According to https://www.marklines.com/en/statis...ve-sales-in-usa-by-month?&sitesearchKey=lucid
A video explanation is here
A video explanation is here
Whatever the real numbers are, I think we can all agree that they are NOT GOOD. They are likely in the 10 a day or less that they were doing back in 2021 with the Dreams. Not exactly a “ramp up”From the "flash reports":
Jan 2022: 299
Feb 2022: 135
Mar 2022: 150
A total of 434 for Jan-Feb 2022 and 584 vehicles for Jan-Mar 2022.
However the report's aggregate listed total for Jan-Feb 2022 is 310 and Jan-Mar 2022 is 460. I wonder what exactly constitutes a sale (confirmation? payment? delivery?) and whether we can make a guess about buyer attrition, since it looks like sales initially listed here are apparently later reversed.
Edit: @mnewber1 makes an excellent point. This company's data is suspect.
See my earlier post I’m the investors thread.^*^*^We have now finished Q1-2022. Many customers who confirmed orders back in November 2021 have still heard nothing about VIN assignments, let alone deliveries, meaning that they are now looking at a 7 month delivery window, minimum. Obviously the ramp-up to 20,000 and the revised 12-14k vehicles this year is just not happening. Some questions:
How many Dream Editions are still waiting to be delivered 3 months after they were to have been completed?
How many GT cars were delivered in Q1?
What should the new, revised-revised year end estimates be?
Your an investor? Keep posting this way and your stock should shoot up for sure!See my earlier post I’m the investors thread.^*^*^
I’ve been saying that they have problems in the plant and it is not just paint harmonization. Their ramp up is not happening and there is no way they will meet their lower revised numbers. Im an investor, but expect the stock to take a further hit.
Waiting for another buy in opportunity!Your an investor? Keep posting this way and your stock should shoot up for sure!
I imagine you'll be hearing from a DA soon with an estimate of your production start date. My guess is that it'll be sooner than you expect.If the production is so slow why are they confirming orders so far ahead of actual production. Last week I upgraded from Touring to Grand Touring and 3 days later was allowed to officially confirm the order. Since I now cannot get my deposit back I guess they assume I will wait forever for a VIN and actual production. Is this just a business ploy to lock buyers in?
I'm also an investor, supply chain issues are an issue for most auto manufacturers right now. I'm not concerned yet, in fact I think I should buy on this dip.See my earlier post I’m the investors thread.^*^*^
I’ve been saying that they have problems in the plant and it is not just paint harmonization. Their ramp up is not happening and there is no way they will meet their lower revised numbers. Im an investor, but expect the stock to take a further hit.
Exactly. Most car makers are sold out of EVs. Ford even cancelled the wait list on the F150 lightning.I'm also an investor, supply chain issues are an issue for most auto manufacturers right now. I'm not concerned yet, in fact I think I should buy on this dip.
Stopped taking new deposits, but existing waitlist customers are still on the list?Exactly. Most car makers are sold out of EVs. Ford even cancelled the wait list on the F150 lightning.