Tesla is now most important automaker in world

2015-03-13 00:06:31 / author: 1autor views 1489Total views: 1489 / 1Views for 7 days: 1

Tesla ? ????????? ????? ???????? ?????? ????????????????? ? ????

Could Tesla Motors be the world’s most important car company?

Morgan Stanley Research analyst Adam Jonas makes that argument in a new report to investors.

“Not even two years after the delivery of the first Model S, Tesla Motors has transformed from fledgling start-up to arguably the most important car company in the world. We are not joking,” Jonas wrote. “Tesla is also emerging as an emblematic force in America's effort to foster high tech manufacturing job growth.”

Here’s why.

  • Tesla has gone from zero to hero with automotive suppliers, which once shunned the Palo Alto, Calif., car company.

Jonas recently dined with a senior executive at one major supplier and said the dinner talk centered on what Tesla does differently in terms of electrification, connected cars and autonomous vehicles. Now suppliers are considering developing dedicated lines and facilities just for Tesla’s business.

Rival automakers derided now-failed start-ups such as Fisker and Coda, but they see Tesla as a true competitor.

General Motors has a “Team Tesla” devoted to the development of long-range electric vehicles like Tesla’s Model S sedan, Jonas said.

“A BMW engineer recently explained to us how Tesla's presence has helped reinvigorate the spirit of automobile innovation that was beginning to run stale, further testifying that BMW will be a stronger company longer term because Tesla is around,” he said.

  • Tesla is having a positive effect on the U.S. economy.

Five states are developing incentive packages to land Tesla’s proposed giant $5 billion "gigafactory" battery facility, a project that could create 6,000 manufacturing and technical jobs, Jonas said.

A “governor would need a very good reason to say no to a Tesla factory,” Jonas said.

Including the battery factory and expanded auto production at its factory in Fremont, Calif., Jonas sees Tesla’s U.S. employment rising from about 6,000 workers today to as many as 20,000 within seven years.

That would indirectly support more than an additional 100,000 U.S. jobs.

It’s “GDP moving stuff,” Jonas said.

This is especially important to California, Tesla’s home state. It already has the automaker’s headquarters, the auto factory and is in the running for the battery plant, although some think that is a long shot.

  • Tesla is uniquely America.

Tesla also establishing itself as the “most American made car on the road, pushing 90% U.S. content,” according to Jonas. That’s more than such American pie vehicles as the Ford F-150 and Chevy Silverado pickup trucks, he said.

This all means that investors should look at Tesla as more than a traditional auto company.  Jonas has a price target of $320 for the automaker’s stock. That valuation implies that Tesla will have slightly less than 1% of the global auto market by 2028. It has traded between $225 and $230 for most of the past week.

  • There are risks.

Tesla is guaranteeing the value of its Model S in a lease-finance transaction. If the price of used Teslas fall short of the company’s estimates, it could lose a lot of money.

Tesla remains dependent on key government programs such as environmental credits and federal and state incentives for people who purchase electric cars.

Those could go away. Lawmakers, for example, might decide not to give wealthy consumers as much as $10,000 in federal and state benefits to purchase a car that starts around $71,000 and easily crosses the $100,000 range depending on options and features.

Finally, the potential for Tesla to expand into non-automotive related business such as using its battery technology for energy storage devices exposes the company’s operations to untested cost, competitive and regulatory forces, Jonas said.

 

Tesla ? ????????? ????? ???????? ?????? ????????????????? ? ????

Add a comment:
Sign in

Other news by 1autor

Miracle escape as plane crashes into CAR and explodes in flames
Miracle escape as plane crashes into CAR and explodes in flames

This was the astonishing scene on an airfield after a two-seater plane crashed into a car, sparking a fireball.  Miraculously, the occupants of the Volvo XC60 escaped without a scratch – although the pilot of the AT3 plane suffered serious injuries.  By...

The Ten Best Vehicles To Live In
The Ten Best Vehicles To Live In

    You like the comforts of a house, but need the mobility that a house just can't offer? These ten vehicles here might just be the solution you were looking for. 10.) Mercedes-Benz E63 AMG Wagon   Really, any big station wagon would fit...

The Ten Best Non-Transportation Uses Of Car Engines
The Ten Best Non-Transportation Uses Of Car Engines

You know what car engines are great for? Powering cars, of course. That said, they do have some badass non-transportation uses, as well.   10.) Engine Block Coffee Table Announce your gearhead leanings to all your guests with a beautiful engine block coffee...

daihatsu Applause - standing ovations for Japanese perfection
daihatsu Applause - standing ovations for Japanese perfection

  Applauding masses wherever this car is seen. Why? Japanese engineers are combining sense, comfort and simplicity in it's most timeless form. Have you ever dreamed of an affordable car that you will love until the end of it's days? If...

Tesla 

Categories

Tesla related articles

Tesla Model S Sets the New World Record!

Tesla Model S Sets the New World Record!

2014-11-02 18:14:45

After proving the Tesla reliability with a long road trip around Europe, the Tesla team has also decided to take...

The Tesla Model S may be the safest vehicle

The Tesla Model S may be the safest vehicle

2014-10-01 07:51:28

The Tesla Model S can be the secure means of transport ever checked by the feds. So secure, actually, that...

Gallons of light with Tesla Model S

Gallons of light with Tesla Model S

2014-11-28 18:29:17

Most of the people complain that electric cars are a hassle because of the charging and other performance problem, and...

Popular Extraordinary & funny

Subaru Impreza Gives You a Chuckle in epic Tug-Of-War!

Subaru Impreza Gives You a Chuckle in epic Tug-Of-War!

2014-10-15 18:06:40

A jaw-dropping vehicular tug of war! How about witnessing an intense tug of war? Wouldn’t it be fun and exciting? I...

A bit of history, a bit of Volkswagen trust - Volkswagen Type 2

A bit of history, a bit of Volkswagen trust - Volkswagen Type 2

2014-10-12 15:06:03

Call it the Transporter, Kombi, Microbus, Bus or Camper the Volkswagen Type 2 has been loved and adored by millions...

Absurd camber on this Toyota Celica

Absurd camber on this Toyota Celica

2014-10-13 15:44:16

No, you’re not looking at this wrong! This crazy guy has modded his Celica to have the tyres turn outwards. The...

Other brands of vehicles

Brands of vehicles
BMW (56)
CHEVROLET (88)
DODGE (46)
FERRARI (51)
FIAT (61)
FORD (96)
HONDA (123)
NISSAN (62)
PEUGEOT (63)
RENAULT (64)
SUZUKI (61)
TOYOTA (88)