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COdogman

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Safety first, RJ!

 

kurtlikevonnegut

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I'm a little surprised they are just now breaking ground on this considering they are only a year out from ramping production of the R2. It does call into question their timeline depending on how reliant they are on this expansion to reach that milestone.
 

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Golfer04

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I think when they retooled the existing facility flexibility to produce R2 was built in. They aren't exactly maxing out the existing 175,000 unit capacity.
 

Dark-Fx

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I'm a little surprised they are just now breaking ground on this considering they are only a year out from ramping production of the R2. It does call into question their timeline depending on how reliant they are on this expansion to reach that milestone.
First half of 2026. If the first saleable unit rolls off the line on June 30th, they still have met expectations.
 
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COdogman

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SANZC02

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I'm a little surprised they are just now breaking ground on this considering they are only a year out from ramping production of the R2. It does call into question their timeline depending on how reliant they are on this expansion to reach that milestone.
I think they are further along than this seems. They mentioned in the earnings call all of the site prep was done so this should be the start of actual construction.
 

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White Shadow

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I'm a little surprised they are just now breaking ground on this considering they are only a year out from ramping production of the R2. It does call into question their timeline depending on how reliant they are on this expansion to reach that milestone.
Me too. There's no way they are keeping that timeline. I bet the first R2 wont' be sold until 2027.
 

Zoidz

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Q3 2026 for true customer deliveries. There might be some employee deliveries prior to that, which feels good, but does not generate the sales and revenue volume they desperately need.
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