Just for reference and comparison purposes this locks in a BCC...

Just for reference and comparison purposes this locks in a BCC full year FY22 forecast of units shipped and invoiced of 78,306.

(Ie of this order all but 3,000 are noted will be delivered in FY22 and we did 33,919 last year). The flow on 3,000 into FY23 gives a pretty clear gauge of current capacity constraints.

so that’s:
1) from FY21 33,919 to FY22 78,306 forecast is a 130% increase YOY

2) followers of @Access2020 excellent valuation work will note the assumptions used for FY22 units were 57,600 units (refer to part 3 of the valuation thread) so BCC forecast of 78,306 is now 36% higher than the inputs used previously into the valuation model if I’m correct