Is FORD Preparing to Release a SLATE Competitor?

[Doctors Do Little]

They reported a net loss of $36 million, of which $800 million came from "adverse net tariff-related impacts"

👆 The corporate version of "the dog ate my homework".

Which we are reading would have been $764M positive margin for the quarter otherwise (800 - 36)?

 

[AZFox]

Which we are reading would have been $764M positive margin for the quarter otherwise (800 - 36)?

Yes, but only if you believe the numbers are reality.

Blaming losses on tariffs seems pretty convenient, don't you think?

Be sure to engage your "Dilbert Filter".

Number Crunchers produce the number their bosses want them to produce.

 

[Doctors Do Little]

Yes, but only if you believe the numbers are reality.

Blaming losses on tariffs seems pretty convenient, don't you think?

Be sure to engage your "Dilbert Filter".

Number Crunchers produce the number their bosses want them to produce.

I resemble that comment.

 

[Doctors Do Little]

Ford filed patent for name, Ranchero….I’m guessing it will be a Ranger EV?

 

[sodamo]

Ford filed patent for name, Ranchero….I’m guessing it will be a Ranger EV?

Didn’t Ford make a Ranchero years ago?
competition to El Camino?

 

[Doctors Do Little]

Late 1950’s through early 1970’s, iirc

 

[AZFox]

Ford filed patent for name, Ranchero….I’m guessing it will be a Ranger EV?

You mean trademarked, and that's a good catch!
Filing date is yesterday. It's for

Motor vehicles, namely, automobiles, trucks, vans, sport utility vehicles and structural parts therefor; Electric cars; Automobiles; Pick-up trucks; Electric vehicles, namely, electric passenger automobiles, pick-up trucks, vans, sport utility vehicles and their structural parts​

Source:
https://tsdr.uspto.gov/#caseNumber=...TION&caseType=DEFAULT&searchType=statusSearch

 

[Tran]

NEWS: The “Model T moment” that Ford CEO Jim Farley has promised for next week will involve a line of affordable EVs assembled in Kentucky with batteries from a new Michigan plant.

Ford informed its suppliers that its projections for a new EV pickup truck will be 190k units annually.

Jim Farley recently revealed that a small crossover riding on the same new EV architecture will follow the mid-size Ford EV pickup one year after it debuts in 2027, but the platform is designed to accommodate up to eight body styles in total.

 

[Doctors Do Little]

NEWS: The “Model T moment” that Ford CEO Jim Farley has promised for next week will involve a line of affordable EVs assembled in Kentucky with batteries from a new Michigan plant.

Ford informed its suppliers that its projections for a new EV pickup truck will be 190k units annually.

Jim Farley recently revealed that a small crossover riding on the same new EV architecture will follow the mid-size Ford EV pickup one year after it debuts in 2027, but the platform is designed to accommodate up to eight body styles in total.

I love their optimism, however, based on my experiences with the Lightning, they have some work to do on electronics integration. I doubt those problems shrink with truck dimensions, but maybe Blue Oval pulls one out (MME is fairly reliable)? I've been to the plants in KY. Good folks work there, but the engineering execution has got to be there (every time).

 

[Driven5]

...the platform is designed to accommodate up to eight body styles in total.

Come on electric Mustang!

 

[Dorbiman]

Come on electric Mustang!

Like a real one though, right? Not a cross over

 

[Driven5]

It takes more than just some badges...

 

[Dorbiman]

It takes more than just badges...

Took me a moment. That's way too funny.

 

[atx_ev]

On the other hand, if this rendering is accurate to any extent, I think it beats the Slate in the "looks" department.

beauty is in the eye of the beholder. All those curves and waves are annoying. Why make the bed rails at an angle. I love the slate because it is simple.

It is like fashion designers. They make all kinds of bizarre stuff for the runway, but people mostly want simple basic stuff.

 

[atx_ev]

Just saw this headline and was gonna share it, but you beat me to it.

Will be exciting to see what they come out with. An affordable electric Ranger or Maverick would definitely give the Slate a run for its money and may earn my business, as excited as I am about the Slate.

I wonder how much of this has been driven by inside industry knowledge on what Slates been developing.

I would buy an electric maverick. But it would need to be at or below 30K.