Thursday, April 1, 2021

Notes From All Over -- Evening Edition -- April 1, 2021

Tesla: data points prior to earnings report, link here.

  • Ford: April 1, 2021, today, press release:
    • reported 1Q21 sales
    • sold 6,614 Mustang Mach-E electric crossover vehicles
  • Nio:
    • reported sales of 20,060 units, topping its lowered forecast;
  • Xpeng:
    • reported sales of 13,340;
  • Tesla:
    • analyst projections, RBC Capital Markets Research:
      • 170,000 units    
      • 164,800 Model 3 / Y vehicles
      • 5,300 Model S / X vehicles
      • if so, would represent a 92% increase from one year ago, but,
      • a 6% decline from the previous quarter (4Q20);
      • this estimate is down from a previous view for 182,000 deliveries
    • another analyst, Gene Munster expects Tesla to miss even those lowered estimates
      • sees deliveries around 160,000, but feels the shortfall will be temporary;

High school girls soccer: MaxPreps national rankings are out. Our granddaughter's team jumped 22 points after "moving on" in the Texas championship playoffs, winning their opening game 7 - 2. Olivia is one of three freshmen on the varsity team. These are the latest national rankings, link here:


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