Advertisement



Mach E effect on Ford stock price?

dbsb3233

Well-Known Member
First Name
Tim
Joined
Dec 30, 2019
Messages
5,035
Reaction score
5,098
Location
Colorado, USA
First Name
Tim
Vehicles
2013 Escape Titanium, 2021 Mustang Mach-E FE (Red)
Occupation
Retired
Country flag
BEV sales make up 2% of the US auto market. How foolish of Ford to be targeting 98% of the market, right?

Ford sells 6 million units every year. Tesla 0.25 million. Ford is the "Amazon" of sales volume in that equation.

Batteries weren't good enough years ago. Now they're starting to be. Ford was wise to ease into the BEV market after the batteries were on the brink of being good enough (2017). The result is the Mach-e. And gradually new models over the rest of the decade. They know the US vehicle market.
 
Last edited:

dbsb3233

Well-Known Member
First Name
Tim
Joined
Dec 30, 2019
Messages
5,035
Reaction score
5,098
Location
Colorado, USA
First Name
Tim
Vehicles
2013 Escape Titanium, 2021 Mustang Mach-E FE (Red)
Occupation
Retired
Country flag
You are right, just checked. BTW Tesla is up 317% YTD, someone made money.
Someone always makes money (and someone else loses money) on every stock transaction. I remember doing well in the late 90's on a lot of tech stocks (I was a daytrader for a short while). Then the tech bubble burst. I stopped daytrading and decided if I was gonna gamble, I might as well have fun doing it in casinos instead. 😎
 

Shayne

Well-Known Member
Joined
Aug 9, 2020
Messages
545
Reaction score
591
Location
Northern Ontario Canada
Vehicles
2021 Mustang Mach E Prem ER
Occupation
Engineer
Country flag
Someone always makes money (and someone else loses money) on every stock transaction. I remember doing well in the late 90's on a lot of tech stocks (I was a daytrader for a short while). Then the tech bubble burst. I stopped daytrading and decided if I was gonna gamble, I might as well have fun doing it in casinos instead. 😎
With Tesla's build quality and their soup Nazi mentality I think now the big boys are getting into the show that bubble will also burst. Nothing special about their batteries that a Kona can not beat.
 

JCHLi

Well-Known Member
Joined
Jun 28, 2020
Messages
454
Reaction score
588
Location
Michigan
Vehicles
Honda
Country flag
You are right, just checked. BTW Tesla is up 317% YTD, someone made money.
And someone "lost" money. Every hand's a winner and every hand's a loser as the late great poet K. Rogers put it.

Of course if you have purchased and held the stock you haven't made anything or lost anything until you sell or they start paying dividends.
 

ChasingCoral

Well-Known Member
First Name
Mark
Joined
Feb 3, 2020
Messages
5,522
Reaction score
9,648
Location
Maryland
First Name
Mark
Vehicles
Mach-E FE reserved, Nissan Leaf, Toyota Tacoma
Country flag
@trutolife27 just posted this on the "Ford Going Bankrupt" thread.

Note that analysts are listing F stock as buy at ~7 3/4. Looking good!
 
OP
mark360

mark360

Well-Known Member
First Name
Mark
Joined
Feb 13, 2020
Messages
276
Reaction score
292
Location
North Carolina
First Name
Mark
Vehicles
Tesla Model 3 AWD(OLD), Ford Raptor
Occupation
Manufacturing
Country flag
  • Thread starter
  • Thread Starter
  • #143
I'm holding F until they go back to $14+ a share minimum. I can see that in the next 2-3 years. Price target ATM is $10 from one analysist
 

ChasingCoral

Well-Known Member
First Name
Mark
Joined
Feb 3, 2020
Messages
5,522
Reaction score
9,648
Location
Maryland
First Name
Mark
Vehicles
Mach-E FE reserved, Nissan Leaf, Toyota Tacoma
Country flag
By Jimmy Dinsmore Jan 10 2021 - 11:27am
Business Analysts Believe Mustang Mach-E Can Add Value To Ford Stock And Possibly Negatively Impact Tesla’s Valuation
As production and delivery ramps up of the 2021 Mustang Mach-E, how well it sells and how well its reviewed and received will be impactful for Ford Motor Company. Tesla’s stock value is historical and unheralded while Ford’s stock is middling.

See full article at:
https://www.torquenews.com/9539/bus...-possibly-negatively-impact-tesla-s-valuation
 

s7davis

Well-Known Member
First Name
Scott
Joined
Nov 28, 2019
Messages
167
Reaction score
120
Location
California
First Name
Scott
Vehicles
2019 Alfa Romeo
Country flag
I honestly can not wait to see what happens with "F" stock once the Mach-E get sold and delivered to customers. I think it will help the EV market in the US and its stock will rise. However, though as Tesla are the front runners for being about a decade head start on electrification it will be a battle for any Legacy Automaker to compete but I think that Nissan, Ford will have a chance. Also Fisker comes out next year as well as a cheaper (more affordable EV) for the middle class people like myself.

My choices for an EV are either Tesla Model Y, Ford Mach-E, Nissan Ariya, or the Fisker Ocean.

Below are the stock prices right now for each one

F stock (own) @ 9.17 right now
FSR (own) @ 15.05 right now
TSLA (own)@ 835.75 right now (TSLA has already been split into 5ths)
NSANY (watching)@ 10.38 right now (watching this one and will purchase if it drops back down because of the EV goes on sale this summer)
 

krafty81

Well-Known Member
First Name
Terry
Joined
Jun 23, 2020
Messages
176
Reaction score
175
Location
San Diego
First Name
Terry
Vehicles
2014 Kia Sorento, 2013 Ford Escape
Country flag
I honestly can not wait to see what happens with "F" stock once the Mach-E get sold and delivered to customers. I think it will help the EV market in the US and its stock will rise. However, though as Tesla are the front runners for being about a decade head start on electrification it will be a battle for any Legacy Automaker to compete but I think that Nissan, Ford will have a chance. Also Fisker comes out next year as well as a cheaper (more affordable EV) for the middle class people like myself.

F stock @ 9.17 right now
FSR @ 15.05 right now
TSLA @ 835.75 right now (TSLA has already been split into 5ths)
NSANY @ 10.38 right now (watching this one and will purchase if it drops back down because of the EV goes on sale this summer)
Up 15% since I bought four months ago. I agree with MME direction and think that it will be a hit, along w Bronco and F-150. Dropping sedans also a good idea.
 

All Hat No Cattle

Well-Known Member
Joined
Oct 24, 2020
Messages
90
Reaction score
140
Location
Las Vegas
Vehicles
2016 F-150 Platinum , 2017 Edge Titanium
Country flag
While I monitor this forum to see how well MachE sales are expected to go, I think if Ford sells their 50,000 units this year, they will negatively affect Tesla more than positively affect Ford earnings. But I do believe it will be a hit.

But as far as investing goes, the thing to watch is F-150 sales. Mainly because the F-150 seems to be another hit, and if it is, 900,000 units will be sold.

The Bronco will not be sold in enough numbers this year to make a big difference in earnings, and stock prices are usually based on current earnings and future projected earnings.

So you can see where Ford's current earnings increase will come from.

But for 2022, if Ford executes well on the roll outs of these 3 vehicles, I will be happy.

And then the electric F-150 will roll out, so we will see.
 

ChasingCoral

Well-Known Member
First Name
Mark
Joined
Feb 3, 2020
Messages
5,522
Reaction score
9,648
Location
Maryland
First Name
Mark
Vehicles
Mach-E FE reserved, Nissan Leaf, Toyota Tacoma
Country flag
While I monitor this forum to see how well MachE sales are expected to go, I think if Ford sells their 50,000 units this year, they will negatively affect Tesla more than positively affect Ford earnings. But I do believe it will be a hit.

But as far as investing goes, the thing to watch is F-150 sales. Mainly because the F-150 seems to be another hit, and if it is, 900,000 units will be sold.

The Bronco will not be sold in enough numbers this year to make a big difference in earnings, and stock prices are usually based on current earnings and future projected earnings.

So you can see where Ford's current earnings increase will come from.

But for 2022, if Ford executes well on the roll outs of these 3 vehicles, I will be happy.

And then the electric F-150 will roll out, so we will see.
I see the F-150 news as important for short-term investors. I see a successful start in electrification as important for long term investors.
 

EVS

Well-Known Member
Joined
Jan 7, 2021
Messages
47
Reaction score
45
Location
California
Vehicles
spark EV.
Occupation
Engineer
Country flag
While I monitor this forum to see how well MachE sales are expected to go, I think if Ford sells their 50,000 units this year, they will negatively affect Tesla more than positively affect Ford earnings. But I do believe it will be a hit.

But as far as investing goes, the thing to watch is F-150 sales. Mainly because the F-150 seems to be another hit, and if it is, 900,000 units will be sold.

The Bronco will not be sold in enough numbers this year to make a big difference in earnings, and stock prices are usually based on current earnings and future projected earnings.

So you can see where Ford's current earnings increase will come from.

But for 2022, if Ford executes well on the roll outs of these 3 vehicles, I will be happy.

And then the electric F-150 will roll out, so we will see.
But stock price is all about sentiment right now. Ford and other OEMs are negatively impacted by the sentiment on Wall St that they are dead and Tesla will trample all over them. Once Ford, GM , Volkswagen etc. show that they can also sell compelling EVs, sentiment may change and stock prices can go up disproportionately compared to the cash flow or profits from their electric cars.

Another catalyst is the dividend reinstatement, even if that's very small. Many funds only invest in dividend paying stocks.

Disclosure: Have a bunch of Ford and GM stocks.
 
OP
mark360

mark360

Well-Known Member
First Name
Mark
Joined
Feb 13, 2020
Messages
276
Reaction score
292
Location
North Carolina
First Name
Mark
Vehicles
Tesla Model 3 AWD(OLD), Ford Raptor
Occupation
Manufacturing
Country flag
  • Thread starter
  • Thread Starter
  • #150
But stock price is all about sentiment right now. Ford and other OEMs are negatively impacted by the sentiment on Wall St that they are dead and Tesla will trample all over them. Once Ford, GM , Volkswagen etc. show that they can also sell compelling EVs, sentiment may change and stock prices can go up disproportionately compared to the cash flow or profits from their electric cars.

Another catalyst is the dividend reinstatement, even if that's very small. Many funds only invest in dividend paying stocks.

Disclosure: Have a bunch of Ford and GM stocks.
Agree. I'm sticking with F because nothing GM makes excites me, and it is typically harder to get a bigger company like GM to move as quick as a smaller company like Ford.

My F stock is up 30% and I think once the Mach E proves itself we are looking at a stable 12-15 price target. If Tesla can be worth 150x book value why can't ford be worth 2x book value?
 



 









Advertisement


Top