Adam Jonas of MS fire-side chat with Carlos Tavares:

[AlexB]

MS= Morgan Stanley
Pretty big for Stock: Adam is one favorable analyst for Sergio and Elon.

Adam will say some eye-catching things so look out & at!

Fireside Chat with Stellantis - 1521506

morganstanley.webcasts.com

 

[AlexB]

Will do “Play by Play” of what is by Adam & Carlos said for y’all.

 

[AlexB]

13 minutes away from starting!

 

[AlexB]

Here we go!

 

[AlexB]

Carlos is praising Sergio

 

[AlexB]

Carlos stated they open to various spin-offs.

 

[AlexB]

Question of how long it takes for Stellantis to develop a vehicle

 

[AlexB]

Adam states the French and Italians have great style.

 

[AlexB]

Adam states Auto CEO can’t just “push the clock”.

 

[AlexB]

Carlos states the Merger offers a chance to “reset the clock”, and”our people move fast on breakthroughs”.

 

[AlexB]

Adam seem surprise by the Amazon announcement Amazon and Stellantis partner to deploy smarter cars, cleaner vans , but @redriderbob have stated this the Amazon deal been in the works pre-Merger.

 

[AlexB]

The new aspect of the Amazon deal is operating system for the Foxconn equipment.

 

[AlexB]

Carlos stated March 1 will provide visibility into 2030 of Stellantis future.

 

[AlexB]

Carlos state EV’s are about Execution.

 

[AlexB]

Carlos states Stellantis has no problem hiring talent.

 

[AlexB]

Question about European energy problem.
Carlos states governments looking at “wheel to tank” Point of View of pollution is highly flawed.
He warn the BEV’s will price certain buyers out of vehicles. It will simply be unaffordable for many, but Stellantis scale will help.

 

[AlexB]

Carlos state the Stock is cheap.

 

[AlexB]

Adam ask can Stellantis and Tesla co-exist.

 

[AlexB]

Carlos states Stellantis have track record, the people, the brands to make BEV’s successful.

 

[AlexB]

Carlos states Stellantis makes adjustments RAM BEV Pickup specs every month base on competition : @redriderbob