Rebirth declares war on the honest

Chapter 238 232. This wave is not a loss
Companies like Tesla have never lacked hype, environmental protection concepts, [-]-kilometer acceleration, and even free charging for life.

But many people are not optimistic about Tesla.

In the eyes of savvy investors, it still has not solved the fundamental problem of electric vehicles, which is the problem of electric energy storage and battery life. Although computers have reached the nanometer level, modern power storage technology has not made any rapid progress, and it can even be said that it is standing still.

Because of this, electric vehicles cannot compare with internal combustion locomotives in terms of battery life, power, and carrying capacity.

"I think this kind of company is a bit of a concept hype. It can indeed fool a large number of investors in the capital market, but the company's financial statements are absolutely horrible."

As financial analysts said, from the perspective of financial analysis, its reports are too ugly, so quite a few investors are bearish on him. The short-selling rate is around 50%. It is also good that it was on the verge of bankruptcy several times before illustrates the point.

When Tesla really attracted the attention of all investors around the world, it was mainly due to the financial report released in the first quarter of 2013, which showed historic profits.

Once such a company starts to make normal profits, it means that its business model is mature and its future prospects are promising.

At this moment, Tesla has just launched a new car and is in the stage of market verification. Even Musk has no idea.

For this foreign investor who came from afar, Musk is full of enthusiasm.

Tesla was not born with a golden key in his mouth.Although the boss Musk has made outstanding achievements in the past, Silicon Valley in the United States is very realistic in this regard.

It can be seen from a few figures: Tesla’s financing in the A round was 750 million U.S. dollars, and the B round was 1300 million U.S. dollars. These two figures are not commendable amounts in Silicon Valley.

It can even be said to be pitiful.

Tesla's performance since its listing has not been remarkable. From this point of view, Tesla's long-term valuation of 20 billion US dollars is a great deal of face for the capital market.

The valuation of the future trillion-dollar giant Tesla in the capital market at this time is not as fair as the coffee that is blooming everywhere in China.

"We have also carefully considered the issue of high-speed charging technology. In the long run, the charging problem must be solved. Tesla's goal is to replace rather than supplement fuel vehicles."

With that said, Musk said again: "However, from the current point of view, it is too difficult for us to directly compete with traditional auto companies, so we need a little bit of steady development."

Gu Yun looked at Musk, and suddenly felt that his remarks at the moment were somewhat separated from him, who was always uttering wild words in his previous life.

Right now, doesn't this buddy have the idea of ​​using Tesla to impact the entire traditional fuel vehicle industry?
After thinking about it, Gu Yun seemed to understand.

At this time, the market more accurately reflects the value of Tesla.

Before Tesla went public in 2010, there were 5 rounds of financing, 1 equity transfer, and 1 Energy Bureau loan. It raised a total of more than 2 million US dollars, and after the IPO, it raised another 2 million.

For a company that burns so much money, it only produced one Roadster and 937 sales when it went public, which is really not a very good result.

What really changed Tesla's stock price was the partnership with Toyota and GM, and the resulting Model S.

Compared with the previous Roadster, the Model S has a significantly improved price/performance ratio. It is more like a car than a toy.

However, the sales situation has not come out, the new factory has not been expanded, the production capacity has not kept up, and the company has not yet gotten rid of losses. Musk is currently unable to make a big dream of challenging the traditional auto industry.

In this way, he should be doing it while constantly adjusting his thinking amid success.

Gu Yun and Musk talked about the future, electric cars and rockets. The scene was so grand and the topic was so far-reaching that Cheng Yingying's eyes stared at little stars.

Who said grand narratives can't attract girls?

Musk said frankly that it is risky to bet all the future on rockets and electric vehicles.

But he changed the subject and said that not being so devoted is the biggest risk, because the hope of success is zero.

Unlike other stable investors, Musk found that Gu Yun seemed to agree with his philosophy.

When he was in college, he often thought about what are the real problems facing the world and which ones will affect the future of mankind.

Musk is bullish on the Internet, sustainable energy and space exploration.

Later, he entered these three fields according to the agreement, and dropped PayPal, Tesla and SpaceX three blockbusters in turn.

After talking about their common hobbies, the two got down to business.

After a lot of verbal business negotiations, Gu Yun and Musk finally finalized. Taking the market valuation of US$20 billion as the starting point, Gu Yun invested US$2 million to acquire a 10% stake in Tesla.

At the same time, Gu Yun added an additional US$1000 million to help Tesla prepare for the construction of the Fremont factory to expand production capacity. The price is that when Tesla shareholders sell their shares, Gu Yun has the highest acquisition priority.

His move looks like charity, but in fact it took the historical opportunity.

When Tesla first went public, Daimler invested $5000 million for a 9.1% stake in Tesla.

For Tesla, which was besieged on all sides at the time, the $5000 million was life-saving money in the snow.

And I don’t know if because of Daimler’s demonstration effect, Toyota also invested $5000 million in Tesla in the same year.At that time, the electric version of the RAV4 used the Tesla electric drive powertrain.

But in 2014, Daimler sold all Tesla shares after making a fortune. Interestingly, in the same year, Toyota also began to gradually reduce its holdings of Tesla shares until the end of 2016. Tesla cooperation.

In this way, if Gu Yun can acquire all the shares released by the two large car companies in two years, even if he does nothing in the future, nearly 30% of Tesla shares will be enough to make him a billionaire.

You may seem to have made money, but I will never lose money.

Musk readily accepted Gu Yun's proposal. He is a person with a strong desire for control, and releasing 10% of his shares is just right for him.

As for Gu Yun buying shares from others in the future, that is not something he needs to care about. Musk, who holds more than 60% of the shares, does not need to worry that someone will threaten his control of the entire Tesla company.

After signing the agreement, Gu Yun proposed to Musk that the auto parts factory could be set up in his hometown.

"Don't worry, I'll help you talk about policies and other things. My hometown is definitely a blue ocean market for Tesla."

Gu Yun’s investment has undoubtedly accelerated Tesla’s development process. According to the normal trajectory, Tesla only began to enter China in 2013 and settled down as the first “wholly foreign-owned”.

It was not until 2014 that the first batch of domestic Model S owners mentioned their existing cars, officially setting sail for the great voyage of new energy vehicles.

Musk nodded, and the description in Gu Yun's words made him yearn for it. From any point of view, a big country with a population of 13 billion is an opportunity not to be missed.

"By the way, Elon, there is one more small thing, I think you won't refuse."

"what happened?"

"Help me transport a Model S back to China, and then arrange a staff member, and install the supporting facilities together."

Gu Yun thought of the scene after returning to China, and looked forward to it.

Although due to insufficient charging pile infrastructure and other reasons, the electric car he reserved can only move within the scope of Jiangcheng.

However, no matter how awesome a luxury car is, it can't compare to the only new energy car in the country in terms of pretense.

While Tesla is still on the street, I'm going to pretend to be a dude!
(End of this chapter)