Mach E effect on Ford stock price?

[Billyk24]

Model y in colors as the mach e doesn't come in either adds 2k for red
Mach e doesn't have the aero wheels which adds another 2k. 52990 plus 4k equals 56990
Mach e has the 7500 tax credit. That is a fair comparison for prrmium

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[silverelan]

Model y in colors as the mach e doesn't come in either adds 2k for red
Mach e doesn't have the aero wheels which adds another 2k. 52990 plus 4k equals 56990
Mach e has the 7500 tax credit. That is a fair comparison for prrmium

I have a red Premium AWD ER with light interior on reservation. The Model Y equivalent is $56k.

 

[Billyk24]

Straight from Tesla Model Y dual motor AWD, 19 inch stock aero wheels, RED, white interior , AP = 55,990. 20 inch wheels as found on your GT version will add $2000. meaning the Y is 57,990 full price.

 

[ChasingCoral]

Yes but don’t forget the Mach E is eligible for the full $7500 federal tax credit.

 

[SSman]

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.

Agree with this. They aren't losing money on each vehicle sold but I doubt all the development costs will be recouped from the first Mach-E sold. It's all wrapped up in Ford's EV plans for the future so it's impossible to carve out the total cost of the Mach-E, with the creation of Team Edison, the EV campus, etc.

Ford is still hitting fresh 10 year lows. I think it's a good long term buying opportunity but I'm waiting to pull the trigger due to the macro risks (coronavirus, trade war, election year) that is likely to pull down a weak stock like F even further IMO.

 

[FredT]

Might be time to buy. Hopefully no more botched launches like last year. 11 year low, wow!

https://electrek.co/2020/02/28/ford-struggles-with-investors-just-as-it-prepares-to-launch-evs/

You can get it to $53,000 with white paint, black, seats, no FSD, so not really a completely fair comparison. And of course the Mach E drops to $51,000 with fed tax incentive. Add red paint and white seats, Model Y is $56,000, or $63,000 with FSD.

 

[Newbie]

From this article, ford is down huge, maybe time to load up? Reading the comments is brutal though.

https://finance.yahoo.com/news/ford-stock-slump-under-ceo-211602791.html

 

[Whatstreet]

If F drops much more it will be in danger of being delisted from the exchange. F would likely be forced to do a reverse stock split to avoid delisting.

Eventually, F will hit $16 a share again. Five year plan.

 

[SSman]

It's not just Ford but FCA just hit fresh 52 week lows too. The transition to EVs is going to be messy to the bottom line of many automakers and then of course the macro issues like coronavirus will hit everyone. I still think Ford is good in the long term but it will take a while.

 

[mark360]

I'm in F for an average of $7.60/share. Loaded up to lower my average today @ $6.15/share. Ford is going to be alright and in 5 years I see $16+ again.

Lower fuel prices are only going to boost truck and SUV sales. If It keeps going down I have more cash on hand willing to invest into F.

They have 30B cash on hand so plenty of money to survive another recession (typically two to three years max). If F goes under we have more serious problems than money in this country to worry about.

 

[ChasingCoral]

I just bought a bunch at $4.90. It was as low as $4.75 earlier today -- a great time to buy.

 

[mark360]

I just bought a bunch at $4.90. It was as low as $4.75 earlier today -- a great time to buy.

You're gonna do well with this in a few years!

 

[mark360]

https://finance.yahoo.com/news/independent-director-john-lechleiter-just-103729803.html

Bill Ford Bought 8M dollars of shares last year @$9.00

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