[Tony K]

Congratulations to Ram on beating Silverado in 2021.

With Oshawa coming online for GM as we speak. Ram will have a hard time catching Silverado in 2022. Ram is capacity restrained and appears unable to gain more capacity.

If only there was a plant running at below 30% capacity in the Midwest footprint that could be added for Ram production.

Seems like the folks in Auburn Hills are unable to find a plant like that.

Or they keep making superior product, beat GM in margin, not have to worry about having excessive production capacity for light trucks, and laugh all the way to the bank.

 

[Tony K]

Leaving sales on the table.

More sales =/= better profit. There's always a balance point somewhere where you're better off doing something else to manage risk.