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Tesla Motors Inc - TSLA

Re: nincs cím

#715289 Janicroft Előzmény: #715269

Ezek az akksik nem lesznek ilyesmire képesek, egyszerűen nem tudnak annyi energiát eltárolni. Az egész jelenlegi akksi technológia elavult és idejétmúlt, mire felépül a Gigafactory, még elavultabb lesz mert megjelennek új technológiák (melyek elterjedésére, főleg széles körben természetesen ismét újabb éveket kell várni).

Re: nincs cím

#715269 Ddavid Előzmény: #715229

Szerintem gyoker modjara irtak meg. Arra gondoltak akkuval (maga a kocsi lehet ez) eltarolhato majd annyi energia, hogy nem kell aramszolgaltato. De kell mert a tobbletet kidobnak? -_-

Re: nincs cím

#715229 Janicroft Előzmény: #715221

Ennél nagyobb hülyeségeket rég olvastam. "Az akkumulátoroknak köszönhetően a háztartások le tudnának kapcsolódni az áramhálózatokról" --> miért is???

Erősödő konkurencia, most épp az Audi

#714674 Janicroft

http://seekingalpha.com/article/2698445-audi-confirms-300-mile-range-ev-plans-to-compete-with-tesla?uprof=45

Anton Wahlman

Audi Confirms 300-Mile Range EV, Plans To Compete With Tesla

Nov. 20, 2014 9:49 AM ET | 9 comments | About: Tesla Motors (TSLA), Includes: AUDVF, VLKAY

Disclosure: The author is short TSLA. (More...)

Summary

Audi confirms two new pure electric cars will enter production.

First up is the R8 eTron super-sportscar, to be unveiled in January 2015.

Far more important is the 300-mile range EV family car, set for to start production in calendar year 2017.

Audi looks serious about competing with Tesla.

Volkswagen makes ten million cars per year, and has huge procurement scale and manufacturing efficiency advantages.

At the Los Angeles Auto Show Wednesday, Audi CTO Ulrich Hackenberg and Volkswagen's (OTCQX:VLKAY) head of powertrain technology Heinz-Jakob Neusser presented the group's technology road map. During and after this presentation, reporters asked when Audi would have 200-300 mile range EV cars to compete head-to-head with Tesla Motors (NASDAQ:TSLA).

The answer to this question is important for the Tesla investment case because shareholders supporting Tesla's current valuation tend to argue that competitors are either uninterested in competing with Tesla, or incapable of doing so. From market share to margins, it makes a big difference whether you have a monopoly or have to fight with price discounting.

Audi's Hackenberg responded to the question by saying that Audi has two pure long-range electric cars in development. The first one will be shown most likely at the Detroit Auto Show this January, 2015.

This first car is the all-electric Audi R8, which is a very expensive and exotic two-seat super sportscar. The price of the current R8 starts at $115,900 and one can safely assume that an all-electric version would be significantly more expensive than that. I am guessing at least $140,000, but it could be more or less.

This car will have a range of approximately 200 miles. Dr. Hackenberg said 450 kilometers, but I had that clarified to be on the European drive cycle, which is dramatically more lenient than the U.S. EPA cycle.

Here is how you would do the math: One mile equals 1.609 kilometers, so that would, in and of itself, mean a hair below 300 miles. However, the U.S. EPA rating tends to run approximately 30% below the European rating. That takes you to approximately 200 miles.

Perhaps not too coincidentally, that 200 miles is not too far from the performance of Tesla's original Roadster, of which approximately 2,500 were sold from 2008 until production ended by 2012.

However, as you might imagine, from an investment standpoint a low-volume super sportscar may not be all that interesting. I have no idea how many electric R8 cars Audi would sell, but it may not be much more than the number of Roadsters Tesla sold, over a similar time period.

This takes us to the second half of his answer, which is a lot more important.

Dr. Hackenberg described a pure electric car that would enter production in calendar year 2017. It would be a large car, fitting five large people with ample luggage space. He did not specify whether the vehicle would be a sedan, hatchback, crossover or SUV.

However, he did say that this all-electric "family car" would have significantly better range than the electric R8 exotic super sportscar. He said they are targeting 300 miles of range "because that's where the competition is today." It was crystal clear and obvious that he meant Tesla.

Of course, there is no way of knowing right now how this 300-mile range electric car from Audi would be priced, and even less so how such a price would relate to manufacturing and development cost. We know that Panasonic supplies the battery pack to Audi's current plug-in car, the A3 eTron, which just went into production in Europe a few months ago.

We know Audi signed an agreement with LG as an additional battery vendor. And we know Audi's Volkswagen parent has selected Samsung (OTC:SSNLF) as a battery supplier as well, in that case for the 2016 VW Passat GTE.

In terms of how Audi - and parent company Volkswagen - could be an effective competitor in making electric cars, it should to some extent be obvious. The Volkswagen group makes approximately ten million cars per year, similar to Toyota (NYSE:TM) and General Motors (NYSE:GM). It has flexible platforms capable of utilizing almost every kind of powertrain - gasoline, diesel, hybrid, plug-in hybrid, pure electric, compressed natural gas, hydrogen, hybrid hydrogen-electric and perhaps others.

In addition, when you produce ten million cars per year you have tremendous procurement advantages. Companies making half as many cars, such as Nissan and Fiat, frequently complain about their volume (scale) disadvantages when compared to Volkswagen, Toyota and GM.

The bottom line here is this: Audi - and by extension its Volkswagen parent - is serious about the widest range of new powertrains imaginable in the industry. VW is the cost leader and it intends to compete in every segment in the automotive market. The Audi 300-mile range EV sure sounds like a direct Tesla competitor and it's deep into development, set for mass production in calendar year 2017.

Editor's Note: This article discusses one or more securities that do not trade on a major exchange. Please be aware of the risks associated with these stocks.

Additional disclosure: At the time of submitting this article, the author was short TSLA. However, positions can change at any time.

Re: nincs cím

#714669 Sumér harcos Előzmény: #714668

ami sok- az sok,mit képzel a kedvencünkről?:)

hirtelen találtam,el sem olvastam még,csak gondoltam itt biztosan lesz reagálás az irásra.

Re: nincs cím

#714608 Janicroft Előzmény: #714606

3 százalékos mínuszban nyithat ma a Tesla Motors (Nasdaq) köszönhetően a Morgan Stanley elemzésének. A múltban a Morgan már többször is piacmozgató erővel bírt a részvény esetében, ezúttal pedig a 2015-ös EPS-várakozást csökkentették 2,45 dollárra a korábbi 4,39 dollárról. Ebben főleg a vártnál alacsonyabb X modell értékesítéseket jelölték meg okként az elemzők. Érdemes hozzátenni, hogy az X modellekkel kapcsolatos csúszást már a negyedéves gyorsjelentésben bejelentette a vállalat, így ennek átfuttatása a modellen elvileg nem okozhatna már nagy meglepetést.

TSLA: Tesla Motors preps solar rooftop initiative

#714271 Janicroft

Mondjuk ezt nem értem miért a TESLA csinálja és miért nem a SolarCity??

Tesla Motors preps solar rooftop initiative • 2:47 PM

Clark Schultz, SA News Editor

The top powertrain business development exec at Tesla Motors (TSLA +1.5%) says the automaker's storage battery system for residential solar rooftop setups will be ready in the second half of 2015.

The comments from Mateo Jaramillo were made at the California Power and Gas Conference in San Francisco.