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AT1 FY21 - General Discussion + FA, page-293

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    Something was nagging me about the production projection - what do you'll think?

    Is the above Qtrly total production graph showing FY qtrs or calender year Qtrs?

    Back in the FY20 results report, it stated that monthly capacity was doubled to 750k (which matched original info that was Sept'20 goal). In the Nov'20 AGM Chairman's address, it also confirms the same, '...reached 750k mthly capacity' in 2020.

    So, if the production graph is showing FY Qtrs, then Q2 2021 = Oct-Dec'20 = 4,450,000 devices total (=1,483,333/month...this is significantly higher than 750k/mth expectation right? We expected 1.35m/mth to be reached only by Jan2021?

    Alternatively, if we take the graph as being calender qtrs, then Q1-Q4 2021 makes better sense (reaching higher than expected 1.7m in Q1, 4.45m in Q2, 5.4m in Q3, 6.3m in Q4). However the Q3 + Q4 2020 totals then don't make sense..they are significantly lower than alreadt 250k-350k/mth production achieved.

    Its almost like someone has mistakenly put calender Qtrs + FY Qtr production totals in the same graph..

    Also, in the AGM Chairman's address, it says '..reaching 1.7 million per month by the end of FY21'...which matches our previous understanding of May21 goal of 1.6m+/mth ....but this doesn't match the Q4 2021 graph totals at all, whether its FY or calender Qtrs.

    How to read this correctly for FY20 vs FY21 production totals?
    Last edited by FinFree101: 08/11/20
 
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