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@Dammit
It’s making an assumption that the reason people have stopped ordering bikes is that they believe his waiting list is too long.
That’s certainly a very positive way of saying, in public, “My pipeline of new orders has collapsed from 24 months to 3”.
Viewed against a backdrop of a) economic uncertainty and b) critical influencers like Amey moving into eCargo bikes it is possible to imagine a scenario where it’s not purely a concern about lead times that has lead to said collapse.
Or it could be 100% the lead time thing, I guess.