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akirby

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Everything posted by akirby

  1. It’s only a priority when it starts affecting sales and/or the bottom line.
  2. I think there is a 2.0L cap in some countries that adds financial penalties above that size.
  3. Nobody is getting carried away. Were just cautiously optimistic.
  4. A - they didn’t hire rejects. B - they were working on this for over 2 years before they made an announcement. If they did not have a high degree of confidence they wouldn’t have said anything.
  5. And I don’t want to hear how cheap entry level cars creates brand loyalty. It doesn’t. Those buyers will buy whatever is on sale at the time regardless of brand.
  6. Well duh it takes time to put all new vehicles and processes into production. But considering there are apple, Tesla and Rivian alumni all working together there is no reason to think they won’t have some great new ideas and innovations.
  7. Remember when they did the first “mild hybrids” that were complete failures?
  8. It still comes down to what buyers want. Nobody is forcing Toyota buyers to buy more RAV4s over Corollas or Honda buyers to favor CRVs over Civics. The Koreans have plenty of cheap cars for sale. MFRs are simply giving buyers what they want. Whether that’s affordable is on the buyer not the mfr.
  9. It won’t crash but there will be corrections and prices will come down if necessary.
  10. Car sales were dropping for years before any of them got cancelled. But don’t let facts get in the way of your narrative.
  11. Because people are buying far more per trucks and SUVs and far less cheap cars.
  12. Thats inventory and market mismanagement. If you’ve been paying attention it’s not just about high ATPs. Maverick is a perfect example. Lower ATPs but no big discounts.
  13. Building and selling an affordable EV is one thing. Making a decent profit while doing it is something else entirely and this is where I think the skunkworks team will pay off big for Ford.
  14. Well of course you can’t only look at ATPs. Where did you get that idea? All we’re saying is there are multiple aspects to a business case beyond volume and higher ATPs and lower volumes CAN be a good play u dear the right circumstances.
  15. What you’re not understanding is that lower volume also gives you less overhead. Less capital, less expense and in some cases even fewer factories. Thats a huge advantage.
  16. Any time before B2B runs out. $100 more after 12 months
  17. 718 ICE is dead next year for sure. Macan ICE only gets 2 more years. Then it’s EV only.
  18. True I should have said ICE. But that EV Macan and boxster won’t come close to ICE volumes but should bring more profit.
  19. Limited and Platinum were always redundant. One was just a loaded version of the other. I think they already did that on F150.
  20. It is if the niche model generates more profit with less resource commitment. Porsche is discontinuing their best seller the Macan because the volume is all base models and they have to discount them to sell them. They’d rather sell 1/4 as many Cayenne’s and 911s.
  21. I don’t think they ever sold very many titanium fusions.
  22. That was sarcasm because that’s not what Ford is doing.
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