|
gruss
your quote
(3.) JPM claims TSLAs regulatory credit revenue will fall because ... governments will ban ICE vehicles! That's right, JPM says TSLA is too high because as the leading BEV brand and sales leader, when govs ban ICE, TSLA will lose that regulatory credit revenue and ... that ban wouldn't increase their auto sales I guess?
I said so too in a post above.
The game changer is govt legislation
even dacia is coming out of the woodwork with ev
so far Teslas sold as others weren't offering a choice
there is about to be an explosion of choice because govts are banning ICE and tesla eats a part of the common pie.
Shares are valued at tesla eating the pie alone.
I know you like examples
think of ev and batteries as a drug.
when it comes out on patent it has a very high price
Once patent expires its usually very cheap.
govt mandates have just dwindled that patent the company had from 2 decades to 5 years. The profits that company would have made for 20 years unchallenged now will last only for 5 years.
Tesla a victim of its own success? Time will tell.
|