Mach E effect on Ford stock price?

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Well, yes but their cars are cheaper now then they were with the $7,500 tax credit. Each time it went down, they lowered the price of the Car. Elon has even stated that their vehicles are too expensive. It'll be good business for them though if they sell 800,000 a year of the 3/Y.
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No, Tesla can't fix it in the short term not using the direct sales approach. It is impossible, they actually just recently eliminated calling the service center direct for support. So they are going in the opposite direction. It's not as easy as you might would think, if it was easy it would be fixed by now. They need to do a hybrid and adopt a dealership network to help their service and delivery side of the business.

First Tesla would have to accept the fact that the direct to consumer approach does not work well. Look at Apple for example. In order to get an apple worked on, you have to drive all the way to your nearest apple store or find a repair shop. For a lot of people, that's 2+ hours away. Many people won't buy a car for that reason alone. Mobile service is not available in my area either and even that is severely limited. Most people shop off convenience.

Model Y is $1,500 more expensive when you factor in the tax credit (who's to say ford won't decrease the price when it goes away as well?). I think it'll be interesting to see how the Mach E compares to my Model 3, I'm ready to drive one. EPA numbers are still not released, they said they will meet those numbers minimum. We shall see.
 
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I would certainly not say their product is superior. Lets wait to see how the Mach E performs, if it does worse on EPA and their Sync 4 is a disaster then I will agree with you. If their Copilot360 2.0 with hands off isn't good, I will agree with you.

Until then, It's pretty damn close on paper and I wouldn't bat an eye as long as Ford's vehicle delivers on everything.

It is also subjective to the owner. Some would prefer the better build and interior quality of the Mach E over a Tesla. Or the looks, so just because raw specs are better doesn't mean people will buy it for that reason alone. I'm willing to sacrifice in range for better service and support.
 
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On the cost side, that is ignoring tax credit. We don't know the details on the other numbers until EPA estimates and speeds come out.
 

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Forward guidance for 2020 is weak. Don't expect anything great in the way of capital appreciation for the next year or so.

Still, long term it will gain and it is earning 7% dividend at current market price while you wait.

The Mach-e volume will be limited by battery availability. I assume that will change eventually. It has the Halo car aspect for now and will demonstrate what Ford can do.

The F150 EV and variants is the really important one for Ford. An EV can reduce operating costs.

Disclosure: I own Ford stock.
Since most of the major vehicle redesigns are launching end of 2020 or early 2021, that's what I would have expected. Anyone buying this stock now must be looking well beyond 1-2 years if you're in it for long term value. They are revamping most of their vehicles and shortening product life cycles, investing heavily in modular platforms and going all in on SUVs/trucks and growth segments (EVs) but this isn't going to happen overnight and it leaves them particularly vulnerable to gas prices and shifting customer preferences.
 


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And the new Bronco is expected to sell 200k units/yr. So the new Bronco and F-150 will certainly move Ford's stock price more than Mach-E sales. Good thing for Ford shareholders is that both of them will start production this year.

Also good for shareholders it the fact that the Mach-E will be profitable from day one, even if it does only sell 50k units for the first production year.
 
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Ford is making a profit day 1 according to the CEO.
 

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Ford is making a profit day 1 according to the CEO.
I took that as a bit of spin. In a narrow sense it may be true. Meaning, the price they're selling each one for may exceed the cost of the raw materials and labor to build it. But it'll take em a long time and a lot of sales to recover all they money they poured into the R&D and the expansion into electrification (which will include more than just the Mach-e).

So it depends on how you count it. They need to put a good spin on it for investors.
 

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6k cheaper? I have never configured such an equal comparison between the Y and Mach E. Can to elaborate further? 1 second faster based upon real world data or what the manufacture published? 45 miles of range in the real world or what the epa stated for Tesla and what Ford has estimated?
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