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Aandeel TomTom AEX:TOM2.NL, NL0013332471

  • 5,485 14 jun 2024 17:35
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TomTom December 2016

3.270 Posts
Pagina: «« 1 ... 140 141 142 143 144 ... 164 »» | Laatste | Omlaag ↓
  1. forum rang 6 Dutchy Ron 27 december 2016 16:30
    Even vooruit kijken aan het eind vh jaar ;-)

    2018 is when things get interesting, especially if you think Tesla can build its 500k cars in 2018, which is the goal it set for itself (moved two years up from 2020) this year. I'm going to go a bit conservative here and go with 350k vehicle deliveries in 2018. I think if you caught Musk on the street, he'd agree even this number would be quite a feat. These figures would imply 680k Teslas with self-driving functionality vs. an installed base of 2mm or 34% of the total. Yeah, that's still pretty impressive. The "Tesla Wins" camp is running away with this thing. Tesla is going to be THE autonomous car company for the next two years at least, that much is clear.

    After 2018

    2019 going into 2020 is when autonomous cars start to ramp. Let's look at some of the industry news bits:
    •NuTonomy to expand self-driving taxi service to 10 cities around the world by 2020 (Source: Yahoo News)
    •Delphi (NYSE:DLPH) and Mobileye to provide off-the-shelf self-driving system by 2019 (Source: TheVerge)
    •Volkswagen (OTCPK:VLKAY) expects first self-driving cars on the market by 2019 (Source: Focus)
    •Ford's head of product development: autonomous vehicle on the market by 2020 (Source: Auto News)
    •Baidu's (NASDAQ:BIDU) chief scientist expects a large number of self-driving cars on the road by 2019 (Source: Quora)
    •First autonomous Toyota to be available in 2020 (Source: Wired.com)
    •Nissan (OTCPK:NSANY) to provide fully autonomous vehicles by 2020 (Source: Nissan Motors)
    •Sergey Brin plans to have Google (NASDAQ:GOOG) (NASDAQ:GOOGL) driverless car in the market by 2018 (Source: Driverless car market watch)

    There is a clear trend here. Most players in the space plan on really ramping after 2019 going into 2020. Let's assume Tesla can hit its 500k goal after 2018, in 2019, it would have 1.2mm autonomous capable cars on the road vs. a 4.4mm installed base or 27% of the global base. Then, in 2020, Tesla would have 1.7mm autonomous capable cars vs. a base of 10mm or 17% of the global base. You may think that Tesla is starting to look less impressive. That's not really the case when you factor in that automakers make about 75mm cars a year globally. Tesla will still have a larger percentage of the autonomous fleet in 2020 than Toyota's percentage of the entire global automotive fleet at around 15%. With that being said, I do think 2019-2020 is when Tesla's chokehold on the autonomous vehicle fleet will start to come under pressure. Tesla needs to figure out how to ramp to Ford, Nissan or Honda (NYSE:HMC) type production levels to maintain its dominance. Is that even possible?
  2. Juun 27 december 2016 16:39
    Ik ga het niet allemaal doorlezen, maar dat wil niet zeggen dat het technisch inhoudelijk niet interessant kan zijn:
    tomrunia.github.io/assets/runia2015-h...
    Gaat dus over Tom Runia:
    tomrunia.github.io/#home

    Ik weet ook niet waarom ik die naam heb onthouden, maar soms lijkt het weer actueel te zijn.
  3. forum rang 6 Dutchy Ron 27 december 2016 16:48
    5 Takeover Targets On Apple Inc. (AAPL) Wish List

    Tesla (TSLA) Consumer Discretionary – Automobiles

    Driverless cars are arguably the most closely watched technology today with many big names vying to release the first mainstream vehicle. But this hasn’t come without problems. Uber recently took its first autonomous vehicle off the streets of San Francisco while Google tabled its plans to develop anything of the sort for the time being, putting Tesla in front of the driverless car race. Tesla maintains it will release enhanced self driving features across its fleet of models in the coming months. Apple was once believed to be developing an autonomous vehicle but those plans fell flat. An opportunity to re-enter this rapidly growing space would be a huge win for Apple. With a market cap just north of $30 billion Tesla is still in the realm of affordability for Apple but a takeover would need to occur sooner rather than late
  4. forum rang 6 Dutchy Ron 27 december 2016 16:58
    Tesla Motors Inc (TSLA)

    Tesla devices have reached an impressive milestone related to how far its electric car owners have traveled.

    Those who travel with one of the alternative energy vehicles have amassed 3.5 billion miles traveled among them. The company reached the 3-billion mark in October, and it added half-a-billion miles in less than three months.

    The milestone goes to show just how much the company’s leading concept has grown over the years. It only managed to reach the one-billion mark two Junes ago.

    Additionally, Tesla has now compiled 1.3 billion miles of data that will help to aid the company’s efforts to advance self-driving vehicle technology.
  5. forum rang 4 holenbeer 27 december 2016 17:00
    quote:

    Dutchy Ron schreef op 27 december 2016 16:48:

    5 Takeover Targets On Apple Inc. (AAPL) Wish List

    Tesla (TSLA) Consumer Discretionary – Automobiles

    Driverless cars are arguably the most closely watched technology today with many big names vying to release the first mainstream vehicle. But this hasn’t come without problems. Uber recently took its first autonomous vehicle off the streets of San Francisco while Google tabled its plans to develop anything of the sort for the time being, putting Tesla in front of the driverless car race. Tesla maintains it will release enhanced self driving features across its fleet of models in the coming months. Apple was once believed to be developing an autonomous vehicle but those plans fell flat. An opportunity to re-enter this rapidly growing space would be a huge win for Apple. With a market cap just north of $30 billion Tesla is still in the realm of affordability for Apple but a takeover would need to occur sooner rather than late

    Tesla en Nvidia zijn alleen vandaag al 4 miljard dollar meer waard geworden. Kan me niet voorstellen dat ze niet op iemands watchlist staan, en als ze dan per dag 4 miljard duurder worden, hoe lang duurt het dan nog tot de koopknop wordt ingedrukt? En als ze dan toch bezig zijn, doe TT er dan meteen bij :-)
  6. [verwijderd] 27 december 2016 18:21
    quote:

    Dutchy Ron schreef op 27 december 2016 18:13:

    Ik heb niet vaak spijt maar Nvidia had ik nooit moeten verkopen. :-(
    Ik heb de laatste nu verkocht. Heb ze twee maanden gehad.
    Verwacht een terugval. Het gaat veel te hard.
    Zal dit koersgeweld inkopen van beleggingsfondsen zijn die aan het eind van het jaar de winnaars in porto willen hebben?
    De toekomst blijft er super uit zien voor NVDA maar soms gaat het te snel.

    PS Ron als je weer iets hebt hoor ik het graag. Hartelijk dank!!!

3.270 Posts
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