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Tesla Daily: Tesla News & Analysis

Analyzing Q3 Production and Deliveries (09.13.18)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 14 September 2018

⏱️ 9 minutes

🧾️ Download transcript

Summary

– Discussion on possible Q3 production and delivery numbers for Model 3 and Model S/X

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

Executive producer Jerome Jorden
Executive producer Rob Gill
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock

The post Analyzing Q3 Production and Deliveries (09.13.18) appeared first on TechCast Daily.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to the Thursday September 13th 2018 edition of Tesla Daily on

0:11.7

official Tesla Podcast.

0:13.2

My name is Rob Maower.

0:14.0

Today we're catching up on a couple of pieces of news

0:16.3

related to model three production and deliveries for Q3.

0:19.5

Relatively mild action for the stock today,

0:21.5

finishing down 0.37% to $289.46,

0:26.0

this compared to the NASDAQ with a strong day up 0.75%.

0:29.8

All right, so the first piece of news that I wanted to catch up on related to model three deliveries and production came from Electrec on September 2nd, so about a week and a half ago, but it seems like every day we just kept having something new that came up and kind of took the place of me analyzing this.

0:43.8

Electrec for the second time reported on quarterly production numbers

0:48.1

for Tesla vehicles as a whole and for Model 3 from an unnamed source within Tesla. We had talked about the first

0:53.9

report and how it looked like Tesla was pretty much on track for accomplishing

0:57.4

what they had guided for for the quarter. Now that we have some new numbers reported

1:01.1

I wanted to re-examine that point. Two pieces of

1:04.2

information, Electric says quote, the automaker built about 6,400 vehicles

1:08.6

during the last week, last seven days of August, from the 24th to the 31st midday, including about 4,300

1:15.8

model three vehicles, end quote.

1:17.8

They also say, quote, according to the same source, Tesla produced about 53,000 vehicles

1:22.1

including over 34,700 model three vehicles in Q3 as of Friday."

1:27.0

End quote.

1:28.0

Unfortunately, we don't have any information on downtime that had been involved in those first two months of production or

1:34.1

downtime that is scheduled for September for the last month of the quarter.

...

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