Post by
Edcando on Jun 23, 2021 2:32pm
Last $800k
My best guess is trouble with procurement of the key components (ie chips etc) facing a global shortage to hit that specific 20k/month production capacity . . I also feel this is the same reason for that reduced guidance that started our slide southwards. IMO the only thing that's changed here is the timeline. HC approval and increased supply of parts and we fly.
Comment by
overroadkill on Jun 23, 2021 2:42pm
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Comment by
wilander on Jun 23, 2021 2:52pm
My neighbour had their new Ford SUV to be delivered in Feb. The dealership now say "hopefully" Sept. On the most recent delay they had to make it clear their trade-in better be getting the same value. Not their fault it has 6 months more wear/tear/mileage.
Comment by
yearninyank on Jun 23, 2021 3:04pm
Agree - I also wonder how they may leverage government intererest to divert needed components vs. pricing for government purchases. Fungibility may be the essence of fuition.