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All those late March deliveries that were “supposed” to happen just mysteriously vaporized.
I think the impact of the coronavirus was 98,500-83,100= 15,400 fewer deliveries than expected. Some of those buyers have cancelled and some have postponed their order. If we assume 50/50, that would be 7,700 cancellations and 7,700 postponed deliveries. Not a big number.
Maybe but I think it’s bigger than that. And I think Q1 is going to be there best quarter this year.
Troy tks how do u assume the big drop in US?
Did u get some extra data to validate these numbers?
I use lots of data sources to calculate my estimates. 98,500-83,100= 15,400 is mostly based on data & I think it's fairly accurate. The 50/50 split is based on a small sample set of 15-20 buyers from my Tesla order tracker. So, mostly a guess.pic.twitter.com/wEVXieYxaW
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