Ann: Market update, page-21

Whilst its disappointing their current sales are nowhere near their capacity let us not forget that they are planning to increase capacity by 150k (almost double current capacity of 80k) by CY24 after discussion with partners. I find it hard to believe they are doing it for the fun of it rather than because they genuinely have faith they will need that many wheels to sale (sounds like a lot of work and headache for some fun). Who cares if shareholders aren't patient and can't look past tomorrow, hell half of them probably are on margin because they watched a day trading video that taught them how to make millions in 30 seconds...
Ignore the noise and look to the future... chip shortage will end, if not next yr then the yr after. Management told us partners want a shite load of their product, with a bunch of it going towards EV due to the advantages CBR's wheels have over normal ones. That market is only going one way.