RE: V12 vantage out March 20229 Dec 2021 07:52
Look like no one answer your question….
That different subject.
Valid point - about Valkyrie, I believe Moers has answer this question. (Look QA)
Whether 1 or 100…. (Moers has achieved increased the MARGIN)
Charles Coldicott (Redburn): Yeah. Good morning everyone, it’s Charlie from Redburn. Thank you for taking my questions. I’ve got two, please. My first question is on your level of confidence in the full-year guidance. Obviously, the Valkyrie is pivotal, so can you tell us how many complete vehicles you have ready for delivery, and maybe also can you comment on the pace that you can produce the Valkyries at; maybe, for instance, how many per week? Then on the core range you had this decrease in wholesales between Q3 and Q2 because of the work being done on the assembly lines, and obviously you now need a big step up in Q4. I know you don’t disclose your retail sales anymore, but perhaps to reassure about the level of demand could you comment on the retail sales in Q3; was the quarter-on-quarter change in retail sales less than the decrease in wholesales, for instance? And maybe give us an idea of what would drive an increase in the core range going into Q4.
And then my second question on the CapEx rephasing. Have there been any projects that have been delayed or is there another explanation for the CapEx being rephased into 2022? Thank you.
Tobias Moers: I’ll take your Valkyrie question. Valkyrie, we’re chasing to have a double-digit number delivered this year, and accompanying that, we have a parallel assembly of the track- only Valkyrie as well, where we chase for a single-digit number to deliver to customers. The good side of that story is it’s unbelievable that we achieved this momentum. The cars are in the assembly line. It’s a specific assembly, it’s one of the most complex cars I have ever seen in my life to assemble; it’s like building Formula One cars on an assembly line. We’re confident that we achieved that, and this is where we are at the moment. And, you know, just building the tub for the Valkyrie is a six-week lead time, so you cannot just increase the capacity because you have a limited capacity all over the place with manufacturers. So, the maximum that we can probably achieve next year is three cars a week. So, we’re increasing our capacity and ramp-up, but it’s not a normal ramp-up of a car production. So, most of the Valkyrie is, anyway, linked to 2022, and then after Valkyrie coupe we move Valkyrie Spider into that assembly line. That’s not a big problem.
Kenneth Gregor: Thanks Tobias. Just taking your other couple of points on retails, retails in Q3 were a little bit ahead of wholesales, which was good to see, and that’s also the case year- to-date. So, we’re happy with the development of retails internally. Although we don’t disclose the numbers externally, internally we pay very close attention to that.
CapEx, no, there’s no change to the product plan overall. The rephasing is just a question of the tim
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