Hey everybody Rob Maurer here and today we're going to be going through delivery and production

estimates for Tesla's fourth quarter.

They should expect, we expect them to report these sometime on Sunday or Monday and today

I'm just going to go through both the consensus estimates as well as the my own forecast

which hopefully no major shocks here as we've kind of been keeping track of this throughout

the quarter so it should be relatively quick to go through this time but we'll see where

my final estimates are for both production and deliveries for both key for and then

for the year as well as we wrap this up so first things first just quick quick update

on the news obviously Tesla this morning in terms of the stock was down a bit as there

was news of recall of about 300,000 Model 3's and 115,000 or so Model S's for different

reasons the Model 3 something to do with the trunk and when latching potentially messing

up with the rear view camera so not really any major safety concern on that one I don't

think and then on the Model S there's just some front trunk issues where potentially

things could get released and the trunk could then or the front trunk had been fly up.

So Tesla will obviously be able to handle those with service most likely mobile service

in most cases and I think the market kind of realizing that after the news this morning

of that recall so Tesla rebounding nicely here up about half a percent right now.

Let's just make sure this is working okay I am live so for anyone that is listing on

the audio this is going to be pretty spreadsheet heavy as these episodes usually are all right

so let's flip over to excel here then just a quick FYI I'm leaving we're doing this early

in the day because I have to catch a flight in about two and a half hours so we're going

to hustle through this and I won't have time to get to any questions so just keep that

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