Kann Kandi Technologies zum Tenbagger werden?

eröffnet am 08.12.10 11:14:34 von
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08.12.10 11:14:34
Kann Kandi Technologies zum Tenbagger werden? Ich sage ja, denn China und Elektroautos sind für mich eine unschlagbare Mischung.

Was denkt Ihr? Freue mich auf einen hoffentlich regen Gedankenaustauschen.

Liebe Grüße

from austria
5 Antworten
08.12.10 11:34:36
08.12.10 13:13:59
Antwort auf Beitrag Nr.: 40.670.649 von JRMaustria am 08.12.10 11:14:34AKTIONAERS Pusher :laugh::laugh::laugh:
4 Antworten
08.12.10 21:31:56
Antwort auf Beitrag Nr.: 40.671.801 von EPB am 08.12.10 13:13:59@EPB

Sorry, muss dich enttäuschen. ;) Maydorn-Report. Kann aber sicherlich nicht schaden, wenn auch der Aktionär darüber berichtet.

greets from austria
3 Antworten
09.12.10 09:50:28
Antwort auf Beitrag Nr.: 40.676.335 von JRMaustria am 08.12.10 21:31:56Maydorn = AKTIONAER ;)
2 Antworten
09.12.10 21:45:30
Antwort auf Beitrag Nr.: 40.678.208 von EPB am 09.12.10 09:50:28eine unschlagbare Idee??


Kandi Technologies – An Intelligent Vehicle Electrification Plan
John Petersen

The last thing regular readers expect from me is an article praising a vehicle electrification plan, but I've seen one that overcomes most of the problems I've been writing about for the last couple years and is simply too intelligent to ignore. It's a uniquely Chinese solution to their particular problems, which means it might not work in the U.S. or Europe, but the potential in the target market could be huge.

Kandi Technologies (KNDI) has developed the "KD5010" a two-passenger electric vehicle for city dwellers that looks a lot like a stretched Smart Car. Earlier versions of the KD5010 include a 60-unit plug-in fleet that Kandi delivered to the China Postal Service last summer and the Kandi-Coco, a shorter plug-in “neighborhood electric vehicle” that Kandi's distributors are offering in the U.S. for $10,600 (before subsidies).

The KD5010 costs about $6,000 in China (without batteries and before subsidies) and has a 150-kilometer (100-mile) range with a top speed of 52 mph. Unlike its sexier cousins from Nissan (NSANY.PK), General Motors (GM) and Tesla (TSLA), the KD5010 doesn't have a plug. Instead, it draws the needed power from six flat-profile lead-acid batteries that slide into horizontal slots under the driver and passenger doors and can be changed in minutes with simple and inexpensive equipment. Without batteries, the KD5010 tips the scale at 1,000 pounds. With batteries the total vehicle weight is closer to 2,000 pounds.

The genius of the KD5010 lies in the absence of a power cord and plug. Instead of giving the owner the ability to decide when and where he wants to recharge the batteries, the KD5010's plug free design requires the owner to drive to the nearest battery swapping station and pay about $6.00 to have the discharged batteries replaced with fresh ones. The process only takes a few minutes and should a KD5010 run out of power on the road, an emergency roadside swapping service is available for a modest premium. Discharged batteries are then returned to a smart central charging facility with a high capacity grid connection that can adjust its demands as needed to optimize overall grid efficiencies.

The swapping stations and central charging facility are operated by a three-party joint venture between Kandi (30%), Tianneng Power International, China's largest lead-acid battery manufacturer (30%), and Jinhua Bada Group, a unit of State Grid Power, a company that provides 91% of China's electricity and ranks as the seventh largest corporation in the world. Kandi launched its unique vehicle electrification and battery swapping station plan in late November with its first sales to retail customers in the city of Jinhua, China, but it's easy to predict a wider rollout if the demonstration is successful.

The principal end-user advantages of Kandi's approach to vehicle electrification include:

•Offering automotive transportation to users who have no preconceived notions;

•Offering an electric alternative that's cheaper and lighter than a conventional car; and
•Offering a battery swapping system that's comparable to a quick fill-up with $3 gasoline.
The advantages to Kandi and its charging infrastructure partners include:

•Conducting battery charging in a dedicated facility that can optimize battery life and performance;
•Centralizing battery charging to eliminate infrastructure build out costs and grid stability issues;
•Facilitating the recycling of old batteries while alleviating raw material supply chain issues; and
•Generating recurring long-term revenue from battery swapping operations.
The battery-swapping plan is just plain smart. Since the KD5010 uses lead-acid batteries, the battery cost of roughly $1,500 per vehicle includes about $1,000 in lead and $500 in manufacturing costs. Once the lead is in the first KD5010 battery pack, it can be recycled over and over, reducing the consumable cost of the batteries to about $500. Even if the batteries only last for a few hundred cycles before they're returned and recycled, the net battery cost per charge-discharge cycle will be in the $1 to $2 range, plus electricity for recharging and labor to operate the swapping infrastructure. With an end-user swapping fee of $6.00, Kandi and its partners should profit handsomely.

The following table presents summary income and cash flow data for the last twelve months, summary balance sheet data at the last reporting date, and market valuation metrics for Kandi and BYD Co. Ltd. (BYDDF.PK), the best-known Chinese automaker.

(financials in der Kopie nicht enthalten! bitte im link nachschauen!)

Kandi's historical financial statements do not reflect major electric vehicle operations, I think its fair to expect substantial revenue growth over the next few quarters.

BYD has been a market darling since Warren Buffet's Mid-America Holdings bought a 10% interest in 2009. The big difference between the two is Kandi is just starting out with a pair of extremely powerful partners while BYD is trying to grow a mature business. When I consider problems inherent in growing any business, I have to believe it will be easier for Kandi to ramp sales by a factor of ten than it will be for BYD to double sales. I've always taken a very conservative "wait and see" attitude when it comes to vehicle electrification in the U.S. and Europe, but when it comes to capitalizing on emerging vehicle electrification opportunities in China I have to believe that Kandi's approach will be a hands-down winner.

In the final analysis, it's a lot like the business dynamic that might have developed if Henry Ford had partnered with John D. Rockefeller or one of the other oil barons in the early 1900s.

Disclosure: None.

Posted by John Petersen on December 7, 2010 01:02 AM | Kandi Technologies – An Intelligent Vehicle Electrification Plan
1 Antwort
09.12.10 22:03:20
Antwort auf Beitrag Nr.: 40.684.810 von local hero 3 am 09.12.10 21:45:30
@ local hero 3!

Kandi überzeugt also mal wieder Innovation und Geschäftssinn. Ob ich als Aktionärs Pusher bezeichnet werde oder nicht (Anmerkung EPB), ich habe mir auf jeden Fall mal einige Stücke ins Depot gelegt.

Geschäftsidee macht Sinn und Kandi ist für mich mitunter einer der Vorreiter seines Geschäfts. Und wo Vorreiter landen können, hat man in vielen Boombranchen gesehen. Jetzt heißt es dann abwarten und in ein paar Jahren die (hoffentlich) reiche Ernte einfahren. :D

Viel Erfolg

10.12.10 12:23:19
Kandi Produkte können schon in Zukunft viele Käufer finden.
wir werden sehen wie sich die Aktie entwickelt.
Es ist nur immer sonderbar, wenn der Aktionär etwas empfiehlt oder darüber Berichtet
dann fällt einmal der Kurs.
Manchmal steigt er wieder, andere bleiben unten.
Ein Geschäftsmodell kann durchaus plausibel sein und trotzdem
1 Antwort
10.12.10 13:58:23
Antwort auf Beitrag Nr.: 40.688.116 von pota8 am 10.12.10 12:23:19Hallo!

Tja, auch der Aktionär liegt mit seinen Einschätzen nicht immer richtig. Das Halten der 5,50 USD Marke ist jetzt auf jeden Fall einmal oberste Priorität. Bei Unterschreitung gibt es wohl gegen Süden kein Halten mehr. Die 200 Tage Linie liegt ja rund 20 % tiefer. Ein Absturz in diesen Bereich wäre zwar schmerzhaft, wird mich aber vermutlich zum Nachlegen verleiten. Die Story stimmt und auf den Glauben daran kommt es letztendlich an.

Good luck

10.12.10 22:43:03

Die 5,50 USD haben erneut gehalten und auch die 6,00 USD sind wieder zum Greifen nah. Setzt sich die derzeitige positive Stimmung am Markt fort, kann es bis zum Jahresende ein neues Hoch geben. Es bleibt auf jeden Fall spannend.

Erholsames Wochenende Euch allen

from austria

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Kann Kandi Technologies zum Tenbagger werden?