mackinaw
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Everything posted by mackinaw
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New Nautilus on Ward's 10 Best Interiors List
mackinaw replied to Gurgeh's topic in Ford Motor Company Discussion Forum
China. -
The block is definitely different, but I believe heads, cams, etc, are the same. Not sure why the difference in HP between the two.
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Read the article.
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One of Ford's better CEO's. Responsible for the Taurus. He was 97. https://www.detroitnews.com/story/business/autos/ford/2024/04/25/donald-petersen-ceo-who-turned-around-ford-with-the-taurus-dies-at-97/73459335007/
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Ford Q1 Earnings Top Expectations
mackinaw replied to rmc523's topic in Ford Motor Company Discussion Forum
From the Detroit News: "Meanwhile, Ford Pro, the commercial vehicle business, was the shining star of the report. It posted more than $3 billion in operating income, up 120% from last year, and a 16.7% operating margin. Super Duty sales drove the increase, according to the automaker. Software services also represented 13% of the earnings, nearing the goal of 20%." https://www.detroitnews.com/story/business/autos/ford/2024/04/24/ford-first-quarter-earnings-profits-fall-ford-blue-f-150-ramp-up-model-e-ford-pro/73418005007/ -
His bonus declined in 2023. From the Detroit News: “Bill’s (Ford) and Jim’s salaries were flat with 2022 and their bonuses were down — and well below target levels — based on the overall performance of our business," spokesperson T.R. Reid said. https://www.detroitnews.com/story/business/autos/ford/2024/03/29/ford-ceo-jim-farley-bill-ford-2023-compensation/73142609007/
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Next Gen Ford F-150 EV Will Be Built at Wholly Owned Plant
mackinaw replied to ice-capades's topic in E.V. Central
They have websites, and I still see hard copies in the newstand of our local market. There was a time when I subscribed to all three of them. I haven't looked at a copy of any in years. -
Ugh. Talk about trying too hard.
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2025 Ford Mustang Mach-E Spied
mackinaw replied to joseodiaga4's topic in Ford Motor Company Discussion Forum
Not sure they have a tight budget. With less than 100 employees on this team (according to Bloomberg), you would think their overall budget wouldn't be that big. But I'd wager they have strict cost targets. -
2025 Ford Mustang Mach-E Spied
mackinaw replied to joseodiaga4's topic in Ford Motor Company Discussion Forum
Well, the Ford GT and Mustang GTD were skunkworks programs and both turned out pretty damn good. -
For the guys who work at OAC, this is from the Detroit News: "As a result, launch of the vehicles at Oakville Assembly Plant will begin in 2027 instead of the previously expected 2025. Retooling of the plant from from the gas-powered Edge crossover still is expected to begin in the second quarter. Some skilled trades workers will maintain their position through the updates, but most of the 2,700 employees at the plant will be on layoff until production resume again. The company says it will work with Canadian labor union Unifor to mitigate the effect of the delay on workers." https://www.detroitnews.com/story/business/autos/ford/2024/04/04/ford-delays-ev-launches-hybrid-lineup-2030/73201263007/
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I remember seeing the GT 90 at the Detroit Auto Show back in 1995. Used Ford's "New Edge" design language.
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Absolutely. From a recent Detroit News article: "Ford Pro alone increased its operating income to $7.2 billion in 2023 by 81% with a 12.4% operating margin, even with a slower Super Duty truck production ramp-up with a new quality check process and a United Auto Workers strike. It's forecasting $8 billion to $9 billion in 2024 and a mid-teens margin." “I remember a time when Fiat owned Ferrari, and I had a valuation of about $4 billion on it,” said Adam Jonas, analyst at investment bank Morgan Stanley, while posing a question to Ford CEO Jim Farley during a recent earnings call. “Now, Ferrari is worth $80 billion today, and the business was totally ignored by investors when it was part of Fiat. Now, Ford's Ferrari, it's called Ford Pro. And I think we agree, people are ignoring the cash cow.”
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I kind of like the sculptured look of the sides. Not a fan of the interior though.
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In case you haven't seen this yet, Fisker has suspended EV production for the next six weeks. On the other hand, they're rumored to be linking up with some OEM (rumored to be Nissan). So who knows what to make of this company. https://www.wired.com/story/fisker-suspends-electric-vehicle-production/
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Depends what your level of risk aversion is. If you are in the financial position of having some money to play with, buying shares of Fisker may pay off. Or it may not. I've been thinking about doing the same. Haven't pulled the trigger yet though.
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Wells Fargo analyst: "Tesla is a now a growth company with no growth"
mackinaw replied to Gurgeh's topic in E.V. Central
Nope, I don't cut Wall Street any slack over their over-optimistic EV predictions. There's no way a bunch of NYC-based eggheads have any clue about what is actually happening in the world. And Jonas was the worst of them. I'm really enjoying seeing him backtrack now. -
Wells Fargo analyst: "Tesla is a now a growth company with no growth"
mackinaw replied to Gurgeh's topic in E.V. Central
"ICE Elongation Thesis." Only a Wall Street analyst could come up with something like that. And talk about Adam Jonas pivoting 180. Five years ago, he was the guy who was predicting that EV adoption would happen quickly and dramatically, like dominos falling over. Marketplace reality, as usual, had other ideas. -
From memory, the Ford Five Hundred (circa 2005) had a CVT transmission mated to the 3.0L V6 in the AWD models. I remember reading that it was a "high torque" CVT. It was expensive to produce, so was dropped in favor of a more conventional auto tranny at some point.