Gigafactory Updates, Leaked Musk Email, GM Denies Tesla Leadership Position, Product Roadmap, Price Targets (11.29.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 30 November 2021
⏱️ 20 minutes
🧾️ Download transcript
Summary
➤ Rumors/reports on Tesla’s factories in Berlin, Shanghai, and Texas
➤ New street-high price targets on TSLA stock
➤ Leaked Elon Musk email to Tesla employees
➤ GM CEO Mary Barra denies Tesla’s leadership position: https://youtu.be/-XGGlQPvT1s
➤ Elon Musk comments on Cybertruck, plans product roadmap update
➤ Nissan announces electric vehicles roadmap for 2030
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey everybody, Ralph Mauer here. Welcome back to Tesla Daily. Hope everybody had a great |
| 0:11.1 | weekend. It turned into a pretty heavy news weekend. We got big news from three factories, |
| 0:15.7 | Berlin, Shanghai, and Texas. Also got a leaked email from Elon Musk, a couple of product |
| 0:20.5 | updates, price target increases, and more to talk about today. |
| 0:24.1 | Tesla starts the week for Tesla stock, finishing up 5.1% on the day to $1,136.99. The NASDAQ |
| 0:30.8 | fared well too, finishing up 1.9%. |
| 0:33.9 | Feels kind of anti-climactic for a 5% move, but I think this is just because we've kind |
| 0:38.1 | of been in this trading range, and really this is just recovering what Tesla gave up at |
| 0:42.0 | the end of last week. |
| 0:43.7 | Quick check in on Elon Musk's stock sale. No new news here since we had last talked about |
| 0:47.5 | it. The last Form 4 we got were November 23rd, which we talked about on Friday. We'll |
| 0:51.6 | see if there are more Form 4s tonight. Just to quickly wrap up with the more stock related |
| 0:55.5 | stuff, then we did see two new price targets in the last few days. Four Tesla first is |
| 0:59.9 | by Mariah asset securities. They've raised their price target from 937 previously, all |
| 1:05.0 | the way to $1,446 per share, and then the second is actually a new initiation of coverage. |
| 1:10.7 | This is from China Securities on Friday. They've started off coverage with a $1,485 price |
| 1:15.5 | target and a buy rating. Unfortunately, no real reports on the content of those investor |
| 1:20.4 | notes, so we don't really have any context for those price targets. |
| 1:23.7 | Alright, so let's get into the news on the factories, and we'll start off with Berlin |
| 1:27.5 | as we know last week, the public commentary period wrapped up. And we now seem to have |
| 1:32.4 | our first status update sense. So this is from Automobile Vwoche, Per Bloomberg. They |
| 1:37.6 | write quote, local regulators are expected to grant the necessary permits within days, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.