Phil LeBeau
@Lebeaucarnews
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Covering autos/airlines from Detroit to Japan to Europe for CNBC.
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$TSLA CEO
@elonmusk
blasts shelter in place orders: “To say that they cannot leave their house and they will be arrested if they do, this is fascist. This is not democratic, this is not freedom, give people back their god damn freedom.”
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United Airlines to require all 67,000 U.S.-based employees to be vaccinated. The incentive? A day off of work if they do it. If they don’t, they will be fired. $UAL.
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Anonymous Tesla shorts who snap pics of Tesla parking lots have a new website
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Tesla easily beats consensus estimates on Q4 and 2021 deliveries. $TSLA Delivered 308,600 in Q4 vs. estimate of 267K and 936,172 for 2021 vs the Factset consensus of 897K
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New Tesla Roadster will go 0-60 in 1.9 seconds. Fastest production model ever. $TSLA
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Elon Musk says Autopilot was not enabled in Tesla crash in Texas
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In raising his target for Tesla to $1,300 Morgan Stanley’s Adam Jonas says, “By FY25, we forecast Tesla global EBITDA to be greater than the global EBITDA of GM + Ford combined.” $TSLA
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Tesla delivers 499,550 vehicles for 2020, with a quarterly record of just over 180K deliveries in Q4. Essentially in line with the automaker’s guidance of delivering a half million vehicles for the year. $TSLA
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Tesla posts several job openings for Semi truck production lines in Nevada
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Give
@elonmusk
and Tesla credit for coming through when it matters most. Musk is often skewered on twitter for failing to promptly deliver on promises, in this case he should rightfully be recognized for doing what he said he would do.
Special thanks to
@Tesla
for a donation of 40 ventilators to our team at NYC Health + Hospitals/Elmhurst
#inQueens
. These will be essential in the fight against the
#coronavirus
.
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Stat of the Day. New data on California vehicle registrations shows Tesla increased sales in Golden State in first half of year by 50.8% (vs. ‘20) and jumped past 9 other brands to become
#6
in market share for first half sales in the country’s largest auto market. $TSLA
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Hertz says Tesla's already started delivering cars even though Musk says there's no signed deal yet
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Chart of the Day: Tesla 2021 deliveries smash through estimates with the automaker now on the cusp of surpassing 1 million vehicles in annual sales. $TSLA
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The fund Boeing set up for families of those who died in 737 MAX crashes has established the families of each of the 346 passengers will receive approx. $144,500.00. (NOTE: those families do not waive their right to sue Boeing) $BA
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Duetsche Bank raises Q1 earnings est. for $TSLA. “Beyond the quarter, we remain impressed w/ Tesla’s operational execution in the face of large industry supply chain challenges, and w/ its pricing power which could enable it to more than offset steep raw materials pressure.”
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Tesla is setting the bar for electric vehicles, VW CEO admits
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Tesla tops delivery estimates for Q3....delivering 139,300 vehicles. Latest consensus estimate was 136, 350. $TSLA
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Tesla Q1 deliveries easily exceed expectations with 184,880 vehicles sold.....the consensus estimate was 174K. $TSLA notes strong reception to the Model Y in China.
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EV start-up Rivian beats Tesla, GM, Ford as first automaker to produce electric pickup
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EV Forecast of the Day: Morgan Stanley analyst Adam Jonas’ latest projections for Tesla surpassing GM and F in U.S. market share. Currently Tesla has 3.5%, Ford 12.5% and GM 14%. By 2030, Jonas believes Tesla will have 18%, GM under 12% and Ford just over 10%.
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2023 U.S. EV Market Share
1. Tesla 55.1%
2. Hyundai/Kia: 7.9%
3. GM: 6.4%
4. Ford: 6.1%
5. VW: 4.2%
Source: Motor Intelligence
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Where Elon Musk and Tesla earn real credit 'eating the lunch' of auto competitors
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Morgan Stanley's Adam Jonas on $TSLA: "Tesla is on the verge of a profound model shift from selling
cars (volume x price) to generating high margin, recurring
software and services revenue (platform users x ARPU). "
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Elon Musk says 'China rocks' while the U.S. is full of 'complacency and entitlement'
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United Airlines has just about thrown in the towel on international flights. It is dropping 95% of its flights, stopping all Trans-Atlantic flights, service to Central and South America as well as Canada. A small number of Trans-Pacific and Mexico flights remain. $UAL
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Elon Musk rips Tesla analysts, says individual investors 'have better insights' than Wall Street
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Tesla delivered 241,300 vehicles in the third quarter, topping expectations
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Morgan Stanley's latest price targets for $TSLA:
Bull Case: $1,272
Base Case: $880
Bear Case: $450
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Chart of the day: New analysis from Cairn Energy Research Advisors shows Tesla still pays the lowest average price for battery cells that go into battery packs. What’s more, Tesla is expected to hold that advantage through 2030.
@SquawkCNBC
$TSLA.
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Tesla delivers 201,250 vehicles in Q2...in line with the consensus estimate. 199,360 were Models 3 & Y....1,890 were Models S & X. $TSLA
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Porsche Taycan, the company's first fully electric model, outsells flagship 911 sports car
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NTSB finds driver seat was occupied in fatal Tesla crash in Spring, Texas
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BREAKING: American Airlines pilots union has filed a suit in Dallas to immediately halt U.S.-China flights due to Coronavirus concerns.
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From 'blatantly biased' to 'discriminatory:' Tesla, Toyota and Honda criticize $4,500 EV tax incentive for union-made vehicles
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Oppenheimer raises PT on $TSLA to $612 from $385 saying, "we believe the company has reached critical scale sufficient to support sustainable positive free cash flow."
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The first GMC Hummer EV has rolled off the line and been delivered. Huge day for $GM. Now comes the ramp up in production of the Hummer and other EV’s on the Ultium battery platform.
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Tesla reports nearly 500,000 vehicle deliveries for 2020, hitting target
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Quote of the morning: “The reality is, our legacy business was holding us back. We had to change.” Ford CEO Jim Farley explaining the reason behind Ford creating separate business units for EV’s and ICE models. $F
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The futuristic style of Tesla's Cybertruck has many questioning if it will sell, but Canaccord Genuity's analyst disagrees: "While styling will always be subjective, we believe the unique and futuristic design will resonate with consumers, leading to solid demand."
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Elon Musk says Tesla Supercharger network will be open to other cars this year
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Morgan Stanley's Adam Jonas reiterates "overweight" rating on $TSLA, raises price target to $810 writing: "...we believe Tesla's business model can unlock recurring mobility services
revenue faster and more profitably than the competition."
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More ugly Q2 auto sales numbers in the U.S.:
BMW: down 39%
VW: down 29%
Honda: down 28%
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GM can 'absolutely' catch Tesla in EV sales by 2025, says CEO Mary Barra
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Morgan Stanley’s Adam Jonas raises $TSLA price target to $1,300 due to faster than expected sales growth “We believe there are signs that the industry leader is accelerating its lead over its EV peers, which should not be construed as a positive for the broader sector.” $TSLA
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More evidence of Coronavirus crippling the economy. There is not a single vehicle final assembly plant in the U.S. that is running this morning.
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Elon Musk is now the richest person in the world, passing Jeff Bezos
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Listen to
@JoeBiden
introduce
@PeteButtigieg
as his choice for Secretary of Transportation and it's clear the DOT will emphasize E-V's, adding charging stations, developing green transportation.
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Tesla shares moving higher after Mexico’s President confirms Tesla will build a new plant in Monterrey, Mexico. He says details will come at Tesla’s investor day tomorrow, but the plant will be “very big” $TSLA
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Morgan Stanley's Jonas on $TSLA: "For the first time during our 10 years of coverage we’re starting to model this company as a very, very large auto maker. Our revised 2030 revenue forecast is over $170bn of revenues, a substantially larger company by revenue than Ford or GM."
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Investors pick Tesla over GM, Toyota to lead emerging auto tech post-coronavirus crisis
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A new report shows just Tesla’s lead in battery costs is not only large, but will continue through the end of this decade. The numbers behind $TSLA’s lead
@SquawkCNBC
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With GM & Ford Q4 results coming this week, investors will focus on $GM, $F shifting to all EV line-ups. Morgan Stanley's Adam Jonas on the transition: "While there will be years of co-existence, we are not convinced that this hand over from ICE to EV will be a smooth one."
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Baird upgrades $TSLA to outperform saying, “we think it is unlikely traditional OEMs (automakers) will be able to effectively compete over time. We view TSLA as a “must own” stock for investors looking for exposure to ESG, sustainability, and disruptive technology trends.”
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Jay Leno says, 'the electric car is here to stay,' despite Chevy Bolt recalls
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Stat of the Day: Tesla market cap hits $416 Billion making the company more valuable than the world's four largest automakers (Toyota, VW, Nissan/Renault/Mitsubishi alliance and GM),...and yet, they collectively sold 100 times more vehicles than Tesla in 2019. $TSLA
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CNBC has learned Tesla has zeroed in on Tulsa, Oklahoma and Austin, Texas as two possible locations for the company's next Gigafactory. $TSLA
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GM advising some Bolt EV owners to park 50 feet away from other cars in case of fire
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$GM and $NKLA scrap previous partnership plan with new MOU that calls for GM to to provide hydrotech for Nikola hydrogen fuel cell semi’s. GM will no longer take an equity stake in Nikola and the Nikola Badger Electric pickup truck will no longer be built.
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Chart of the Day: New data from Cairn Energy Research shows the cost advantage Tesla enjoys over competitors when it comes to building EV battery packs. Other automakers make their battery packs using pouch or prismatic cells. $TSLA
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Tesla will become a $2 trillion company, says billionaire and Tesla shareholder Ron Baron
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Stat of the Day: TSLA market cap rises to $246 Billion, making Tesla more valuable than Toyota ($206 Billion) and $GM ($36 Billion) combined.
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Ford CEO Jim Hackett asked about Ford's decision not to build its own EV batteries (like Tesla & GM) says there is plenty of supply and there is no advantage to owning a battery plant. $F
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Quote of the morning: “We urge investors to dial-back expectations of autonomous car/robotaxi commercialization at scale over the next 5 years at least.” Morgan Stanley’s Adam Jonas on the hype surrounding self-driving vehicles.
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$TSLA up 3% pre-market as Morgan Stanley's Adam Jonas upgrades Tesla to Overweight and raises price target to $540
8
13
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Sobering stat from United CEO Scott Kirby on vaccine mandate impact at the airline: “…tragically, more than one United employee on average *per week* was dying from COVID. But we’ve now gone eight straight weeks with zero COVID-related deaths among our vaccinated employees”
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Tesla Q1 deliveries of 422,000 fall short of the analyst consensus of 432,000 vehicles. Q1 production totaled 440,000. Deliveries climbed 4% compared to Q4 2022 and increased 36% compared to Q1 2022. $TSLA
584
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319
Elon Musk mocks President Biden after SpaceX completes first all-civilian mission
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15
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Morgan Stanley analyst Adam Jonas raises $TSLA price target to $1,050 from $740 with a bull case target of $2,500.
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Quote of the Day: analyst Dan Ives (longtime $TSLA bull): "we no longer can look investors in the eye and recommend buying this stock at current levels until Tesla starts to take its medicine and focus on reality around demand issues which is the core focus of investors. "
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Aston Martin unveils the new DB11 Volante. The next step in Aston Martin's renaissance.
10
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297
Why was Tesla
#1
in survey? Owners cited ease of use, being in the Tesla ecosystem for payments, etc. Shows the advantage of thousands of supercharger stalls at approx. 1,100 locations in U.S.
Tesla, Volta top EV owners' picks for public charging
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Chart of the Day: Tesla annual deliveries crack 100,000 for the first time.
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299
GM to invest $1 billion in Mexico for electric vehicle production, angering UAW members
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Canaccord raises PT for $TSLA to $515 (from $375) saying, "We believe the trend towards electrification will only accelerate
in 2020."
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Chart of the day: Ford. $F closes at a 20 year high finishing above $19 for first time since 9/10/01
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Chamath Palihapitiya: Musk's Tesla is the 'clear winner' in electric cars
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Fighting Tesla's rally is 'like fighting the Fed,' trader says after S&P 500 inclusion
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Stat of the Day about January auto sales in U.S.: "Tesla sold nearly 4x as many BEVs (battery electric vehicles) as all other non-Tesla BEVs combined," - Morgan Stanley's analyst Adam Jonas citing data/estimates from Motor Intelligence.
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Tesla service now includes collision repairs, fulfilling Elon Musk's 2018 promise
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Chart of the Day: Ford shares drop more than 10% after missing Q4 profit estimates by a wide margin ($0.26 vs. $0.45 Est) due to chip constraints and cost pressures. $F
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Stock chart of the day: $TSLA surges closer to $900 as Morgan Stanley analyst says the weekend success of SpaceX lends further credibility to Elon Musk’s reputation as a leader and by extension it matters to Tesla.
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After Tesla essentially hit its target of selling a half million vehicles in 2020, the focus for $TSLA investors is now the guidance for 2021.
@SquawkCNBC
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And there it is...the Tesla surprise at the Semi event: the New Tesla Roadster $TSLA
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Ford CEO Jim Farley on analyst call doubles down on automaker’s transition to electric/connected vehicles: “We are done with incremental change. We have a clear plan, a bias for action, and whatever it takes mindset.” $F
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Tesla raising another $5 Billion through an equity raise as it builds liquidity. Second time in four months the automaker has done an equity raise while shares keep climbing. $TSLA
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Texas county approves tax breaks for Tesla, if it builds a $1.1 billion car plant near Austin
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Fisker Inc. has reached a memorandum of understanding to build its first electric vehicle, the Fisker Ocean SUV, at Magna Steyr's plant in Austria according sources. The Fisker Ocean goes into production in late 2022.
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Chart of the day: $TSLA market cap tops $1 Trillion for the first time as it closes in on $1,000/share
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Tesla's lead in batteries will last through decade while GM closes in
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Tesla Superchargers to be used at new UK electric vehicle hub
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Quote of the morning: "Tesla Network robotaxi plans seemed half baked, with the company appearing to either not have answers to or not even considered pretty basic question on pricing, insurance liability, or regulatory, legal requirements.” By Cowen analyst Jeffrey Osborne
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While there are more EVs being sold in the U.S., the latest sales numbers from Motor Intelligence make it clear Tesla still dominates the market. $TSLA
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