I do not see how you can estimate their demand because there is...

I do not see how you can estimate their demand because there is much they are yet to announce.

The SUV contract alone could make up the difference for all we know. Ferrari's new flagship hypercar car will likely have CF wheels standard. Ford have extended the run of the GT supercar, and added the 'Carbon Edition'. There will be a Shelby GT500 GT3 (track) variant. Then there's the other OEM yet to be announced. They may be planning to tackle the aftermarket in a big way. Hell they might have the contract for the next Nissan GT-R, who knows!

CBR are making the best CF wheels in the world and this is proven by OEMs like Ferrari and Ford Performance buying their product and fitting them to their best cars. Imagine what would happen if CBR landed the likes of AMG as their next OEM.

A 500m market cap with no profit is nothing for a company chasing growth.