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Mach E effect on Ford stock price?

ChasingCoral

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Long-term, I think the Mach E is insignificant for now. I'm counting on the overall Ford electrification program.

One the short-term, ups and downs follow market news. That's why stocks and the Dow are both roller coasters on the short-term. I was only talking about this morning's pattern coinciding with the news. While both the Dow and Ford dropped, the pattern of the two are quite different so far today:

Screenshot 2020-05-22 10.15.55.png


Screenshot 2020-05-22 10.15.45.png
 

LYTMCQ

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Stock prices now likely have nothing to do with Ford EV's as they are very insignificant part of Ford sales.

More about the costs of the closures and effects of world wide recession (depression?) on car sales worldwide.
 

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honestly, I've given up on what affects stock price. I have better luck betting on snail races than predicting the stock market.

At the moment I think this is a blip on the radar, and that's about it. They powers that be will watch things, but until something like the F150 comes out, or they do something massive, it'll be a rounding error on their balance sheet at best, or a lodestone if it fails.

Just a guess, i know nothing about stock market other than how to lose money in it.
 

ChasingCoral

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At the moment I think this is a blip on the radar, and that's about it.
I concur. Anything Mach E-related will be a blip. That's what stock volatility is all about. I just saw this morning's blip when I compared Ford to the Dow and knew the news coming out of Europe coincided with it.
 

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honestly, I've given up on what affects stock price. I have better luck betting on snail races than predicting the stock market.

At the moment I think this is a blip on the radar, and that's about it. They powers that be will watch things, but until something like the F150 comes out, or they do something massive, it'll be a rounding error on their balance sheet at best, or a lodestone if it fails.

Just a guess, i know nothing about stock market other than how to lose money in it.
That's why I don't practice in market timing. Diversify, long-term outlook, dollar cost averaging..
 

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While it is true that short term volatility is expected and doesn't matter, long term I think the Mach E is a key factor in a Ford turnaround - even at only 50k cars in year 1. Keep in mind the Mustang coupe is and has always been (since 1964) a symbol of Ford, and yet last year they only sold roughly 100k worldwide. So, that "paltry" Mach E figure would represent a 50% increase in sales for the brand. Since that 50k sales figure appears to be limited only by battery availability, assuming they can get more batteries in year 2 sales of the MME could exceed the coupe if it lives up to its promise.

In any case, every analyst's article I've read since last November has listed the Mach E as one of 3 critical things for Ford's turnaround; the other 2 being the new F-150 and the Bronco. The first of the 3 to be delivered will be the Mach E, making it even more critical for the MME launch to be successful from the get-go. The Mach E will also be perceived as a bellwether for Ford in the EV space, making its successful debut even more important. A poor MME showing would certainly be the death knell for Hackett and probably others, absolutely affecting the future of Ford.
 
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Yeah to the man that bought in the low $4s - you have almost doubled your money lol
 

ChasingCoral

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Not Mach E effect - yet:

FORD POSTS BEST RETAIL SHARE IN FIVE YEARS -- DRIVEN BY ‘BUILT FOR AMERICA’ PROGRAM AND STRONG SHARE GAINS COMING FROM PICKUPS, VANS, EXPLORER AND MUSTANG
JUL 2, 2020 | DEARBORN, MICH.

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2020 Ford Transit

DEARBORN, Mich., July 2, 2020 – Ford Motor Company (NYSE: F) today reported its second quarter 2020 U.S. sales results. Click here or visit media.ford.com to view the news release.
 

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ChasingCoral

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Ford is doing a good job in the marketplace, I think after this COVID stuff they are positioned well to accelerate sales with the new F series, Ranger, Mach, Explorer, etc.
 

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