Het Tesla aandeel

[Gipsy]

Oorspronkelijk geplaatst door Micele

Niet alleen de grootste (auto)groeimarkt, het is met afstand de grootste automarkt.
"Groeien" doen andere landen zelfs meer...



.

Die percentage stijgingen op zich van landen onderling zijn minder secuur dan absolute cijfers. Een stijging in India van 16% vertegenwoordigt 317.000 nieuwe auto's. Een stijging in China van "maar" 4% zijn 490.000 nieuwe auto's.

[Micele]

Oorspronkelijk geplaatst door Gipsy

Die percentage stijgingen op zich van landen onderling zijn minder secuur dan absolute cijfers. Een stijging in India van 16% vertegenwoordigt 317.000 nieuwe auto's. Een stijging in China van "maar" 4% zijn 490.000 nieuwe auto's.

Juist dat bedoelde ik ook:
"Groeien" doen andere landen zelfs meer...

[Micele]

Tsla aandeel gisteren + 6,19% herstelde beter dan doorsnee Nasdaq.

Verlies van einde verleden week rechtgezet. Zo kennen ze Wall Street.

$346 is al een stevige waarde, toch benieuwd hoe de koers gaat reageren als Tesla de 7000 model 3 per week gaat halen einde november of begin december

Musk meent dat de banden en logistiek er klaar voor zijn.

https://electrek.co/2018/11/15/tesla...7000-per-week/

Now, Electrek learns that Tesla is pushing to achieve a Model 3 production capacity of 7,000 units by November 28th.

In an email sent to employees obtained by Electrek, CEO Elon Musk said that he will be walking the entire Model 3 production line, from battery cell production to final assembly, on the 27th and 28th.

He said that all production subsystems need to be able to produce 50 units per hour, which is what he believes is needed for 1,000 vehicles per day, by the end of his second day on the line:

“By the 28th, all Model 3 production subsytems need to be at 50+ UPH steady, which is what’s needed for a true 1000 vehicles per day rate (taking equipment uptime into account). To be clear, this includes all lines for a particular subsystem, so, for example, general assembly UPH would include both GA3 lines plus GA4.”

In the email, Musk asked production workers to reach out to him if they see problems that would stop them from achieving the production rate by this new deadline in order for him to get involve ahead of time.

[Tavek]

Aandeel crashte vandaag op berichten dat China verkoop gecrashed zou zijn.

Tesla: FUD

Aandeel recupereert zich.

[Micele]

FUD is weggeblazen. -0,2% tendens naar lichte winst, idem Nasdaq.

GM ineens naar -3% tendens lager
Ford naar -1% tendens lager

[Micele]

Oorspronkelijk geplaatst door Micele

FUD is weggeblazen. -0,2% tendens naar lichte winst, idem Nasdaq.

GM ineens naar -3% tendens lager
Ford naar -1% tendens lager

Toch nog lichtjes anders geeindigd, enkel Ford-pronostiek was juist, Nasdaq ~ 0:

Tsla -0,6 % , (Nasdaq +0,01 %)

GM herpakt zich wat -2,55 % (maar op 15 minuten van einde beurs nog -3,3%)

Ford -1,28 %

[Micele]

Tesla aandeel plusminus nul, tussen $343-345.

GM aandeel zakt verder weg -1,7 %, de eendagse winst van 6 % is op 2 dagen al weg.
Ford zakt ook zeer langzaam zoals gisteren, -0,4%.

[Micele]

Oorspronkelijk geplaatst door Micele

Tesla aandeel plusminus nul, tussen $343-345.

GM aandeel zakt verder weg -1,7 %, de eendagse winst van 6 % is op 2 dagen al weg.
Ford zakt ook zeer langzaam zoals gisteren, -0,4%.

Juist na een commentaar van de Fed stijgen quasi alle aandelen met +1%, Nasdaq naar +2%:
(dollar zou dippen, en goud stijgt)

https://www.marketwatch.com/story/go...ted-2018-11-28

Gold turns higher as the dollar dips after remarks from Fed Chairman Powell

Published: Nov 28, 2018

Powell told the Economic Club of New York Wednesday that “interest rates are still low by historical standards, and they remain just below the broad range of estimates of the level that would be neutral for the economy.” His comments appear more dovish than in early October when he said interest rates were a long way from neutral.

Powell’s comments signaling rates are near neutral is a “catalyst” for gold to rally, said George Gero, managing director at RBC Wealth Management.

Tesla richting $350, momenteel ~ $348.

[Micele]

https://www.marketwatch.com/story/te...ugh-2018-11-27

Opinion: Tesla will overrun traditional car companies because they still aren’t moving fast enough

Published: Nov 27, 2018 1:47 p.m. ET

By HAMISH MCKENZIE

Ask yourself who you’d rather be: Tesla or GM? Better yet, ask Nokia

It took the worst corporate scandal in automotive history for Volkswagen to make the necessary decision to transform itself into an electric car company. The world’s largest car maker will spend $50 billion over the next five years to develop 50 new electric models, an increase from six today, and produce 1 million electric cars by 2025. (It produced 10.88 million cars in total in 2017.)

This radical reinvention is exactly what is needed to stave off a challenge from Tesla and a band of upstarts from California and China that are building for an electric future. Other car companies, from General Motors to BMW aren’t showing the same sense of urgency — and that could be their downfall.

This sounds like a dramatic claim when you consider that GM, for instance, makes 10 million cars a year and Tesla hasn’t even made half a million in its 14-year lifetime. But while today’s electric car sales numbers are small, the trends from Tesla alone should be enough to scare the hell out of established automakers.

In August, Tesla’s Model 3 comfortably outsold the perennially best-selling BMW 3-Series in U.S. according to sales estimates. That’s impressive for Tesla’s first foray into the premium mass-market segment, but it’s only just getting started. The cheapest version of the Model 3 is yet to come, and Tesla still has hundreds of thousands of back-orders to fill. Last quarter, Tesla made twice as many cars at it did in the previous quarter. And it’s now profitable.

More importantly, the broader trends favor a bright future for electric vehicles and a dark one for those powered by gasoline. Battery costs are dropping so quickly that the sticker price on electric cars may be lower than their gasoline equivalents by the mid-2020s. Regulations in almost every major country other than the United States are trending toward ending sales of gasoline vehicles and encouraging the purchase of electric cars, or “new energy vehicles” as they’re called in China, the world’s largest auto market. And consumer demand for electric vehicles is increasing rapidly, both in the U.S. and in China.

Other automakers seem to be hoping that mild gestures and good publicity will get them through the crisis. Volvo owned by Geely Automobile Holdings, is aiming for electric cars to make up half of its sales by 2025. GM has promised 20 electric models by 2023 and has said it believes “the future is all-electric,” but it hasn’t set a date by which it will make the full transition. Ford has said it will invest $11 billion in the production of electric vehicles by 2022 and have 16 fully electric models by then. BMW has announced plans for 25 electric models by 2025, but its head of research and development has said he expects 85% of the company’s cars will still have internal combustion engines in 2030.

The problem for traditional automakers is that they are too deeply wedded to an old technology headed for obsolescence — along with the way they’ve been doing business for decades.

Those who still believe in traditional automakers point their manufacturing expertise and well-established supply chains, sales and marketing partnerships, and distribution networks as a structural advantage. BMW, for instance, has 30 manufacturing sites for internal combustion engine-based vehicles in 14 countries. They are good at making cars.

But an electric vehicle is a different proposition, with a different manufacturing process, different parts, a different sales and education approach and different supporting infrastructure. The problem for the likes of GM and BMW is that the kind of quick transition that’s required for survival in an electric world would lay large parts of their existing businesses to waste.

Carsten Breitfeld, who headed up BMW’s i3 and i8 electric car programs and is now the CEO of Chinese electric carmaker Byton, told me that the established automakers are stuck. “They’re doing too many cars right now with the old technology, earning a lot of money out of it, being very profitable,” Breitfeld said.

What’s more, the typically grey-haired board directors at these companies are focused on three-to-five-year outcomes instead of the long term, said Breitfeld. “They’re concentrating very much on today’s and tomorrow’s businesses.”

To be sure, Tesla has more than a few of its own vulnerabilities. Despite its recent profitability, it has enormous debt, and its future as a true mass manufacturer is far from assured. It has experienced more than its fair share of quality issues, and its recent surge in production was aided by extreme measures, including a production facility housed under a tent-like temporary structure outside its factory in Fremont, Calif.

Other electric-car startups — such as Nio, Byton, Lucid Motors, Che He Jia, and Singulato Motors — are in their still-tender youth. Only Nio, which raised $1 billion in an initial public offering on the New York Stock Exchange in September, has started production, and so far has reported just over 3,200 cars delivered (all in China).

The established automakers still have a chance of participating in an electric revolution, but those who assume they will be there by default are being overly optimistic. The car company of the future is not one that can produce the occasional good electric car among a suite of gasoline-burners. It must concentrate on developing cars that will dominate the next 20 years. The longer it waits, the greater the challenge becomes.

Ask yourself who you’d rather be: Tesla or GM? Better yet, ask Nokia.

[Tavek]

It's all about the pace of innovation....

Klassieke autoconstructeurs hadden 1 voordeel: ze weten hoe ze goedkoop veel autos kunnen maken.

Tesla heeft dit nu ook geleerd. Hun gok was dat Tesla kapot zou zijn tegen nu. Quod Non.

Nu heb je een innovatie powerhouse die ook nog eens massaproductie kan....het is een kwestie van het opschalen van deze productie.

I'm keeping my shares.

[Micele]

Oorspronkelijk geplaatst door Tavek

It's all about the pace of innovation....

Klassieke autoconstructeurs hadden 1 voordeel: ze weten hoe ze goedkoop veel autos kunnen maken.

Tesla heeft dit nu ook geleerd. Hun gok was dat Tesla kapot zou zijn tegen nu. Quod Non.

Nu heb je een innovatie powerhouse die ook nog eens massaproductie kan....het is een kwestie van het opschalen van deze productie.

I'm keeping my shares.

Pak er nog een paar bij van NIO (bij de volgende dip, want vandaag +6,71%... )

[Tavek]

Oorspronkelijk geplaatst door Micele

Pak er nog een paar bij van NIO (bij de volgende dip, want vandaag +6,71%... )

Klein gokje gewaagd met Nio.

Dit is ook eentje om op de effectenrekening te en te vergeten.

TSLA stond ook zo ooit 30 dollar het stuk...die er toen 100 of 200 hebben gekocht....amai...

[Micele]

Tesla aandeel is nu terug stijgende (+2%), euh door de daling gisteren... nadat een oude krokodil van NASA meent iets te moeten zeggen over Musk, blijkbaar rookt die al 3 maanden marihuana, gefundenes fressen. LOL.

https://www.marketwatch.com/story/na...nce-2018-11-29

NASA chief says Elon Musk’s pot smoking ‘did not inspire confidence’

Published: Nov 29, 2018

NASA’s administrator said Thursday that it was inappropriate for SpaceX founder Elon Musk to smoke marijuana on a podcast earlier this year, and that the incident “did not inspire confidence.”

The pot-smoking incident in September reportedly irked NASA officials, and earlier this month the space agency ordered a safety review of SpaceX and Boeing Co. to evaluate the companies’ workplace cultures, “including the adherence to a drug-free environment.” The companies are working with NASA to develop a replacement for the space shuttle to send American astronauts to the International Space Station.

“I will tell you that was not helpful, and that did not inspire confidence, and the leaders of these organizations need to take that as an example of what to do when you lead an organization that’s going to launch American astronauts.”
Jim Bridenstine, NASA administrator

Speaking to reporters Thursday, NASA chief Jim Bridenstine said he had personally ordered the review, and added he had spoken to Musk recently and expected no further problems.

“I will tell you, he is as committed to safety as anybody, and he understands that that was not appropriate behavior, and you won’t be seeing that again,” Bridenstine said, according to The Atlantic.

While it was unclear how Musk’s smoking directly affected rocket safety, Bridenstine called the assessments a “necessary and appropriate step when you’re launching humans on rockets.”

Recreational marijuana smoking is legal in California, but illegal under federal law. As a Republican congressman from Oklahoma, Bridenstine had a “hard-on-drugs” stance, according to the National Organization for the Reform of Marijuana Law, and on at least two occasions voted against pro-medical-marijuana bills.

Een foto van 6 september waar Musk - legaal in Californië - een 1 seconde pafje doet van de door de interviewer aangereikte joint - wordt de 29 november herhaald. Oh holy shit.

Musk zijn SpaceX- en Tesla-werknemers zijn duidelijk verslaafd aan wiet.

Geen enkele tourist zal in zijn maanraket stappen. De ondergang van SpaceX. NASA is de nieuwe SpaceX.

Tsla gaat richting $350:

Tesla Inc.
Last Updated: Nov 30, 2018 at 10:34 a.m. EST
Real time quote $348.42
7.364 2.16%

NIO had gisteren ook zijn dipje, vandaag ook +2% momenteel.

[Micele]

Productie model 3 heeft nu 1000 per dag gehaald. Aandeel ging maar even boven $350.
Niets bijzonders dus, het was tenslotte aangekondigd.

https://electrek.co/2018/11/30/tesla...-reduce-costs/

Tesla has achieved its goal of producing 1,000 Model 3 vehicles in a day, which would result in 7,000 units per week, but it is now focusing on maintaining that production rate and reducing costs.

As we reported earlier this month, CEO Elon Musk said that he would be walking the entire Model 3 production line, from battery cell production to final assembly, on the 27th and 28th this month in an email sent to employees obtained by Electrek,

He said that all production subsystems need to be able to produce 50 units per hour, which is what he believes is needed for 1,000 vehicles per day, by the end of his second day on the line.

In a new email to employees today, Musk confirmed that Tesla achieved the production rate of 1,000 Model 3 in a day.

But now they need to be able to maintain the production rate, which has been an issue for Tesla after achieving new production levels.

Musk told employees today:

“If you are able to help in any way with getting Model 3 production to a steady 1000 per day at excellent quality, everyone at the company should please consider this their top priority. Body production currently appears to be our limiting factor, so it needs the most support right now. Please focus on simplification and reducing cycle time first and then uptime.”

We contacted Tesla about the email, but the company refused to comment.

After they manage to sustain this production rate over time, Musk wants Tesla to focus on reducing the cost of the Model 3 in order to be able to profitably produce the standard Model 3 at $35,000.

The CEO added:

“It’s important to bear in mind that the cost of the car is made up of about 10,000 unique parts and processes. depending on how you count it, the current cost of a standard range Model 3 would be around $38,000, so each part or process step only costs around $3.80. That means finding cost efficiencies is a game of pennies, even though it might not seem so.”

Musk said that very small efficiency improvements, like “better packing density or rearranging process flow to a fewer forklift moves”, can have a great impact if everyone works on it.

The CEO said last month that the base Model 3 at $35,000 is “probably under 6 months away.”

[Micele]

Tsla eindigt boven $350 of +2,73 %. (3 maand: +16,18%)
NIO zakte uiteindelijk toch nog -1%. (1 maand +18,8%)

Ook GM stijgt vandaag naar ~$38 of +3,24 %. (3 maand: +5,27%)
Ford: +0,43% (3 maand: -0,74%)

Daimler: 3 maand: -10,37%
BMW: 3 maand: -13,43%

Nasdaq: +0,79% (3 maand: -9,61%)

Blauw zijn pure EV constructeurs.

[hamac]

Oorspronkelijk geplaatst door Micele

Productie model 3 heeft nu 1000 per dag gehaald. Aandeel ging maar even boven $350.
Niets bijzonders dus, het was tenslotte aangekondigd.

Daar ben ik niet zeker van.

Er zou sprake zijn dat sommige teams (maw, delen van de productie) een burstrate van 1000/dag zou gehaald hebben.
Maw, geloof maar niet dat ze plots 30k gaan produceren in december.

[Micele]

https://electrek.co/2018/12/01/tesla...shing-porsche/

[Profiteur]

Oorspronkelijk geplaatst door Micele

https://electrek.co/2018/12/01/tesla...shing-porsche/

Zou Elon Musk dat ook doen over andere autoconstructeurs? Neen want dat zou zijn superhoog ego niet aankunnen

[hamac]

Oorspronkelijk geplaatst door Profiteur

Zou Elon Musk dat ook doen over andere autoconstructeurs? Neen want dat zou zijn superhoog ego niet aankunnen

Wat ze eigenlijk zeggen is:
"Give the boy a lollypop and we'll take over from here."

Porsche voor het hoogste segment, Audi voor het midden en hoge segment en VW voor het lagere en midden segment.

[Tavek]

Oorspronkelijk geplaatst door hamac

Wat ze eigenlijk zeggen is:
"Give the boy a lollypop and we'll take over from here."

Porsche voor het hoogste segment, Audi voor het midden en hoge segment en VW voor het lagere en midden segment.

Die bedrijven zijn tot op dit moment niet capabel om EV's te maken met de kwaliteit van een Tesla en in de volumes die Tesla aankan.

"Spookbatterijen" is zo een term die bij mij opduikt.

Anyway, put your money where your mouth is: een stevige positie in VAG is voldoende voor mij. Kijken waar we staan over 5 jaar.