Sentiment: Strong Sell
A close examination by careful observers indicates 5500 to 6200 cars. Plus or minus 200 in Q3. New VIN assignments in Q4 are averaging 70 a day, which doesn't pay the bills.
You are missing something. Current reservations do not impact the last quarter and a good part of this quarter. VIN number reports are unreliable now. You'll get future guidance in a few days.
1 vin tracking has never been accurate
2. guidance from tesla was around 5300 units
3. 70 a day is more than 25K units per year
4. busy season will be q4, historically speaking
good luck you're gonna need it..
They aren't making the $$$ for the expected expansion in Europe. My guess is we will hear they need more $$$ next wk