Sorry Gino- I’m trying to reply to the announcement itself ( again ).
A lot of us took the idea that battery day moving was a valid reason for the company to not achieve an offtake by the end of September.
The problem with the above announcement is that we see that the deadline ‘is in line with company timetables’ from the 15/07 announcement but by that time battery day had already been set to the 22/09 and it was public knowledge days before that:
https://www.theverge.com/2020/7/10/21320505/tesla-shareholder-meeting-battery-day-september-22-fremont-million-mile
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