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Ford: Going to 50$ in a Green Dildo shaped recovery!

^(I’m not a financial advisor, nor am I giving any financial advise. This is an entertainment/comedy-nonfactual post. I’m a retard posting on WSB with a bias due to having a very large position of my portfolio in $F. So, Don’t act on anything posted in here and proceed on your own risk…)

**1- Ford’s secret weapon unleashed:**

For the last **44 consecutive years**, the F-150 has been Americas **best selling Truck**. In 2019, the Ford F-Series was **second only to the Apple iPhone**, which raked in **$55 billion**, in terms of **total revenue** generated. The F-Series **generated more revenue than the NFL, MLB, NBA, and the NHL combined**, Just something to think about.

On May 19, Ford has unveiled its EV F-150 after Biden had driven it a week prior. The EV’s features are mind blowing exceeding all expectations (Watch MKBHD review or Fords 5 min ad video). It has all the features crucial for it’s **target buyers** (Construction workers, Farmers, Free-lance delivery drivers, Basically hardworking Blue-collar Americans…) and it’s **a Truck which actually looks like a Truck.** “Ford knows what pickup owners want,” IHS Markit senior analyst Stephanie Brinley said. More importantly, it’s an F-150 first, an EV second, Ford didn’t abandon the F-150 core design which has been successful for 44 consecutive years.

The reservation now have exceeded 120,000 since it’s debut. An important point the CEO mentioned on the call was that **about 75%, or 90,000, are new to Ford, according to the company!** If anything, this indicates that Ford is the runner up for Tesla in the EV competition. almost every car manufacturer can make an EV, but only a few (I can count on one hand) can supply enough cars to keep up with demand with superb price and quality.

Now Ford’s EVs are targeting middle class value buyers (High quality, cheap EVs to compete with TESLA and they are destroying Tesla for the past 4 months with sales, more on this on #5). The F-150 starts at $32,500 after Federal tax credit!! Cheaper than any of **”Potential(because they don’t exist yet)”** competitors with superior car features.

It’s relevant to mention that Ford’s EV sales (counting electric vehicles and hybrids) increased 177% during June, capping off 56,570 units sold so far in 2021.

**As Ford promised, F-150 Lightning will deliver more features, and cost less…**

^(Don’t forget about potential upcoming Ford SUVs, and a Bronco EV which might be announced this year.)

**2- Ford Rivian Partnership:**

Ford-Backed EV Automaker Rivian is planning to IPO as soon as September. It’s looking for a valuation of 70Billion which is valued more than Ford Right now 😂(Ford is 55.64B at 14.18$). Ford has initially invested 500$ million in Rivian, but it added much more of an undisclosed amount with **the most recent news being 902$million in Q1 of 2021.**

**On Jul 23, it was announced that Rivian closed a $2.5 billion funding round,** led by existing investors **Ford**, Amazon and T. Prior to it, they announced plans to open a second manufacturing plant and U.S States started submitting bids on it.

Farley is quick to say Ford did not invest in the Michigan startup to make money in the stock market. **As more companies continue to invest in Rivian, Ford benefits from the increased value of its shares,** “but that’s not why we invested,” Farley said in an interview with MotorTrend.

Farley with his 3D chess moves is probably investing in it to make a move to dominate the EV-SUV market too **with a Lincoln or Explorer-Rivian car**. He understands that **the first move is the most important one in the EV Game,** and with the Mach-E and F-150, Ford executed it’s moves perfectly! Farley wants to take as much of the market share as possible with low prices, high quality, while maintaining the demand(something which Tesla still isn’t able to). Ford can do that due to their international factories and cheap oversees labor mentioned in Part 1.3

​

**3- Bronco capturing Buyers of other brands:**

Prior to the release of the Bronco, it had 190,000 reservations. **66% of the reservations were converted to sales!** Additionally, Farley mentioned in the earnings call that 70% of the 125,000 orders it has are customers of other brands.

According to Ford, dealers are keeping Broncos on the lot for an average of **15 days!,** with a big chunk of of the buyers coming from jeep. People are killing to get their hands on one. just go on Ebay and see for yourself. Bronco first Edition is going for 6 figures with the buy now being approx 150K$.

I would understand PS5 scalpers, but that happening with Cars, I never would’ve imagined. This shows how the demand of this car is insane and why Ford raised it’s 2021 Revenue expectation from $3.5 billion, to between $9-$10 billion and they’ll probably raise it again in the next quarter.

​

**4- Ford’s Governmental Fleet 3D chess Strategy:**

“Ford clearly has business and government fleets in mind,” Autotrader executive analyst Michelle Krebs said.

Ford revealed details of a less powerful version of its upcoming 2022 F-150 Lightning electric pickup for business and government fleets on Monday. Called the Lightning Pro, it’s equipped with a standard battery that’s good for an estimated 230 miles and costs $39,974, which is the base price for retail F-150 Lightnings.

Ford’s vision to lead the EV market has a “no-brainer” component Elon Musk lacks: Targeting business and government fleet customers with new battery-powered trucks and vans. Ford’s focus on converting Gas fleet buyers to electric models builds on the company’s existing strengths and takes advantage of an opportunity created by Federal tax cuts. They know that they are already the best with no competitors when it comes to the quality or price of the F-150. They will literally destroy their competitors with this approach.

# 5- Valuation and Price target

Yes, I’m crazy, but hear me out. It’s obvious what argument I’m going to bring up next(Tesla valuation), but it’s not only about that and I’ll expand more about what I mean to convey.

$Ticker – Market Cap – TTM Revenue MM – TTM EBITDA MM – Revenue Multiple – Ebitda Multiple

(Numbers referenced from -/JeffAmazon- outdated)

TSLA – $679.7B – $31.54B – $4.27B – 21.1X – 202X

NIO – $77.35B – $12B – ($7B) – 7.6X – (NaN)

GM – $74B – $116B – $18B – 0.7X – 4.3X

F – $47.17B – $127.14B – $10B – 0.3X – 4.4X

**(Important part starts here)**

As you can see, this is crazy and retarded at the same time… Take any of the stocks above and compare it to $F, it’ll always come out undervalued relatively speaking. For the people who are trying to justify these bs valuations, don’t lie to yourselves. Your business degree doesn’t work in this market meta. **These highly speculative valuations are built on retail investor hype and young buyers who justify very risky valuations. In meme stocks, retail investors are the market makers and they decide what valuations stocks deserve.** $F is superior in most financial metrics compared to the EV meme stocks(imo), yet it’s still at the bottom of the valuation list compared to them.

If you are new to WSB, **$TSLA and $AMD were among our first great plays in here**, before $GME. We used to yolo deep OTM calls on $TSLA when the Press(mainly CNBC), analysts on social media, and boomers were all short $TSLA. When $TSLA was 350$(presplit), people on here were buying 1000$(Pre-split) calls!!! When it reached $1000$(pre-split) some yoloers in here bought 3000$ calls. We were the original adopters of $TSLA and we rose it to what it is today. Still not convinced? put a side by side chart comparison between $TSLA and $GME and see how the volume and price action was affected during each event. It’s mind boggling.

At that valuation(110$), it won’t even be 50% of Tesla’s 52-week high valuation. It’s a highly speculative valuation, but I don’t see Ford being inferior to the other EV stocks. Don’t even get me started on Chinese BS EV stocks with insane valuations and weak deliveries… Why raise fat foreign Chinese babies(Nio, XPENG, etc..)(metaphorically speaking) when Americans can literally raise a malnourished All American baby $F **🇺🇸 🦅**.

**Ford is ready to dominate the EV market and it’s just starting!**

[$F Forecast illustrated with Crayons](https://preview.redd.it/4733k5nepjf71.png?width=786&format=png&auto=webp&s=e263777020da87805e4761e2924dcb7ac69cad20)

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42 Comments

  1. Tesla isn’t hyped because it makes electric cars, it’s hyped because wallstreet wants a US automaker that doesn’t fuck with unions whatsoever. They don’t want to help the big 3 subsidize boomers’ retirements for the next 20 years. They want a Walmart/Amazon that builds cars and doesn’t give a shit about labor.

  2. I’m on my 2nd f-150, just passed 100k on it the other day actually. I also have an extended tank on this one too, so my range is 700ish miles before needing to fill up. I can’t see markets like Texas and Oklahoma converting en masse to an electric f-150. The range on these things while towing is going to be catastrophically bad. I’m sure the urbanites who drive them as if they were luxury vehicles will have no problem adopting but that market isn’t what ford might think it is.

  3. alright, maybe even you can understand this: Ford won’t produce its own batteries, they make up more than 30% of an EV’s purchasing price, and just like all the other legacy automakers they have to cut their prices to incredibly low or even negative margins on EV’s to compete with Tesla. Now why again should they be valued higher now that they’re entering the EV market?

  4. You left out that $F is likely to target the power business ala “powerwall”. the F-150 Lighting is the first step to opening that door.

    They’ll also probably buy their way into some outside IP to get Blue Cruise almost as comparable with FSD or at least good enough for the typical urbanite.

  5. So instead you would have 800 miles of range at the cost of two gallon for 12 hours of running and what electricity you put in instead of like the normal 3 hundred Mile 400 mi range
    The efficiency would be overall way better because it basically giving you 200 miles per gallon extra on top of the battery that you already have

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