seebee

3 ms·

1. 1.▲
   by seebee 8y ago

   >I am looking at Q2 statement and gross margin before ZEV is 20%. With ZEV it is 21%. The statement given is ex ZEV and stock based comp, not ex ZEV/GHG and Services/Other. ZEV/GHG accounted for ~2% of margin in the first
2. 2.▲
   by seebee 8y ago

   Tesla automotive does not have a 20% margin, it's much closer to 10%. In the '18-H letter they claimed 20% margins including ZEV/GHG credits and added back Services & Other (in all Tesla 10-Q's the Services & Oth
3. 3.▲
   by seebee 8y ago

   How are they going to sell the battery factory when it's owned by Panasonic, not Tesla?