CEO společnosti Elon Musk řekl, že nepodepsal smlouvu s Hertz Global Holdings Inc., což se zdá být v rozporu s oznámením Hertz koncem minulého měsíce, že společnost objednává 100 000 elektromobilů značky Tesla. „Rád bych zdůraznil, že ještě nebyla podepsána žádná smlouva,“ uvedl Musk v tweetu v pondělí. „Tesla má mnohem větší poptávku než výrobu, proto budeme vozy Hertz prodávat pouze za stejnou marži jako spotřebitelům. Hertzova dohoda má nulový vliv na naši ekonomiku,“ řekl. Zástupci Tesly nebyli k dispozici pro další vyjádření.
„Rád bych zdůraznil, že ještě nebyla podepsána žádná smlouva,“
Elon Musk, CEO společnosti Tesla
Koncem října Hertz uvedl, že objednal 100 000 vozů Tesla, které mají být do konce příštího roku dodány půjčovně automobilů, což je hromadný nákup, který slibuje, že technologii Tesly vystaví více běžných řidičů. Po tweetu pana Muska se zdálo, že mluvčí Hertz v úterý ráno stojí za svým dřívějším oznámením. Řekla také, že dodávky Tesly již začaly.
„Jak jsme oznámili minulý týden, Hertz provedl počáteční objednávku 100 000 elektrických vozidel Tesla a investuje do nové infrastruktury nabíjení elektromobilů v rámci globálních operací společnosti,“ uvedla mluvčí Hertz. „Vidíme velmi silnou ranou poptávku po Tesle v naší flotile půjčoven, což odráží tržní poptávku po vozidlech Tesla,“ řekla.
V oznámení Hertz minulý měsíc uvedl, že spolupracuje s quarterbackem NFL Tomem Bradym na propagaci kampaně Tesly na elektromobily. Online tisková zpráva společnosti obsahovala videorozhovor s quarterbackem NFL Tomem Bradym, který diskutoval o jeho zkušenostech s EV. Tesla nevydala tiskovou zprávu, když Hertz oznámil dohodu.
„Zvláštní to posunulo ocenění, protože Tesla je do značné míry problémem výrobní rampy, nikoli problémem poptávky.“
Elon Musk, CEO společnosti Tesla
Pan Musk v té době tweetoval: „Zvláštně to posunulo hodnocení, protože Tesla má do značné míry problémy s výrobní kapacitou, nikoli s poptávkou.“ V samostatném tweetu dodal: „Aby bylo jasno, auta prodaná Hertzovi nemají žádnou slevu. Stejná cena je jako pro spotřebitele.“ Akcie Tesly v ranním obchodování klesly o 3,5 %. Akcie v posledních dnech po oznámení Hertz prudce vzrostly a přesáhly 1 bilion dolarů v tržní hodnotě. Osobní čisté jmění pana Muska také přesáhlo 300 miliard dolarů po oznámení a nedávno bylo 335 miliard dolarů, podle Bloomberg Billionaires Index.
Akcie Hertz vzrostly o 38 % od oznámení transakce s Teslou dne 25. října. S akciemi Hertzu se obchoduje mimo burzu poté, co byla společnost v létě 2020 vyřazena z burzy. Hertz uvedl, že Tesla Model 3 bude zákazníkům k dispozici k pronájmu na některých trzích začátkem listopadu. Uvedla, že elektrická vozidla budou tvořit více než 20 % její celosvětové flotily včetně objednávky Tesly.
Půjčovny automobilů, včetně Hertzu, se potýkaly s problémy uspokojit poptávku, protože cestování po očkování narůstalo a kvůli nedostatku čipů se zastavila výroba vozidel.
Zdroj: Wall Street Journal
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