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pan-y-cerveza

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I wonder if 150,000 isn't Ford's estimated order conversion as well. May still be 230,000 reservations and Ford is estimating 150,000 turn into orders.
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BroncoFanBoy

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Maybe the 230k was based on total reservation numbers assigned and 150k is how many reservations still exist(not already cancelled)?
 

jim_gorski

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On the call the exact wording was that 150k customers placed a reservation. I wonder if 150k is the number of unique billing addresses / ford accounts that placed atleast 1 reservation and the 230k number is the total reservations. I highly doubt that many people have 2 reservations though.
 

mkennedy009

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Im not sure where I read this but.. 230.000 orders less 50% (i also ordered two) =115.000 units ordered at 1200 per day = 95 days of production. However in the big picture we have a long way to go until production starts. Sooo how many more orders will there be
19 weeks to complete the first reservations is not bad. Even if they start full production March 1st they would be done by the end of June. Then continue until it is time to retool, I think is the first few weeks of July. Production on the 2022 starts August.

We are good. I can see my Bronco being built now...
 

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WildTrak

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At 150K, I still think that transforms to less than 75K orders.

I had Zero intention of reserving two until the infamous website fiasco... and if I thought of it as a way to protect myself so did most of the other people. And because of the continued poor way in which its being handled, most of us are still hanging onto those two.

You combine that with how much time still has to pass before we order and how life changes, needs change. Budgets become the driving factor.

Just so many things that will drive that number down from the 150K.

Don't get me wrong, I still think 150K is super impressive for something no one really knew much about before 7/13. I personally, saw the reveal and my doubt was erased.

Kudos to Ford and especially the team that worked on the Bronco. I still just wish that corporate would dedicate some serious resources to tightening up their act from here on out.

Plus the lower number gives more hope to people who reserved late, and those who haven't reserved at all. I am honestly happy for them. No one wants to wait for calendar year 2022 to get their Bronco.
 

Bronc-O

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probably at the dealer level - as in each dealer will get an allocation - then they choose who on their list gets it first.
MAYBE they choose biased on spec - let the people with the most expensive spec go to the top of the line.....
Or based on customer loyalty or someone willing to take ADM.
 

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150k maybe after factoring out double reservations and dealer employee reservations? Lol
 

Bronc-O

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On the earnings call they just said they had over 150k customers reserve one.
That's quite a change. I've seen a few articles online proclaiming 230k and quoting a Ford source. Perhaps Ford realized throwing a huge number like that out there will discourage a lot of people from reserving instead of building hype? At least at 150k, people may think there's still hope.
 

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I wonder if 150,000 isn't Ford's estimated order conversion as well. May still be 230,000 reservations and Ford is estimating 150,000 turn into orders.
Ford certainly has computer programs capable of gathering this info and breaking it down to pretty much anything they need. You've got to figure they service millions of accounts every month, so something like finding the number of reservations and how many are placed on each account should be very simple.
 

Haulin455

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I’m guessing it was 230K total reservations (active + cancelled) and it’s 150K active reservations after factoring all the cancelled ones thus far.
 

ChapEJF

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Here is how I expect it to go. There will be a window of days in which we have to place our order in December. Once that is ended then Ford will assess the orders/reservations, determine their build cycle and then send a projected timeline to customers and dealers. I expect that they will arrange it as close as possible to the reservation sequence. That would fulfill their promise regarding reservations and take the power of order sequencing out of the hands of the dealers. Now, that is what I hope and pray and dream will happen. I am a man of faith by the way!
 

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On the call the exact wording was that 150k customers placed a reservation. I wonder if 150k is the number of unique billing addresses / ford accounts that placed atleast 1 reservation and the 230k number is the total reservations. I highly doubt that many people have 2 reservations though.
I agree with all of this. Very unlikely that Ford would share a number with analysts that includes duplicate within same household. In fact, I think there is almost no way they would do that, it’s clearly misleading. But duplicate orders can’t explain 80,000 difference.
 
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BroncBro

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That's quite a change. I've seen a few articles online proclaiming 230k and quoting a Ford source. Perhaps Ford realized throwing a huge number like that out there will discourage a lot of people from reserving instead of building hype? At least at 150k, people may think there's still hope.
Those article numbers originated from here
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