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Tesla Daily: Tesla News & Analysis

Why Tesla Could Be Set Up For A Huge Beat - Q3 2021 (09.30.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 30 September 2021

⏱️ 23 minutes

🧾️ Download transcript

Summary

YouTube link: https://youtu.be/Ogs-AOEvqyg

➤ Join Rob Maurer for a live walkthrough of his delivery and production forecasts for Tesla’s Q3 2021.

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, we're at an hour here for our live stream here on the last day of Tesla's

0:12.7

third quarter.

0:13.7

We're going to be going through today my estimates for Tesla's key three delivery and production

0:18.2

report, which should come on Saturday as we talked about, could be any time Saturday

0:22.8

through basically Monday, but I do expect that on Saturday.

0:27.6

As always with these episodes, if you are an audio listener, I would recommend checking

0:30.7

out the video version because it will be a little bit spreadsheet intensive and I'll

0:35.6

put the link down to you to the video down in the description.

0:39.0

So as you can see here, Jen Shanghai sharing a photo out from Tesla's Shanghai team celebrating

0:44.1

wrapping up the third quarter, obviously they're a little bit head time wise, a little

0:48.2

bit ahead time wise.

0:49.8

So congratulations to them.

0:51.6

Looks like they're celebrating the end of the quarter there, which hopefully is a good

0:54.6

sign.

0:56.4

Better than not, I guess.

0:58.0

And then just a couple of updates before we happen in the spreadsheet.

1:00.5

So we had talked a couple of days back about how there was supposed to be this media event

1:05.6

on September 29th for the 300,000th car produced in Shanghai year to date.

1:10.3

I haven't heard anything about it.

1:11.8

Kelvin Yang here on Twitter, also saying that he hasn't heard anything about it.

1:15.9

So I guess TBD if that happened, but right now it doesn't seem like it did.

1:21.6

Could be a good thing.

...

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