Q3 2023 and Q1 2024 deliveries Interesting tidbit. On the 2022 3rd quarter and full year earnings release and Q&A they stated the total number of vmc1200 “delivered” up to Mar. 30, 2023. So said what they had delivered to customers in that first quarter 2023 as well.
Given that, assuming they do same this year we should have visibility on what has been delivered in q1 2024.
Now if they would just add what has been “assembled” as well in q1 we would have REALLY good visibility on where 2024 is heading.