RE: Evening all1 Jan 2021 08:55
Well jake/Colour/JCEP.. I think that last few Posts sums the situation up. Colours tongue in cheek was pretty insightful even though he did not mean it to be.
JC has been careful to not tie all the financial facts together, as LTI would say, for commercial reasons.
As long as JC makes a profit from his contracts that does not bother me. All eyes should now be on production and graphs. I would like to see monthly graphs for production: India, Thailand, B.I., UK, even if some are not that clever at present. Was it Tesco 'every little helps'. The situation is, every month we know the costs of CC but not the income, so with the help of some unfriendly comments SP tends to slide after each disclosures high.
We all know that production means income so every time productions doubles it's hopefully met by virtually the same unchanged costs. Hope you are with me Colour. So Production information should suffice for judgements to be made.
One million units a year will more than meet JC's 500k for break even; more which I expect will do very nicely.
DYOR is necessary for 2021, could be very interesting.