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  1. Better than expected Q1 deliveries?

    Even 12.3k is +50% YoY from 8k Q1-23. Hoping for >12.5k.

  2. Better than expected Q1 deliveries?

    13.5k would be 68% growth over 8k in Q1 last year. Knowing the way RJ and Claire operate when they predicted down 10-15% sequentially from 14k Q4 on Feb-21 they were likely tracking better than -10%. Anything above 12.5k is good and anything above 13k is excellent.





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