Iโm NOT hallucinating ๐ตโ๐ซ๐ตโ๐ซ๐ตโ๐ซ GET MY NUMBERS
$Tesla (TSLA.US)$: After what we heard in the call (and in the previous EPISODES ๐), I can forecast the sticker price of the new Tesla in 2025:
27,250$ FINAL PRICE for the client: 19,750$
The car will cost 50% of the actual S3XY lineup to produce, or 18,000$ Tesla may add a 1/3 mark up (+6,000$), HALF of the IRA incentive (+3,250$) and get the incentive for the โAmerican madeโ batteries (+5,500$) for a grand total of: + 14,750$ OR a ~82% ! ! ! Gross Margin
Thatโs WHY they are building it at Austin first (the quicker the better) instead of losing one more year (of profits) on that model and unnecessarily spending ~5 to 10 billions in a new factoryโฆ it will come eventually, but the PRIORITY is to get as much as possible of the IRA money. >80% They would be fools not toโฆ
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TESLA holder and trader. Economics and tech studies, writer, traveller and chef for passion. FREE in SouthAmerica ๐
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