Ford delaying Mach-E deliveries intentionally to boost Q4 revenue?

[Mockstang]

Could it be that Ford (F) is deliberately not delivering Mach-Es to influence financial performance and stock prices?

I’m not in a position to accuse, but I am in sales and “sand bagging” is not unheard of. My fiscal year ends this month so I’m trying to close the year strong. I think Sept is their last month of Q3.

I see there stock prices lowering. If I’m in position of power and could hinder delivery which in turn lowered revenue and the stock price more, I could buy more shares at a better price.

If I could at the same time build a backlog of inventory and wait until Q4 to turn the trains and trucks back on, I’ll have a surge of revenue and a good start to the quarter. By the end of Q4 and the year, my stock value should improve. Of course those actions would be considered insider trading if I did in fact do this.

I’m not on any social media so if any of you are, feel free to share this question with others.

I’m sure someone out there more educated in economics or finances can comment on my speculation.

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[Electric Goat]

Imo probably not. Money now is generally worth more now than money later

 

[zvez]

can't imagine this being the case. Ford sells around 6 million cars per year, so roughly speaking that's 1.5 million a quarter, a few thousand mach es one way or the other won't even add a percent to sales.

 

[RickMachE]

Laughable. Sales are so far down in 2021 that Ford needs every possible sale. Plus Mach-E is not a significant part of total sales.

 

[HuntingPudel]

I voted tht it’s possible, but I really don’t believe that anyone right now wants to do that. All companies need money right now, not just Ford.

 

[Wk217]

Speaking as a current Tesla product owner (Solar)...

It the title of the thread read:

Tesla delaying Model Y deliveries intentionally to boost Q4 revenue?

My vote would have been 100% yes.

 

[Davedough]

I’m gonna have to ask that you put the tin foil hat away

 

[DYohn]

Where is the "Are you high?" response option...

 

[RedStallion]

Speaking as a current Tesla product owner (Solar)...

It the title of the thread read:

Tesla delaying Model Y deliveries intentionally to boost Q4 revenue?

My vote would have been 100% yes.

That's quite different. For Tesla Model Why sales is a difference between life and death. For Ford MME sales is a blip on the screen.

 

[MMJ]

Don't mean to be cynical but GM has officially announced that they are giving chip priority to high profit vehicles and that they are temporally shut down plants for lower profit vehicles. While ford is not yet closing plants due to the chip shortage, I believe that they are giving chip priority to F150s and higher profit vehicles such as the GT MMEs. It is the intelligent profitable thing to do. And, yes they care about stock prices.

 

[Mockstang]

That makes sense. If everyone starts getting theirs in October though I’ll be wondering.

 

[jlauro]

Lots of companies try to shift sales, but as other have stated it wouldn't make much of a difference if only the Mach E, and most sales shifting is done with sale incentives not logistics shifting. IMHO, if they did it, it would not be by holding back inventory but shipping many of Q3 units overseas so they are sold in Q4 because of the extra shipping time, and less units sold in the US during Q3, and then there will be a natural increase in Q4 compared to Q3.

 

[Mockstang]

I’m gonna have to ask that you put the tin foil hat away

I figured I’d wrap the display with aluminum foil for my covert missions. That’s where they hide the privacy stealing technologies.

A friend suggested Saran Wrap first so I don’t scratch it. Sounded logical to me, I agreed.

 

[Rapid Ed]

That makes sense. If everyone starts getting theirs in October though I’ll be wondering.

... There will likely be more deliveries in the 4th quarter for unrelated reasons. Specifically, if all goes well, the chip logjam will ease and all the built cars that are sitting will start to roll, along with all the new cars being made ahead of the '22 MY changeover ....

 

[Mockstang]

Hmmmm. Isn’t that what I said would happen.

https://www.macheforum.com/site/threads/mach-e-sales-jump-76-9-in-october-2021.11075/

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