Sep. 4 at 6:56 PM
$BYDDF to those selling because of the forward sales trim/revision. To frame the "sell" decision: two days ago BYD was 10X larger than its 6 nearest local competitors, same which lack both it's foreign sales revenue and manufacturing base. Today's BYD FLS trim, means it will be at least 9.8X larger than its 6 nearest local competitors for the following 8 quarters during which they'll continue to lack both it's foreign revenue and manufacturing base. Why? those 6 local competitors need to scale up by at least 5X (grow 62% quarter on quarter for the next 8 quarters) to achieve what BYD was 4 years ago. Thats the frame of reference,