TS03 Inc Trust Units TSTIF

RE:About Car counting...

[bossu]

I hate to report a lower car count at 35 this morning at 11:00.
During the Q2 there were positively a 44 cars average and they may have reduced  the outputt because of delays in the installation pace.
This is a pure speculation from my part but at the time of the order last december no specific delidery  date was mentioned .
According to the ''car count theory'' the number of VP4 assembled during the Q3 will be lower than the Q2 and probably at 34 units or 20% lower.
Pure speculation from my part but we will see early october at the time of the financial report the real number with a lower ''top line revenue'' and a higher ''bottom line loss''.
I feel that we have to have  positive news before the publication of the financial report because some many may have the idea of leaving the ship...



]Very interesting informations ,suppositions,assesments.,toughts..etc...etc..by Dr Cash ,echo2 and others valuable TSO3 followers since the infamous report suggesting to short TSO3.

 I have a cold fact to report this morning and it is the fact that the car count tell me that production might have been lower for the past 6 weeks.In  August ,during the hollidays period from july 15th  to August 31 th, car count was at 34 and on tuesday September 5 th car count is back at 39 but  probably 5 cars less than my observation during the Q2 which was average 44 cars.
If the car cout during September stays at 39 cars ,we may expect a lower production rate and we may assume a kind of a ''glut''somewhere at the Getinge location and Tso3 Myrtle Beach location.

The next few weeks will confirm the production rate but on thing is almost certain at this time is the fact that numbers of VP4 shipped from the assembly plant will be ''slightly''lower than the number of units shipped during  the Q2 and revenues about the same .

I get you inform on the situation in the coming weeks.[/quote]