“It’s pretty clear now we won’t see any production or products in 4Q from Kim after this announcement.”
Have not thought for a long time that products won’t likely be on shelves until Q1 2024. This announcement had no bearing on that for me. Pretty hard to have products on shelves without production to support it.
As to today’s PR making it “pretty clear” we don’t hear anything on production over the next 3 months? I don’t see it that way. I don’t think today’s announcement was provided in real time. This has already happened IMO.
We have had several months of PRs and releases telling us the remain on schedule, also updates how improvements have accelerated some timelines by several months.
Too early to say we don’t hear anything about production this year.
but I am infuriated that he took this long and chose this time to let us know.
LOL, only if you are slow on the uptake. You aren't alone. The problems & solutions were given in July.
This PR sets the stage for more PR's. FTR, we received a production update tidbit from Jon, and the hybrids are a go.
Who knows when the shakeup occurred. We got the typical "today announced" message. I read this as Kim being ready to communicate more information, and they weren't ready for that until large scale production was ready. It wasn't time to start talking, until we were ready for production to start up again. Now as is Kim's style, they fill in the story.
I was fully aware of what the problems were and I knew exactly what we were waiting for. I didn't want to hear about the science advances until production was ready to go.
They may have been waiting for the 3rd party manufacturer to be ready to transition back to SS.