Lightning production rate to be 150,000 per year by late 2023

[TaxmanHog]

This is a linear projection, not saying it will happen but there is potential, also choosing a time frame of model year not calendar year or fiscal year as he say's "Late 2023"

MY22

MY23

 

[greenne]

This is a linear projection, not saying it will happen but there is potential, also choosing a time frame of model year not calendar year or fiscal year as he say's "Late 2023"

MY22

MY23

The followup question then becomes....where does this leave us with reservation conversion to orders?

Assuming 200k reservations-- 104,988+17,399 = 122,327

122.327/200,000 = 61.1% conversion rate

I wonder what the conversion rate has been for MY22 (waves 1-7)? Does anyone know?

 

[FordLightningMan]

I know I'll be a day one reservation holder for the refresh. I think there's a good chance a day one refresh reservation will equal another two year wait, so that's right around the time the Lightning may look a little long in the tooth. I'm watching the reservation conversion closely for thar reason.

 

[bosox8]

Producing them is one thing...delivering them, on the other hand, is an entirely different thing. They may need to invest in land for larger parking lots.

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