Quote:
Originally Posted by bwcobra15
... They sold about 42 kits over about a dozen years. ....
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That's about 3 per year. I'd like to see the annual numbers though. My bet is it's front end loaded.
But like it or not, that was the demand for this product. Now if the new owners can survive on 3 a year and still run it profitably, then more power to them. But don't look to double or triple that number any time soon. The whole Cobra market TAM is dropping every year, which is why the lowest volume and lowest quality suppliers are disappearing. Now there's been some consolidation in the past few years and there may be an opportunity to sustain a 3-4 car per year business. But don't look for it to grow to 20 or even 10 which is where the volume needs to be for a manufacturing business that is not a hobby.
It's not a model for a business plan that I would invest in, so I too would like to see what business plan supports it.
I still wish them good luck.
PS. I would add with regards to updating the status on the forum that forums have been subsumed by places like Facebook. Shelby American has dropped their forum (it exists, but gets no traffic, even SAI doesn't post there any more, and only a few die hards even bother to log in, me included.) For all intents, all of Shelby (SAI, foundation, etc) are predominantly on facebook. Facebook is great for transient visitors but not for threaded or historical content where forums work best. But the days when the Shelby forum had any inkling of technical content go back to the early 2010s near the height of the GT500 when people were modding them like crazy. Now the drive-by style of Facebook suits the needs of most.