RE: A Challenge18 Jun 2019 17:36
I'm willing to risk making a fool of myself if nobody minds.
Looking at it fairly crudely, in March production was 270mtv of which 190mtv was shipped to the US. Using the same ratio as a very rough guide that would suggest an extremely strong April of 207mtv shipped suggesting monthly production of 293mtv. May's 133mtv so far would suggest a minimum of 189mtv with possibly more to come that hasn't yet been recorded. That comes to a theoretical minimum of 752mtv for the quarter excluding the last five weeks which we've yet to see. In other words it should be a very strong Q2.
Gulp...