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Heres my thought. It’s driven by reporting to investors. They report deliveries by quarter and that is an component of stock evaluation. There was no way they were going to get most of them into Q1 deliveries. Thus the 90 day delay is a one quarter delay to Q2. Also this allows for more...

Yes agree not in a hurry. Here are my reasons. It’s revolves amount investor reporting. The chip holds were never going to be able to be delivered for Q1 reporting. Deliveries actually taken do count a lot in stock price price evaluations. Thus ice mountain vehicles were simply moved to Q2. 90...

The production train continues including whatever part we are missing. No surprise to me. After the discussion about stock price and ROI, I think it’s related to the 90 day decision for our broncos. They wanted to maximize deliveries. There was no way we were going to be delivered by Q1. Thus...

I’m a big Tesla investor. I like their engineering, manufacturing, innovation, no advertising, no PR, no stealerships, etc. But it’s funny I don’t want to own one. Yet. Made my Bronco $$ by investing in Tesla 🤣🤣🤣🤣

I did pass that exact sentiment all the way up the ladder. And got a response saying thanks for the note. They know…. not that it made a difference.

Yes the missing module is a big question and it’s stupid to me they can’t communicate that. I also think it is non critical and they can drive. They manage the chips by producing non critical modules last. Why not have the dealer install as others have mentioned. It’s been done before.

It’s a good point but to realize revenues it has to happen like now. It’s only counted in Q1 If their is actual delivery. I do think the install could happen fast if they wanted to commit labor to it. Clearly they have not done that yet.

The electric FJ is barely a concept. No specs no plans and Toyota is last in EVs. Good luck.

True but in the end deliveries have a significant impact on the stock price. We are a small piece for sure but having build vehicles on the balance sheet with no revenue is not good for ROI. For this reason if other difficulties to produce come up I think Ford will complete these. Although...

This is hilarious. 🤣🤣🤣🤣🤣

You can take the order and sell the next day for more. Doesn't. make sense to me.

Me too. Is it true do you think?

Wow mine has a freight number and says pending convoy. That’s news to me as the ford tracker has nada and my last update was chip hold. this seem to indicate I’m shipped. Right? Wow mine has a freight number and says pending convoy. That’s news to me as the ford tracker has nada and my last...

Ok an interesting story for you. I have told @Firefight911 but I’ll tell all now. Right after the chip hold I found an CNBC article about a Ford partnership on chips that had a Ford email contact name (PR person I think). I sent an email and Soon after I got a email response from Mike Levine. He...

Congrats. It’s good to note that the tracker may not update. I think at this point unfortunately the dealer info is going to be our more reliable source.

Yes I created one this week. Haven’t put here yet but see 5/9 thread for the link.

Agree. I wonder why they don’t deliver without THE module. That’s the communication again… which one or more is it? Might tell a lot. There are 10 or so deliveries in our group of 100 equals 10% or more. If that is true for the 1/17 build that’s close to 200 total my dealer reports getting...

OK same issue . Ill have to copy just the data to a new sheet. And then a now link for you.

HERE IS A COPY OF THE SHARE SHEET. Let me know if the permissions are open. IF not I will have to copy the data into a new sheet. update Did not work creating new sheet look for another link below.

I thought so. I did see that but just checking. Thx.