken erbij sleuren en er vervolgens een vraagteken bijplaatsen?
Investeren banken of investeren ze niet?

Zoek het eens zelf uit waar ze al het geld bijeensprokkelen (banken zijn wslk de voornaamste).

Het gaat om 5 MILJARD $ en ~ 6500 JOBS.



http://www.fool.com/investing/genera...us-carrot.aspx

en dat is nog maar het begin.
Accu´s heeft men overal nodig (bvb tussenopslag zonnecellen, windmolens enz)

The gigafactory isn't Elon Musk's only "carrot"

Tesla reportedly plans to start constructing the gigafactory at the end of this year, so it won't be able to dangle this humongous incentive for long. But shareholders should remember that Tesla CEO Elon Musk has several bags from which he can pull out a carrot.

In addition to leading Tesla, Musk is also chairman of San Mateo, Calif.-based SolarCity, which he co-founded with his cousin Lyndon Rive. Additionally, Musk is CEO and chief technical officer of Hawthorne, Calif.-based SpaceX, which develops and manufactures space launch vehicles.

Tesla shareholders should view Musk's multiple roles -- as long as he doesn't spread himself too thin -- as a major positive. There is some good synergy between Tesla and SolarCity: the two companies partnered last year to develop batteries to store solar energy, and the gigafactory will supply batteries for this partnership. However, the benefits go beyond product synergy. Surely, Musk's connection to two other notable companies gives him a larger selection of carrots from which he might find just the right offering when dealing with specific political or other business issues going forward.

In elk geval zal Tesla xxx $ staatssubsidies krijgen (direct of indirect= stroomprijs), voor 6500 jobs kan men namelijk staten tegen mekaar uitspelen, zoiets lees je hier (maar ik doe je huiswerk weer)

http://fortune.com/2014/05/06/for-te...-brinkmanship/

Arizona lawmakers approved energy subsidies last month targeted towards companies that plan to use renewable energy. These subsidies would be attractive for Tesla, she said, unlike conventional electricity subsidies usually considered by states for major manufacturing deals, which would not be. The city of San Antonio has reportedly offered Tesla a package of local incentives estimated to be around $800 million, according to a report from the San Antonio Express News that used two unnamed sources. However, government officials have yet to publicly confirm those numbers, McIlvaine said.

Nevada and New Mexico remain quiet.

Past copy is toch simpel hé maar lezen doe je het toch niet:

The company has three years to complete its site review, negotiate a lucrative incentives package with whatever state and municipality it chooses, work through the design and approval process, build the factory, install equipment, and launch production. Considering the size and logistics of its so-called Gigafactory as well as the regulatory hurdles it will have to navigate, time is in short supply.

MORE: Clues emerge for Tesla’s $5 billion battery factory

On Feb. 26, the electric automaker revealed the first details for its Gigafactory, a massive facility that will be designed to produce more lithium-ion batteries annually by 2020 than were made worldwide in 2013. Tesla estimates that the plant will have the capacity to produce 50 gigawatt hours of battery packs a year, which will be used for its Model S luxury sedan and a cheaper third-generation vehicle intended for the mass market. By 2020, Tesla estimates the facility will be able to make enough batteries to supply 500,000 vehicles a year.

“The Gigafactory is essential for our growth,” Sproule said. “So timing is just as important to us as other components in the total business package.”


The U.S. states vying for Tesla’s new battery factory
The factory is expected to reduce the per-kilowatt-hour cost of its lithium-ion battery packs by more than 30% by the end of 2017, the first year of volume production. That price decrease is necessary for CEO Elon Musk’s bid to make a car 50% cheaper than its luxury Model S, which starts at $70,000.

Tesla initially said it was evaluating 500- to 1,000-acre sites in Arizona, Texas, New Mexico, and Nevada as four potential sites for the factory, which will employ about 6,500 people.

“We’re in uncharted waters here,” said Alec Gutierrez, senior analyst at Kelley Blue Book. “This is certainly a unique approach, and — not in a negative way — a very shrewd tactic as well.”

Tesla will undoubtedly have much higher upfront costs if it pursues two sites at the same time, Gutierrez said. “But my guess is they’ve done the math, and the concessions package they’re expecting will more than offset those costs.”

The promise of hundreds of high-paying jobs can create a bidding war between states and even municipalities, each one trying to offer a sweeter package of incentives.

En natuurlijk andere man$$ren:

http://money.cnn.com/2014/02/26/autos/tesla-funding/

NEW YORK (CNNMoney)

Tesla's grand expansion plans will be funded in part by raising $1.6 billion through a bond issue that the automaker announced Wednesday.


A rendering of Tesla's new "Gigafactory," which could be located in Arizona, Nevada, New Mexico or Texas.

http://nl.wikipedia.org/wiki/Obligatie

Een obligatie is een verhandelbaar schuldbewijs voor een lening die door een overheid, een onderneming of een instelling is aangegaan. Als een bedrijf geld nodig heeft kan het door het uitgeven van een obligatielening aan de financiering komen. De koper van de obligatie ontvangt van de uitgever rentevergoeding.