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uksausage

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Re: WeTheMarket post# 10966

Tuesday, 05/07/2024 8:34:31 AM

Tuesday, May 07, 2024 8:34:31 AM

Post# of 11107
Pretty decent numbers for Q1. Truck numbers indicate that by making VIN 100 of the CEV in April they should exceed their Q2 number (probably made 20 in April alone). If they make 100 in H1 that will leave 200-250 for the second half when hopefully the costs start to drop.

Battery supply seems to be the restriction - needed for BEVs and FCEVs.

cash burn not as high as expected - they are obviously focussed on this which is good news as far as any share dilution in the near term. will be interesting to hear the forecasts for the current quarter and rest of the year.

So many more trucks on the road than the Musk company!
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