I wonder if they'll write of this Q and, logistic permitted, have an enormous next Q push - delaying most, if not all, deliveries to July/Aug. I hope not for you guys still in with a chance (I'd be envious but happy for you) but we'll find out soon enough if anyone still with a June delivery window actually get a vin, or if they get pushed back too.
This delivery has been a real roller-coaster.
I still think they’ll get as many vehicles sold through as they possibly can in Q2, but won’t hold back from shipping early and often in Q3 to make up ground.
Month 1 of a quarter is often a desert for collections, I don’t think that’ll be the case in Q3…
My EDD remains unchanged for the end of June, for the time being at least!