[Micele]

Oorspronkelijk geplaatst door hamac

Natuurlijk.
En het is inderdaad 15%. Je moet alleen wat verder kijken dan je neus lang is en een paar optelsommen maken.

Hun gross margin is volgens de 10Q 20% inclusief non-ZEV credits ($216m) en ca 15% exclusief de non-ZEV credits.

Dat vroeg ik eigenlijk helemaal niet. Soit ik had het al gevonden.

ZEV is dikverdiende winst, is veel te laag. Komt natuurlijk bij de inkomsten wat anders, denk je dat Tesla die gaat weigeren en GM gaat ze kasseren?

in de Q10 staat overigens dat de margins inclusief gekasseerde automotive milieu-winsten gelijk gebleven is, namelijk 20%.

Hoeveel de automotive credits respectievelijk zijn heb ik al geciteerd, er is een verschil van 135,6 miljoen meer geboekt in Q1-2019, en maar goed ook.
Boeh boeh grote misleiding want zelfs ik heb het gevonden in de Q10 het staat er al jaren in sinds die bestaan.

https://www.ucsusa.org/clean-vehicle...es/what-is-zev

Vehicle credit formula

Automakers earn credits by selling zero emission cars and trucks. The credit per vehicle varies with drivetrain type and electric range. From 2018 onwards, plug-in hybrids—which only partially drive on electricity—receive between 0.4 and 1.3 credits per vehicle sold. Battery electric and fuel cell vehicles receive between 1 and 4 credits, based on range.

Credits in California's ZEV program

Total automaker ZEV credits in California grew substantially between 2013 and 2015.

For example: the Tesla Model S, which boasts a range of more than 200 miles, is eligible for 3.3 credits, while the 84-mile range Nissan Leaf is credited at 1.8 ZEV credits per car sold.

Because not all vehicles receive a flat 1 credit per sale, the ZEV credit percentage does not directly reflect the EV sales percentage. CARB’s most recent assessment of the ZEV program estimates automakers will need to reach less than 8 percent ZEV sales by 2025 to meet the 22 percent ZEV credit requirement.

Banking and trading

Manufacturers are allowed to carry over excess credits from one year to the next. Called “banking,” the practice has grown since 2012, thanks to extra credits and ZEV sales in California that outpaced the relatively low regulatory starting requirements.

In addition, automakers can purchase or trade ZEV credits from other manufacturers. Because it only sells EVs and has no compliance obligation of its own, Tesla has produced and sold significant numbers of ZEV credits to other traditional carmakers.

As of October 2015, manufacturers had banked over 240,000 BEV/FCEV credits and 94,000 PHEV credits, enough to comply through 2021, even if ZEV sales remained at the relatively low current rate of 3 percent. Assuming the same rate of credit accumulation, there will be over 300,000 BEV/FCEV and about 175,000 PHEV credits in manufacturers' credit banks at the start of the 2018 ZEV regulation. At current credit values and CARB assumptions, this represents credits equivalent to the sale of over 450,000 ZEVs.

Ik heb wel # ~ 216 miljoen gevonden in die note 2 na lang zoeken... was dus 135,6 miljoen meer "ingeboekt" dan Q4-2018.