If this is true, then Tesla must have delivered close to 4,000 cars by the end of Feb. Close to 5,000 by the end of Q1. Still, I would like to see them run the factory, and supply chain efficiently. Positive cash flow from operations that they could use for SC expansion/marketing, R&D, etc.
Looking at the average delivery dates for VIN blocks, here's what we have for this quarter. VIN blocks 30xx-38xx delivered in Jan (900 units). Vin blocks 39xx-57xx delivered in Feb (1900 units). To hit 4500 for the quarter, they will need to deliver 1700 more in Mar. In other words, VIN blocks 58xx-74xx. It may be possible do it, but right now the average delivery window for the 70xx block is 3/26. By the ides of March, I'll have enough data for an accurate prediction.
I forgot to post the delivery window for this order, but its going to be delivered in March, sorry for the confusion. I believe TESLA should be able to beat the 4,500 cars projected for Q1 being that there were still 600 undelivered model S for 4th Q due to the holidays...
Reserved on 12/31
Invitation to configure on 1/29
Delivery button 2/26
Delivery Window: Mar 18 - Apr 1