jpd80 Posted November 16, 2018 Share Posted November 16, 2018 (edited) We go through this every year, "why won't Ford tell us all its plans" Hackett and his team are hopeless at communicating to the public, they need to be doing something between the empty crap they are saying now and full disclosure which could potentially hurt them commercially. What Ford needs is a story teller, someone that can take investors and analysts on a journey of how Ford is making changes. This, more than anything is where Ford is failing to communicate to investors and analysts. They don't need every last detail, they just need the broad brushed bones of the plan repeated over and over so they can connect the dots themselves. That way, Ford wouldn't be giving competitors anything more than they know or suspect now. Edited November 16, 2018 by jpd80 Quote Link to comment Share on other sites More sharing options...
akirby Posted November 16, 2018 Share Posted November 16, 2018 5 hours ago, rmc523 said: Well with nothing but talk of "fitness" and cutting costs everywhere from management, I'm not surprised. You’re right. They’ve never mentioned hybrid vehicles across the board, AVs and Transportation as a Service, Hybrid F150 and Mustang, Mach 1 BEV, Aviator/New Explorer/new cd6 platform. Platform consolidations with new hybrid capable platforms. Bronco and Baby Bronco. Nope. Not a peep. ?♂️ 1 Quote Link to comment Share on other sites More sharing options...
rperez817 Posted November 16, 2018 Share Posted November 16, 2018 (edited) 42 minutes ago, akirby said: You’re right. They’ve never mentioned hybrid vehicles across the board, AVs and Transportation as a Service, Hybrid F150 and Mustang, Mach 1 BEV, Aviator/New Explorer/new cd6 platform. Platform consolidations with new hybrid capable platforms. Bronco and Baby Bronco. Nope. Not a peep. ?♂️ ? Joking aside, Ford has done a good job talking about all that IMO. And about the "fitness" initiatives too. But as I mentioned earlier, tangible results of those things will take time. I think investors and analysts are upset at the pace. They've dealt with years of under-performance by Ford, so it's understandable. Edited November 16, 2018 by rperez817 Quote Link to comment Share on other sites More sharing options...
Harley Lover Posted November 16, 2018 Share Posted November 16, 2018 At this point, the stock performance can't be much worse, so why even go to these 'events'? The attendees seem to have already made up their mind, and Ford management aren't telling them what they want to hear. So why bother? 1 Quote Link to comment Share on other sites More sharing options...
itguy09 Posted November 16, 2018 Share Posted November 16, 2018 I still don't get why people care about the Analysts. Ford is more of a family company than a true public company. 3 Board members are Ford family members, The Class B stock (Ford Family) gets 40% voting power, etc. They will do what is in their best interests and basically can set the direction of the company. Us shareholders are just along for the ride. They are starting to do the right things - the new product is well received, the new ads are great, and hopefully quality will stay up and they won't lose the focus on product. Quote Link to comment Share on other sites More sharing options...
Gurgeh Posted November 16, 2018 Share Posted November 16, 2018 4 hours ago, mackinaw said: Prestige brands may buck the trend. Chinese buyers are just like everybody else, many would rather be in a Mercedes (for example) than a locally produced brand. I think you are right. But will they want to buy a Lincoln? Quote Link to comment Share on other sites More sharing options...
jpd80 Posted November 16, 2018 Share Posted November 16, 2018 (edited) 2 hours ago, akirby said: You’re right. They’ve never mentioned hybrid vehicles across the board, AVs and Transportation as a Service, Hybrid F150 and Mustang, Mach 1 BEV, Aviator/New Explorer/new cd6 platform. Platform consolidations with new hybrid capable platforms. Bronco and Baby Bronco. Nope. Not a peep. ?♂️ What they don't do is keep talking about them as their ongoing strategy, it would have been a perfect opportunity to tell investors that they are expanding that winning formula to Europe and the rest of the world, maybe something different for South American market sure but there's more that could be said without giving the game away. Mulally would sing the same song over but strangely, it was enough to keep the press and investors at bay. What they are missing is someone with a bit of charisma who can spin it all as a great story... Edited November 16, 2018 by jpd80 Quote Link to comment Share on other sites More sharing options...
Bob Rosadini Posted November 18, 2018 Share Posted November 18, 2018 On 11/16/2018 at 6:22 PM, jpd80 said: What they don't do is keep talking about them as their ongoing strategy, it would have been a perfect opportunity to tell investors that they are expanding that winning formula to Europe and the rest of the world, maybe something different for South American market sure but there's more that could be said without giving the game away. Mulally would sing the same song over but strangely, it was enough to keep the press and investors at bay. What they are missing is someone with a bit of charisma who can spin it all as a great story... Is it fair to say Mulally was not a "cerebral thinker" who spouted buzz words? Rather he was practicing engineer with a track record in industry who I do believe did not require a translator to advise his direct reports just what he was trying to convey. At least I believe that has been reported as a factual matter?? And let's face it- as we approach his second year, that is the rep Hackett has. As they say.."all hat and no cattle". 2 Quote Link to comment Share on other sites More sharing options...
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