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I received the same text shortly after SFL composer left Shanghai. I then had a deliver text about 10 days later.

MY MSM Black/White 20” being delivered 2nd march. Had date confirmed on the 11th Feb. Newport area.

I also have a MY LR due 2nd March. I would also guess SFL composer.

I also have an MY ordered via a lease. Ordered early December and received the vehicle is on its way text last tue. You can speak to a Tesla rep in your local store. They are very helpful. Mine confirmed VIN has been assigned and expects delivery end Feb. Lease co days 8th March so it’s a 50/50...