GT4 RS Allocation Thread
10-26-2023, 10:57 AM
#2717
Rennlist Member
I never tire of people pontificating about how it is obvious what Porsche will do, based on their expert (entirely anecdotal) assessment. Oh wait...that's a lie (the never-tiring bit). lol
Last edited by Adrift; 10-26-2023 at 10:58 AM.
10-26-2023, 11:08 AM
#2718
Example, projecting to sell 3000 units of Car Y, with an average price of $200,000, $600M in revenue. Or, projecting to need 3000 of engine X for Car Y and 4000 of engine X for Car Z, for a total of 7000 engine X. Those targets are set and known. Targets and Forecasts can change. But I don't think they wake up Monday morning and go, "you know, lets build another 2k GT4rs over the next 3 months."
They're def pumping out more cars than a year ago. But thats being driven by the 992 not 718. Would be surprising if that changed suddenly.
https://investorrelations.porsche.co...nt-Q3-2023.pdf
Last edited by Ksdaoski; 10-26-2023 at 11:10 AM.
The following users liked this post:
lilbza (10-27-2023)
10-26-2023, 11:14 AM
#2720
Rennlist Member
Canada recently got some SRS allocations. Any other GT cars with those?
10-26-2023, 11:25 AM
#2721
Rennlist Member
Join Date: May 2012
Location: Mid-Atlantic (on land, not in the middle of the ocean)
Posts: 13,257
Received 4,460 Likes
on
2,537 Posts
Oh I think they know if more allocations are forthcoming between now and the end of the year. Considering most car manufacturers are working 5-8 years in advance, would be crazy if their model lineup and supply chain was less than a year out in planning and projections. Both financially (publicly traded company, earnings forecasts, etc) as well as supplier needs.
Example, projecting to sell 3000 units of Car Y, with an average price of $200,000, $600M in revenue. Or, projecting to need 3000 of engine X for Car Y and 4000 of engine X for Car Z, for a total of 7000 engine X. Those targets are set and known. Targets and Forecasts can change. But I don't think they wake up Monday morning and go, "you know, lets build another 2k GT4rs over the next 3 months."
They're def pumping out more cars than a year ago. But thats being driven by the 992 not 718. Would be surprising if that changed suddenly.
https://investorrelations.porsche.co...nt-Q3-2023.pdf
Example, projecting to sell 3000 units of Car Y, with an average price of $200,000, $600M in revenue. Or, projecting to need 3000 of engine X for Car Y and 4000 of engine X for Car Z, for a total of 7000 engine X. Those targets are set and known. Targets and Forecasts can change. But I don't think they wake up Monday morning and go, "you know, lets build another 2k GT4rs over the next 3 months."
They're def pumping out more cars than a year ago. But thats being driven by the 992 not 718. Would be surprising if that changed suddenly.
https://investorrelations.porsche.co...nt-Q3-2023.pdf
The following users liked this post:
Adrift (10-26-2023)
10-26-2023, 01:55 PM
#2722
10-26-2023, 01:55 PM
#2723
10-26-2023, 03:04 PM
#2724
Rennlist Member
Join Date: May 2012
Location: Mid-Atlantic (on land, not in the middle of the ocean)
Posts: 13,257
Received 4,460 Likes
on
2,537 Posts
Yeah, demand is finite. There aren't an unlimited number of people able and willing to buy this type of car, especially if they have to pay an ADM and aren't guaranteed to not lose money.
10-27-2023, 04:17 PM
#2725
Premium Dealer
Rennlist
Site Sponsor
Rennlist
Site Sponsor
Just had a Cali store message me with a GT4RS allocation, they're at 75k over MSRP.
The following users liked this post:
chance6 (10-28-2023)
10-27-2023, 04:29 PM
#2726
Racer
10-27-2023, 05:13 PM
#2727
10-27-2023, 05:17 PM
#2728
Rennlist Member
10-27-2023, 05:21 PM
#2729
Premium Dealer
Rennlist
Site Sponsor
Rennlist
Site Sponsor
I'm not sure if this is a new allocation or a customer back out. Will definitely post when I find out.
Don't have it yet but will update once I have it.
Don't have it yet but will update once I have it.
10-27-2023, 06:14 PM
#2730
Premium Dealer
Rennlist
Site Sponsor
Rennlist
Site Sponsor
Update - it seems allocations did drop. One Cali store said he got 2 GT3RS, 1 GT4RS and 2 Spyder RS.
The asks are pretty steep though.
The asks are pretty steep though.