1. Tesla(CLICK ME)
Gianmichael Chinotti

2. HOME
HISTORY
MODEL S
MODEL X
STOCKS

3. History
Founded in 2003 by Elon Musk, Martin Eberhard, and Marc Tarpenning
March Tesla begins production of Roadster. Eventually sells 2,150 of Roadsters.
June Announce Model S
Jan Tesla registers for an IPO
May Tesla buys former GM factory in Fremont, CA and Toyota signs deal to cooperate in EV development
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4. The Macro Outlook
Electric car sales have increased 228% in last year alone
17,000 in 2011 compared to $38,000 in 2012
Tesla essentially started the electric car market in the United States (Volt and Leaf didn’t exist before)
EV market has been trailing off
$10,000 tax rebate for EV cars this next year under the Obama administration
Makes EV cars more competitive
First year Hybrids came out (2000, they only sold 9,000. Now they sell 2 million plus every year.
GM and Toyota had electric cars a long in the 90s but they died out quickly mainly because their range was only miles per charge. Tesla Model S has a range as high as 300 miles per full charge.

5. Going through period of transition
Going through period of transition. Last year it was on a downward slope, this year it’s on an upward slope. The reason total revenue is down this year is because of the transition to the Model S from the Roadster

6. Why Tesla? Biggest opportunity for growth
Elon Musk’s proven leadership (PayPal and SpaceX)
Appleizing the car industry
New form of selling cars with no dealerships
Prove to transform the market, first to produce electric cars relatively cheaply
Biggest opportunity for growth, can actually competitor to existing American car companies even though it’s been founded this decade.
Elon Musk’s leadership
“Applieizing the car industry”
New form of selling cars (talk about the lawsuit)
Proven to transform the market—first to produce Evs cheaply

7. Model S Announced in 2008 Released this past summer
The specs of a sports car while still being completely electric
Competitively price—starts at $49,000
Equipped with some of most the advanced technology— 17’’ screen
Voted car of the year by Autmobile.com
People associate electric cars with weakness and pathetic cars, they’re dispelling this idea. Can go faster a porsche in 0-60 all while still being entirely electric
Compare with Model X
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8. Model X Announced in 2011 Released this past summer
The specs of a sports car while still being completely electric
Competitively price—starts at $60,000
Equipped with some of most the advanced technology— Falcon Wing doors
Voted car of the year by Supercar.com
People associate electric cars with weakness and pathetic cars, they’re dispelling this idea. Can go faster a porsche in 0-60 all while still being entirely electric
Compare with Model S
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9. Room for Growth
Stock is so low because Tesla lost $1 billion on the Roadster
Most don’t know it was planned
Competitive price can allow for unlimited growth, especially in countries like China
EV market is constantly expanding, Tesla leads the market with very few legitimate competitors
Tesla plans to release Model X (cheaper, mini-SUV) where they start making profits
Not really that it’s undervalued, more so that it can grow immensely.
The loss was entirely planned.

10. Valuation Measures

11. Historical Information
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12. Comparison with Market
Clearly undervalued, because they’ve lost so much money on sales from Roadster. Will make that up on Model S and Model X.
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13. Competitors Main competitor is Fisker
Karma starts at $96,000
Repeated troubles safety-wise
Chevy and Nissan both have Evs, but neither are sports cars
Sales of both are down

14. Main Concerns Lost money on the Roadster
Analysts limit value of EV market
Production capacity

15. Questions ?