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Microcap & Penny Stocks : Research Frontiers - By Long on Refr, Larger stock holder -- Ignore unavailable to you. Want to Upgrade?

To: longonrefr who wrote (40)	10/3/2024 3:49:01 PM
From: longonrefr	Read Replies (1) \| Respond to of 231

Ways to estimate take rate w ferrari purosangue - I have seen probably over 60 pics or vids of different purosangues, about 90-95% have spd - Joe said very high take rates, stressed that - IX appears over 90% take rate with its smartglass roof - Rev to refr for q1 and q2 with these facts I believe it is over 90% take rate...rough range 85-93%....even if 80% it is high but that would mean 1 in 5 not a glass roof, numerous pics and videos of the car don't support that 1 in 5 dont have it... also, as I said before, once an option becomes a "norm" in a ferrari, especially one that changes the look of the car dramatically like a large smart glass roof, most buyers will then be "forced" to take it to keep up with the better look of the car and feature to not hurt the resale that is vital in a ferr purchase to many... The IX with such a high take rate is surprising..I think that is more a factor of dealers filling the lots with that option ( only 2 ixs i saw and sat in on lots had smartglass as an example), the opposite mercedes did when it had spd way back, i feel they filled lots with slk with no spd (rev numbers speak to the past take rate of spd in merc, it was ahead of it's time, too expensive, tiny glass and a convertable that can open)...with smartglass being much more known than back when merc had spd there is a much higher probability other makers will fill lots with a good percentage of smartglass roofs unlike before. I don't think there is a way to determine the make rate but given the reviews, it should be significant. ND