tatje schreef op 11 december 2020 12:03:
Uitspraken van Harold in het transcript Q3 2020.
Dus voor het eerste vaccin nieuws !!
And I think if I look a little bit forward to 2021, then I have a hard time predicting what the overall economic outlook for 2021 will look like and how that will affect car manufacturing in 2021. I don't know. I don't think it's going to be a complete disaster. That’s not what I think. But also don't think that we will go back to the levels we have seen in 2019, but there's quite a bit of bandwidth in between that. And that bandwidth will have a significant impact on the calculation of our backlog as well. We see that mixed messaging coming from the carmakers as well. We are asking them. And they changed their outlook much more frequently and significantly than what we are used to in the car industry. And it's also kind of an indicator of a level of uncertainty that we haven't seen before. But again, I'm not planning for disaster. I think it will be okay, but I also don't think that we will reach the volumes that we have seen in the pre-COVID period.
I think there's quite a significant bandwidth in between those outlooks. We learn with every month and every quarter. And maybe the forecast from the carmakers will also show a trend to solidifying and less variation.
- ik denk dat 2021 geen complete ramp wordt.
- in 2021 gaan we niet terug naar 2019 ( 700 )
- een bandbreedte tussen 2019 ( 700) en 2020 ( 540 ) voor 2021
- de outlook van de oems verandert veel vaker dan normaal.
- en die bandbreedte zal ook een significante invloed hebben op de berekening van onze BACKLOG.
- Ik ben geen zwartkijker, maar ik denk niet dat we de aantallen gaan zien, van voor de covid periode.
- het is wachten op een richtingbepalende outlook van de oems.
Sindsdien zijn er wel enkele vaccins goedgekeurd, maar of de outlook van de oems duidelijker wordt, tatje weet het ook niet :-)