Thoughts on Ford at $11.xx?

I am up right now personally. I bought it for the DIV then they yanked that. Will be looking to sell once my lots hit 1 year so I can move to other players.

I'm in at $9.04. I bought hoping for big things from their EV Mustang, which by many accounts is really competitive with Tesla, and their streamlined lineup. Hoping it can get back to the $13 range.

Calls on F are usually super cheap, even when they're close and already in the money. I made a nice little return last week buying $10.50 calls and then it ran to $12

I bought some at around $10 several years ago. Probably the 2nd or 3rd worst stock buy I’ve ever made.

F up ~3% after hours on earnings that fell just short of forecast. Apparently up because people think they're on the right track in areas live EV. This chip shortage I keep hearing about will affect them as well though.

quote:

---

Pitch me a F thesis, because I don't really see it

---

I’m in on F for 2000 @5.93 and I don’t plan on considering selling for quite some time as I’m very bullish on this one.

Ford has a substantial investment in Rivian which has already increased in value by $900 million since inception. Rivian has plans to IPO for $50 billion which would push the value of Ford’s investment to around $6 billion. I’m speculating here but I think Rivian may ultimately IPO around $150 billion based on the attention it will garner.

Ford has begun production and has real-world sales of its electric mustang which is getting great reviews by current Tesla owners and there’s excitement among electric car enthusiasts. There is also tax incentives to make the switch too from Tesla as many Tesla owners no longer qualify for a tax credit by purchasing another Tesla.

Ford has been releasing exciting vehicles and creating a buzz, this one may take off once it hits its 5 year high around $14, hope so anyway.

Ford is not cool enough for Apple. Brand mismatch. I wouldn’t put any money into an American automaker at this point. They are drinking the EV koolaid which is just asinine. Where are you going to get electricity for a million EVs when you haven’t built a new power plant in 25 years in most of the country? Where will all the materials come from for all the required lithium batteries? None of the numbers logically work for this huge transformation to EVs in the next 10 years. Plus if we really figure out self-driving tech you’ll take half the cars off the road because your car becomes an Uber while you are at work or not using it making it cheap and convenient for most people not to own a car. None of this is good for GM or Ford.

For every car Tesla sells, Ford sells 4.
Right now ford is worth $45 billion and Tesla is worth 17 times that amount at $783 billion.

When Ford is able to fill their existing revenue streams with EV cars, trucks, and vans they’ll still be outselling Tesla and the market cap gap will close.
This is why I’m really bullish on Ford, its not because I like the brand. The truth is I’ve never even owned a Ford.

Add the market share the new Bronco will take from Jeep and it only creates more momentum.

The bid isn't expected to go 100% to one bidder