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Nicht ganz meine Meinung, aber es trifft es ganz gut. Der Punkt, dass ein grosser Autohersteller A123 gewählt hat stimmt, aber nicht, dass es bis jetzt einen Vertrag gibt. Es wird bis jetzt nur zusammen entwickelt und evaluiert. aus dem US-Yahoo thjread von heute: http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks… Ever notice how the volume of negative posts increases enormously when AONE goes down? When it goes up, they vanish. These people are not interested in the company, only in movement, in accelerating a downward trend by scaring away investors. Short-term players know little about the market or technology. They pollute the board, cover and leave. A good investor seeks companies with long-term potential, those creating new markets, riding a technological wave. A123, for example. The lithium-ion market is huge. It would be huge with only grid and consumer applications, but what will really take off is transportation. This year, Nissan will deliver the Leaf, an affordable electric vehicle, and GM will ship the Volt. The GM EV1 was practical when it was introduced in 1996, using lead-acid batteries. Practical in the sense that owners loved it, it had adequate range, leases was affordable. But expensive for GM to develop (as was the Prius for Toyota), so when California law changed, and there was no zero-emissions requirement, GM crushed the EV1s and went back to gas-guzzling, highly-profitable SUVs. GM could have built on their technological headstart and perfected electric vehicles by now. Could have beaten Toyota to the punch and sold Americans a million EV1s instead of a million Priuses. But General Morons looked fondly to the past, abandoned the technology, began a slow slide to bankruptcy. Now, almost ten years after the last EV1 was destroyed, we can build EVs that are both practical and affordable. But try to order a Leaf or Volt for delivery next year. You can't. 2010 Leaf production is completely sold out, 19,000 were pre-ordered in days. The Volt will go for whatever dealers care to ask. The demand for EVs, after years of waiting (and in the wake of the BP disaster) is insatiable. Try buying one next year. Good luck. Waiting lists are endless, and will remain so for years. Batteries are why. Nissan builds their own, saw the potential market, but don't have adequate production capacity even for the Leaf. GM chose LG Chem, lowest bidder on the Volt. Toyota and Tesla are buying from Panasonic. Chrysler/Fiat is buying from a low-baller. Early bird gets the low-bidding worm. But a dozen other automakers will see the success of the Leaf and Volt, the endless waiting lists, and seek out a battery supplier. A123's competition will be committed. Result? A123 will sell every battery they make for the next five years--at a good profit. Because supply simply cannot keep up with demand for all those gigawatt-hours. A123 has said they are sole supplier to a major automaker. When that project is announced, AONE may jump 50% in one day. That could happen tomorrow. Or next quarter, no telling. But when it does happen, it will be a sea change. A123 will double production capacity next year, to 760 megawatt-hours, maybe even more, to 1 gigawatt-hour. This isn't speculation, they only build capacity for known requirements. That means A123 revenue could increase by five times next year, or more. That is the point at which economy of scale makes their investment profitable. 2010 is a transition year. A123 warned many times rapid expansion would prevent them from becoming profitable until 2011. This is not a company that is going bankrupt, or being acquired. They have plenty of cash, huge institutional investment, uniformly positive analyst opinions, superior products, and an existing, diversified revenue stream. This is a company that is growing as rapidly as possible, reinvesting what could have been profits, because of what's in their sales pipeline. Most people don't bother to learn this story. Too much work. They look at charts and EPS numbers, not broader market and technology trends. They don't understand the impact the transition to electric vehicles will have, and how A123 is positioned to ride that wave. If you're looking for an entry point, this is it. Autor: an_aone_an_ |
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| aus der Diskussion: | A123 - Die Zukunft fährt elektrisch! |
| Autor (Datum des Eintrages): | Optimist_ (17.08.10 21:45:37) |
| Beitrag: | 114 von 458 (ID:40001111) |
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