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S obzirom da proizvode cak 1500 Modela 3 mesecno, jasno je kome na cast ide to sto nisu u stanju ni priblizno da proizvedu koliko se trazi.
Za S i X model nema nekog cekanja, lako podmiruju potraznju, problem je sto potraznja nije veca.
Da li ce gubiti pare po svakom prodatom modelu 3, ostaje da vidimo, jer je vrlo moguce da ih prodaju jeftinije nego sto ih sama proizvodnja kosta. (Moguce je i da namerno kasne sa proizvodnjom jer ako je ovo slucaj, gotovi su cim objave brojeve).
Trenutno ih ocigledno svaki prodat auto kosta vise nego za koliko su ga prodali (kad se svi troskovi uracunaju), ali sa porastom broja proizvedenih automobila jedinicni troskovi mogu da padnu.
Tesla automobili
Re: Tesla automobili
@Laki
Tesla izgleda prekopirao "biznis-model" od Zastave ( izvoz u SAD po ceni nižoj od fabričke)
Tesla izgleda prekopirao "biznis-model" od Zastave ( izvoz u SAD po ceni nižoj od fabričke)
Re: Tesla automobili
Gledam bas danas, pre par dana Daimler objavio rezultate, prosle godine napravili profit 11 milijardi Eura (14 milijardi dolara), i onda imaju skoro pa istu vrednost kao Tesla, smehotresno. Tesli taman da se sve moguce i nemoguce kockice sloze nikada nece prici ni blizu tome.
Re: Tesla automobili
Sigurno da ne prodaju automobile jeftinije nego sto ih kosta proizvodnja istih. Minus koji stvaraju nastaje kao posledica ulaganja u povecanje kapaciteta i u R&D. Kada bi u razvoj ulagali samo onoliko koliko im profit od prodaje automobila omogucava, ne bi mogli da razviju model 3, niti bilo kakvu masovnu proizvodnju, za 20 godina, a ne za 2, sto bi znacilo siguran kraj.
Racunica je jednostavna, sva sredstva se ulazu u razvoj i povecanje obima proizvodnje, profit nije bitan u ovoj fazi. Potraznja postoji i ogromna je. I za model S i X se ceka oko 3 meseca u US, u ostatku sveta i duze. Kada dodju na nivo da proizvode milion automobila godisnje, bice profita.
Investitori to znaju i nije dzabe cena akcije tolika. E sad, mozda si ti pametniji od onih koji su investirali u Teslu, mozda i nisi, to ne znamo, samo da ce vreme pokazati, do tada mozemo da nagadjamo.
Ono sto znamo je da je ovaj poslovni model dobro poznat. Da bi za samo 10ak godina dosli do nivoa do kojeg su veliki automobilski koncerni dolazili kroz pola veka i duze, moraju agresivno da investiraju.
Racunica je jednostavna, sva sredstva se ulazu u razvoj i povecanje obima proizvodnje, profit nije bitan u ovoj fazi. Potraznja postoji i ogromna je. I za model S i X se ceka oko 3 meseca u US, u ostatku sveta i duze. Kada dodju na nivo da proizvode milion automobila godisnje, bice profita.
Investitori to znaju i nije dzabe cena akcije tolika. E sad, mozda si ti pametniji od onih koji su investirali u Teslu, mozda i nisi, to ne znamo, samo da ce vreme pokazati, do tada mozemo da nagadjamo.
Ono sto znamo je da je ovaj poslovni model dobro poznat. Da bi za samo 10ak godina dosli do nivoa do kojeg su veliki automobilski koncerni dolazili kroz pola veka i duze, moraju agresivno da investiraju.
There's nothing worse than making your hand and losing it all, because you were drawing dead to start with.
Re: Tesla automobili
@Dusan;
Ne treba tu neka pamet ( nisam siguran ni da je Elon Mask ima), čak ni podaci nisu tajni - Tesla ( i svi ostali aktuelni elmobili) ima domet kakav ima i sporo se puni.
Za nekog "Homer Simpsona", Amerikanca sa sopstvenim dvorištem i garažom, to će možda i da valja...posebno ako ima viška para i traži novu igračku.
Ipak, većina ljudi ( van SAD) živi u stanovima što u startu znači da može da se oprosti od tih klijenata. Niko neće da uzima slobodan dan da bi čekao u redu na nekoj "elektro-pumpi" pa kad dočeka onda još satim da čeka da se napuni. I onda odvoza 200-300 km pa opet.
Kad proizvođači baterija reše kapacitet i brzinu punjenja el baterija - to će biti sjajna stvar, ali će i svi ostali elmobili biti sjajni.
Tesla je samo simbol američke medijske/marketinške moći i ništa više.
Ne treba tu neka pamet ( nisam siguran ni da je Elon Mask ima), čak ni podaci nisu tajni - Tesla ( i svi ostali aktuelni elmobili) ima domet kakav ima i sporo se puni.
Za nekog "Homer Simpsona", Amerikanca sa sopstvenim dvorištem i garažom, to će možda i da valja...posebno ako ima viška para i traži novu igračku.
Ipak, većina ljudi ( van SAD) živi u stanovima što u startu znači da može da se oprosti od tih klijenata. Niko neće da uzima slobodan dan da bi čekao u redu na nekoj "elektro-pumpi" pa kad dočeka onda još satim da čeka da se napuni. I onda odvoza 200-300 km pa opet.
Kad proizvođači baterija reše kapacitet i brzinu punjenja el baterija - to će biti sjajna stvar, ali će i svi ostali elmobili biti sjajni.
Tesla je samo simbol američke medijske/marketinške moći i ništa više.
Re: Tesla automobili
@Пунтилак Kao sto rekoh lako je s...i
Re: Tesla automobili
Ti to najbolje znaš...
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Ji 4Tze
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Re: Tesla automobili
Koga briga gde živi većina van US?
Boringly average, but also perfect for school run mums
Re: Tesla automobili
Tesla Sells $546 Million of Bonds as Buyers Can't Get Enough
https://www.bloomberg.com/news/articles ... get-enough
Tesla Inc. sold $546 million of auto lease-backed bonds Thursday, giving Elon Musk a more conventional source of funds after he sold out of a batch of 20,000 flamethrowers to help pay for his proposed transportation tunnels.
The sought-after debt deal allowed Tesla to slash the risk premiums it would pay on the notes. They were sold to yield between 2.3 percent and 5 percent. At initial offered prices, investors had put in orders for as much as 14 times what the electric-car maker intended to sell on some slices of an asset-backed security, according to people familiar with the matter.
Tesla marketed bonds tied to leases of its Model X and Model S vehicles. It’s the company’s inaugural auto ABS deal after charming buyers in the equity, convertible-bond and junk-debt markets. Tesla initially dangled juicy yields to lure investors, as much as 2.9 percentage points over benchmarks on lower-rated portions of the debt. It was later able to cut that margin to 2.65 percentage points, thanks in part to its reputation as a well-known innovator with a charismatic chief and a hotly anticipated product.
‘Musk Magic’
“It’s got the Elon Musk magic to it,” said John Kerschner, head of securitized products at Janus Henderson Investors, which manages $360.5 billion. “It just makes for an easier sale.”
Tesla didn’t respond to requests for comment.
The successful deal bodes well for Tesla’s future fundraising efforts, a perpetual concern for the company as it ramps up production for its Model 3 mass-market car. The firm could burn through $4.2 billion this year, according to Barclays Plc analyst Brian Johnson. The carmaker plans to become a regular issuer of auto ABS, according to people familiar with the matter.
Demand for debt backed by consumer payments such as auto leases has been booming, sending risk premiums on auto ABS deals to some of the lowest levels since 2007, according to Bloomberg Barclays index data.
With Tesla, investors had to weigh uncertainties about the resale value of electric cars -- a relatively sparse data point -- against the fact that lessees on average had high credit scores and the bonds mature in less than three years.
‘Split Market’
“It’s definitely a split market,” said Jennifer Thomas, an analyst who studies mortgages and structured bonds at Loomis Sayles & Co., which manages $268 billion. “We preferred to play it cautious.” She called investor demand for the deal “extreme.”
Musk recently grossed $10 million by selling $500 flamethrowers through his Boring Co. to raise money for two tunnel projects, one in Southern California and the other connecting New York and Washington. The tunnels would contain high-speed underground transportation systems.
Tesla’s previous forays into the debt markets have been mixed. Investors greeted its August junk-bond sale with euphoria, allowing the Palo Alto, California-based carmaker to increase the deal’s size. But the notes plunged below their selling price almost immediately after the deal closed on concerns about Tesla’s cash flow. They haven’t recovered. A slate of convertible notes, however, trade well above par, and the company has become the most frequent issuer in the market for bonds backed by solar contracts.
Though investors were ravenous for the auto-loan asset-backed deal, Kerschner said it was unlikely that many buyers were Musk superfans dabbling in the ABS market. But investors who might typically look at investment-grade and high-yield debt have increasingly fallen in love with the structured-credit market as yields shrink across fixed income.
“What we’ve seen is a lot of crossover buyers,” said Glenn Bowling, head of ABS credit at Invesco Ltd., which oversees $938 billion of total assets. “Depending on where you are, further down in the capital structure you can pick up a little bit of yield.”
https://www.bloomberg.com/news/articles ... get-enough
Tesla Inc. sold $546 million of auto lease-backed bonds Thursday, giving Elon Musk a more conventional source of funds after he sold out of a batch of 20,000 flamethrowers to help pay for his proposed transportation tunnels.
The sought-after debt deal allowed Tesla to slash the risk premiums it would pay on the notes. They were sold to yield between 2.3 percent and 5 percent. At initial offered prices, investors had put in orders for as much as 14 times what the electric-car maker intended to sell on some slices of an asset-backed security, according to people familiar with the matter.
Tesla marketed bonds tied to leases of its Model X and Model S vehicles. It’s the company’s inaugural auto ABS deal after charming buyers in the equity, convertible-bond and junk-debt markets. Tesla initially dangled juicy yields to lure investors, as much as 2.9 percentage points over benchmarks on lower-rated portions of the debt. It was later able to cut that margin to 2.65 percentage points, thanks in part to its reputation as a well-known innovator with a charismatic chief and a hotly anticipated product.
‘Musk Magic’
“It’s got the Elon Musk magic to it,” said John Kerschner, head of securitized products at Janus Henderson Investors, which manages $360.5 billion. “It just makes for an easier sale.”
Tesla didn’t respond to requests for comment.
The successful deal bodes well for Tesla’s future fundraising efforts, a perpetual concern for the company as it ramps up production for its Model 3 mass-market car. The firm could burn through $4.2 billion this year, according to Barclays Plc analyst Brian Johnson. The carmaker plans to become a regular issuer of auto ABS, according to people familiar with the matter.
Demand for debt backed by consumer payments such as auto leases has been booming, sending risk premiums on auto ABS deals to some of the lowest levels since 2007, according to Bloomberg Barclays index data.
With Tesla, investors had to weigh uncertainties about the resale value of electric cars -- a relatively sparse data point -- against the fact that lessees on average had high credit scores and the bonds mature in less than three years.
‘Split Market’
“It’s definitely a split market,” said Jennifer Thomas, an analyst who studies mortgages and structured bonds at Loomis Sayles & Co., which manages $268 billion. “We preferred to play it cautious.” She called investor demand for the deal “extreme.”
Musk recently grossed $10 million by selling $500 flamethrowers through his Boring Co. to raise money for two tunnel projects, one in Southern California and the other connecting New York and Washington. The tunnels would contain high-speed underground transportation systems.
Tesla’s previous forays into the debt markets have been mixed. Investors greeted its August junk-bond sale with euphoria, allowing the Palo Alto, California-based carmaker to increase the deal’s size. But the notes plunged below their selling price almost immediately after the deal closed on concerns about Tesla’s cash flow. They haven’t recovered. A slate of convertible notes, however, trade well above par, and the company has become the most frequent issuer in the market for bonds backed by solar contracts.
Though investors were ravenous for the auto-loan asset-backed deal, Kerschner said it was unlikely that many buyers were Musk superfans dabbling in the ABS market. But investors who might typically look at investment-grade and high-yield debt have increasingly fallen in love with the structured-credit market as yields shrink across fixed income.
“What we’ve seen is a lot of crossover buyers,” said Glenn Bowling, head of ABS credit at Invesco Ltd., which oversees $938 billion of total assets. “Depending on where you are, further down in the capital structure you can pick up a little bit of yield.”
Najgore je svađati se sa budalom. Prvo te spusti na svoj nivo, a onda te dotuče iskustvom...
Re: Tesla automobili
Dusane, odakle mu 4 milijarde?Geza napisao:The firm could burn through $4.2 billion this year, according to Barclays Plc analyst Brian Johnson.
”
Re: Tesla automobili
Ne razumem pitanje?
There's nothing worse than making your hand and losing it all, because you were drawing dead to start with.
Re: Tesla automobili
Zato sto se iznenadis kad neko kaze da Tesla lozi milijarde godisnje...
Nego, Tesla veceras objavljuje poslovne rezultate za prethodno tromesecje, to ce kao i uvek biti interesantno. Standardan scenario je, katastrofalni rezultati, gori od najcrnjih predvidjanja, ali sve zacine nekim novim iznenadjenjem, atraktivnim bacanjem peska u oci i onda sve bude kao OK. Skroz smo omanuli sa modelom 3, ali zato narudzbine za kamion koji ce biti dostupan za par godina su mnogo bolje od ocekivanih!!! A tek novi Roadster, ako nas to ne izvuce, nista nece!!! Kao kad bi Mercedes svoje poslovne rezultate bazirao na narudzbinama CL 65 AMG...
Sta veceras ocekivati, hmmm, mozda najavu elektricnog zeke iz sesira ili kuce cije ce isporuke poceti 2022 a vec sada se mogu rezervisati za 99.99, videcemo...
Nego, Tesla veceras objavljuje poslovne rezultate za prethodno tromesecje, to ce kao i uvek biti interesantno. Standardan scenario je, katastrofalni rezultati, gori od najcrnjih predvidjanja, ali sve zacine nekim novim iznenadjenjem, atraktivnim bacanjem peska u oci i onda sve bude kao OK. Skroz smo omanuli sa modelom 3, ali zato narudzbine za kamion koji ce biti dostupan za par godina su mnogo bolje od ocekivanih!!! A tek novi Roadster, ako nas to ne izvuce, nista nece!!! Kao kad bi Mercedes svoje poslovne rezultate bazirao na narudzbinama CL 65 AMG...
Sta veceras ocekivati, hmmm, mozda najavu elektricnog zeke iz sesira ili kuce cije ce isporuke poceti 2022 a vec sada se mogu rezervisati za 99.99, videcemo...
Re: Tesla automobili
A ti Laki hoces da kazes da ekonomija zadnjih godina (da budem precizniji od 2009) ima veze sa finansijama / parama? Ili bar veci deo iste... Pa bar su drzave pokazale koliko pare nemaju uticaj na celu pricu 
Re: Tesla automobili
Nego sa cim ima, sa krompirima?
Re: Tesla automobili
Mislim da je nudio flamethrower na prodaju
U masovnom broju
U masovnom broju
