12.12.17 – Pepsi Reserves 100 Tesla Semis, Model 3 News, Short Interest Update
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 12 December 2017
⏱️ 6 minutes
🧾️ Download transcript
Summary
– PepsiCo, owner of the largest class 8 fleet in the United States, reserves 100 Tesla Semis
– Model 3 new highest VIN 2556 spotted, delivery timing updates
– Short interest in TSLA increases to 31.2M shares
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Music by Evan Schaeffer
The post 12.12.17 – Pepsi Reserves 100 Tesla Semis, Model 3 News, Short Interest Update appeared first on TechCast Daily.
Transcript
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| 0:00.0 | Hello and welcome to the Tuesday December 12th, 2017 edition of Tesla Daily on |
| 0:11.2 | official Tesla Podcast. My name is Rob Maower. Today we have a lot to cover including Pepsi Co, placing a reservation for 100 Tesla Semis and a new highest model 3 VIN sighting. |
| 0:20.6 | Tesla stock yesterday with a great day of 4.37% to $328.91, this compared to the NASDAQ |
| 0:26.8 | up 0.51%. |
| 0:28.9 | There's not really any clear evidence as to what drove this, other than possibly the model three settings at the Fremont |
| 0:33.8 | delivery center. Supercharger network also had a big day yesterday up six |
| 0:38.0 | superchargers to one thousand and eighty supercharging locations new stations |
| 0:42.0 | opening up in South Korea, Texas, and four in China. |
| 0:45.0 | Okay, getting into the news, as I said in the opening, PepsiCo has placed a reservation |
| 0:49.4 | for 100 Tesla Semis. |
| 0:51.4 | This is the biggest reservation that I have seen so far. If anyone knows of a larger one, please send me an email with that information, but this is the biggest one that I've seen. |
| 0:58.0 | Reuters broke the news this morning, and they also included a statement from Mike O'Connell, who is the senior director of North American supply |
| 1:04.4 | chain for Frito-Lay which is a subsidiary of Pepsico. Reuters included a paraphrase statement for |
| 1:09.8 | Mike O'Connell saying quote the semi-trucks will compliment PepsiCo's US fleet of nearly 10,000 big rigs |
| 1:15.9 | and are a key part of its plan to reduce greenhouse gas emissions across its supply chain by a total of at least 20% by 2030." |
| 1:24.0 | End quote. |
| 1:25.0 | So 10,000 trucks is a huge fleet. |
| 1:26.8 | I actually did some research on this and according to fleettracks.net, who I do not know |
| 1:31.6 | if they're a reputable source or not, though I don't know why they would not be and their data does seem plausible |
| 1:36.7 | They reference a 2015 study on the largest fleets in the United States and Pepsi actually ranks first. |
| 1:43.0 | So it looks like we now have the largest reservation to the largest |
| 1:46.1 | potential customer in the United States. |
... |
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