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$TSLA Q4 delivery cycle in 🇪🇺 :

Concrete signs of weak demand, thread with proof:

1. Overnight $TSLA "unhid" about 12 M3 LR from Q3 and Q2.

No miles, so no test-drive.
Yet offered as "demo" at significant discount.

5% off this beauty in the Netherlands, sitting in Tilburg:
2. Ireland:

The first boat #DonPasquale arrived 10-18, perhaps too late for Q4 cars to reach Ireland.

So most likely the *single* car that $TSLA sold in Ireland for all of October (a M3) must have been a spillover from arrivals in Q3, during which $TSLA sold 168 M3 (0 MY).
Ireland ctd:

All the more surprising then that $TSLA Ireland is now showing only *1 single unit* of M3 LR, produced too late to be on the #DonPasquale, but probably in transit on the #Talia that left Shanghai 10-02 and arrived in UK yesterday.
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