I'm thinking they want to liquidate their $RIVN stock to finance the need to completely retool for EVs. #Ford$F can't easily finance that activity from retail profits anymore, since the ICE lineups will not see good profits. They'll see plenty of losses, though.
Ford's longtime bread and butter lineup of ICE F150's is having the rug pulled out from under it....every Lightning Ford sells is just one less ICE F150 that they could have sold.
Don't get me wrong....that's a good thing, IMO. But I think F150 sales are going to take a massive Mike Tyson-sized right hook to the jaw.
I expect that writing off their ICE product lines, in conjunction with the loss of their ICE lineups, will limit their EV capacity expansion and probably will break this company unless they get a massive cash injection from the Feds.
I agree that graphite is the new gold. The demand for graphite will exceed the supply in two years. There are over 225 battery factories under construction globally.
What's your take on $NMG (Nouveau Monde Graphite) though? I heard on StockTwits they may be partnering with a major auto manufacturer like %TSLA, $GM or $F soon.
Almost bought some $F a couple months ago. $NIO got hit, I’m a holder there. Only good news is this shortage will slow everybody down who wants to get into EV.
#Ford and all other car markers won't be doing well for the foreseeable future. No one is looking to buy a car now and won't for the duration of the pandemic. Everyone should have already shorted $F
Why Is Ford Terminating Its Joint EV Development Plan With Rivian?
I'm thinking they want to liquidate their $RIVN stock to finance the need to completely retool for EVs. #Ford $F can't easily finance that activity from retail profits anymore, since the ICE lineups will not see good profits. They'll see plenty of losses, though.
Ford's longtime bread and butter lineup of ICE F150's is having the rug pulled out from under it....every Lightning Ford sells is just one less ICE F150 that they could have sold.
Don't get me wrong....that's a good thing, IMO. But I think F150 sales are going to take a massive Mike Tyson-sized right hook to the jaw.
I expect that writing off their ICE product lines, in conjunction with the loss of their ICE lineups, will limit their EV capacity expansion and probably will break this company unless they get a massive cash injection from the Feds.
DISCLAIMER: TSLA and EV bull. GM/Ford bear.
The Top Four Fractional Shares To Start Building Wealth Today
I agree that graphite is the new gold. The demand for graphite will exceed the supply in two years. There are over 225 battery factories under construction globally.
What's your take on $NMG (Nouveau Monde Graphite) though? I heard on StockTwits they may be partnering with a major auto manufacturer like %TSLA, $GM or $F soon.
After Ford's Semi Shortage Meltdown, Morgan Stanley Says Industry Won't Recover Until "Well Into 2022"
Almost bought some $F a couple months ago. $NIO got hit, I’m a holder there. Only good news is this shortage will slow everybody down who wants to get into EV.
Volkswagen Vs. Ford: Which Auto Manufacturer Is A Better Buy?
I like the new mustang tho i saw it in Michigan didn't know they already came out with the electric stang. $F
Ford Motor Falls After Q1 Earnings Miss
#Ford and all other car markers won't be doing well for the foreseeable future. No one is looking to buy a car now and won't for the duration of the pandemic. Everyone should have already shorted $F
Daimler: Discounted Auto Stock with a 5% Dividend Yield
$GM and $F are going to suffer huge losses if #Trump continues to take #China on as an adversary! Let's not forget #Mexico either!