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Posted On: 05/09/2018 12:21:59 PM
Post# of 40990
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Alot of those deals didn't start shipping until this year.
Some deals, like the fleet taxi deal, shipped in 2017 and are paid for already. So you can't count those for this year as they were in last year's totals.
The deals are 12 month totals. So a deal for 480k is 40k month.
How many deals were there so far this year? 15? 20? Even with 20 deals shipping an average of 40k a month is 800k. Some are more than 480k, and IMO there are more than 20 deals in place, hence my CONSERVATIVE estimate of 1.2 million for Q2.
And let's be realistic. We didn't hear about ALL deals and IMO some deals may not have panned, like San Antonio or say a dealership that held up their monthly shipment until they work through inventory.
No question some dealers will sell more than others.
It's simple math and a bit of business acumen.
Some deals, like the fleet taxi deal, shipped in 2017 and are paid for already. So you can't count those for this year as they were in last year's totals.
The deals are 12 month totals. So a deal for 480k is 40k month.
How many deals were there so far this year? 15? 20? Even with 20 deals shipping an average of 40k a month is 800k. Some are more than 480k, and IMO there are more than 20 deals in place, hence my CONSERVATIVE estimate of 1.2 million for Q2.
And let's be realistic. We didn't hear about ALL deals and IMO some deals may not have panned, like San Antonio or say a dealership that held up their monthly shipment until they work through inventory.
No question some dealers will sell more than others.
It's simple math and a bit of business acumen.
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