Update on Mach-E launch progress from engineering friends in Mexico

dbsb3233

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Remember, with online sales, the buyer controls what dealer they buy through. With FCTP the dealer controls if they get a car. Bird in the hand, folks.
That's true. But they also might pick up a sale if there's 2000 more available. Dealer A won't get a demo, but dealer B will get a sale from the car that would have been a demo. Just depends on which dealer you are. A loses but B wins.

All a moot discussion though, as it looks like they're still planning to allocate a few thousand to demos rather than sell immediately to customers.
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dbsb3233

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The first registered owner.
Yep. But of course in theory the market value goes down by roughly the same amount since the new buyer doesn't get the tax credit.

Although a hot vehicle can actually have more value than what it's initially priced at (and vice versa). That's basically how ticket brokers work -- buy at face value for events they think will have a higher secondary market value, and jack up the price. Sometimes they win, sometimes they lose.
 

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The first registered owner.
Actually, I don't believe it is necessary to register it. It is a "New Car" requirement so first owner of the vehicle can claim the credit. A leasing company could qualify as the first owner for example...
 

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Yep. But of course in theory the market value goes down by roughly the same amount since the new buyer doesn't get the tax credit.

Although a hot vehicle can actually have more value than what it's initially priced at (and vice versa). That's basically how ticket brokers work -- buy at face value for events they think will have a higher secondary market value, and jack up the price. Sometimes they win, sometimes they lose.
Must also consider sales tax into the equation.
 


dbsb3233

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I would be VERY surprised if anyone DOESN'T buy the car they ordered after it arrives at their dealership. If/when my car arrives, I will inspect it for any shipping damage and if all looks good then I will proceed with the purchase. If I don't love it (for whatever crazy reason...), then I will sell it. Apparently these things are in demand. Haven't you heard? :)
I'd agree it's likely few will turn it down because of the test drive. But more likely is some people backing out when decision time arrives because of some other life situation change (can't afford it anymore, financing falls through, they moved, baby on the way, etc). That's the risk of having customers order so far ahead of vehicle availability.
 

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I would be VERY surprised if anyone DOESN'T buy the car they ordered after it arrives at their dealership. If/when my car arrives, I will inspect it for any shipping damage and if all looks good then I will proceed with the purchase. If I don't love it (for whatever crazy reason...), then I will sell it. Apparently these things are in demand. Haven't you heard? :)
Thats a great idea - this may be a situation where the depreciation may not be high for lightly used Mach Es espcially if they are hard to get
 

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I would be VERY surprised if anyone DOESN'T buy the car they ordered after it arrives at their dealership. If/when my car arrives, I will inspect it for any shipping damage and if all looks good then I will proceed with the purchase. If I don't love it (for whatever crazy reason...), then I will sell it. Apparently these things are in demand. Haven't you heard? :)
Totally agree. Test drives are overrated anyway. I mean they are memorable but, overrated. Cosmetics at acceptance are very important but driving, meh. I have never not bought or ordered a car based on the test drive. I have been on many test drives mostly because the salespeople insisted. But, then I had done the research.
 

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I wonder if you take delivery and resell it right away. Who gets the federal tax credit?
You. You are selling a used car and there's no tax credit for selling a used car. :) However, it sounds like a good way to cut $7500 off your tax bill.
 

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Could be a fatal marketing error. time will tell.
That wasn't a marketing decision, it was a supply-driven decision. They could only obtain the 50,000 batteries plus those for pre-production vehicles and demos.
 

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WOW. Hours away from the PC in meetings and pages and pages to go through looking for more info without any tidbits. I am beginning to wonder what the proportion of us is retired/or working from home?
 

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WOW. Hours away from the PC in meetings and pages and pages to go through looking for more info without any tidbits. I am beginning to wonder what the proportion of us is retired/or working from home?
You have discovered our secret. We are the day shift. We'll read your SH*T in the morning; when humans are astir. :cool:
 

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Couple of points:

"Demo" units are not really normal. These are more training units... the dealers service department can practice repairing them, the sales people can figure out how to drive and charge them, etc. Most dealers have NEVER had a vehicle like this, so they need a training vehicle. It can also be a "halo" vehicle in the showroom. Go to your GM/VW/Toyota etc. dealership... there is no full electric you can buy right now. Maybe in a few months or even years, but not right now.

Look what Ars Technica range tested against Tesla: Audi, Jag, Polestar. What is the combined delivered units for all 3? Jag iPace is less than 20,000 for TWO years total. Audi may hit 50000 for two years. I suspect the 2021 calendar year run of MachE may eclipse the combined sales of all three.

Hinrichs fell on the sword for the Explorer launch. Farley knows the sword is waiting for him. If MachE and Bronco have a hiccup, he knows he will get his chance to use the sword. I think MachE deliveries may not overachieve, but the resulting vehicle will be a good one.

Batteries are, and will be, the limiting factor to production volume for the next few years for everyone, including Tesla. Tesla, through luck or planning, hit the start of the first sweet spot for EV demand, so they have the battery advantage right now. GM just started their EVs 20 years too soon, and didn't follow up fast enough.
 

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I would be VERY surprised if anyone DOESN'T buy the car they ordered after it arrives at their dealership. If/when my car arrives, I will inspect it for any shipping damage and if all looks good then I will proceed with the purchase. If I don't love it (for whatever crazy reason...), then I will sell it. Apparently these things are in demand. Haven't you heard? :)
Huh. I thought it was the same 40 of is all. Buying 2,000 MME's each. :rolleyes:
 

dbsb3233

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It can also be a "halo" vehicle in the showroom. Go to your GM/VW/Toyota etc. dealership... there is no full electric you can buy right now. Maybe in a few months or even years, but not right now.
Although technically that's true for the Mach-e as well. Especially for someone walking in the showroom and starting a new order when the demos arrive in Nov/Dec. They're probably looking at a 2022 delivery if this new info is correct.
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