I vaguely recall a comment on a webinar/call earlier this year where he mentioned they only need to sell 800T a month to break even (can't be bothered to find it to be honest, being I've closed my position), and they're well passed that point and yet further away from profitability - COGS is something to remain cognisant of. All well and good to sell more 'stuff' but only if you can sell that 'stuff' at a profit.
But, too many questions to be answered and expect this will trend lower still, so if I want to re-enter there'll be a more attractive point in the future.
GL
I vaguely recall a comment on a webinar/call earlier this year...
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