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From Electrek: Tesla to break even on Model 3 at $41,000, says UBS based on cost analysis...

Discussion in 'News from Electrek.co' started by RSSFeed, May 19, 2017.

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  1. RSSFeed

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    Tesla to break even on Model 3 at $41,000, says UBS based on cost analysis of Chevy Bolt EV

    [​IMG]

    UBS’ global research group tore down a Chevy Bolt EV to publish an in-depth cost analysis of the all-electric vehicle this week.

    It’s probably the best look at the cost of what GM presents as “the first affordable long-range all-electric vehicle” so far, but UBS also uses their analysis to estimate the cost of the Tesla Model 3, which is a difficult, if not impossible, thing to do. more…

    [​IMG][​IMG]

    Continue reading...
     
  2. Gary Moore

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    Wow. I can't wait for the next exciting episode, wherein they might tear apart a Ford Fusion Electric to tell us all what a Bolt break even point is.

    You apparently can really learn a lot of cool stuff at Hogwarts.
     
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    • Jayc

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      35k is not a magic number pulled out from thin air. Tesla will make a profit from base Model 3 however slim margins may be quite certain about that.
       
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      • teslamcteslaface

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        Odd little report . Not even bothering to criticize the apples/orange/satsuma comparison - the key line to me is :
        "$4.6k cheaper than we thought – EVs to be profitable sooner"

        ie , our speculation as analysts without complete data was off. We broke down a traditionally manufacturers offering and discovered our previous guesswork was off by 13% . Let's go ahead and double down!

        2.8k loss on each base model 3 .

        That's an interesting statement. I wonder if there is any truth in that?

        They could factor in a loss on a base model with most buyers going for at least one or two options.....but I'd like to hope they are at least breaking even on the base model - It's odd to assume the base will sell at a loss.
         
      • Topher

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        Pretty sure Tesla will be able to make a frunk for less than Chevy is paying for all the things occupying that space on the Bolt...:rolleyes:

        Thank you kindly.
         
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        • Don

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          The report is completely a bunch of horse poo...only tesla knows the BREAK-even point of a model 3. EM said that a Model S marginal costs are around 30k read more here:

           
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          • MelindaV

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            and the Model S/X are at $30k while importing their batteries (and more overall parts, a more complex build, etc) than that of the Model 3
             
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            • Don

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              UBS has taken huge short positions on TSLA and they are trying very hard to bring down its SP!
               
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              • MelindaV

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                @Don not sure if it's just me, but the video will not load - could you post it's original source instead of the Reddit link? (not sure if that's the issue, but could be...)
                or PM it to me and I can edit your orig post
                 
              • Don

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                Found it on YouTube

                 
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                • DC Rules

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                  Due to this new Tesla obsession I've developed thanks to the Model 3 I'm starting to notice the crap from these "analysts". It seems they usually base their typical doom and gloom on nothing at all and then at the end of the article you see the "Oh by the way we're short." This always makes me realize i just wasted a bunch of time on fake news. This time they seem to use actual data that unfortunately has nothing to do with Tesla. What is the point except their ulterior motives. I guess these "analysts" making these bold claims gets clicks for the media companies that post them but the whole thing just ruins their integrity imo.
                   
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                  • Gary Moore

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                    Everyone is shaped by the environment from which they sprang. It pays to watch the garden to see what they're planting.

                    Money itself was a great invention because it enables trade to exist by establishing trust and exchanges without having to work out in advance all the details of the distributions of supplies and needs and how to benefit from them.

                    That being said, the god Mammon is a somewhat perverted dude, whose model of reality gets warped as people get hypnotized by all the markers. Just because you can make money at something does not prove that it is the best solution for all humanity, let alone for the rest of the cosmos, or even for you. That is why I preach; Don't trust touching Adam Smith's "unseen hand"; you don't know where it's been.

                    If you've ever played any sport, you soon learn that people cheat. The shell games get more and more elaborate. The object of greed is to run the game in which the sucker never gets an even break.

                    You cannot find the pea as requested if it isn't under one of the shells the mark must make the pick; therefore; evil magicians evolve, bent upon sowing distraction as their main ingredient in the recipe.

                    It's easier to attack an enterprise than it is to build one, but if enterprise is worth anything at all, then it's best that we don't kill them all off.

                    If the future does not evolve, then all you will get are death spirals.

                    Never eat the seed corn. When they catch you hiding the pea from them, they tend to lynch you.

                    It does not take a vegetarian to know it's a good day when the snake oil salesman finally gets into his hot air balloon and leaves Oz.
                     
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                    • JBsC6

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                      How could anyone know what the profit margin is?

                      The vehicle pricing is not out yet and even if this article was accurate. I don't I magi even e o many 35 grand cars are being ordered.


                      How many BMW 3 series are ordered as a base vehicle with no margins and how many zero optioned BMW are ordered in by dealers?
                       
                    • Safe Daddy Driver

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                      "It's easier to attack an enterprise than it is to build one..."

                      Well said @Gary Moore!

                      Naysayers could yap all the BS they want, but what do they know anyway. What a bunch of sore losers who've lost millions shorting TSLA. Such attitude is a poison to humanity and destruction of progress!

                      This so called myopic "research" does not factor in the cost benefit of the MTBTM (machine that builds the machine), which we won't know for certain in the near term. Tesla is operating at such a grand scale that it would take years and cost billions to achieve its master plan. But they are going about it the smart and sustainable way, going for economies of scale that no ICE automaker in history has ever achieved, or will ever achieve.

                      Shouldn't any reasonable adult human being know by now that such things take time, and money, and a whole lot of sweat equity? How shallow some people are to talk down upon and be so critical of this. Plagues of society.

                      Tesla represents a new way of thinking... a new way of creating... a brighter future that breaks away from tradition... making the impossible possible. Rather than being excited, those who don't share in this vision are threatened by it.

                      Elon is like the new Noah. I choose to help build his ark and hope to survive (and thrive) into the future with him!
                       
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