ផោមក្លិនស្អុយ wrote: ↑Fri Jan 13, 2023 1:12 pm
logos wrote: ↑Fri Jan 13, 2023 10:27 am
Prahok wrote: ↑Fri Jan 13, 2023 6:21 am
There was an interesting article in ‘The Economist’ that concluded investors are now treating Tesla as a carmaker as opposed to a tech firm.
A new Nevada GigaFactory just started producing 10000 megapacks per year which translates into 23 billion turnover per year, with margin estimates ranging from 30 to 50%. They are sold out until Q3 2024.
The Nevada factory is producing a lot less than this - less than 50 a week AFAIR . But there is a new factory elsewhere, I forget where - maybe California, which almost exclusively works on mega pack and it has massive output potential.
I’d expect that this new factory will ease the wait time for them - but at $2.5 Million a pop the customer base is a tad limited.
You're right, lothrop o et something, California.
It is the new Factory that will be producing 10,000 packs a year. That are sold out until Q3, 2024
Did you see the huge price cuts announced today by Tesla on most of their models in the US and in Europe ?
Actually they are simply coming back to precrisis levels. Which will boost demand at incredible levels and is likely to annihilate any kind of competition.
Of course the stock price takes another hit in premarket.. I can already picture thé headlines "margins are collapsing!" Etc.
They know what they're doing and follow through their long term strategy.