?

[MattIngram]

Irreverent. That's just accounting for what they ordered to make vehicles, that doesn't mean they have those materials on hand.

Yes my previous post was irreverent but also completely true/relevant as it completely busts the myths shared on this post. I put the time stamps so folks can hear it from Fordvideoguy/Tim. If you said spray in bed liner, maybe but not metal or rubber tires, lol. Obviously not true.

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[Jakb]

I have car salesmen and even a dealer in my family along with multiple friends in the industry and the first thing everyone of them would tell you is to not trust anyone in the car sales business. Your dealer doesn't have an inside scoop, they dont have anything at their fingertips that every other dealer doesn't.

Ford does have commodity restrictions and the Hybrid is on there. That doesn't mean the engine is the problem.

Edit: Also if there is a tire and engine shortage it totally would matter what trim you get, as they differ by those. Unless ALL tires are limited stock, the trims and options would matter.

 

[KenC]

My dealer said if I drop the engine and tires from my order it will get moved up.

 

[MarkG]

don’t dismiss things just because your not intelligent enough to understand it

"You're" or "you are"

 

[James D]

I was talking to my dealer and he looked into why my order was still delayed. He said it took awhile but he found that the problem the factory is having is their shortage of engines and a tire shortage, which will affect everyone regardless of their trim or model.

Before you figure this post is a joke, there really is a magnesium shortage which affects the ability to make engines. Without magnesium, aluminum would be too soft to make engines fyi.

 

[TSAINTS1115]

What we think when anyone spouts facts acquired from a dealer.......................

 

[MattIngram]

Before you figure this post is a joke, there really is a magnesium shortage which affects the ability to make engines. Without magnesium, aluminum would be too soft to make engines fyi.

Well don’t let a little thing like facts stand in the way, right? On the last earnings call Ford’s CFO said:


John Lawler -- Chief Financial Officer

Yeah. So from the magnesium standpoint, when we look at that, you know, we are seeing price pressure on aluminum broadly. You know, we saw that all year, and we probably see a little bit more price pressure due to the magnesium issue. But our sheet metal suppliers, our sheet aluminum suppliers don't purchase magnesium from China for North American production.

So we don't see that having any significant impact or any impact on us. We do see the chip issue continuing to run through '22. As we said, it's very dynamic. Right now, you ask us what we think the sequential increase in supply will be year over year, we think we'll have about 10% more, but that's changing weekly.

So we don't see that having any significant impact or any impact on us. We do see the chip issue continuing to run through '22. As we said, it's very dynamic. Right now, you ask us what we think the sequential increase in supply will be year over year, we think we'll have about 10% more, but that's changing weekly.

And we're doing everything we can to get our hands on as many chips as we can. But we do see that running through 2022. It could extend into 2023, although we do anticipate the scope and severity of that to reduce as we move through '22 into '23.

link to the last Earnings transcript:
https://www.fool.com/amp/earnings/c...0/28/ford-f-q3-2021-earnings-call-transcript/

 

[Sliphorn]

View attachment 23549

..
TAKING?
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[mamboman777]

..
TAKING?
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FIXED!

 

[Sliphorn]

FIXED!

..
Know weigh!!
..

 

[RevBo]

Yeah I picked that up. I’m not worried. In real life, I’m probably considered overeducated. And still, not smartest person in the room but smart enough to hire them. To each their own. No problems with our northern, or southern neighbors and wish the OP all the best making decisions with rumors. I have enough experience to know better. I didn’t come by my sunny disposition naturally. It took years to evolve into the skeptic that i am, lol.

“In the absence of facts.... we tell ourselves stories.”
Noah Hawley

“Never argue with an idiot. They will drag you down to their level and beat you with experience.” Mark Twain, although there’s some dispute as to the quote’s origin.

LOL! "A bulldog can whup a skunk, but some fights just ain't worth it!'

 

[James D]

Well don’t let a little thing like facts stand in the way, right? On the last earnings call Ford’s CFO said:


John Lawler -- Chief Financial Officer

Yeah. So from the magnesium standpoint, when we look at that, you know, we are seeing price pressure on aluminum broadly. You know, we saw that all year, and we probably see a little bit more price pressure due to the magnesium issue. But our sheet metal suppliers, our sheet aluminum suppliers don't purchase magnesium from China for North American production.

So we don't see that having any significant impact or any impact on us. We do see the chip issue continuing to run through '22. As we said, it's very dynamic. Right now, you ask us what we think the sequential increase in supply will be year over year, we think we'll have about 10% more, but that's changing weekly.

So we don't see that having any significant impact or any impact on us. We do see the chip issue continuing to run through '22. As we said, it's very dynamic. Right now, you ask us what we think the sequential increase in supply will be year over year, we think we'll have about 10% more, but that's changing weekly.

And we're doing everything we can to get our hands on as many chips as we can. But we do see that running through 2022. It could extend into 2023, although we do anticipate the scope and severity of that to reduce as we move through '22 into '23.

link to the last Earnings transcript:
https://www.fool.com/amp/earnings/c...0/28/ford-f-q3-2021-earnings-call-transcript/

Of course Ford will try to minimize any supply chain issues so they don't tank their stock. The magnesium shortage has to affect all car manufacturers because most magnesium comes from China. Less availability from China means less availability overall.

This reminds me that our gov tries to not create panic by saying inflation is transitory (temporary). Then we get hit with the biggest increase in 40 yrs with Nov inflation at a 6.8% clip. Yeouch!

 

[MattIngram]

Of course Ford will try to minimize any supply chain issues so they don't tank their stock. The magnesium shortage has to affect all car manufacturers because most magnesium comes from China. Less availability from China means less availability overall.

This reminds me that our gov tries to not create panic by saying inflation is transitory (temporary). Then we get hit with the biggest increase in 40 yrs with Nov inflation at a 6.8% clip. Yeouch!

Okay, I will let you go back to folding up your tin foil hat. For everyone else in the real world, material statements by a senior officer of a publicly traded company are vetted by legal and nobody at that level would jeopardize their career. Thats why Elon Musk was sued by the SEC over a tweet saying he was taking the company private and now has to pre-clear twitter posts. No Magnesium shortages do not have to effect all vehicle manufacturers, when it’s pretty clear it only impacts those that purchase from China. Inflation is an issue but not for the reasons suggested, rather MSRP’s will likely be going up in MY2023. And higher prices cause lower demand, which helps manufacturers achieve equilibrium.

Guess the conspiracy nuts haven’t heard about US Magnesium the largest producer of Magensium in North America:

https://usmagnesium.com/

 

[TSAINTS1115]

Okay, I will let you go back to folding up your tin foil hat. For everyone else in the real world, material statements by a senior officer of a publicly traded company are vetted by legal and nobody at that level would jeopardize their career. Thats why Elon Musk was sued by the SEC over a tweet saying he was taking the company private and now has to pre-clear twitter posts. No Magnesium shortages do not have to effect all vehicle manufacturers, when it’s pretty clear it only impacts those that purchase from China. Inflation is an issue but not for the reasons suggested, rather MSRP’s will likely be going up in MY2023. And higher prices cause lower demand, which helps manufacturers achieve equilibrium.

Tin foil shortage too.

 

[DryHeat]

Tin foil shortage too.

And I think this forum has made it worse...

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