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that’s not true. they have a lot of inventory on their b/s
by xoxoy 6y ago
that’s not true. they have a lot of inventory on their b/s
- slg 6y agoWhat specifically do you mean? On page 6 it shows that global inventory is currently lower than it has been in 3 of the last 4 quarters.
- xoxoy 6y ago17 days of inventory is on par with previous quarters except Q1...
- slg 6y agoWell yes, that is the point. Tesla's deliveries have been limited by their production capability for a while now. If the problem was a lack of demand, you would expect inventory to grow or production to slow, but neither of those have happened (beyond a slight decrease in production due to COVID related closures).
- xoxoy 6y agowell there are rumors they are shutting down parts of Fremont for “upgrades” soon. likely because their inventory is higher than they want.
- slg 6y agoAre you admitting that your opinion on Tesla's inventory is based entirely on rumors? I am basing my opinion on the linked document which show excessive inventory isn't an issue. Maybe the rumors are right and the document is wrong, but that would constitute fraud and would mean there are bigger problems at Tesla than their inventory levels. EDIT: This was comment was downvoted multiple times so I rephrased it to be less aggressive than how it was originally written.
- DanCarvajal 6y agoThey're actually building another tent to make cars in right now. Not sure it's an upgrade but it's something.