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jpd80

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jpd80 last won the day on May 18

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  1. Trying to give people a chance to peek at the overall proportions without revealing everything Ford is openly excited about it but yes, makes me wonder if they are seeking positive feedback
  2. Absolutely Correct and the reason Maverick is not boring is because it doesn’t look like every other utility on the market
  3. Imagine if everyone with an ICE had to Log into an app first before they could pump gas
  4. It could but the worst mistake Ford could do is disappoint buyers and their expectations Ford is very optimistic with the ranges it sets and people tend to believe the best until they can’t achieve it because of other real world conditions.
  5. And don’t gaslight people into some overly optimistic range value, if the average driver won’t ever get 250 then call it 225 or 210 thinking of cold winters in snow states….
  6. While Ford does not publicly split specific Mach-E sales figures by battery size, buyer preference is heavily split based on usage. Most budget-conscious buyers and urban commuters find the Standard Range entirely sufficient, but buyers seeking road-trip flexibility or maximum performance heavily favor the Extended Range. And this is how it goes because Ford’s mantra has changed to providing the smallest battery it can to save money and maximise profits after abandoning full sized Lightning and its bigger more costly batteries.
  7. This has been coming for years. In the 1990s I used to buy the big servicing book from Ford for my vehicles but by the early 2000s they stopped access to them, had to work for a Ford dealer.
  8. Ford only has to look at what it’s current BEV customers prefer, the larger battery option is popular and no amount of slight of hand can undo the very real issue of buyer range anxiety.
  9. I thought as much but 69k for F Series in May is acceptable result given conditions The sales mix is always very profitable and so long as there are no expensive recalls then the profit will keep coming into Ford.
  10. Yes, Ford has really pumped the brakes on production, is all of that to do with aluminum supply being tight? Or is a fortunate overlap with softer sales and lower inventory (183k)
  11. Thank you for your kind words morgan20, it feels like we have around 50 brands in the Australian market which is why we often see dealer groups with multi brand dealerships, often three or four brands at one dealership yet my local ford dealership is probably one of the few remaining stand alone Ford dealerships. BYD and MG have made big inroads on supplying electrified vehicles and Aussie buyers have responded because they are affordable. BYD is offering 1.88% finance on popular models, Shark 6 sales down in May only because two big deliveries happen this month. Tesla Y now leads the sales race in May probably because a huge shipping delivery dropped at the right time as RAV4 normally holds that spot. Ford gives zero sales info on PHEV Ranger but massive price reductions saw immediate sellout of StormTrak stock going into this month with Ford’s new lower prices for PHEV Rangers are here to stay beyond the end of our end of our Financial Year at 30 June. So yeah, Ford wants those profitable diesel sales but now has a far more affordable PHEV option so prepared to work both sides of the street. Ford clearly asking pickup buyers if they are ready to switch It is a big issue and with BYD now offering Shark 6 Performance trim with bigger 180 Kw 2.0 Turbo, they are gapping Ranger even further so not sure what the next six months holds for us sales wise. Ford AUS has announced Chinese Bronco New Energy will join the range at the end of 2026 but its big, nearly Explorer size and clearly Ford chasing buyers who will pay more for what they like/want
  12. Aussie sales data in for May with surprise Tesla Y on top followed by Ranger, Hilux, Rav4 EV, HEVs and PHEVs all growing significantly in sales, Aussies are switching. A small market, EVs, HEVs and PHEVs make up 46% of Australia’s 106,000 total vehicles last month tells a tale of what happens with high fuel prices.
  13. I don’t think it rises to predatory but definitely going after customers by delivering loads of stock ready to buy. It’s also about legacy brands not moving fast enough with the times and what customers want. I should have more to share on Friday but I do agree with your sentiment, China is out to own the Aussie market
  14. For the most part, that is true and depending on local regulations like Australia has, PHEVs are now becoming the go to for meeting gov regulations and people wanting to escape high gas and diesel prices……in the US maybe not so much in the last four months of Aussie car sales, BYD has gone from 5th to 2nd behind Toyota, so we’re hanging out for May Sales results to see if the Chinese brands keep surging. Should be out Friday but all the legacy brands are getting real worried…
  15. Perhaps it’s the percentage of carryover parts vs all new tophat but I suspect that has something to do with financing approval - Perhaps something like that can be confirmed without betraying NDA re actual changes Thinking how D3 was reused and extended under Mulally, CD6 getting the same treatment…..
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