Morgan Stanley predicts a major success with Tesla

Adam Jonas, Executive Director and Head of Automotive Market Research at Morgan Stanley, spoke enthusiastically about Ilon Musk's electric vehicle production prospects. According to Jonas, Tesla can become the most important car manufacturer in the world, and the company's stock value can easily be multiplied by ten. Despite possible problems, patient investors will be rewarded properly.

Tesla's future success is due to a number of factors. The first of these is the company's leadership in the production of lithium-ion batteries, whose production in the next couple of years should grow by 300% . Moreover, since the company is one of the largest consumers of such batteries, it will actually produce them for itself, avoiding commercial risks. In 2029, the total energy consumption of Tesla batteries will be 410 GW-hours, which is equal to the daily consumption of such a large city as Mexico City. Last year, Ilon Musk announced plans to build a Gigafabrika for the production of automotive batteries, which will produce as many Li-ion batteries as the entire global industry produces.

Another important advantage for Tesla is the quality of the company's personnel. Almost 60% of its employees are involved in one way or another in the process of creating software for electric cars. The same indicator for other automakers is only about 2%. This fact is actually significant, since the share of the cost of software for cars over the past decade has increased from 5% to 60%. Also, from the point of view of finding new talented employees, Tesla is conveniently located geographically: if necessary, Musk can offer a place in the company by simply calling to Silicon Valley. An interested engineer will not have to move anywhere.
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Earlier, Jonas spoke about Tesla more soberly. Last September, he questioned the company's prospects in China, and partly turned out to be right . The specialist also noted that the issue of Tesla development to a large extent depends on the ability to autonomously control an electric car, and tangible progress is not yet visible. After such statements, Tesla shares immediately sank to a tangible 9%. However, this year, Jonas was still optimistic. He predicted that by the spring of 2015, Tesla's share price would rise to 250% and was generally positive about its future development.