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hey everyone me kevin here boy oh boy we have a lot to talk about from neo to tesla and the apple car i'm going to break this into three chapters we're gonna start by talking about neo and neo stock then tesla and tesla stock and apple and apple stock and some changes happening to all three of these that's why we are doing a big bundle video here and speaking of bundles use that coupon code down below that expires tonight and expires tonight on january 8th so use that coupon code to make sure you get into a stocks making youtube videos property management you name it it's all linked down below and you can use the same coupon code on the individual courses as you can on the bundle courses if you do not see a bundle option that you're looking for you can email me at kevin meetkevin.com but if your bundle exists use that website because i'm gonna be pretty slow with email if you do happen to email me today and i don't get back to you today though i will get back to you and uh i will honor your price okay chapter one neo let's talk about neo so recently there have been some complaints and these are legitimate complaints that neo could be a riskier stock because they do battery swapping and battery lease options so the argument here is simple if neo swaps people's batteries out and neo is you know giving people the option to basically get a new battery then neo is inheriting or ingesting as a company all of the risk associated with these batteries so the maintenance of the batteries the extra batteries that they need on hand in case something breaks or the extra you know larger batteries and people want the larger one versus the smaller one uh and this is all true right neo's paying the maintenance the upkeep the building of these stations the swap stations neo is responsible for all of this but there's some extra perspective here that's very critical so think about it this way neo's battery swap option which about 40 of their buyers use allow people to get a car for about 12 to 18 percent cheaper on a you know 50 52 000 car that's going to be about what an 8 000 discount then they pay about 160 per month for the time that they have the vehicle let's say on average that a car's useful life because even if it sells to somebody else somebody else would have to inherit those monthly payments so let's say the useful car or useful life for a vehicle is about seven years this means that or even up to eight years to make math a little simpler this means that neo is able to collect two thousand dollars of revenue per year probably adjust it for inflation as well so they'll raise the price and give them inflation protection here but they're able to get two thousand dollars per year of revenue for seven or eight years which works out to 14 to 18 000 or 14 to 16 000 excuse me which is basically twice what they would have gotten if somebody bought the battery up front so in the long term they're bringing in much more revenue to offset the extra costs that they have but this the model or the brilliance of the model doesn't just end there see a big argument is that well but kevin battery technology is going to change and this is true after all i have an original tesla roadster which has a very old battery in it it's coming up on 13 years its battery doesn't hold charge as long as the other batteries and its range is relatively limited but if newer faster and longer range batteries come out neo might be able to take advantage of something really brilliant and i see the writing on the wall for this if right now neo charges you 160 per month to get access to their 100 kilowatt hour pack let's say in the future there is a battery pack that's twice the size in the same physical space but twice the kilowatt hour you know size of maybe maybe it's a 200 kilowatt hour pack and maybe the efficiency is such that you get four times the range out of the battery who knows you know this all comes down to battery scientists uh but then neo says hey um our battery stations or swapping stations they have both they have 100 kilowatt hour packs and you get access to those 100 kilowatt packs and they might be the old ones but you get access to those for 160 bucks a month battery doesn't last you long enough hey switch it no problem right that's the point of having battery swap stations you're as a consumer not liable for what's wrong with the battery but then neo might be able to say hey um by the way we just introduced these new fat batteries that got 4x the range and they're faster and more efficient they're going to juice up your car even better and they'll make your car faster or whatever but we're gonna charge those as premium battery swaps so we'll charge 250 bucks a month see in my opinion no matter what ends up happening with battery swapping in terms of costs neo will find a way to provide more value to their customers providing more optionality which allows neo to get more revenue by providing different options i think it's a brilliant option to where now the customer wins because they get options and neo wins because if new technology comes out they just charge more for it and then they end up capitalizing on even more compounded revenue than they would have gotten the first time so to me here neo wins by creating a menu of options for their customers the customer was but also as new battery technology comes out they might be able to increase their profits but also as battery technology gets better every single year the costs of actually running these battery stations goes down and just by the virtue of batteries being able to produce more and being able to be produced more and more cheaply over time neo ends up with more profit with the same monthly revenue so to me i think neo is golden on battery swapping so the complaint not substantiated in my opinion but what about tesla you know tesla shunned battery swapping they said you know americans weren't using it maybe because americans have more garages or driveway space than people in china do who knows that's one of the rumors but elon musk has a funny thing about him every time he senses a threat no matter how small the threat is neo does or elon does what elon does elon ends up cutting the price of a tesla or finding some way to introduce a cheaper car many people fault elon musk for this but what did elon do today which today is essentially neo day in china because that's the ninth already in china it's the eighth as of the recording of this but elon decided hey it's friday the day before neo day in america basically let's just go ahead and cut the price or the effective price of the tesla model y see tesla has already cut the price of their vehicles twice in may of 2020 twice in the fall of 2020 and now they're introducing a standard range model y which was previously not an option for the model y this means today you can get their suv crossover for just forty one thousand nine hundred ninety dollars not including the incentives that they list and you're sacrificing a dual motor for maybe a little bit of speed and 82 miles of range but you're putting 8 000 more in your pocket and so now this does a few things right number one this competes with neos suvs more directly because remember neo rather than cutting the price of their car is just cutting the battery out and then letting you lease it back so neo's effectively still capturing the full value of the car over time tesla takes a different point of view here they just say no we're just going to get cars out there we're just going to drop the price and you know what you keep the battery we don't care about the battery it's brilliant two different styles but they attract similar customers so they're definitely competitors but the second thing this does is it prices the model y much closer to the model 3 which means a lot of people considering the model 3 might end up jumping up to the model y helping tesla increase their margins because the more model wise they sell instead of model 3s the more money tesla makes because many of the parts in the y are the same as the three but because the y is a bit bigger you pay more for the y look batteries motors most of these things are all exactly the same in the three and the y more people buying the y more profit for tesla even with a price cut because they're so close to the darn model 3 now although tesla could just end up dropping the price of the model 3 again which they already have now see to me this is potentially a little bit of payback for neo introducing a sedan neo is planning to introduce the et7 which will be the first neo sedan in china to complement their three suv and crossovers maybe that's uh you know sort of payback on payback because neo introduced well you know tesla introduced the model y which competes with neos uh suvs and now neo is introducing the model uh or the et7 which competes with the model 3 and you kind of got this like almost pissing contest between the two companies but in the end the consumers are winning right and when we look at tesla and we try to analyze the impact of the stock or what this might do to the stock one of the things that i look at is well look maybe the model y is cheaper now but because of the benefits we mentioned probably going to sell some more tesla model y's and probably even bump the margin even though we had a price cut which sounds crazy but it's because they're taking things out right the battery pack's gonna be smaller there's one less motor you're probably saving tesla somewhere around five to six thousand dollars in cost now they're capturing more premium buyers and in the end i don't think we're going to have a big tesla margin impact here in other words i fully stand behind elon musk's decision to introduce a cheaper model 3 option or model y option excuse me i think it's brilliant and in the future it's possible that tesla which they're already doing in china will just start selling their model y in the united states with the cheaper lithium iron phosphate batteries which they use in china and that could make up the difference as well so to me you know there's a lot of negativity about neo with the battery swapping and tesla for constantly dropping prices but i don't think either of these things are an issue battery swapping i already talked about this model y issue i talked about but i also think we're going to increase market share the lower prices get the more people consider the tesla in the first place so i really think both of these things are great for both of the companies and you just got to keep buying both companies my price target is still well my buy under price target for tesla is still trying to buy tesla under 800 a share that's too late now but you could still buy neo under 60 a share but i want to touch on this our tesla's just cheap are tesla's going to lose because they don't have the quality that mercedes bmw and neo have you know tesla's vehicles are not only more inexpensive on a price point of view but maybe the quality is a little cheaper as well so bear this in mind electric vehicles when we talk about this you already out of the gate have much less maintenance but tesla frequently faces complaints for poor paint jobs fog lights steering you know problems or break noises and squeaks and sounds and i get it i have those issues as well on my model x so you know it's no surprise but tesla does something that a lot of other companies don't especially like a mercedes bmw or neo where your motto at some of these companies is perfection is is the goal right uh like it's perfect or it's nothing essentially or always better uh or are some of these slogans that we have of these chinese or these german auto manufacturers and neo is really catering to that sort of audience especially since the german auto market is huge in china so it makes sense neo's doing a good job here but why is tesla so different well tesla has a belief that we should not let perfect be the enemy of the good get vehicles on the road that are extremely safe which they are and relatively high quality for you know what the price people are paying hey you know what people are getting a great car maybe it's 90 percent the quality but hey that's still an a and over time maybe tesla will make incremental improvements to their manufacturing lines and their paint issues and their uh other issues or not but in the meantime tesla gets to crank vehicles out which is something that apple is not doing and see this brings up apple see when we first heard a story from reuters that apple could potentially launch an electric vehicle as soon as 2024 there was a lot of excitement and speculation about apple and this immediately had us thinking about designs for the apple car and where is it being tested where's the secret road where they're driving on well unfortunately for apple apple takes so much the opposite approach to tesla that apple's probably not going to introduce the car until it's perfect and that's an issue because in the meantime tesla is ramping up like crazy see when we look into what's happening at apple we can find a recent bloomberg publication that finds that apple doesn't appear to be anywhere near ready to even a prototype vehicle let alone production vehicle and that's because there doesn't appear to be anything the apple car is an idea with a team of engineers working on the car as a project but apple's team of hardware engineers per bloomberg are mostly working remotely because of covin making progress the last 10 months very slow they have some people working on speakers and designs and artificial intelligence and some people working on lighting apple's tested lidar and some of their vehicles test vehicles in the past not prototype vehicles just retrofitted existing vehicles for example there was an apple spotting in 2017 of apple using a standard suv looked a lot like uh like a lexus suv equipped with lidar sensors to test maybe apple's algorithm but what's tesla doing in the meantime tesla has millions of drivers on the road driving their autonomous technology and teaching tesla's autonomous systems to be better in real life examples where apple doesn't even have their foot in the game neo's got their foot in the game this is why i love tesla and neo but here apple apple's also got some new timelines see we originally thought maybe they'll have a car by 2024 that was the rumor when we heard about the project reuters reported that but apple is now apparently leaking that there they might not be production ready for another five to seven years which means we might not see an apple car until 2026 to 2028 and this makes sense because if you only have a small team of hardware engineers developing drive systems designs and they have plans of eventually shipping a vehicle vehicle but they're not even driving their own prototypes yet the reality is apple is not even close to an eevee and instead we should be focusing our attention and our investments into where we can make the money now and that is tesla and neo there's a reason why tesla is skyrocketing they've got a model that works they provide cars with maybe not 100 quality but they get to market get to market and solve the issues down the road apple's trying to do their usual try to create perfection in form and art but they're going to miss mass market adoption here i'm also concerned that apple's car is going to be relatively unaffordable compared to you know by 2026 to 2028 tesla will probably have a 21 000 car out who knows we'll see we're all hyped up over a 90 or 25 000 car watch battery prices go down tesla starts dropping their prices to 199.99 we'll see but by then they'll break tesla will be producing five to 15 million vehicles a year it won't matter tesla will be so far ahead neil will be right on its heels maybe neal will be making a couple million vehicles per year apple i don't know you're way behind on this one but these are my thoughts on tesla neo and apple and if you found this use as well thank you so much and folks we'll see in the next video you
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