Im not sure anyone would pay 1500 for a product they can purchase cheaper elsewhere, yeah it may be cheap in the future but I think a price floor of 1500 would only be able to be negotiated in the circumstance that lithium price rises above that. Manufacturers want a discount to spot, hence why they sign OTA's. I just dont see why Tesla or anyone else would pay more for something that they can buy cheaper. Telsa can easily obtain an OTA with the volume they require if they just pay a little above cost, alot of companies can produce at less that 1500, so all Tesla needs to do is offer them 1500 as a ceiling or perhaps as a fixed price or even just take them over.
Any company bar Sayona of course looks after shareholders first, shareholders would be outraged if they saw Tesla buying at higher than spot market.
SYA Price at posting:
4.2¢ Sentiment: Buy Disclosure: Held
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