[spoinkaroo]

Absurdly optimistic. Gross margin is ~20% excluding ZEV on their very high end models, the average price per car will be closer to 60k in 2020, probably around 55k (35k base will probably go to 60-70k with add ons), and Tesla will (maybe) be selling 300-500k cars annually in 2020.

3) accurate

4) Model 3 will be very capital intensive, especially in light of unforeseen problems such as recalls, competition (unlikely in the near term), and consumers opting to get the base model instead of the decked out one. I don't pay attention to solarcity, but generally have mixed vibes about the company. SpaceX, on the other hand, has very positive prospects IMO.

[dave1619]

"Gross margin is ~20% excluding ZEV"... where are you getting your data? Have you checked their latest Q3 earnings report?

Here's a quote from their Q3 shareholder letter: "Q3 GAAP Total automotive gross margin was 29.4%, while non-GAAP Automotive gross margin was 25.0% excluding SBC and $139 million of ZEV credit revenue."

source: http://files.shareholder.com/downloads/ABEA-4CW8X0/212351657...