Virtually no LR/P orders from late Nov or Dec have been delivered. We were told in mid-Dec that by a number of SAs that (they were told) that all orders up until a cutoff of about ~23/12 would be delivered in Q1. To my knowledge all RWDs orders before the cutoff were fulfilled, but the LR/P orders were simply either not made, or allocated to Aus after production. We don't know exactly what happened. Stories have ranged from 'they just didn't make enough', to 'someone switched off the production tap too early in error', to parts availability. Whatever happened from my communication with my Tesla dealers, it was implied that Au/NZ fully expected to get these cars and then last minute it didn't happen. I don't think it was a shipping issue.