Feel free to include your predictions for ASP, production, and any other estimates.
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This makes sense. And if they continue to ship to Europe and China, they can make more high value deliveries in the entire q2. Since they have the delivery infrastructure in place, no point slowing down like they normally do.It will depend a lot on when/if they will stop sending ships to Europe and China, doing NA deliveries instead... I hoping they won't stop, and that that's the main reason for the 0 profit prediction for Q1.
I agree with 25k US deliveries, but are we sure that China/EU will be able to deliver everything to customers by end of March? I’m hearing that it’s delivery hellI'm voting 65k to 70k.
16 ships to China + EU = 45k cars.
About 25k US deliveries.
So, a conservative 65k total.
I think the 45k in China & EU is on the higher side. Not just because of delivery problems, but also the avg cargo could be lower than 3k in each ship. Lets say 35k.I agree with 25k US deliveries, but are we sure that China/EU will be able to deliver everything to customers by end of March? I’m hearing that it’s delivery hell
Hi, what is the source of this 16 ships information? Thanks very much~I'm voting 65k to 70k.
16 ships to China + EU = 45k cars.
About 25k US deliveries.
So, a conservative 65k total.
As far as I recall they have re-purposed prior-year VINs in the past (from 2017 to 2018). They just issued a change to the unused VINs.I have assumed that 2018 VINs cannot be used for 2019 production.
If that's the case then we can conclude that at the very least, the exit rate of Q1 production will be very positive indeed. Since it's fairly easy to match production with demand a few weeks ahead of time, Q2 could be a bonanza. But I digress, the question was Q1...As far as I recall they have re-purposed prior-year VINs in the past (from 2017 to 2018). They just issued a change to the unused VINs.
Hi, what is the source of this 16 ships information? Thanks very much~
New @Fact Checking curious on your reasoning for less than 50k deliveries?
You mean <1% error (or >99% accuracy).Alpha Hat can estimate U.S. deliveries with about a week of delay and <1% accuracy
Tesla Model 3: Europa Bestellungen/Europe Orders
Click the shipnames and see where they are realtime.
ASIAN KING is not yet updated but already on route to china