First - thanks so much! I've read it twice now and still haven't groked it all, but I'll give it another shot later. Funny how I can skim hundreds of lines of Java or Objective-C code and find/fix bugs, but reading less than 50 lines of accounting description makes my head spin. Second time through, I was proud of figuring out what "top line" meant!
In thinking about what you wrote, I think we may have an explanation for the lackluster stock price given all the good news. You said that Q2 won't be pretty, so perhaps when Q2 financials are announced the stock may present another buying opportunity - that is unless the news surrounding the cars having been produced doesn't overwhelm it.