GREY:TSTIF - Post by User
Comment by
bossuon Oct 27, 2017 4:50pm
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Post# 26870372
RE:RBC
RE:RBCThere might be some disapointment on November 7 th and my obsevation '' around'' the assembly plan tell me that the car count during the Q3 has been lower than the Q2 and consequently shipment should be lower.RBC analyst is assessing a shipment of 44 VP4 units while the car count tell me 37 units.However there might be 2 possibilities where the car count could proved to be wrong .
The first one is the possibility that TSO3 could have kept some units in inventory and the second one is ''productivity'' because of some production improvment inside the plan.
I hope to be wrong with my observation but we will have the answer soon.
But remember that on the Q2 ,car count told me that units to be shipped would be 40 units which has been right on target.
By the way I have been ''car counting'' twice this week and there were 41 cars on the parking area.
Just to say that the production rate is steady for now and demand for the VP4 has not increased.
Let's see what Ric and Glen will have to say at the CC.