RE: Tesla3 May 2019 09:25
Supply chain forgive me but I thought Lithium was part of the supply chain?...…..
"One person asked what Tesla could do to improve its gross margins from the approximately 20% reported in the first quarter of 2019. The company previously promised it could achieve 25% margins.
Musk told investors Tesla would try to improve efficiency in its supply chain, but would feel good about 20% gross margins moving forward."
AND
"and who will supply battery cells to Tesla in Asia as it begins manufacturing Model 3s in Shanghai."
Where will that additional Lithium come from?
This is today news and IMO relevant!