Not reading through 30 pages but the reality is nobody here knows the whole allocation story, nobody. And I fully expect this next point to get lost in this thread as it continues to spiral its way out of control and into a virtual riot. Yes, we know the formula has changed, we know the "first run of production" allocations and we know that Mike L must be, has to be, the villain to our protagonist. But what else do we know? How long is that "first run of production?" What capacity of production will MAP be running at? How long does MAP take to ramp up production when starting a new MY?
The truth is, we don't know what we don't know. We have only just begun to read chapter 1 of the MY22 saga and everyone thinks they got the ending all figured out. The next couple sets of allocations will tell a much bigger part of the story and a twist worthy of M Night Shyamalan would not surprise me in the least.
The truth is, we don't know what we don't know. We have only just begun to read chapter 1 of the MY22 saga and everyone thinks they got the ending all figured out. The next couple sets of allocations will tell a much bigger part of the story and a twist worthy of M Night Shyamalan would not surprise me in the least.
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