I-Carvana share tank njengoba ukukhathazeka ngokuqothuka kukhula kumthengisi wezimoto ezisetshenzisiwe

Amasheya we I-Carvana lehle ngamaphesenti angaphezu kuka-40 ngesikhathi sokuhweba ngoLwesithathu ngemuva kokuthi abakweletwayo abakhulu bezimoto ezisetshenziswa ku-inthanethi besayine isivumelwano esibabophezela ukuthi basebenze ndawonye ezingxoxweni nenkampani.

Isivumelwano, njengoba kubikwe okokuqala ngu Bloomberg, kuhlanganisa abakweletwayo abafana ne-Apollo Global Management kanye ne-Pacific Investment Management ebamba cishe u-$4 billion wesikweletu esingavikelekile se-Carvana, noma cishe u-70% wesamba esisele. Isivumelwano sizohlala okungenani izinyanga ezintathu.

Izivumelwano ezinjalo zabakweletwayo zibhekwa njengendlela yokuqondisa izingxoxo mayelana nokuxhaswa ngezimali okusha noma ukuhlelwa kabusha kwezikweletu. Basize ekuvimbeleni izimpi zabakweletayo eziye zaba nzima ukuhlelwa kabusha kwezikweletu eminyakeni yamuva.

Umuntu onolwazi ngalesi simo ongagunyaziwe ukukhuluma esidlangalaleni ngalolu daba uqinisekise imininingwane yesivumelwano ngoLwesithathu kwa-CNBC. Bakubukela phansi isivumelwano esikhombisa noma yikuphi ukukhathazeka okukhulayo ngokuqothuka, besho indlela yenkampani enengqondo yokutshala imali.

Kulandela isivumelwano sabakweletwayo, umhlaziyi we-Wedbush u-Seth Basham kusho uLwesithathu ukuthi ukuqothuka kuba nokwenzeka kakhulu kuCarvana futhi yehlisela isitoko sayo ekubeni ingasebenzi kahle isuka kokungathathi hlangothi futhi yehlisa intengo yakhe yafinyelela ku-$1 isuka ku-$9 ngesheya ngalinye.

UCarvana uthumele isitatimende esilandelayo ku-CNBC ngasekupheleni kukaLwesithathu: “UCarvana akabandakanyeki kunoma yisiphi isivumelwano sokubambisana phakathi kwabanikazi bebhondi futhi ngeke siphendule noma yimiphi imibuzo ephakama ngenxa yezenzo ezithathwe labo banikazi bamabhondi. Umlayezo wethu oya kumakhasimende ethu, abaninimasheya, abasebenzi nabanye ababambiqhaza. kuhlala kusobala: sigxile ekufezeni uhlelo lwenzuzo oluchazwe encwadini yethu yabaninimasheya engu-Q3 futhi sinemali eningi yokusiyisa lapho. Izindaba zanamuhla azilishintshi neze lelo su.”

U-JPMorgan uthe ngoLwesithathu ukuthi isivumelwano somboleki sibonisa ukuthi uCarvana “kungenzeka ukuthi uqalise izingxoxo zokulungisa kabusha izikweletu nabanikazi bebhondi” kodwa “amathuba okufakwa kwe-Ch. 11 okuseduze kubonakala kuphansi.”

“Sikholelwa ukuthi i-CVNA inomgubho owanele wokusebenzisa ama-revolver esikhathi esifushane ukuthi iqhubeke kuze kube sekupheleni kuka-2023, kanti ukwehla komnotho kungase kusheshise lokhu ngo-1-2,” kusho uRajat Gupta esitatimendeni sabatshalizimali.

U-Pimco no-Apollo banqabile ukuphawula.

Ukuhweba amasheya e-Carvana kwamiswa kafushane ngoLwesithathu ekuseni ngemuva kokuba isitoko sehle ngaphansi kwe-$ 5 isabelo okokuqala kusukela inkampani yavela esidlangalaleni ngo-2017. Isitoreji saqhubeka nokuwa usuku lonke, sivala cishe ngo-43% ku-$ 3.83 ngesabelo ngasinye.

Amasheya eCarvana sehle cishe ngamaphesenti angama-97 kulo nyaka ngemva kokufinyelela izinga eliphezulu le-intraday elingu-$376.83 ngesheya ngalinye ngo-Aug. 10, 2021. Imakethe yenkampani manje isiyizigidi ezingama-723 zamaRandi, yehle isuka ku-$60 billion phakathi nenani eliphakeme ngonyaka odlule.

UCarvana uthole inqwaba yabahlaziyi behliswa izinga kusukela inkampani kubika amaholo ekota yesithathu adumazayo ngenyanga edlule futhi wanikeza umbono ongemuhle.

Inkampani yakhula kakhulu ngesikhathi ubhubhane lwe-coronavirusnjengoba abathengi bashintshela ekuthengeni ku-inthanethi esikhundleni sokuvakashela indawo ethengisa izinto, ngesithembiso sokuthengisa okungenazinkinga nokuthenga izimoto ezisetshenzisiwe ekhaya lekhasimende.

Kepha uCarvana wayengenazo izimoto ezanele ukuhlangabezana nokwanda kwesidingo sabathengi noma izinsiza nabasebenzi ukucubungula izimoto enazo esitokweni. Lokho kuholele ekutheni uCarvana athenge i-Adesa kanye nenani elirekhodiwe lezimoto phakathi kwamanani aphakeme kakhulu njengoba ukufunwa kwehliswe phakathi kwezinga lenzalo elikhuphukayo kanye nokwesaba ukuwohloka komnotho.

I-Carvana iboleke kaningi imali yokumboza ukulahlekelwa nokukhula kwayo, okuhlanganisa nokutholwa kwemali eyizigidi eziyizinkulungwane ezingu-2.2 ekuqaleni konyaka webhizinisi lendali le-Adesa lase-US elivela e-KAR Global.

Ngesonto eledlule, iBank of America wehliselwe phansi uCarvana ukungathathi hlangothi, ethi inkampani idinga kabi imali eyengeziwe njengoba izabalaza ukwenza inzuzo. Umhlaziyi uNat Schindler uthe le nkampani “kungenzeka iphelelwe yimali ekupheleni kuka-2023. Okwamanje akukho zinkomba zokuthi ingase ifakwe imali.”

Futhi ngenyanga edlule, uMorgan Stanley yadonsa isilinganiso sayo kanye nenani lentengo yesitoko. Umhlaziyi u-Adam Jonas ubalule ukuwohloka kwemakethe yezimoto ezisetshenzisiwe, izikweletu zenkampani kanye nesimo esintengantengayo sokuxhaswa ngezimali kwalolu shintsho. Uphinde wathi isitokwe sale nkampani singabiza u-$1.

– CNBC’s UMichael Bloom ufake isandla kulo mbiko.