The Android moment of the old car industryThe old car industry only saw Tesla as a new competitor. But in the 4th quarter of 2023, BYD sold more electric cars than Tesla. Similarly, Samsung sold more than Apple.The decline of Nokia, initially ignoring the iPhone from Apple. After much hesitation, they decided to develop an iPhone competitor. But long before they were ready, countless Android smartphones suddenly appeared. Here are the statistics. The process is not quite as fast for electric cars, as huge industrial capacities for batteries have to be built up first. An electric car requires 5,000 times more batteries than a smartphone.
Back then, Nokia thought the iPhone was the only new competitor; a few years later, Samsung was suddenly selling more Android smartphones than Apple iPhones. This is exactly what the 4th quarter of 2023 showed: BYD sells more electric cars than Tesla. China is the largest car market in the world, with a third of all new cars sold in China. The rapidly shrinking market share of combustion engines allows many Chinese companies to initially place their new electric cars on the domestic market. Numerous transport ships for cars still have to be completed before mass exports can begin.
For me, this has been the case since March 2008, when I went to the Geneva Motor Show for the first time. The oil price was over US$ 120 for the first time, and in Vorarlberg I filled up for over € 1.20 a liter of diesel for the first time. Great despair on my first visit to the trade fair, only fossil scrap, nothing worth reporting on. How can anyone imagine that they can continue to sell fossil scrap during such an oil price crisis? Then I suddenly read "Dual Mode - Electric vehicle - Hybrid vehicle" on a car. Salvation! Finally something to write home about! It was a BYD F3DM plug-in hybrid with a 16 kWh lithium iron phosphate battery. The whole way back from Geneva to Salzburg, I thought about what it means when technically innovative products come from a low-wage country. I was right in my predictions. The big unanswered question is: why didn't the entire established car industry come to the same conclusion? Why was there no major research offensive for cheap batteries and cheap electric cars? For years, only wild slogans were uttered: "If the established car industry wants it, a perfect Tesla killer will be ready in two years". Then, in 2018, the first of the much-heralded Tesla killers arrived: The Jaguar i Pace. Tesla currently manages the entire production of Jaguar i Pace in under 2 weeks. Some other established manufacturers have launched new electric cars. 10 years earlier they would have been absolutely top and a sensation.
In theory, the goal of a car manufacturer should be to sell more cars. So the first consideration should be, what are the obstacles to selling more cars? How can I increase the added value of my car as a product? A simple example: The car costs €15,000 and is driven 300,000 km on 6 liters of diesel at €1.25 per liter. So the fuel industry has a greater share of the total costs than the car manufacturer. How can you change that? Sell customers an electric car for €18,000, batteries and photovoltaics for €10,000 and set up a network of your own charging stations. Driving becomes cheaper for the customer and the company's own added value in terms of total costs increases dramatically. These are the strategies of Tesla and BYD. Why didn't the established car industry think of this? The peak oil theory has been around since 1956. Without US fracking, we would already be around a decade past peak oil. How can we allow our own economic existence to be dependent on and limited by oil production? The global production of cars with combustion engines is limited by oil production. How could the car companies accept this limitation? Perhaps because these established car companies had the mentality of an 80-year-old just waiting for the end. The big emissions scandal fits in with this attitude: buy a bit of time by cheating, a few more years to enjoy, because it had to be clear to everyone that this fraud would be exposed one day.
In theory, the aim of a house manufacturer should be to sell more houses. So the first consideration should be, what are the obstacles to selling more houses? Wow, that sounds familiar, except that cars have been replaced by houses. A simple example: the house costs €300,000 and stands on a plot of land costing €300,000. The owners drive 30,000 km per year with 2,000 liters of gasoline for €3,600 and buy 8,000 kWh of electricity for the household and heat pump for €3,600. These energy costs amount to a further €216,000 over 30 years. Even without interest, this is €27,200 per year or €2,267 per month. Calculated with the current home loan offer, it is €3,048 loan installment per month for the €600,000 house and land and €600 for energy, making €3,648 per month. According to EU housing loan guidelines, the household income must be €7,620. How can you change that? Sell customers a GEMINI next generation house for €140,000 and batteries and photovoltaics for €60,000. That's so much solar power that 80% of it can be sold on the spot market. This makes buying a house cheaper for the customer. Initially in areas with cheap land, but if the "land for energy" concept can be successfully introduced into politics, then also in the immediate vicinity of high-priced cities. This is the strategy of GEMINI next Generation AG. Why aren't the established house manufacturers thinking about this? A few months ago, I was on the phone to the editor of a magazine for detached houses. I tried to explain the GEMINI next generation project to him: "Why? In 30 years there will be no more new single-family homes". Perhaps because these established house builders have the mentality of an 80-year-old just waiting for the end. What does the bill look like in a cheap area with a €100,000 property? 240,000 housing loan, the energy system finances itself by selling electricity. 1,223 € loan installment and 3,058 € required household income. With a €50,000 property, it would only be €969 loan installment and €2,423 required household income.
The first shareholders received 700 shares for € 1,000. With the price adjustment in September 2023, this was reduced to 150 shares. The next major price adjustment will take place on February 15. We need capital to be able to put all of the above into practice.
What prospects for the future can children of today be given? The majority of society only mentions extremely negative images of the future. Even when it comes to housing, a central need of every human being. The search query "housing in Germany" only brings up disaster reports in the search results. The problems can no longer be solved using conventional methods. Completely new approaches are needed. If you support these completely new ways of thinking by buying shares, then in a few years' time you will not only be able to say "I contributed to this", but you will probably also be able to look back on a considerable increase in the value of these shares.
A club member donates their membership fee to the club and is happy if the club is successful. If not, I have supported a good cause. A shareholder acquires shares in a public limited company. If the AG is successful, his shares are worth much more. In the case of GEMINI next Generation AG, his reward for supporting a good cause. As a shareholder, employee or home buyer, you also become part of the counter-movement against many negative, anti-survival developments in our society. One new shareholder said "I with my very modest investment", but €4,000 times €1,000 is also €4 million for all investments up to the opening of the settlement in Unken as a starting point for global expansion. Only the Annual General Meeting can decide on major capital increases, but here is what the Management Board and Supervisory Board can decide. The new share capital serves to perfect the documents for the larger planned capital increases. There is a reward program for recommending the share to others. Two of the new shareholders have become shareholders through this reward program. Here are the details. Attention! A major promotion is planned for mid-February, during which the shares will be offered at a significantly higher price. Buy in good time before the price correction! |
