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Tesla is set to report their first quarter deliveries soon.

In this video I’m going to dive into what we can expect.

This quarter is unique due to 3 reasons:

1. Q1 is typically the slowest quarter for Tesla

2. Tesla has halted production at Fremont, Nevada, New York

3. This is the first quarter for Model Y deliveries

Before going into some Q1 delivery estimates, here’s a few notes

1. Investors are forward-looking.

2. Can Tesla open their U.S. factories in Q2?

3. Investor focus on survival vs growth?

For reference Q4 2019:

18k S/X produced

87k Model 3 produced

Total 105k vehicles

Rough estimates

85k production in Fremont

65-70k delivered

13.5k production in Shanghai

10k delivered

Total production around 95k cars

Total deliveries around 75-80k cars.

Note this is personal opinion/conjecture and not investment advice.

Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA at time of original video publish date.

Tags: Tesla, TSLA, Elon Musk, Model 3, Model Y, Cybertruck, Investing

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