It doesn't say anything about deliver dates. It is very common for companies to state they have orders with delivery dates spreading out over time and ramping up over time. Particularly for new companies.
Is it possible that they will fulfill the 100,000 in the span of 3 month starting in July? Sure. But I have no facts to support that idea.
Otherwise, it is very reasonable to believe that the company will start small and ramp up. All businesses do this. And if someone wants to be conservative in their stock price calculation, then this assumption seems prudent.
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