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Harry said they had to do UK after EU - not sure why that would be... but makes sense now18:50 Matt saying not got second shift running yet, primarily due to resourcing and training, so likely to be from start of 2023. 2022 output will be about 25% of what was originally planned. Can get to 7,000 with two shifts, but not sure can hit in 2023 or in 2024.
20:10 They've done a customer survey - anyone participated?
20:20 The reason for deliveries to EU before UK is due to Brexit and separate approvals - it sounds like they went for EU approval first and then UK approval after that.
21:05 Apparently 50% of UK customers have elected for Hethel collection, which is slowing the process.
It sounds like they decided to change approach and go for EU approval first then use that to feed in to the UK application. Not sure why they changed. When we were at the factory in January they were doing UK submission first.Harry said they had to do UK after EU - not sure why that would be... but makes sense now
25% ie a quarter of what they had originally planned?25% going to receive cars this year ….. Mmmm
The i4 comment of December is misleading. Autumn 22 is not Dec. Looking forward to March/April for i4
Only building 25% of what they expected in 2022, so only roughly 800 instead of 3,200.25% going to receive cars this year ….. Mmmm
The i4 comment of December is misleading. Autumn 22 is not Dec. Looking forward to March/April for i4
Only building 25% of what they expected in 2022, so only roughly 800 instead of 3,200.
What survey???18:50 Matt saying not got second shift running yet, primarily due to resourcing and training, so likely to be from start of 2023. 2022 output will be about 25% of what was originally planned. Can get to 7,000 with two shifts, but not sure can hit in 2023 or in 2024.
20:10 They've done a customer survey - anyone participated?
20:20 The reason for deliveries to EU before UK is due to Brexit and separate approvals - it sounds like they went for EU approval first and then UK approval after that.
21:05 Apparently 50% of UK customers have elected for Hethel collection, which is slowing the process.
I do now appreciate the scale of what they are up againstNot good is it… this second shift not any time soon and looking at the numbers being reached it could take quite some time. Take a view on lead time on the basis of what’s being produced. Makes for easy but disappointing math