justins
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Posts posted by justins
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On 7/30/2023 at 5:45 AM, .I. said:
Ford of Europe will be in big trouble. No ICE vehicles by 2030? No way. Now, with the Fiesta, the Focus, the Mondeo, the C-Max , all dead, what will Ford sell??
FoE has consistently been a little to no margin market due to the types of vehicles that get purchased - Light and Small vehicles and commercials. High development costs and little margin. That's why MEB agreement with VW - to consolidate costs. You literally need to be part of an alliance to make a profit in Europe now - VW Group, PSA, Renault / Nissan / Mitsu etc. While the vehicles Ford are dropping might be missed (Focus, Fiesta etc.), their impact on Ford's bottom line will barely rate a mention.
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2 hours ago, Chrisgb said:
We'll have to wait for the official specs, but as I understand it, the non Raptor models gain two inches in wheelbase by moving the front axle forward, thus creating a slightly larger cabin . The shocks are now mounted outside the frame rails, allowing a wider interior box, 48 inches between the wheel wells, while keeping overall width close to the 5G's. i think the overall effect is to build a bigger, more usable truck while maintaining nearly the same footprint. Maybe there will be a nexus in 2030 when the Ranger becomes the F-150 and the Super Duties continue at their present size and capacities. The "redheaded stepchild"comes into its own, finally.
You read it here first.
Front wheels were moved forward to allow for Hybrid. Suspension moved outboard to fit a euro-pallet.
Take a look at the reviews of the RoW model (esp. the Oz reviews) and they explain it really well.
Part of the reason for some of the changes was the platform sharing agreement with Volkswagen, whereby they had certain requirements before they'd sign the deal.
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Are EV sales down YoY due to production constraints?
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On 4/1/2023 at 4:32 AM, akirby said:
Seems Ford is constantly short on either factory capacity or parts on hot sellers the last few years. Frustrating.
Better to be capacity restrained than pumping out thousands of vehicles to sit in lots for months on end and end up discounted.
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Haven't we already been told the next EV truck will be Ranger based? Would that not fit with Ranger being T6.2?
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On 11/3/2022 at 6:04 AM, The Handler said:
You've got to be kidding me. That was an incredibly half-hearted attempt.
I think if they'd waited and put the RWD platform under the Conty it would have been less halfhearted.
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Having been in credit collections for vehicles, I can only feel sorry for those collectors who will no longer get to feel the buzz of having a car they've been chasing for months finally show up in the parking lot of a local pub and getting that call to tell you it's on the bed heading back to the repo depot.
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On 2/16/2023 at 5:19 AM, 7Mary3 said:
An engine that traces its origins back to a 60 year old design a great start? Personally I don't believe Ford is considering an in-line 6, but if they are basing it on an existing 4 cylinder would make the most sense.
That's like saying you're still using grandpa's old axe, when the handle has been replaced 5 times and the blade replaced 3. It's not grandpa's old axe any more.
The 4l Barra was, and remains, an awesome engine. Ppl are getting 1000+ HP from them. In terms of straight 6s, they're absolutely up there with the RB26T and the BMW straight 6 of the time. Considering FoA had pennies to develop it, it's an amazing engine.
Ford would have done well to utilise it across the pond. Would have made a great Jag engine.
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Is this short sighted on Ford's part?
I mean, Rivian aren't out of the woods yet, but they're rolling vehicles out, and they have aassive contract with Amazon... Reviews of the vehicles are positive - there are quality issues to be sure, but given time I'm sure they'll sort those out. Tesla's are still built with inconsistent panel gaps and people don't seem to care.
I dunno. I think there's a lot more value to be had holding on to that stake at least until production ramps up fully... Not so much as a strategic investment, but as a capital gain investment.
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On 1/17/2023 at 1:54 PM, fuzzymoomoo said:
As we get closer and closer to the looming recession luxury car sales are going to take a bigger hit.
Middle luxury, maybe. Like Lincoln, Lexus, Cadillac, Genesis etc. True luxury, not so much.
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When you read a thread, and most of the posts are about the title, not the topic ?
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If Ford cannot get rid of the dealers, they'll simply either not renew the agreements, or buy them out and convert dealerships to agencies like Mercedes and Honda have here in Oz, which I really think is a test case for the rest of the world.
The manufacturer owns the dealer license, and the dealership owns no stock. They're simply a Point of Sale and pickup. There's no haggling, as the prices are fixed. There's also no markups.
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Surely this will be fairly clear cut, no?
Existing franchise agreements will be absorbed by Ford Blue, while those that stump up the 1.2 will sign agreements with Model E in addition to Ford Blue.
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Imagine before the bailouts (not Ford) someone said to you that Ford would essentially be making cars to order, instead of having months of inventory sitting on dealer lots losing them money...
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As the title says, does Ford own the Velocity YT channel?
Seems to be very pro-ford, with a smattering of videos for / about other makes...
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1 hour ago, DeluxeStang said:
I don't see a single design element that looks like it was inspired by the mustang two. What are you on lol? Give me two.
I believe I did.
The front grille and the side glass.
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Who was the bright spark that looked at Mustang 2 and thought we need another one of those?
The front end, the side glasshouse, the rear fastback... Lots of Mustang 2 influence, but why on gods green earth would you take influence from that abomination?
I mean, this isn't hideous or anything, but the current gen is tougher, meaner...
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5 hours ago, j2sys said:
Sure, so long as they offer services that provide ongoing benefit instead of giving me permission to use the hardware I already own. BMW doesn't understand the difference.
I fear you're going to be very disappointed. You'll probably find there'll be a "Comfort Pack" which includes heated seats and massage function. One or the other will be $15/month, but both will be $20, so you'll send up just going for both.
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Interesting in the Munro live interview, Farley saying they have no inventory at all on a number of vehicles. Every vehicle being made is spoken for. He specifically mentioned Maverick. Stock on dealer lots is awaiting pickup, not purchase.
Contrast that to VW with 153 days of ID4 stock on hand.
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Subscriptions and recurring revenue are the big thing in the corporate world now. Media was first, then software, and now everyone that can will try to jump on the bandwagon.
Buying a vehicle is a once off, non recurring income for the manufacturer. It's essentially worth nothing once the transaction is made. There's no guarantee you'll go back, and at best it may be every few years.
Recurring revenue is where it's at. Ford Pro software is the start of it, and has the potential to be huge, but features in consumer vehicles will follow, make no mistake.
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On 8/4/2022 at 3:30 AM, ExplorerDude said:
A fantastic month for sure! It’s a nice change of pace to see Ford rise above so many competitors. The Bronco family alone put nearly 18,000 units on the road.
However those headlines are pumped up a bit when it comes to electric vehicles. While yes, sales are growing finally - we still only sold 7,699 BEVs (MME, F-150 Lightning and eTransit). That’s only 4.6% of the 163,000 total.
True. But what was it 12 months ago? And is lightning at full production capacity yet? And further, what was GM's all electric %? Or Stellantis?
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1 hour ago, jpd80 said:
I think Ford has already walked back most of what Farley said to just online digital sales contracts with buyers
Yeah, but I see cases like Oz being test cases towards everyone doing this wherever they can. Manufacturers get the full retail margin, minus a handling fee. Tesla have shown it works.
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Honda and Mercedes have gone to this model here in Oz.
Set prices, no negotiation, dealer acts as agent, gets a fee for "handling" the vehicle. The automaker is the "dealer" and owns the (one) dealer license.
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I think 4k units will be underestimating things. It will still be a drop in the ocean, but I wouldn't be surprised to see numbers of 7k units pretty quickly, production allowing.
Anecdotally there seems to be a lot of knowledge of and loyalty to the F series here (even though it hasn't been sold here for years), and with the dealer base, 7k/yr is only 3 units per month per dealer. 2 units per dealer or month puts it at over 4k annually. I think they'll walk that in.
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Oct. '23 - Sales Numbers
in Ford Motor Company Discussion Forum
Posted
Until the competition start getting reviews that end with "You should buy this over a Tesla" Tesla have no reason to do MCEs.
The competition is still catching up to what Tesla released 4, 5, 6 years ago...