Sponsored

Last year for V8 2024 (and Mach-E discussion) via Ford Performance conference call

shogun32

Well-Known Member
Joined
Feb 8, 2019
Threads
89
Messages
14,607
Reaction score
12,097
Location
Northern VA
First Name
Matt
Vehicle(s)
'19 GT/PP, '23 GB Mach1, '12 Audi S5 (v8+6mt)
Vehicle Showcase
2
By the way has there been any further reservation numbers released by Ford. They've been pretty quite recently.
if it was good news there would be PR galore. Problem with the 'reservations' it doesn't mean anything useful as far as conversion to actual sales. Since you can't even buy one.
Sponsored

 

zackmd1

Well-Known Member
Joined
Oct 1, 2013
Threads
138
Messages
5,136
Reaction score
2,650
Location
Maryland
First Name
Zack
Vehicle(s)
1970 Mustang, 1965 AC Cobra, 2023 Ford Bronco 2Dr
CO2 is a pollutant, or harmful to humans, or the planet.
:computerrage:

CO2 is a greenhouse gas.... Not a pollutant or directly harmful to humans. TO MUCH OF IT THOUGH AND IT BECOMES A PROBLEM...
 

zackmd1

Well-Known Member
Joined
Oct 1, 2013
Threads
138
Messages
5,136
Reaction score
2,650
Location
Maryland
First Name
Zack
Vehicle(s)
1970 Mustang, 1965 AC Cobra, 2023 Ford Bronco 2Dr
sellout in the US just days before they start shipping.
Pretty easy to sell out when you are only making 50k and 60% of that is going overseas....
 

w3rkn

Well-Known Member
Joined
Dec 18, 2013
Threads
21
Messages
3,078
Reaction score
755
Location
Detroit
Vehicle(s)
bmw 135is(sold)
:computerrage:

CO2 is a greenhouse gas.... Not a pollutant or directly harmful to humans. TO MUCH OF IT THOUGH AND IT BECOMES A PROBLEM...

For who..? Certainly not the planet.
Too much Co2 by humans means less humans in the future. That is going to happen whether or not every human lives a carbon friendly life, or not. BTW, you can't help the environment. Humans have to learn to live within it.

Pollutants and polluters... are a much more serious issues facing humankind and our environment. Get off the CO2 bandwagon and make a stand against polluting Nations.
 

Beano

Well-Known Member
Joined
Mar 20, 2019
Threads
2
Messages
114
Reaction score
113
Location
Melbourne Australia
First Name
Phillip
Vehicle(s)
FGX XR8 and 2016 Mustang GT, Both supercharged
Ford Australia doesn't produce any of those anymore. Correct me if I'm wrong but they don't even make cars or engines in Australia anymore.
Hey Chris,
Correct, they are selling Euro and USA Fords only now, the local manufacturing plants have shut down.

‘What a shame, actually :(
 

Sponsored

jpindustrie

Well-Known Member
Joined
Jan 17, 2017
Threads
2
Messages
474
Reaction score
206
Location
NYC
Vehicle(s)
a Ford Mustang
Ah very 2019.2020 ... its not 1991 anymore guys... once the 'head' makes a decision , there's no changing it :) ... you're gonna sink with the ship good old 19th century style..
 

jpindustrie

Well-Known Member
Joined
Jan 17, 2017
Threads
2
Messages
474
Reaction score
206
Location
NYC
Vehicle(s)
a Ford Mustang
I'd love to learn more about the credentials of this 'FP manager' .. how much of this talk is his/her's own opinion really than well researched facts.

"Did you know V8 PICKUP trucks make up more sales than V8 personal coupe sales?"

NO WAY lol , OP: please tell me someone said "O are you going to ask us next if we know water is wet too?"
 

jpindustrie

Well-Known Member
Joined
Jan 17, 2017
Threads
2
Messages
474
Reaction score
206
Location
NYC
Vehicle(s)
a Ford Mustang
This type of wording epitomizes how much of a downturn the company has experienced in guidance and thought leadership since Mulally left.
 

jpindustrie

Well-Known Member
Joined
Jan 17, 2017
Threads
2
Messages
474
Reaction score
206
Location
NYC
Vehicle(s)
a Ford Mustang
So what you are going to tell your grandchildren when gas cost $25 a gallon because there simply is not enough easily accessible oil supply? What do you tell them when the world has no solution because the technology that could have existed was thrown away because it "cost to much", "was a danger to freedom", and was being developed because of "leftest propaganda"?

The short short-sightedness that exists on this site is incredible....
Thats the issue... this country has lost its ability to converse with ourselves and across generations... dig in man ... I'm sure the old guys will dig in as well - glad I got into my 350 before it was too late and before the rest of my wannabe-LMP driving friends dictate the market for everything DCT and electric :)
 

cib24

Well-Known Member
Joined
Jul 3, 2019
Threads
26
Messages
424
Reaction score
175
Location
UK
Vehicle(s)
1999 Mazda RX-7 Type RS
Saw this message from a reliable source.

We were invited to a conference call, along with other Mustang registry and car club decision makers, with Ford Performance’s enthusiast manager. The purpose was to discuss the new Mustang Mach E. I’ll explain some things that came out of the call.

1) It’s happening. Petitions won’t change that. There were many meetings that happened regarding calling it a Mustang and putting a pony on it. The execs were convinced of the idea and that’s that. We are the driving force for ourselves. The hobbyist can do what they want of course, and Ford isn’t interested in our opinion.

2) The purpose of the Mach E and why they called it a Mustang is purely for sales. The execs feel that in spite of declining Mustang sales that the Mustang Mach E will keep the Mustang program alive. The reality is V8 truck sales are more profitable than V8 Mustang sales. It is also easier and more likely to be successful to piggyback off the Mustang brand rather than create a new one or use an existing one. The competition is Tesla. They are banking on the fact you can take your Mach E to any Ford dealership for service. Tesla on the other hand has an 18 day lead time on coming to your location to work on it. We really didn’t get an answer or ask why not a 4-door Mustang or electric Mustang.

3) The executive culture at Ford is a younger crowd. They don’t understand or realize the same heritage of the Mustang as many of us do. There is a disparity between the executives and the hobbyist (us) and essentially they are out of touch with us.

4) “Research” that was done, which may not always be accurate, shows that the target market for sales believes the Mustang is too obnoxious and loud. It also didn’t lend itself to being a family car with the virtually non-useful back seats and lack of 4 doors.

5) By 2024 the V8 engine will not meet emission standards with the “green new deal”. Ford doesn’t have or the money to make them compliant at this time. Once again the Mach E is slated to be the prop for the future pony Mustang generations.

6) Spring 2020 will introduce the new Mustang.

7) They don’t want us to bash the Mach E
Unfortunately this makes complete sense for Ford to do. The Company has not performed well over the last decade and didn't invest in new technologies fast enough and is on the back foot. They need the Mach-E to be successful in order to survive in the future. Let's just hope it is successful so things like the Mustang can continue to be built with a variety of specs and engines as we have now.

This is just one view point below and whilst I don't agree with all of the analysis, I think the general message is correct. Ford needs a Hail Mary with the Mach-E.

The Next Recession Can Bankrupt Ford Motor Company
Ford’s stock has seen a steady decline since 2014. The inevitable recession and the possible spike in oil prices will make matters worse.

Ford barely survived the last recession. There's strong reason to believe it'll go bankrupt when the next one inevitably hits.
  • Ford has been struggling ever since Alan Mulally left the company and there are reasons to believe the auto giant could fail to survive the next recession.
  • The company’s biggest profit-generator, the F-150, will be negatively affected by rising oil prices.
  • Ford’s attempts to diversify have been failing as evident from the sales trend in China.
Auto giant Ford’s (NYSE:F) share price has been on a steady decline since hitting highs of $17.72 in 2014. The company has been struggling since legendary CEO, Alan Mulally retired.

Considering what lies ahead, there are good reasons to believe that Ford’s under-performance will continue. There’s strong reason to believe it may not even survive the next recession.

1-3.png

Ford on a steady downward trend. | Source: Yahoo! Finance
The last decade was a difficult one for the automaker as it lagged behind its competitors in terms of innovation. The company is now trying to get ahead of the curve as it promised billions of dollars in investments in developing its electric vehicles (EV) and autonomous driving technologies.

A recession could hit the U.S. economy well before those segments start bearing fruit. There are two key reasons to believe that Ford is in for another treacherous decade, one that could push the company to bankruptcy.

Geopolitical Tensions Will Negatively Impact Ford F-150 Sales
The F-150 is Ford’s bread and butter. The pickup truck has accounted for almost 90% of the company’s profits. The truck, which has been America’s best-selling for 38 years straight, is a fuel guzzler. The F-150 is already a pricey car, and the cost to drive it is only going to go up because of the geopolitical situation in the Middle East.

After the U.S. unleashed an airstrike that killed the top Iranian general, oil prices rose significantly. But since the escalation between the U.S and Iran, the latter is potentially targeting the Strait of Hormuz, which is the world’s most important oil transit choke point.

It connects the Persian Gulf with the Gulf of Oman. Approximately 21% of the world’s oil travels from the strait, and if Iran planned to close it, it would trigger a ‘Black Swan’ event for the oil markets and cause prices to inflate further.

2-1.png

The world’s most crucial sea-route could be choked out by Iran. | Source: U.S. Energy Information Administration
Considering the new EV alternatives in the markets and the future instability of oil prices, buying and operating the F-150 can become unaffordable even for the Ford loyalists. This will be a devastating blow for the automaker.

Attempts To Reduce Dependence On F-150 Profits Seem To Be Failing
Ford has been pushing to shake off its ‘one-trick pony’ tag and diversify profits by expanding into new markets. The company recently announced its fourth-quarter results, which showed a 1% annual decline in domestic sales. It also sold 3% fewer vehicles than in 2018.

The main reason behind the dips was the disaster that unfolded in China. Ford’s sales nosedived 26% in 2019, marking the third consecutive annual decline. The company had reported declines of 6% and 38% in 2017 and 2018, respectively. Ford expects the trend of declining volume to continue in 2020 as Anning Chen, CEO of Ford’s Greater China, said,

The pressure from the external environment and downward trend of the industry volume will continue in 2020, and we will put more efforts into strengthening our product lineup with more customer-centric products and customer experiences to mitigate the external pressure and improve dealers’ profitability.

Ford’s attempts to expand seem to be failing. The downturn that’s set to hit the auto industry will only make matters worse in the coming years.

3-2.png

An overall automotive slowdown will be brutal on Ford. | Source: BCG
These factors are set to weigh heavy on the already struggling automotive giant. It’s not a question of if, but when, the next recession will hit. Ford is unlikely to survive it, just as it barely survived the last one.
 

Sponsored

OX1

Well-Known Member
Joined
Oct 2, 2014
Threads
3
Messages
265
Reaction score
76
Location
Jackson NJ
Vehicle(s)
2014 GT Auto-86 Capri 5.0 Turbo, 2017 Fusion Sport

shogun32

Well-Known Member
Joined
Feb 8, 2019
Threads
89
Messages
14,607
Reaction score
12,097
Location
Northern VA
First Name
Matt
Vehicle(s)
'19 GT/PP, '23 GB Mach1, '12 Audi S5 (v8+6mt)
Vehicle Showcase
2
the USA doesn't really need Saudi oil. We have lots and push come to shove I suspect we'd be inclined to do a little "nation building" south of our border if things got really tight. Bankruptcy != no longer exists. Companies declare bankruptcy all the time and continue to function for many decades after. I do agree that Ford needs a successful EV of some kind that isn't a total yawner indistinguishable from the 20 other also-rans. Bankruptcy would be a good thing IMO - it would allow them to jettison the albatross of Union labor and the huge costs associated with legacy contracts - ridiculous retirement pay and medical coverage.

Medicine is bankrupting this country from top to bottom and needs to be blown to high heaven. When medical costs are a FIFTH of what they are today (what would happen if gov't actually enforced consumer protection and 100 year old monopoly/restraint of trade laws), suddenly the Unions and their legacy costs no longer threaten to tank companies left and right.

Mullaly was fighting a cancer - Ford corporate bureaucracy. When the surgeon left and the anti-cancer drip was removed, it came roaring back with a vengeance. The new guy may bash some skulls but I doubt he's waging the needed total war.

F150 sales are fairly insensitive to oil price. We had 100/barrel oil for quite a few years and F150 sales were still robust. The recession definitely put a crimp on sales too.
https://www.macrotrends.net/1369/crude-oil-price-history-chart
https://www.goodcarbadcar.net/ford-f-series-sales-figures/
 
Last edited:
Joined
May 24, 2016
Threads
0
Messages
6
Reaction score
2
Location
Huntsville
Vehicle(s)
2015 Mustang GT PP
 




Top