I don't know if this is being tracked anywhere but according to my rough calculations, we could be in for another surprise for the 2nd Quarter Model S deliveries number. I don't think the market has gotten wind of this yet...but maybe they will with this thread.
Here's what I'm seeing. Please verify and correct if my data isn't accurate.
2012 Total Deliveries: 3,100 *Source: 2012 Shareholders Letter http://files.shareholder.com/downlo...-9c9e-16a8dda99a19/Q4'12 SHL 022013 final.pdf
1Q 2013 Deliveries: 4,900 *Source: 1Q 2013 Shareholders Letter http://files.shareholder.com/downloads/ABEA-4CW8X0/2402407713x6830975x661989/ee71d11b-3563-489c-9471-9319fd963626/Q1%2013%20Shareholder%20Letter.pdf
Highest VIN Assigned To Date: 13,812 *Source: Model S Delivery Update Thread Model S Delivery Update
Is it possible that they will build 5,812 for 2Q?!? Guidance was around 4,500 for 2Q with some being delayed due to transit to Europe.
Here's what I'm seeing. Please verify and correct if my data isn't accurate.
2012 Total Deliveries: 3,100 *Source: 2012 Shareholders Letter http://files.shareholder.com/downlo...-9c9e-16a8dda99a19/Q4'12 SHL 022013 final.pdf
1Q 2013 Deliveries: 4,900 *Source: 1Q 2013 Shareholders Letter http://files.shareholder.com/downloads/ABEA-4CW8X0/2402407713x6830975x661989/ee71d11b-3563-489c-9471-9319fd963626/Q1%2013%20Shareholder%20Letter.pdf
Highest VIN Assigned To Date: 13,812 *Source: Model S Delivery Update Thread Model S Delivery Update
Is it possible that they will build 5,812 for 2Q?!? Guidance was around 4,500 for 2Q with some being delayed due to transit to Europe.
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