Long McArthur 794 MY23 Orders from Episode 58 & 59 Live Stream, 132 XL, 449 XLT, 213 Lariat with 68.6% of them Hybrids !!!

tdonch

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The issue is that "how modern manufacturing works" has left us with a 4 day window to order a truck that might be built within a year. The reason modern manufacturing IS modern is because it replaced, incrementaly, older styles in various parts of the vast system. It got modern because it was modernized. That is not a one and done thing. It is a constant improvement. I am suggesting ideas. The winds of change once blew us to here, the now. Now they are blowing us somewhere else.

Tides go back and forth, trends go back and forth, science goes back and forth. Maybe, and this is just a idea not a decree, manufacturing processes can go back and forth too. If a company cant get something, that is required for it to make money, then it should think about making the thing that they need or atleast getting more involved with the people that do make it.

Im throwing ideas into the endless void of cyberspace. What is it that every one who is refusing my ideas tossing in? Other ideas or just rebuttals?
Your right the tide is shifting. The ideal of Globalism has failed. The supply chains are broke. Just-in-time manufacturing with sourcing from distant lands and/or companies not aligned to your business or interest with too many points of failure between you and your plants or customers is coming home to roost.

 

LSchicago

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LSchicago

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This is all very entertaining. It’s a shit show wrapped in a cluster fuck with who the hells knows sprinkled all over it. The next 14 to 24 months are going to be a blast.

Remember. Ford has already said they are NOT rolling any unbuilt 23s to 24s and that is likely where a ton of hybrid orders are going to end up.
Maybe, just maybe Ford watched the numbers carefully and stopped orders before the max Hybrid numbers were reached so there would be NO ROLLOVERS needed? Ford did say they were going to fix all the problems they were having in 2022. I'm remaining positive that my Saturday Hybrid order will be built.
 

LSchicago

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Time to start building parts Ford. On all the 60s and 70s Fords Ive owned damn near every part outside of nuts and bolts had a Ford logo on it. Sure a bunch were suppliers with a stamp, but alot were made by Ford. Bring more stuff in house. Hire more skilled and trainable people.
Materials are an issue too.
 


Syntax Error

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Tim said in the Facebook live stream just now that the grand total of orders for MY2023 Mavericks at LM is 795.
 

LSchicago

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Right, there will always be some type of supply chain to contend with. Even skilled labor can be a constraint.
Yes, many businesses by me can't find basic help at $15-20 an hour.
 

Impetus19

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Tim said in the Facebook live stream just now that the grand total of orders for MY2023 Mavericks at LM is 795.
So that is 59% percent more then they had in 2022? how many 2022 orders were there in total 120,000? Extrapolated that is 190k for MY23


For the record i am finding that hard to believe.
 

csuh13

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That’s not how modern manufacturering works. Nothing complex in your home is single sourced.

every sub-supplier specializes in the components they make and are the best price by far.

there are likely thousands of unique components that go into a Maverick and sub-suppliers provide the majority of them. Ford cannot afford to do it themselves without making each truck far more expensive. Even if they had the time to start building in house Ford would end up with over priced vehicles that no one would buy.
I don't know. It's working out pretty good for Tesla. They make a huge percentage of their parts in house (they even have a seat factory) and that is probably a pretty big reason they are building 1800 cars per day in their California plant right now.
 

Impetus19

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I don't know. It's working out pretty good for Tesla. They make a huge percentage of their parts in house (they even have a seat factory) and that is probably a pretty big reason they are building 1800 cars per day in their California plant right now.
True, but to be fair, the cheapest tesla is $47k
 

The Weatherman

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Just watched Tim's Episode 58 Live Stream.

He mentioned that they had 768 orders already at the time of the Live Stream.



So 768 total orders so far (more will be entered tomorrow) and the breakdown is such:

131 XL's or 17.1%
431 XLT's or 56.1%
206 Lariat's or 26.8%

Earlier in the stream he mentioned that 80% of the 500 orders submitted at that time were Hybrids. :oops:

That far exceeds the 35% that is on the Ford Constraints list.

Here is where he mentions the 80%



Also Tim mentioned that he expects that they will have sold 500 MY22 Mavericks and because of that they will receive the same amount of allocations for MY23 as sold MY22 so that would mean only 500 of the 774 orders could be filled in the next 12 months.

If that is true there will again be a lot of unhappy customers not receiving their Mavericks.

@fordvideoguy : Tim if the above information has errors please post them and I will correct this page.

Edit: 9/21 @6:53 PM to correct some math and have the videos queued
May want to update your thread’s title. Tim just updated the total number to 795 total and the 80% stayed the same.
 
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huunvubu

huunvubu

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May want to update your thread’s title. Tim just updated the total number to 795 total and the 80% stayed the same.
So the 80% of those 795 orders are Hybrids. W O W :oops:

Did he give the breakdown on how many XL's, XLT's and Lariat's?

@fordvideoguy can you provide the above breakdown
 

Vols44

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So the 80% of those 795 orders are Hybrids. W O W :oops:

Did he give the breakdown on how many XL's, XLT's and Lariat's?

@fordvideoguy can you provide the above breakdown
Let's give LM until the Live Stream on 10-4. The COVP's will be done by then and we don't know how many orders will be approved.

I know Ford's PEP code splits for XL/XLT/Lariat are 15/59/26. I see a lot of priority 10 orders moving to 2 on 9-27. LM will know how many allocations they'll have for job #1 of MY23 by 10-15.
 

Bad Actor

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So the 80% of those 795 orders are Hybrids. W O W :oops:

Did he give the breakdown on how many XL's, XLT's and Lariat's?

@fordvideoguy can you provide the above breakdown
Tim gave the totals for each trim in the video. Not sure what the percentages were for XLT and Lariat, but the XL's were at roughly 17 percent by my calculation.
 

The Weatherman

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So the 80% of those 795 orders are Hybrids. W O W :oops:

Did he give the breakdown on how many XL's, XLT's and Lariat's?

@fordvideoguy can you provide the above breakdown
No sorry he did not. He just updated everyone on how many total MY23 orders they had posted.

 

 
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