TeslaSmurf
:
It is not a relevant parameter, until they sell all the cars they produce (inventory). That is due to the fact that the Shanghai factory has increased it output capacity from 0,75 million cars to 1,2 million per year (run-rate). It means a 60% increase in the SAME facility, with the similar general costs (more workers and more supplies within the same pre-operative investment which is way payed-off). = MASSIVE scale savings that will be reflected into Q4 earnings. Of course, many will take the profits from 101-110 to whatever the stock price will be. I will sell the TSLL position I’m building from then and turn the profits into a 25 to 75% (depending on trend, risk and market factors) discount to buy more TSLA shares.
TeslaSmurf : It is not a relevant parameter, until they sell all the cars they produce (inventory). That is due to the fact that the Shanghai factory has increased it output capacity from 0,75 million cars to 1,2 million per year (run-rate). It means a 60% increase in the SAME facility, with the similar general costs (more workers and more supplies within the same pre-operative investment which is way payed-off). = MASSIVE scale savings that will be reflected into Q4 earnings.
Of course, many will take the profits from 101-110 to whatever the stock price will be. I will sell the TSLL position I’m building from then and turn the profits into a 25 to 75% (depending on trend, risk and market factors) discount to buy more TSLA shares.