P&D numbers are critical for this quarter. Anyone have good estimates?
Tesla Carriers
Tesla is guiding 90-100k deliveries and an increase in the number of cars in transit.
The current best estimates of april deliveries was 24k, of this 10k was in transit. So 14k manufactured and delivered in month 1.
12 ships at 2500 cars each = 30k, assuming they all get delivered this quarter.
If we conservatively estimate 14k delivered in May/June we have 28k
So 24 + 28 + 30 = 82k deliveries with a conservative (0) increase in month over month manufactured and delivered.
A ramp of 2k per month puts us at 88k.
So far it's looking more parabolic, June deliveries seem like they'll be substantially higher while April/May may be quite similar.
If we look at ships loaded in April and cars delivered, less in transit from Q1, they manufactured 14k + 5 ships at 2500 each = 26500. This would imply a production rate of ~ 6k cars per week S/3/X.