More Performance Model 3 Impressions, Updated Adam Jonas Note, South Australia TE Update (07.25.18)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 25 July 2018
⏱️ 6 minutes
🧾️ Download transcript
Summary
– Adam Jonas reiterates TSLA rating in new investor note
– Motor Trend and Automobile magazine offer first impressions of the Performance Model 3
– South Australia government update on Tesla Energy project
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Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock
The post More Performance Model 3 Impressions, Updated Adam Jonas Note, South Australia TE Update (07.25.18) appeared first on TechCast Daily.
Transcript
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| 0:00.0 | Hello and welcome to the Wednesday July 25th 2018 edition of Tesla Daily on |
| 0:11.4 | official Tesla Podcast. |
| 0:13.0 | My name is Rob Mower. |
| 0:13.7 | Today we were talking about an updated investor note |
| 0:16.2 | from Adam Jonas of Morgan Stanley. |
| 0:18.1 | More Performance Model 3 test drives |
| 0:20.1 | and an update on a South Australian energy project. |
| 0:22.5 | Tesla stock on Tuesday closed down 1.90% to $297.43, |
| 0:28.4 | this compared to the Nasdak down 0.01%. |
| 0:31.3 | We are now one week out from the Q2 earnings report on Wednesday, August 1st, and there are six trading days left until that report. Not a huge news day yesterday. A lot of what I saw being discussed was still around the Wall Street Journal report about supplier negotiations |
| 0:44.7 | for Tesla. |
| 0:45.7 | Adam Jonas of Morgan Stanley did come out with an updated investor note, reiterating his $291 price |
| 0:50.9 | target and his equal weight rating on Tesla. |
| 0:54.0 | Similar to Ben Kalo, who we discussed yesterday, |
| 0:56.3 | Adam Jonas also addressed the Wall Street Journal article, |
| 0:59.0 | saying, quote, the supplier discount story |
| 1:01.1 | might be blown out of proportion, dot dot, dot, |
| 1:03.7 | understandable given the sentiment around the name. |
| 1:06.1 | End quote. |
| 1:07.1 | He expressed that it's not unusual for these type of price negotiations to happen in the |
| 1:11.2 | midst of significant volume ramps in production and said quote |
| 1:14.9 | this level of detail is rarely available or attention grabbing at other global |
... |
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