Production ScheduleDuring the Deep Dive last Thursday Simon made reference to "the production schedule" and went on to talk about the integrity of the supply chain for production. He also said that he would go so far as to say that they were "slightly ahead of schedule".
For me logic takes over from here and tells me if they have a production schedule they know which units they will produce fist, second and third etc. plus they must have a good idea of their throughput if they are confident their supply chain will keep up.
So, if you know which units you will make and you know how many of each you intend to produce and at what price, you must have some idea of what the scheduled revenue ramp up looks like, yes/no? I am assuming they are producing units to ship to customers as a sale rather than build inventory which is also a possibility, but I seriously doubt it at this stage of the game.
Those are my thoughts for the day.
best regards
thefourth