After entering the new quarterly data into my own spreadsheet, I...

After entering the new quarterly data into my own spreadsheet, I have noticed the following is rather interesting:

My analysis tells me that Beam is building up a huge inventory of orders that have not yet moved to the shipped and invoiced category. There are now 77,000 units that have been ordered and not yet shipped. Compare this with the 65,679 units shipped and invoiced over the whole 8 quarters since day 1 to now. Based on Beam's previous order announcements, ordered units mostly ship within 2 quarters after ordering. With Europe starting up soon, this might extend to 3 quarters. So this tells me that the 77,000 units should all ship by September 2022, giving an average ship & invoice rate of > 25,000 units per quarter (> 100K per annum run rate) over the next 3 quarters. This compares with an average of only 12,700 per quarter over the last 2 quarters (around 50K annual run rate).

The above is quite conservative - the shipping rate could be higher if most of the units are shipped over 2 quarters, and if any new orders this quarter are partly shipped before September.

Clearly Beam and Roadpost expect sales to accelerate significantly from here.