Hello and welcome to the Thursday October 3rd 2019 edition of Tesla Daily on

official Tesla Podcast.

My name is Rob Maower, pretty quiet news day today,

just wanted to go through a few updates from analysts following the delivery report,

as well as a new line of credit for Tesla in China.

Tesla stock on the day today pretty similar to the performance after hours yesterday,

down 4.2 percent, to $233.3 cents, that compared to the NasDAQ up 1.1%.

Mixed reactions from analysts following the delivery report yesterday, mostly neutral to negative.

Unsurprisingly, the negative seemed to get the most attention in the media, and that was a downgrade from Joseph Asha of

JMP securities who downgraded the stock from market outperform to market perform.

Strangely the downgrade was actually due to demand concerns saying quote the delivery

data show low single-digit sequential unit growth and we know of no operational

issues that could have prevented Tesla from delivering more vehicles if demand were available.

To put it another way, yesterday's announcement was the first time since covering the stock

that we found ourselves wondering whether demand growth for Tesla's cars might be leveling

off. End quote. All right. for Tesla's cars might be leveling off."

End quote.

All right.

I guess they missed the part of the announcement yesterday

that included production because deliveries

outpaced production by nearly 1,000 units.

And to me, that sounds like an operational challenge

...