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They are bursty, and they probably won't keep up their last week of the quarter production, when I'm sure they killed themselves to get to 5k/wk. It doesn't rea
by Latteland 8y ago
They are bursty, and they probably won't keep up their last week of the quarter production, when I'm sure they killed themselves to get to 5k/wk. It doesn't really matter if they were 6k or 4k that last week. If we use the total over the quarter we can see if they were making progress overall, rather than one stupid week when they could do something trick to push up their numbers.
But the thing is, they did triple their q1 production, going from 9.7 to 28.5k so they almost trippled, or went from an avg of 9/12 weeks to 28/12 weeks, a clear increase. The newly announced goal is 6k by the end of August. It doesn't matter if through super-human work they get one week that is good, we can just measure their performance by total production, so I'd guess at least 50k would be another significant increase. It won't be 6k*12 weeks in q3.
Lost in this is the significant additional revenue they get. They aren't making their cheapest cars yet, so at 50k each, that last week alone was 250 million additional revenue. That 28.5 cars is about 1 billion more in revenue than q1. If they double that again, you are talking real money :-)