Received my invitation yesterday

[Moderatefan]

I would say well over 50%... it begs the question where can they go next? Mexico?

I think it is kind of late to expand to other areas... if they send invites to Mexico today, they will only be able to deliver for 2-4 weeks before Q2 end. Only fraction of what they could have delivered if they planned for this in Q1 and sent invites in Q1.

 

[Winston Wolf]

By your logic, if US is half then it's 200K.
If Canada is 10% then its 20K, not 40K.
If 1/3 orders are LR, that's 6.5K.
It's not much of a dent in expected Q2 production volume, but about max that 6 SCs can deliver (likely less).

Whooooops. Yes indeed.