Yes, I think you are correct. As I understand the points being made by
@schonelucht the question is what happens if the delays continue. I really see no serious supplier financing problems either. Tesla has been quite quick to resolve significant problems there.
The major real issue is that every delay gives ammunition to shorts and encourages FUD. That effectively seems to reduce the share price, which then accelerates the pace of FUD. Until these issues have been made undebatable we’ll continue to have doubt-based market movements.
I wish I were wrong about the previous paragraph.