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akirby

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Everything posted by akirby

  1. Add super duty to F150 and it’s probably #3. Quite a feat considering ATPs of $60k+.
  2. Oh wow you’re right. I totally misread it. I agree that makes no sense not to have the front part open. Very strange. Maybe it’s a typo?
  3. It still opens like a regular moonroof it’s just not as huge as the BAMR.
  4. Because the factory is at capacity and Ford has chosen not to expand production until last year when they decided to add SD to Oakville. Adding a factory is a lot of overhead if you can’t run it for at least two shifts. GM is much better at having sufficient factory capacity. Ford tries to squeak by with the bare minimum and it hurts them frequently not being able to meet demand.
  5. It adds up perfectly if you look at it financially and not technically or from a consumer standpoint. It’s not an excuse - that’s just the business decision they made. If they’re selling all they can make at high ATPs then it doesn’t make sense to invest in those upgrades from a financial standpoint. It’s a zero sum game so whatever they save on Navi they can invest in other products. Obviously as a consumer and Ford fan it’s frustrating but the business decision makes sense.
  6. They never embraced regular HEVs. They tried mild hybrid trucks that flopped. They also had the PHEV volt but that’s it I think.
  7. How many times does it have to be explained? A huge sales increase would come at the expense of Expy or Super Duty and even then the actual volume would be small so the net increase in profit and revenue is small (maybe even a wash). So why spend all that money in engineerIng, testing and lining up suppliers ( you don’t just plug and play) for little to no ROI? Winning comparison tests doesn’t translate to cash. Maybe when OAC is online the business case will be different. GM is the market leader and has the capacity so their business case is totally different.
  8. Point was they don’t make regular hybrids.
  9. Not hard to sell a bunch of EVs at $33K, but I seriously doubt they’re turning a profit at those prices.
  10. YTD sales are up 75%. It’s on target to sell around 25k this year which hasn’t been done since 2005.
  11. It still depends on how many Super Duties they can sell. If Super Duties are maxed out and capacity is available then they will look to increase volume with upgrades and/or price reductions. It’s hard to justify spending money on upgrades when increased sales just cannibalize Super Duty or Expy sales even with the high ATPs. That’s just business math. Why spend $50M on upgrades if the net ROI is 0%? The only reason they would is if they were losing too many sales.
  12. Isn’t the Navi factory near capacity with Super Duty production?
  13. Up until now battery cost was prohibitive so you couldn’t sell less expensive EVs and make a profit. Look how long it took Tesla to be profitable and that only happened after they raised prices in the pandemic.
  14. I don’t disagree overall but I believe this was at least partly due to the pandemic.
  15. Probably damaged the speed sensor on that wheel.
  16. I still think they tried to cater too much to the Focus buyers and go too far opposite Bronco Sport. Had they been able to supply enough hybrids a few years ago it would have been much better.
  17. I believe it because of the high profile outsiders leading that team. I think they have a solid platform and product plan - on paper. What remains to be seen is how fast they can roll it out (pretty slow at this point) and whether their assumptions on parts availability and costs hold true as well as their assumptions on manufacturing improvements. They were 2 yrs into the project when it was announced which should be enough time to vet most assumptions but things always change especially things out of your direct control. It’s also possible the executives make more stupid decisions.
  18. Corsair does have higher ATPs but that would really leave Lincoln only dealers in a lurch with only 3 vehicles. And it does have different drivetrains. Also possible they plan to continue it elsewhere,
  19. Probably more than killing the hemi. Price is king when it comes to volume.
  20. Not if it includes extending the wheelbase. Maverick WB is 16 inches longer.
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