My read of the tea-leaves:
Lots moved EDD (a while back) to roughly a 14 day interval at end of June - that looked encouraging (e.g. "Preliminary allocation of Order to a Build Batch")
Plenty of VINs have now been assigned. They have been assigned much sooner than we have come to expect in previous quarters (normally 14 days-ish before handover). Maybe staff are bored ... or so few cars coming this quarter that they have just got on with it.
Plenty moved from end-June-date-range to Aug-Sep - I think reasonable to assume they've missed out on Q2
Some still left with the original End-June-EDD - hard to know if they will firm up, or not.
Then there are some with "May". I take that to be "Unallocated", but seems surprising they haven't moved to "Aug-Sep" ... so maybe "Pending"
And then there are also "July". Tesla never (normally ...) deliver cars to UK in 1st month of Quarter. There is some suggestion this is a different "Unallocated/Pending" bucket - e.g. "Pending any cancellations"
Tesla will have a good idea of what percentage of VIN allocations result in "Can't take delivery" i.e. customer either Cancels or Postpones. Those are then reallocated (and if Tesla wind up with "stock" at the end of the Quarter - i.e. a Car and no matching Order (**) - then that goes into Inventory ... and someone snaps it up (and if they convert from an existing order they drops out of the queue). So maybe "July" is their "Likely Percentage Cancellations" bucket
(**) Tesla may not bother to try to match Stock with Orders. Not sure if/when this happens but, for example, if very close to end of quarter month they may phone around trying to find someone who can take it "tomorrow". To do that you have to be able to pay ... and many people will have bank accounts with £10K daily limit, or a host of other reasons why "tomorrow" is not possible. So anyone with Finance may fail that process (or maybe, conversely, everyone with Finance
can take advantage of that e.g. if Finance company has Ace Admin!! / instant-pay arrangement with Tesla - I absolutely Dunno! on that point)
In summary I think:
Anyone
still holding 15-30-June EDD (i.e. No VIN yet) is a surprise. Maybe holding for "Possible cancellation", but would have expected to have already changed to Aug-Sep.
"May" and "July" are also a surprise, but I suspect that "July" is "Hold for cancellation". Also just possible that they are expecting Boat so late that they may not, quite, complete the handover before end-June, and "July" will yet firm up to either 30-June or 01-July
In that regard I would have no idea what "May" is
I reckon you have become old, like me ...