Episode 43: June Production Information plus Is It True That Ford Dealers Won't Deliver EVs?

[fordvideoguy]

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[BlueOval5.0]

I am going to miss the livestream tonight, my Rangers are playing in Game 4 of the ECF. Will be watching on You Tube tomorrow. Thanks @fordvideoguy !

 

[Meintc]

I am going to miss the livestream tonight, my Rangers are playing in Game 4 of the ECF. Will be watching on You Tube tomorrow. Thanks @fordvideoguy !

I hope you win, and you play against Colorado and beat them. Red Wing fan here and we don't like the Avs. Well, I don't like the Avs.

 

[Bad Actor]

Good show ,Tim. Did I hear you mention that we should know next month if our unscheduled orders get rolled over?

 

[Vols44]

Good show ,Tim. Did I hear you mention that we should know next month if our unscheduled orders get rolled over?

Spoiler: @fordvideoguy will correct me if I misquote him. He answered a similar question near the end of the Q & A by saying that July 28th is the approximate cut off day to schedule MY22's. We already know October 21st is the last day an MY22 will roll off the assembly line.

Two other keys phrases I took away from this evening's fact packed live stream were priority 2 means your being previewed, but nothing more and if you get a VIN your a lock for a MY22 build.

 

[Vols44]

Even though I commented on YT:

-employment and investment news were super to hear
-clarification of CEO Farley's recent statements were eye opening
-COVP to name match, chip numbers and June production numbers were great, impressive and depressing (depending on which model he mentioned)
-Lightening June clean up waves were a pleasant surprise

Maverick numbers, allocations, Eco/hybrid splits, supplemental allocations, constraint list items and current build dates were all covered by @fordvideoguy during a super informative 1:47:37. Watch it in the near future and join the discussion of what you think as I follow this thread.

 

[fordvideoguy]

Good show ,Tim. Did I hear you mention that we should know next month if our unscheduled orders get rolled over?

Yes towards the end of July

 

[MortyHooper]

Yes towards the end of July

I’ve waited since October, I kinda hope at this point it’s delayed longer to just get a 2023. Better resale value in the future I assume, maybe some of the hybrid kinks ironed out.

 

[Kameron512]

I watched and I feel for guys like tim he seemed dejected when he said how many allocations he'd had. And low numbers for most models especially the Maverick with so many outstanding orders, when bronco sport really has no constraints. I got out of line for my October hybrid Lariat 2 days ago and walked into a local Hyundai lot and walked away with a brand new Santa Cruz. I was surprised on how many vehicles they had. Multiple Santa Cruz, top on the line palisade etc... Then I went to my Ford dealer to get my deposit back and the sales manager felt the same like tim dejected. He was surprised I got a Santa Cruz so easily. He barley had any new stock on the lot, he also told me I'm not the only one canceling thier order. He was also shocked Hyundai did MSRP, I feel for them I know it's out of their hands, but ford really screwed up. He also told me he hasn't seen a Maverick in about 2 1/2 months (Yikes!!) I feel like the inventory is based off contraints, but I'm finding a common theme. I noticed the vehicles that are readily available vs ford vehicles seem to be build in the US. I have seen a lot of new Rams, Toyotas, Hyundais on the lots. The Hyundai dealer told me the main issue seems to be the transportation of vehicles from the plant. I also read makers like Hyundai does 90% in house ( Stamping, engine fab etc..) maybe that's what ford learned from when they announced a huge investment for US plants. From what Tim said yesterday expect BIG rollover numbers. It's just a shame with the lack of communication.

 

[Dun4791]

If I get rolled over with no firm production date, I’ll be going Santa Cruz for sure

 

[fordvideoguy]

Good show ,Tim. Did I hear you mention that we should know next month if our unscheduled orders get rolled over?

Yes after July scheduling is over. Probably closer to August 1

 

[Kameron512]

If I get rolled over with no firm production date, I’ll be going Santa Cruz for sure

Do it ,that is exactly what I did, Hyundai seem to be readily available when I went in they had 4 Santa Cruz at MSRP. You won't be disappointed. So much more premium imo

 

[JerseyMike]

Yeah my current lease ends in November. If I don't get a date by August I'm gonna bail too

 

[Landric]

20 Allocations does not bode well for my last possible day order, especially since I have CP360 that I am not willing to give up. Here is hoping something shifts so I can actually get a Maverick this year.

 

[Tbolt]

Do it ,that is exactly what I did, Hyundai seem to be readily available when I went in they had 4 Santa Cruz at MSRP. You won't be disappointed. So much more premium imo

At least you still hang around the Maverick board so you can pimp that ugly Santa Cruz.

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