Should
Tesla be a $1000 Share?
GM makes over 10 M,
Toyota Makes over 10 M, VW Makes closer to 10 M...and Tesla's run rate??
Is it relevant?
Who makes money in the food chain of Automotive jungle?
From the Most
profitable to the least...
- Oil companies:
Exxon, Chevron, Etc
- Parts Manufacturers
- Services and
Maintenance Providers
- Dealers (A recent
study showed that an average dealer in USA makes over a million $ in profit)
- what is left goes
to the Car Manufacturer.
Looking at Tesla's Ecosystem:
- Direct to consumer
market eliminating the middleman
- Factory provided
services
- A massive network
of charging stations powered mostly by Solar
- And of course Giga
F
- Tesla the Car
Manufacturer
Other than the parts
manufacturers : Tesla owns everything else.
And how can Tesla
change the Range Anxiety?
They have already
talked about Battery swap.
And with a solar
powered charging stations every corner- Tesla can just give away the cars and
make money on the batteries and charging!
Yes GM and others can
produce cars- but they are way behind in building and owning the eco system for
the Electric Model.
And that might be the
reason for Tesla to hit $1000 may be not during this bubble....but does have
the runway paved for its destiny