“Clearly, at the beginning there won't be a 100% absorption and we will get to that at some point, but we'll -- we're not going to in 2023.”

In context

“direct costs, not depreciation. Depreciation will not start until about first quarter of '23 when we start production just the way the rules work on that front. And that 75 million that might -- we're still working through the details, but we currently believe that the most likely scenario is that most of that cost will go through its restructuring charges / other line until we start production, right? And that Boeing, the majority of their costs would go to the line. Now, the costs actually doing pretty is over time as we increased production, right? But I think where you're going is that that happens and those scores, dose plus our then absorbed by revenue. Now, how quick we also are absorbed beyond on the utilization, etc., that just depends how quickly we we've rammed that factory. Clearly, at the beginning there won't be a 100% absorption and we will get to that at some point, but we'll -- we're not going to in 2023. So, we'll get to that at some point to give you some details. And in February of the capital management call, I think we'll frame it kind of a bigger picture of that along with our other capex investments, and you get a better sense of how that's going to play out. Dave Pahl: A follow-on Stacy? Operator: And it looks like Stacy has disconnected. Dave Pahl: Okay. Rafael Lizardi: All right. Dave Pahl: Okay. If you have a follow-on, let us know, Stacy. We'll go to the next caller, please. Operator: And we'll go next to Ross Seymore of Deutsche Bank. Ross Seymore: Hey guys, thanks for letting me ask a question. Dave and Rafael, I want to talk about the [inaudible 00:24:30] you reported and get into some of the supply demand dynamics. It was the smallest beat to your original revenue guidance”