Great post Q18 but one question..23 May 2020 12:04
...Im not sure as to why this months jump is so small in the forecasts i.e 36m when they increased by 52.2m in ten days previously last month? I understand production constraints but these are orders not supply completions so orders don't have to be constrained by current capacity else how did they make such rapid progress on order in the 10 day period previously?
Any thoughts on why the forecasts are seemingly low for this month guys?
'This is my cumulative forecast base on £9 and 10m from June, includes reported sales.
I have assumed 4m sales in May, volume could have ramped up into June, conversely we could see a big bang go live of the additional 6m units.
27/02 £0.93m
11/03 £2.3m
13/03 £3.7m
20/03 £8.7m
30/03 £17.8m
17/04 - £37.8m
28/04 - £90m
May - £126.6m (£90m + £36.6m)
June - £216 (10m x £9)
July - £315m
August - £405m
Sept - £495m
Oct - £585m
Nov - £675m
Dec - £765m
Jan - £855m
Feb - £945m'