Tesla automobili

[Laki021]

Kompanija sa manje od 100k prodatih vozila uterala strah u kosti najvrednijoj autokompaniji na svetu i 100+ godisnjem lideru automobilizma?
Jel zaista treba da ti objasnjavam koliko je besmislena ta izjava?

Znas sta je problem:

"Direktor "Mercedes benca" Diter Zece izjavio da su mu umesto proizvođača automobila, glavni konkurenti Tesla, Gugl i Amazon i naveo "dramatične promene" koje nas očekuju u sledećih 20 godina."

Ovo je sramotna izjava CEO-a Daimlera, to je kao kad bi Sasa Djordjevic izjavio da ce nam u buducnosti Kosovo biti glavni konkurent u kosarci... Sta jedna kompanija koja je vise decenija, pa i vise od veka jedan od lidera u nekoj oblasti ima da se plasi konkurencije koja je ili tek pocela ili nije jos ni pocela da se bavi tom oblascu. U zadnje vreme se bar u javnosti vise ponasa kao maskota Mercedesa nego kao direktor, nadam se da van kamera nije takav jer ako je izgubio glad za borbom i napretkom treba da se povuce. Sta kog vraga oni ima da saradjuju sa Teslom, prodaju im delove enterijera, oslanjanje i sl. Ne saradjuje se sa nekim ko hoce da te ubije i proglasava te za retarda svakodnevno po medijima...

Ovo je zdrav stav jednog direktora auto giganta:

"BMW striking fear into employees about upcoming electric future"
BMW CEO Harald Kruger feels the same way, as BMW just recently held an event for its employees, attempting to strike fear into them about the electric future.
On a giant screen, images of Mercedes’, Teslas and Elon Musk flashed with the presenter speaking over them, saying “We’re in the midst of an electric assault,”. Mostly when Musk’s face appeared. “This must be taken very seriously.”


BMW-Chef Harald Krüger über das Tesla Model X: „Das ist ein Prototyp und kein Serienfahrzeug“


Inace BMW juce objavio poslovne rezultate za zadnja tri meseca, 3.5 milijarde dolara profita, to je skoro dovoljno da finansira gubitke Tesle cele godine, sto je neverovatan uspeh!!!
Isto citam juce, oko prelaska Nejmara i PSG, hoce da tuze PSG zbog krsenja finansijskog fer playa koji po FIFI glasi da klub ne moze u tri godine da izgubi vise od mislim 29 milione eura, sreca Teslina pa se bilo kakav fer play ne primenjuje na njih. Mada bi trebali bar fore radi ozbiljni proizvodjaci da podnesu zalbu protiv Tesle i dumpinga cena u mnogim zemljama.

On je sporiji od tvog 540, ali zero lag cini svoje

Pa da, odmah je dostupno, to se posebno vidi kod ovako niskih ogranicenja gde 540i nema vremena da se razmase, dok promeni brzinu i povuce vec je na 80... Isto taj nedostatak zvuka motora daje osecaj da motor to radi sa 10% snage pa deluje jos impozantnije.
Pride nisam ni 100% siguran da nije bio P100D, ta djevojka nije bila 100% sigurna kad sam je pitao, znala je da je Model S 100D, za ovaj je onda kao proveravala i ne znam ni dal je proverila do kraja, posle je u autu pominjala da je ubrzanje 3.5s do 100 sto je ubrzanje P100D ali nisam siguran dal je pricala o autu koji vozimo...

[Floyd]

Zar P100D nema standardno veće felne?

Sent from my SM-G955F using Tapatalk

[Xepoj87]

Jebiga, to je realnost, u elektro segmentu su im to konkurenti, a i u buducim planovima Mercedesa.
Malo se jasu i na hajp Tesle, jer je jedina trenutno u elektro svetu, pa je to solidna marketing strategija, a dodatno, Tesla i Mercedes su pod ugovorom, pa verujem da je i to uticalo na to


Sto se profita tice, Mercedes takodje ostavlja oko 10 milijardi godisnje, a akcije su mu 5 puta jeftinije od Tesle.
Kazu da je to zato sto Mercedes godisnje ulaze oko 30 milijardi u razvoj i nove tehnologije.

[Laki021]

Ma cekaj bre polako sa tim akcijama, zato Mercedes ima 6x vise akcija od Tesle te svaka predstavlja 6x manji udeo u firmi...

Ukupna vrednost kompanija je danas nazalost vrlo slicna (65 vs 57 milijardi u ovom trenutku), cisto jer je ovaj svet potpuno blesav. Pride u Daimleru su MB kamioni i kombiji i jos stosta sto im dosta dize vrednost.
I BMW je tu negde sa 53.

Preterao si i koliko MB ulaze u razvoj, to su javno dostupni podaci, mislim da je oko 3 milijarde cifra. Od svih proizvodjaca VW koncern mislim da najvise ulaze i to tipa 12-15 milijardi (pricam po secanju).

[Xepoj87]

Ja sam pobrkao cifre, posto sam citao dosta clanaka, u ovoj i sledecoj godini ulazu 30 milijardi, a ne inace

If a liberal arts major tries to tell you that business lacks poetry, remind them of this German-American saga:In 2009 Tesla Inc. looked like it might run out of money. CEO Elon Musk was borrowing from friends just to cover his rent. Salvation came from luxury car titan Daimler AG, which invested $50 million for a 9 percent stake in the electric car startup. Musk says without Daimler’s riches Tesla would have been tossed on the funeral pyre.DAIMLER'S TESLA INVESTMENT$50 millionFast forward eight years and Tesla’s enterprise value is bigger than Daimler’s, according to Bloomberg data (which makes various adjustments, including for the debt in Daimler’s massive financial services unit). As a tale of patronage punished, it's powerful stuff. Especially when you consider that Daimler’s mighty Mercedes-Benz unit sold two million cars for the first time last year. Tesla sold fewer than 80,000.
It's not just Detroit
Tesla's enterprise value is now higher than Daimler, its erstwhile savior
I've outlined before my misgivings about that valuation gap between Tesla and other automakers. You can read about that here.
But Daimler is entitled to feel particularly aggrieved. In the first three months of 2017 alone, it generated 4 billion euros ($4.25 billion) in earnings before interest and taxation, according to preliminary figures released on Tuesday evening. True, the results were flattered by one-off items, yet the Mercedes division still delivered a very respectable 9 percent adjusted operating margin. You won’t need reminding that Tesla loses money and burns cash with abandon.Yet Daimler’s enterprise value equates to just 2.5 times this year’s estimated Ebitda, whereas Tesla's is almost 50 times.Ironically, one reason investors demand a discount to purchase Daimler shares is because it's spending heavily on plants and technology. In 2017 and 2018, capex and R&D spending will total about 30 billion euros. And why’s it doing that? Well, partly because Tesla has forced Daimler and rivals to finally take electric vehicles seriously. Daimler is planning 10 new electric cars, to make sure up to one-quarter of its sales are electrically powered by 2025.CEO Dieter Zetsche won't entirely regret helping out Musk. Daimler booked a tidy $780 million profit on its investment when it sold the Tesla shares in 2014. Last month, Zetsche praised Tesla for freeing the electric car of its “granola image”. Still, he might reasonably wonder why shareholders applaud Tesla for investing lots of money, but punish Daimler.Indeed, investors might be seen as the gods in this particular epic drama. And as Daimler can attest, the gods are often cruel and unfair.

https://www.bloomberg.com/gadfly/articl ... -epic-tale



Nisam pricao o celom Daimleru, vec samo Mercedes-Benzu.

Sto se vrednosti tice, svakako tu nema poredjenja, MB je 17. na listi najvrednijih kompanija na svetu, Bmw svega par ispod, a od automobilskih kompanija, samo je Toyota vrednija od njih, dok je Tesla na 913. mestu.

Evo jos necega zanimljivog, gde su se svi nakacili na hajp:
https://www.bloomberg.com/view/articles ... a-nonsense

[Laki021]

3 milijarde koje sam pomenuo im je R&D budzet (dakle razvoj novih tehnologija i sl), ovih 30 milijardi za 2god ukljucuje i gradnju novih fabrika i sl.

Ne znam odakle si uzeo ovo da je MB 17 a BMW par ispod dok je Tesla 913, vrednost ovih kompanija je ono sto sam naveo (broj akcija puta cena istih), sve tri su tu negde u par milijardi razmaka (i to ceo Daimler).

Tih 50 miliona investicije u Teslu se ispostavilo kao jedna od najgorih investicija svih vremena, ko zna koliko ih to desetina milijardi kosta...

[Ji 4Tze]

Jeste ali će imati prioritet nad drugima kao nekih čija je tehnologija već u Tesli

[Xepoj87]

3 milijarde koje sam pomenuo im je R&D budzet (dakle razvoj novih tehnologija i sl), ovih 30 milijardi za 2god ukljucuje i gradnju novih fabrika i sl.

Ne znam odakle si uzeo ovo da je MB 17 a BMW par ispod dok je Tesla 913, vrednost ovih kompanija je ono sto sam naveo (broj akcija puta cena istih), sve tri su tu negde u par milijardi razmaka (i to ceo Daimler).

Tih 50 miliona investicije u Teslu se ispostavilo kao jedna od najgorih investicija svih vremena, ko zna koliko ih to desetina milijardi kosta...

https://www.forbes.com/powerful-brands/list/#tab:rank

Nece to njih nista kostati, jer kao sto sam i spomenuo, prodali su to za 750 miliona i otvorili svoju firmu za proizvodnju i razvoj baterija, nesto sto Tesla nema, nego im je dostavljac Panasonic.
Na kraju krajeva, sta se desava sa celom pricom, znacemo za par godina.

[HKS]

Mercedes je imao, a mislim da i sada ima, odredjeni % Tesle.

Послато са m2 уз помоћ Тапатока

[Xepoj87]

Ne, prodali su poslednjih 4%, od pocetnih 10%, isto kada i Toyota, za 780 miliona.

http://www.autonews.com/article/2014102 ... esla-stock

[miki_28]

Mercedes je imao, a mislim da i sada ima, odredjeni % Tesle.

https://www.wsj.com/articles/daimler-se ... 1413926628

[Ji 4Tze]

Tesla sad već ima svoju produkciju baterija u okviru Gigafactory. Treba i za ostale proizvode pored automobila.

[Xepoj87]

https://www.tesla.com/blog/panasonic-an ... igafactory

According to the agreement, Tesla will prepare, provide and manage the land, buildings and utilities. Panasonic will manufacture and supply cylindrical lithium-ion cells and invest in the associated equipment, machinery, and other manufacturing tools based on their mutual approval. A network of supplier partners is planned to produce the required precursor materials. Tesla will take the cells and other components to assemble battery modules and packs. To meet the projected demand for cells, Tesla will continue to purchase battery cells produced in Panasonic's factories in Japan. Tesla and Panasonic will continue to discuss the details of implementation including sales, operations and investment.

The Gigafactory is being created to enable a continuous reduction in the cost of long range battery packs in parallel with manufacturing at the volumes required to enable Tesla to meet its goal of advancing mass market electric vehicles. The Gigafactory will be managed by Tesla with Panasonic joining as the principal partner responsible for lithium-ion battery cells and occupying approximately half of the planned manufacturing space; key suppliers combined with Tesla's module and pack assembly will comprise the other half of this fully integrated industrial complex.

JB Straubel, Chief Technical Officer and Co-founder of Tesla Motors said: "the Gigafactory represents a fundamental change in the way large scale battery production can be realized. Not only does the Gigafactory enable capacity needed for the Model 3 but it sets the path for a dramatic reduction in the cost of energy storage across a broad range of applications."

Yoshihiko Yamada, Executive Vice President of Panasonic, added, "We have already engaged in various collaborative projects with Tesla toward the popularization of electric vehicles. Panasonic's lithium-ion battery cells combine the required features for electric vehicles such as high capacity, durability and cost performance. And I believe that once we are able to manufacture lithium-ion battery cells at the Gigafactory, we will be able to accelerate the expansion of the electric vehicle market."

Cost reductions will be achieved through optimized manufacturing processes driven by economies of scale previously unobtainable in battery cell and pack production. Further price reductions are achieved by manufacturing cells that have been optimized for electric vehicle design, both in size and function, by co-locating suppliers on-site to eliminate packaging, transportation & duty costs and inventory carrying costs, and by manufacturing at a location with lower utility and operating expenses.

The Gigafactory will produce cells, modules and packs for Tesla's electric vehicles and for the stationary storage market. The Gigafactory is planned to produce 35GWh of cells and 50GWh of packs per year by 2020. Tesla projects that the Gigafactory will employ about 6,500 people by 2020.

http://fortune.com/2016/11/02/tesla-pan ... factory-2/

https://electrek.co/2017/04/03/tesla-gi ... ing-event/

Don't be a bot

[Ji 4Tze]

Blog entry od pre tri godine, vest od pre godinu i po i pola godine, a meni kažeš da sam bot.
Kao što napisah, Tesla pravi baterije u svojoj Gigafactory fabrici. Panasonic im pravi ćelije za te baterije u Teslinoj fabrici, jer neko mora i da zna nešto

[Xepoj87]

Tesla pravi kucista za Panasonicove baterije, da ih stavi u svoje proizvode, to jest, sklapa ih.
To si njihove baterije, koliko je i ZF Bmwov ili Jaguarov menjac.

Sent from the 7th edge of the 3rd World.