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chris532

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Posts posted by chris532

  1. 18 minutes ago, fuzzymoomoo said:


    I think the desire amongst the majority of the membership is a minimum of 30%. My best friend I talk to constantly keeps saying it’s going to be hard for him to vote for less than

    that. 

    I've hearing them same also, but their not realizing that the 23% with cola is about 30%. Actually had a co-worker say the 23% was a insult. So really wanted to tell him with his work ethic he was already 23% over paid.

     

    I did get word that Ford and the UAW Ford team are negotiating thru the night tonight. Hopefully Fain won't F it up again.

  2. 4 hours ago, FordBuyer said:

     

    And Ford stock is getting killed today. Ford made $10 billion for 2021 and guidance for 2022 is about the same. Ford also has about $36 billion in cash. So I would say today's reaction is an over correction. Look for stock to creep back to $20 range as year progresses, but not much earnings growth for 2022. Surprised by Ford's stagnant profit margin given Ford's hot lineup and lower incentives. 

     

    Earnings growth is getting ate up by materials cost. I do the parts ordering for my department, seen drastic increase the last 3 months. One example is a routine part that has been $550 for last couple of years has jumped to over a $1000 for last order.

    • Like 1
  3. 3 hours ago, T-dubz said:

    Ford sold 10k Broncos so far. I wonder how many are still sitting up there in the lot waiting for parts? Seems like it’s going to take a long time to fill those ~150k reservations. 

     

    The repair areas are working 24/7 on getting the replacement tops and other parts done. Week of 10/18 plant goes back to full production capacity and has a Saturday scheduled

  4. Heard they may have found  one problem with tops seperating. The CNC, that trims the panel after molding, was cutting to close to the upper and lower seam. Biggest problem still to be resolved is Webasto can't get enough workers to run plant at levels needed. Ford has sent extra people from Rawsonville and other plants to work there. They have even asked others to volunteer to work there on layoff weeks.

    • Like 3
  5. Hearing last night Job 1 has been pushed back from 3/15 to 5/3.

    On 12/9/2020 at 8:09 PM, Oacjay98 said:

    That’s funny, if body and paint are already on two shifts when you guys go full boat MP1 good luck with body especially and paint keeping up. I’m thinking based of what your launch lead says and the demand that body and paint will have to go 3 shifts. Or body will have to run weekends non stop if that’s what fomoco would rather do.

     Been told Paint can ramp up to line pace of Final. As for body I believe that the Bronco is a separate line, so already adding 2 shifts there. Hopefully Fuzzy can confirm

    • Like 1
  6. 1 hour ago, fuzzymoomoo said:

    That actually doesn't sound crazy at all. Body will probably stay 2 continuous shifts that whole time like we have been for the last 2 years. Gotta keep that paint tunnel packed full. 

    That's what I heard. Sounds like 2 shifts in body of Ranger team can't support 2 shifts of Final assembly. With upgrades done to Paint shop they can run 1 to 1 with Final. Just thought they would have wanted to boost Ranger inventory up with 2 shifts and be able to run Bronco heavy at launch.

  7. 1 hour ago, jpd80 said:

    So this is Ford anticipating more activity in the mod area, let’s hope so anyway 

    I think they have big plans for the Mod center and not just for Bronco/Ranger. It is huge, roughly estimate would be 125,000 sqft. They are making it to be a showcase. Crews have been working for 2 months just grinding and polishing 50 year old concrete to look like a floor at Home Depot or Lowes.

    • Thanks 1
  8. 3 hours ago, jpd80 said:

    Watts Link seen on mules over 12 months ago.

     

    9 hours ago, buddysystem said:

    A couple things I picked up in the C&D article was the 35" tires and rear leaf springs.  My 2019 Wrangler Rubicon comes with 33" tires but can handle 35" (BFGs which are more like 34s) without a lift.  It'll be interesting if the Bronco comes out of the box with that capability.  I don't think the rear leaf spring assumption is correct.  I'm betting coil springs with training arms etc.

     

     

    It doesn't have leaf springs or Watts link.

  9. 9 hours ago, fuzzymoomoo said:

    You do realize that in 2017 we built 250k Focus and C-Max on 2 shifts right?

    Yes. Ranger is a slower line speed, about a 100 units a day less. So you can take 25k a shift off that. My opinion is mostly based off a interview with Joe Hindrichs saying Ford could sell 120K Rangers a year without effecting F150 sales. Ford is not going chase a sales crown with the Ranger if any chance of hurting F series sales. Right now Ranger prices are probably help F150 sales. People coming in for Ranger and being sold F150 ounce they see small price difference with available incentives.

  10. On ‎4‎/‎3‎/‎2019 at 9:20 PM, fuzzymoomoo said:

    That's where you’re probably wrong. Final is only running one shift while body and paint are running 2. Not entirely sure why we're running 2 in body but paint is running 2 because the robots need to be upgraded to be able to paint truck bodies faster. That has been included in the budget for the Bronco tooling, probably because of the massive scope of the retooling project for Ranger. 

    It's possible, with Ranger and Bronco coming out of one plant, even on a 3 crew schedule, I think unlikely. Taco has 2 plants able to produce. If Bronco is a success I think it will get priority over Ranger. If Ford gets 100-120k a year in Ranger sales they will be more than happy. I would be happy to be wrong though.

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