Trader 10

Yet another apples/oranges comparison inferring that pitting profitability of long in the tooth models vs. brand new ones is somehow valid.

I think we’ve discussed this before, but I don’t believe ST sales have ever been near 30% of Edge sales. Maybe 5 to 10%. (I’m referring to ST and not ST Line).

https://fordauthority.com/2022/08/2023-ford-mustang-mach-e-prices-increase-substantially/ Not surprising after the 2023 Lightning price jumps, but still eye popping.

That’s true - the issue I believe is cost. Mach E is a big price jump over the Edge and I’m sure the Explorer BEV will be priced higher than the Mach E. The BEV vehicles are unaffordable for a large section of Ford’s traditional buyers.

https://www.autonews.com/manufacturing/ford-discontinue-transit-connect-us-after-2023 Ford has cancelled plans to build the NG TC in North America.

And yet Civic outsold every Ford nameplate with the exception of F Series and Accord was bested by only it and Explorer (219,871).

I also like ordering exactly what I want but I don’t think most customers will have a mindset change. Given the opportunity most will buy something on the lot vs. waiting 8 weeks minimum on an order. Automakers that have stock available on dealers lots will take sales from those who don’t. They are claiming that they aren’t going back to the old way but how do you think Ford will react when the chip shortage is over and GM decides to try to take F150’s sales crown?

https://fordauthority.com/2022/07/2024-ford-mustang-to-be-revealed-at-detroit-auto-show/

The problem with the new batteries Ford has secured is the limited range and MachE has shown that customers want the extended range batteries.

My 2015 Edge was just recalled for the same issue. In typical fashion, it will be awhile before the issue is fixed. Ford says it hopes to have repair parts available in the 4th quarter 2022.

Escape order banks open in September so we’ll see it and Corsair soon. Maybe April for the 2024 Stang?

It’s probably going to be more difficult to get a Maverick built than a Bronco.

Edge Fusion They look to me like they share quite a bit including the IP.

I’m sure it does although most of the sales would be non U.S. as the U.S. C2 vehicles are on pace to sell less than 350k this year. Regardless, I doubt that economies of scale for a volume of 750K would differ much from 1 - 2 million, particularly when the bigger volume is spread over more models and countries which will require additional differentiation.

The Maverick does not benefit any more from economies of scale than did Fusion which shared its platform and most of its interior with the Edge. Nothing has $3K rebates now other than possibly the Ecosport. You’re comparing a brand new model to a neglected one that was long in the tooth which is apples/oranges. The Maverick is a very good vehicle, I wonder though if Ford is making any money on the base and XLT models that sell for less than $30K.

The current generation Escape does not have “drivetrain reliability” issues.

The plug-in tax credit is simply a transfer of tax payer dollars to the auto makers. The auto makers have fallen over each other the past year proclaiming their move to BEVs. There is absolutely no need for any subsidies for investments in EV’s.

Flippin’ houses as a side-hustle?

That makes sense especially given Bronco’s higher ATP’s.

Mach E won’t be able to sustain May’s sales volume as Ford can’t build that many - at least for another year or so. If I remember correctly, production is about 50K/year with half going to the U.S. Maverick sales are very impressive and Ford could probably sell twice as many if they could be built. However, it looks like the sales are coming at Ranger’s expense as Ranger sales have cratered. That has to be a bit concerning for Ford.

Ford is referring to it as all new. Borg is speculating over on GMI that the 5.0 hybrid has been cancelled which seems plausible given that it wont be available on the 24 model. Maybe a casualty along with the all wheel drive model.

Why the hate for oil? It gives us the freedom to travel anywhere in the world, powers our homes and businesses, and provides heat and air conditioning for our buildings. The bullshit to be concerned about is that spewed by the green movement.

The problem with a road mileage usage tax is that it is overly burdensome for those that live in rural areas and must drive long distances for any type of services. Those that don’t drive should also pay for road and infrastructure improvements since food, clothing, medicine…. Everything we buy is transported on the highway system.

The U.S. is the world’s superpower in large part because our relatively low tax free enterprise system has proven superior to the higher taxed economies in Europe and around the world. A carbon tax is a horrible idea, increasing energy costs which affect every part of the economy.

Ford will show a loss of $163,520,000 on these shares sold in its next quarterly report. (March 31 Rivian close was 50.24).