RE:RE:RE:$100 sp FOMOBBDB859 wrote: stock4life48 wrote: Agreed, I am also hoping to hear post 2025 guidance soon as well. Some of the analysts have posted what they think, but they definitely need more input from management and so do I. I would hope to see better than 150 deliveries per year given the strong demand
I think they'll probably go to 160 deliveries yearly past 2025, from 2026 onward. The BJ demand isn't slowing down. The rate at which they're retiring the old inventory is strong, even the CPO prices for our product isn't comming down.
This is a delicate balance. You need to make sure supply chain can meet the demand. Recall all other OEM are still dealing with supply chain constrains. Supply chain sets realistic production rate.
Also, increasing yearly production needs to meet with increased order intake. Investors look for future potential of a company and increase yearly production shouldn't be done if bill to book will go below one. You can't go below 1 to 1 on backlog just to increase output.
If bill to book is over with supply chain able to support rate increase then it's