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jpd80

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Everything posted by jpd80

  1. There is a small C2 base pickup being developed in Australia called P758
  2. Thee bar Taurus photoshopped as a pickup like Falcon used to be
  3. jpd80

    August Sales?

    I believe that For will show T6 Broncos as late as possible to stop Competition trying to gazump them with something quickly cobbled together IMO there’s been too much leaking years in front tha makes people think T6Bronco is “late” but very reliable sources are adamant that it hasn’t deviated in timing since kick off in 2016. What ever was being floated as delays have not occurred with that project and what is suspect happened was that it was offered as a contract sweetener in 2015 back when all the product research was still going on.
  4. If the did sell as many chargers and challengers then maybe they wouldn’t need Tesla’s credits
  5. jpd80

    August Sales?

    Prototypes have be out in Detroit at night for the past month or so, they’re camoed of course but I don’t think any of the shutter bugs have recognised them yet.
  6. jpd80

    August Sales?

    It will make sense when you see Bronco, it’s gonna be a real Wow moment Hackett really gets the need for good design and styling that folks like.
  7. jpd80

    August Sales?

    year to date sales of Tacoma through August 2018..........161,644 2019..........169,292 actually up 4.7% year on year
  8. jpd80

    August Sales?

    Tacoma just had a +27,000 sales month.
  9. and when results start turning around analysts will then gush with praise for Ford executing a magnificent recovery
  10. Thanks for clearing that up, what was i thinking, Ford never developed Mondeo 5 dr as a hybrid. Looks like hybrids are confined to higher trim levels but also heard that reviews of 2.0 hybrid package wan't so great Maybe Ford isn't hitting its target audience with hybrids, Ford seems to be thinking really premium pricing in Europe and maybe that's something buyers are not embracing as much as Ford thought.
  11. Wonder if 5-door Mondeo hybrid is going away because it's being used elsewhere, perhaps re-branded as a Crossover?
  12. Interesting that they didn't put it under the other BEVs..probably still at least four years away (CY 2023) Hybrid Mondeos are 5-door HB and S/W, there is no hybrid sedan in Europe Traditionally, HB was popular in Northern Europe and Station wagon more so in southern Europe,
  13. jpd80

    August Sales?

    New Bronco has a lot of Gen 1 styling in it, a complete departure from renderings that all look like Bronco II.
  14. This is part of it, Ford has made it abundantly clear to Wall Street that the influence that ratings companies have on Ford is much less than say, GM or most other publicly traded companies. It's like Ford wants to be "loved" by wall street but not influenced.
  15. If it was only one ratings company, we could write it off as just one analyst's view but, Morgan Stanley, Moodys, Standards and Poor all have this negative, bleak view of Ford. Most on BON would be aware of the massive changes happening in Ford and all the new products coming but unfortunately, Ford has failed to effectively articulate that message to the ratings companies, when I see Jim Hackett , Jim Farley or even Hau Tal Tang hold back on details or products which would be a light bulb moment, i just shake my head... two years on and they still cannot explain or show what a white vehicle is or will be. The unwillingness to fully explain the plan in detail a giant red flag for many analysts. Look at how quickly GM moved transitioning from cars to Utilities coming out of Mexico, GM basically started a year after Ford and completed that now, a year ahead of Ford.. Even with all of GM's foibles and missteps, it's still a giant license to print money so even if they get the basic things right, there's usually enough sales momentum to really make some big profits, cutting four car plants, two parts plants and effectivly replacing all of that production with Utilities coming out of Mexican plants was a watershed moment, one that analysts could see and factor in on their outlook of GM
  16. The maddening part is that Wall street sees nothing yet because it's all just expense on the ledger but the moment Ford drops a ton of new products and upgrades F Series, all will be forgiven and ratings will rise.
  17. jpd80

    2020 Ram EcoDiesel sneak peek

    heck the Ranger couldn't even get that on that TFL drive from LA to Colorado, maybe it was the big FX-4 wheels... Just thinking, the 3.0 Powerstroke is the single turbo version, Jaguar had a twin turbo versionthat made close to 300 hp and over 500 lb ft.. not sure if that on high grade Euro diesel or not....
  18. To be expected until Ford turns a corner and ratings agencies see results. Hopefully, all of Hackett's behind the scenes work will start baring fruit next year. At $9.00, Ford stock might be undervalued especially if it jumps back to $18.00 next year or so on the back of some impressive turnarounds in losses abroad and new products in North America.
  19. jpd80

    August Sales?

    I can see how my post was misleading, I was referring to Ford building Ranger sales, not Ford sales in general. and yeah, this time of year at model run out there's all kinds of incentives but what I've come to realize is that the bigger the incentive, the more likely the product is either hard to shift, not exactly what buyers want, MY'19, just too many built or all of the above. Normally, it's $11K off a $50K truck package or something like that where the buyer ends paying more than they originally intended because of perceived value add.
  20. jpd80

    August Sales?

    Ford is basically growing sales with little /no incentives and conquest of other brands, that means they're not buying market share. I don't know how this can be construed as crazy when we've told people that Ford isn't interested in a meteoric rise of Ranger, they want richest product mix that fits their production calendar.
  21. jpd80

    August Sales?

    Of course, it is possible that Toyota succeeded in a segment that was almost gifted to it by GM and Ford it's easy to be the dominant marque when the two champs above step back for a decade.
  22. jpd80

    August Sales?

    With Toyota, it's probably more likely people leaving cars behind and either heading into Utilities or mid sized trucks. We sometimes get wrapped up in the notion that mid sized truck segment is stagnant and everything is zero sum gain but now, it looks like mid size trucks are coming back in vogue thanks to a move to crew cabs. The offset is that Toyota couldn't sell full sized trucks to save its life
  23. No atmo gas engines, no 6-speed auto. Engines and trans options will be a share with Bronco. Bronco Raptor's engine is hiding in plain sight.....
  24. jpd80

    August Sales?

    You would think that the 7.3 is going to be much cheaper to buy, the 10-speed should keep it fairly efficient too. I'd still check out the 6.2 and 10-speed as well just to see what sort of job Ford did with that combo.... I don't know whether diesel sales will suffer all that much, folks that load their SDs to the max are still going to want diesels but people that want a capable truck but $8K less and gasoline, the 7.3 V8 is gonna clear the runway for more folks who like to tow trailers with ease..
  25. jpd80

    August Sales?

    A lot of it can be situational as well, - lease takeovers where there's only six or eight months left on the lease agreement. - people lease new vehicle for six month to see if they like it before buying it. - guy with a six month job assignment, his company has a choice of long term rental or six month lease - in 2014 Porsche couldn't supply macans so they were doing six month leases on other vehicles to hold buyers.
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