Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20)

Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today’s episode, we go through the FactSet consensus estimates for Tesla’s Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how realistic these estimates are and how TSLA stock may react. I also provide my delivery and production estimates as well as the rationale behind them, and perhaps most importantly, the other wild cards I am watching for from this report.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

 



Fremont Shelter-In-Place to Be Extended, Tesla Reopens Wuhan Store, TSLA & Stock Market Week Ahead (03.30.20)

➤ Taking a look at the week ahead for the stock markets and TSLA stock
➤ Alameda County, the location of Tesla’s Fremont factory, reported to extend shelter-in-place order
➤ Tesla reopens a store in China
➤ Tesla delivers some ventilators to New York
➤ Tesla bids on big energy storage project with Megapack

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypod…

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Gigafactory Nevada Workforce Reduction, Gigafactory Shanghai Production, Tesla/GM Ventilators, Analyst Updates (03.27.20)

➤ Checking in on the stock markets as the stimulus packages passes the House and is signed by President Trump
➤ Tesla reduces workforce at Gigafactory Nevada
➤ Reports on Tesla’s Model 3 production rate at Gigafactory Shanghai
➤ New York City’s mayor comments on working with Elon Musk on ventilators, Elon replies on Twitter
➤ Trump roasts General Motors on Twitter
➤ Updated analyst notes from Alex Potter and Pierre Ferragu
➤ Further discussion on Tesla’s upcoming Autopilot update allowing for automated stopping at lights and stop signs

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

 



Furloughs in Norway, Stop Sign & Stop Light Autopilot, Jobs Report (03.26.20)

– New jobs report shows steep rise in unemployment in the US
– Two Tesla employees reportedly test positive for COVID-19
– Tesla reportedly furloughs some employees in Norway
– Elon Musk retweets autopilot stopping at stop lights and stop signs in next update

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



Gigafactory NY to Reopen For Ventilators, $2T+ Stimulus Passes Senate Vote (03.25.20)

– Medtronic CEO discusses partnership with Tesla and ventilator situation in the US
– Gigafactory Buffalo to reopen ASAP to product ventilators
– Congress leaders reach agreement on stimulus package, vote passes in the Senate

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



Economic Indicators, Model Y Review, Updated TSLA Short Interest (03.24.20)

As stock markets, and TSLA stock, rise on the apparent imminence of a stimulus deal, economic indicators are hitting decade-lows. Today’s discussion is macro-focused on commentary out of Congress and the economic reports published today. We are also starting to see reviews of the Tesla Model Y, with Doug Demuro publishing his Model Y review today. In addition, we discuss TSLA short interest for March 13th, published today.

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



$41,000 Model Y, Heat Pump/Casting, VINS, Macro Check In (03.23.20)

– Discussion on base price Model Y
– Elon tweets about the advanced engineering employed in the Model Y
– Checking on Model Y VINS heading into quarter end
– Discussion on the macro environment and upcoming catalysts this week

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



Panasonic Halting Operations at Gigafactory Nevada, States Locking Down (03.20.20)

– More states continue to move towards lockdown, including Nevada
– Goldman Sachs and Bridgwater Associates provide forecasts on economic impact of coronavirus
– Panasonic plans to halt operations at Gigafactory Nevada

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



Production Suspended at Fremont and Gigafactory Buffalo (03.19.20)

Tesla has decided to temporarily suspend production at their factory in Fremont, from end of day March 23. Tesla’s Gigafactory Buffalo in New York will temporarily suspend production as well, while essential function such as service will continue. Gigafactory Nevada and Gigafactory Shanghai will remain open for production.

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



Nasdaq Records Worst Drop Ever, San Francisco Goes on Lockdown, Other Updates (03.16.20)

– Nasdaq records the worst single-day percent drop in its history
– Countries and states continue to broaden lockdown efforts
– Tesla updates on Solar Roof production

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Music by Evan Schaeffer



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