RE:RE:RE:RBCThat's exactly what I'm saying Let's. Management doesn't have a clue either. When that "sweet spot" comes, they'll be the first to know, and then we'll know?
The irritating trend for now, that I see is that, if they increase the deliveries? Then we'll have a heavier cash outlay in the first Half of each year going forward. So if they're holding $1.7B to $1.9B cash on hand right now for Inventory, OE, and some unexpected one time expenses? Then, this 10% increase in deliveries ann., will increase
the need to keep those Reserves in the cash on hand pile longer. Just to cover the increase in deliveries. So we won't get the LTD payoff, from extra cash on hand right away, until they can balance or establish that delivery "sweet spot" as you call it, so it's made concrete. I'm not an expert here, but the game is just starting to unfold as to the Revs, and especially the Margins and EV, for this company going forward. If we can unleash some of the capability to deliver on these variables going forward?
Then I see the SP having to follow unwillingly. In the future, the thing I want to see is them balancing is deliveries. They already excessive huge second half deliveries, so if they can increase first half deliveries a bit? Maybe we'll start to see some balance in yearly deliveries
Letsmakemoredol wrote: 859, I don't believe I have seen production capacity for the new Toronto plant, have you? there has to be one.
It will be interesting to see what the final number of deliveries will be for 2024 because if it is 155, the top end of guidance, that I would think 160 is possible, but as a guess that is probably the high number.
As with any business I always believe there is a sweet spot where everything is balanced, but I have seen cases where in BBD's example deliveries increase by say 10 planes, but the costs and overhead outweigh the additional profits and you end up making less. Does that make sense? No idea where that sweet spot is thou.