Hier ist ein interessanter Kommentar zu Tesla's Deal mit Hertz:
https://wolfstreet.com/2021/10/25/tesla-...dont-tout/
Der Author kennt sich mit Autos aus, war mal Autohändler.
Aus dem Text:
"What does it say about Tesla’s retail demand when it can deliver cars to a rental fleet in just a few days? Those cars must already be sitting around somewhere, no? The talks have been going on for a while. But where are the cars coming from that you can rent from Hertz in a few days?
Tesla’s website shows that if you order a Model 3 now, the estimated delivery date is in June 2022. Are a bunch of 2021 model-year Model 3s sitting on a lot somewhere that Tesla can deliver to Hertz in a few days? Or did Tesla build those cars for Hertz and set them aside?
And 100,000 vehicles would account for about 10% of Tesla’s current annual capacity. Why not sell them through its retail channel and get full price – if there is enough retail demand for them?"
"Selling vehicles to rental fleets is a low-margin business that automakers don’t tout and that investors consider low-quality sales. When the percentage of fleet sales to overall sales is large, investors consider them a negative. And automakers are hounded for it. And that’s why automakers don’t tout those deals.
Rental fleets in the US buy between 2 million and 3 million vehicles in a normal year, and automaker such as Ford, GM, FCA, and foreign brands make huge deals. But they do it quietly. In their monthly or quarterly sales reports, they disclose what percentage of their total unit sales went to fleets. But they try to downplay this."
"For Hertz, this announcement is an EV propaganda coup that got its new shares to spike by 10% to $27, just as insiders are preparing to sell a large stake via a public offering.
These “selling shareholders” have not yet been named in the preliminary S-1 registration statement, filed with the SEC on October 15, which is full of blanks to be filled in later. But Hedge fund Knighthead and PE firm Certares bought Hertz out of bankruptcy last May with a $6 billion winning bid. Currently, the market cap, after today’s well-executed propaganda coup, is $12.8 billion. I mean, every little billion counts."
