4.8 • 1.1K Ratings
🗓️ 9 December 2021
⏱️ 16 minutes
🧾️ Download transcript
➤ China Passenger Car Association reports Tesla China sales for November
➤ New street-high TSLA price target
➤ Tesla China teases announcement on December 10
➤ More activity at Giga Texas
➤ Possible feature and hardware updates for Model 3 and Model Y
➤ Model S Plaid shows better charging capability
➤ Neoen and Tesla activate Victorian battery project
➤ Update on US federal EV tax credit
➤ President Biden tweet references Tesla
➤ Ford F-150 Lightning update
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
Click on a timestamp to play from that location
0:00.0 | Hey everybody, we're on an hour here, and today we did end up getting those Tesla China |
0:11.1 | sales numbers reported for November. |
0:13.6 | And to be honest, I was a little bit disappointed with those numbers. |
0:15.6 | It doesn't necessarily mean they're bad numbers. |
0:17.7 | They can still be good and also be a little bit disappointing, so I want to be very clear |
0:21.8 | with my words there. |
0:23.0 | But we'll walk through some of the implications for that. |
0:25.0 | We've also got a bit of a tongue twister here that I'm just going to have fun with for |
0:27.6 | a second. |
0:28.6 | New, new street research, new street high price target for Tesla stock. |
0:33.5 | Could that be said more clearly? |
0:35.0 | Yes, but that is not as fun. |
0:36.4 | We've also got news on a couple of the kickoff factories, updates on Model 3 and Model |
0:40.9 | Y, a little bit of news on the plaid Model S, Tesla energy, and a couple of other things. |
0:45.8 | Pretty good day for Tesla stock today, despite these numbers being I think below expectations, |
0:50.0 | Tesla finishing up 1.6% to $1,068.96 and outperforming the NASDAQ, which finished up about two-thirds |
0:56.8 | of a percent. |
0:58.1 | Click Form 4 check, we didn't see any new Form 4s for Elon last night, but there were |
1:01.5 | three new forms published. |
1:03.1 | These were for the Chief Accounting Officer of Tesla, Zacker Corn, and Drew Beglino. |
1:07.6 | All three of these were for exercising options, and then just selling the number of shares |
1:11.3 | required to cover the tax on exercise, which across all three was only about 5,000 shares. |
... |
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