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That's a long time between builds and getting assigned. There is to many to be assigned from cancellation.
may be left over excess stock from other RHD export that they are now assigning on other smaller ships on route to AU (outside the Armacup schedule). based on:
1. They were not producing for AU on 3/10
2. the VINs have not arrived in large numbers yesterday and today that suggest small numbers
3. Veda said they are assigning VIN at factory during the build and not while they are on ship anymore, meaning less likely these are on Morning Crystal or Passama
4. inline with Tesla's comments on distributing exports through out the quarter from now on in small numbers on which ever ship has spots available at cheaper rate
 
may be left over excess stock from other RHD export that they are now assigning on other smaller ships on route to AU (outside the Armacup schedule). based on:
1. They were not producing for AU on 3/10
2. the VINs have not arrived in large numbers yesterday and today that suggest small numbers
3. Veda said they are assigning VIN at factory during the build and not while they are on ship anymore, meaning less likely these are on Morning Crystal or Passama
4. inline with Tesla's comments on distributing exports through out the quarter from now on in small numbers on which ever ship has spots available at cheaper rate
For this vin batch, number 3 is no longer true.
 
may be left over excess stock from other RHD export that they are now assigning on other smaller ships on route to AU (outside the Armacup schedule). based on:
1. They were not producing for AU on 3/10
2. the VINs have not arrived in large numbers yesterday and today that suggest small numbers
3. Veda said they are assigning VIN at factory during the build and not while they are on ship anymore, meaning less likely these are on Morning Crystal or Passama
4. inline with Tesla's comments on distributing exports through out the quarter from now on in small numbers on which ever ship has spots available at cheaper rate
Careful using info from Veda on here. Check his rules…..🙂
 
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