Semi Deposits

[dhanson865]

Canada to Promote Adoption of the Tesla Semi with a $75,000 Rebate

The race to get it first starts = Founders will be gone.

"Topping the charts in reservations, Loblaw has around 285 Semis on preorder, well above the 100 units ordered by United States-based PepsiCo earlier this week."

So Loblaw preordered 25 on day 1, then ordered 260 more when the rebate was announced. It's going to be interesting to watch these roll out.

I wonder if J B Hunt or Pepsi does much trucking in Canada or if there are other players larger than Loblaw that could step in and order more than 285?

 

[Evoforce]

I could haul one heck of a nice travel trailer behind it!!!

 

[ValueAnalyst]

So Loblaw preordered 25 on day 1, then ordered 260 more when the rebate was announced. It's going to be interesting to watch these roll out.

I wonder if J B Hunt or Pepsi does much trucking in Canada or if there are other players larger than Loblaw that could step in and order more than 285?

This is just the beginning. Semi reservations will have an exponential ramp

 

[dhanson865]

This is just the beginning. Semi reservations will have an exponential ramp

Correction coming? Apparently thedrive.com misinterpreted a rueters article https://ca.reuters.com/article/businessNews/idCAKBN1E82DN-OCABS That said

"Canadian firms, including retailer Loblaw Cos Ltd, have been among the first to pre-order Semi trucks from Tesla, which has at least 285 reservations in hand, according to a Reuters tally as of Dec. 12."

4 commas in a single sentence that doesn't contain a list.

Apparently UPS at 125 has the largest reservation now.

 

[dhanson865]

Correction coming? Apparently thedrive.com misinterpreted a rueters article https://ca.reuters.com/article/businessNews/idCAKBN1E82DN-OCABS That said

Apparently UPS at 125 has the largest reservation now.

Reuters confirms. TheDrive was misreporting Loblaw's reservation count.

TheDrive now reports 25 for Loblaw.

 

[Lloyd]

Yes but Figure the deposits on the 2020 Roadster

1000 Founders Edition @$250,000 250 Million
1000 Regular Edition @$50,000 50 Milliion
Total 300 Million Free Loan for 3+ years

 

[ValueAnalyst]

Median is not informative for this poll, as the variance is off the charts. Better to describe it as a "barbell."

One side will be quite wrong...

 

[mongo]

Founders reservation amount is $200,000 and Base reservation is $20,000, but your unit assumption will, I think, come out low.

@Lloyd was referring to the Roadster @ 50k/250k, as opposed to the semi @ 20k/200k.