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Flying68

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  1. Flying68

    2020 Continental Reserve AWD

    Looks like according to the weekly production scheduling, the Conti's are in clean-up scheduling, so hoping to see if there is an update. Thanks, Order: M00S-L9N Sales: L55452 Dealer: Korf Lincoln
  2. Well I could understand that completely, if the $1 billion profit target is from the total plant production and not just off of the Bronco alone. From this article I found from April 2019, it pretty clearly shows that at that time they expected $5,000 average improvement in operating margins by switching, which is a bit different from net profit. Operating earnings improvements are a good indicator of overall profit improvements (you always have one time and other special charges that can affect overall profitability), but are not a direct indicator of actual gross or net profit. If the Focus and C-Max were generating operating losses, the improvement could be just shifting from a net loss to break even or just a smaller loss (I don't know what the margins were in 2017). As an investor though, it is a good to see companies ditch loss leaders for more profitable products. We will have to see how this actually materializes into Q3 and Q4 2021 when the plant is in full production for both vehicles, with time to see sales impact.
  3. I hope I am just missing the sarcasm in that statement.
  4. Thanks, I have only ever gone by what was shown on the Ford Partner website vs what is on the regular website (using zip code for the local offers) and I have noticed on occasion that there will be say an extra $1000 on the public that doesn't show on the X-plan. I also thought I have seen ones where AZDX plans were excluded, maybe not though.
  5. A valid X-Plan PIN obtained through your employer, club membership, or other legitimate sources are valid for 12 months from issuance (when you request the PIN). You are allowed 2 PIN's per 12 months.
  6. The math there doesn't work. That would be $750 million in gross profit if they sold 100,000 units at a $7500 gross margin. Then you have to add in amortization of development expenses, tooling, and SG&A to that. Even if they included those expenses to come up with $7500 in net profit, you would still need 33% more production to get to $1 billion.
  7. Flying68

    Tesla stock

    I see a lot of "Tesla builds it's own batteries" which is a half-truth. Tesla assembles the battery packs and modules, but they buy every cell from a primary manufacturer. Panasonic currently manufactures cells for Tesla in the Nevada production facility but otherwise they would suffer the same constraints if LG-Chem, Sony, Sanyo, and Panasonic all decided to dedicate all their other production to higher paying customers. In the end as supply is constrained, prices will rise and those willing to pay will win.
  8. Tracking this for my Pops, appoligize if I don't have enough information, it is what I had on the order sheet he sent me. Order: M00S-L9N Sales: L55452 Dealer: Korf Lincoln Thanks! If I need more information let me know.
  9. I would offer that X-Plan is not always the best deal. I have used my X-Plan once on my old Explorer. My MkC and my Expedition I was able to get better deals without X-Plan. X-Plan is a fixed price with different incentives than the general public, sometimes they are worse than the public incentives. I tend to use the plan price as my upper limit when dealing.
  10. Flying68

    2021 Explorer colors and second row full console?

    Full center console is reserved for Lincoln, just like in the Navigator vs Expedition, so it is in Aviator vs Explorer.
  11. Flying68

    Goodbye Continental

    My pops just ordered a Continental Reserve AWD with the 3.0L in Burgundy Velvet with Cappuccino interior. Will be one of the last ones off the line. He decided he needed an American Luxury sedan to go with his stable of mustangs and trucks. Put the order in Friday and was told it was already pulled for scheduling.
  12. Little disappointed with the leather color on the badlands package and lack of copilot 360 2.0 on the first edition.
  13. Flying68

    F250 7.3L No trailer tow !

    According to the order guide here are the available towing packages: F-250 TRAILER TOW PACKAGE – HIGH CAPACITY (535) Availability: ● Optional on XL, XLT, and Lariat F-250 Not available with: ● 10,000 GVWR/9,900 GVWR Pkg. (68D) ● Pickup Box Delete (66D) Requires: ● 6.7L Power Stroke® Diesel engine (99T) ● Trailer Brake Controller (TBC) (52B) – XL SRW Includes: ● Increase GCW on diesel engine from 23,500 lbs. to 30,000 lbs. ● Upgraded axle ★F-250 TRAILER TOW HIGH CAPACITY W/ ULTIMATE TRAILER TOW CAMERA SYSTEM PACKAGE AND PRO TRAILER BACKUP ASSIST (53Q) Availability: ● Optional on F-250 Not available with: ● Pickup Box Delete (66D) Requires: ● 6.7L Power Stroke® Diesel engine (99T) ● Power Equipment Group (90L) – XL only ● STX Appearance Package (17S) – XL only ● SYNC® 3 (913) – XL only ● Trailer Brake Controller (52B) – XL only Includes: ● F-250 Trailer Tow Package – High Capacity (535) — Upgraded Axe — Increase GCW on diesel engine from 23,500 lbs. to 30,000 lbs. ★Pro Trailer Backup Assist – std on King Ranch®, Platinum and Limited ● Ultimate Trailer Tow Camera System (874) – std on King Ranch®, Platinum and Limited — Rear View Camera — 360 Degree Camera System — Rear CHMSL Camera — Trailer Reverse Guidance — LED Center High-Mounted Stop Lamp ★ULTIMATE TRAILER TOW CAMERA SYSTEM W/ PRO TRAILER BACKUP ASSIST PACKAGE (53R) Availability: ● Optional on XL, XLT, and Lariat ● Standard on King Ranch®, Platinum, and Limited Not available with: ● Pickup Box Delete (66D) Requires: ● Power Equipment Group (90L) – XL only ● STX Appearance Package (17S) – XL only ● SYNC® 3 (913) – XL only ● Trailer Brake Controller (52B) – XL only Includes: ★ Pro Trailer Backup Assist ● Ultimate Trailer Tow Camera System (874) — Rear View Camera — 360 Degree Camera System — Rear CHMSL Camera — Trailer Reverse Guidance — LED Center High-Mounted Stop Lamp You will note that the only thing 535 gets you is an increased GCWR to 30,000 lbs and an upgraded axle. 53Q is just 53R combined with 535. According to the towing guide the standard F-250's GCWR w/7.3 is 21,800 with a 3.55 ratio and 26,000 with a 4.30 ratio. The 6.7L gets 23,500 lbs with a 3.31 ratio and the 30,000 with the 3.55 ratio and requires 535 or 53Q. So in essence, you are asking to pay more for something Ford isn't willing to certify. Ford has determined that the 7.3L is not sufficient for a 30,000 lb GCWR, thus they don't offer it, but that is only a 4,000 lb difference from a 7.3L with a 4.30 rear end ratio.
  14. I think we disagree with where responsibility lies. Your viewpoint is that the blame is on the publisher and not on the information provider. Mine is that because the information is coming from an internal source, the blame lies internally. Media has a job and that is to report anything newsworthy. Ford chose to punish them. That is their right. TFL also has no obligation to report on Ford news, and now won't be able to report on Ford products as easily, thus reducing the amount of coverage available to Ford and shifting that to a direct competitor. I value that lost publicity more than I value the loss that any of those pictures could have generated (at this stage). The former goes straight to a competitor, the latter does not. I would rather lose a dollar down the drain rather than hand that dollar to my chief competitor. This also doesn't account for the benefit to Ford as it did generate some publicity and excitement before the reveal, so that lost dollar down the drain may have resulted in some good. I understand everyone that works for Ford feels betrayed in some sense, but the real betrayal is on the inside. Given time, this will probably pass. Hopefully it passes before the real media events start again.
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