A few month ago, Elon Musk said that "scale is critical". He is right.
In 2018Q2, the cost of SG&A per car sold: 750,759,000 / 40,740 = $18,428
The industry standard SG&A is $8000
If Tesla can produce 10,000 Model 3 per week, that's around 520,000 Model 3 per year. Plus 100,000 Model S and X, then it's 620,000 car per year.
Comparing it to VW, Toyota, GM, Ford..... the number is close to zero.
But comparing it to what Telsa got in 2018Q2 productivity (40,740*4=162,960), that's a huge improvement!
What "SG&A" and "Cost of Revenues" will be per car? Tesla surely doesn't need 4 times workers and production lines to deliver 620,000 cars in a year.
So, if Tesla won't get bankrupted, by the end of 2019Q2, they will get decent net profit.
PS: Telsa Energy should be able to contribute too.
PS 2: Currently (20181009) the share price is $250. I believe it will jump to $400+ in 6 months.
PS 3: "vehicle production levels needed to increase to a minimum of 300,000 units per year to achieve efficient scale for manufacturers and components suppliers": https://www.drive.com.au/motor-news/productivity-commission-paints-bleak-picture-for-auto-industry-20131220-2zqhg
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