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Sdgolfer

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SmokingtheMeats

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I just don't understand that math. If Ford builds 80,000 for reservations this year (150,000 rate by end of 23 with unknown going to fleet) that should put them at 50% filled assuming a 90% conversion rate. Under that poor math and logic a dealer with 500 reservations should have definitely filled more than 35 total. I want my lighting but at this point the longer i wait the better lol, We just got the wife a 2011 Mustang GT (5th mustangs a charm???) so i kinda want that sorted out and paid off first.
That conversion rate is a bit high per my dealer. They had 9 people cancel their reservations. We don’t what that number across the country. I’m also curious how many people don’t take the truck, and would guess it’s closer to 75% conversion at best
 

lancersrock

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That conversion rate is a bit high per my dealer. They had 9 people cancel their reservations. We don’t what that number across the country. I’m also curious how many people don’t take the truck, and would guess it’s closer to 75% conversion at best
I was aiming high just to show how weird it is that theres dealerships talking about filling 7% of their orders when Ford as a whole should get over 50% (hopefully better) by end of MY23. I was 17th (150ish total) at my dealer and i know I'm now up to 14th and i reserved right after the presentation ended.
 

RickLightning

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I just don't understand that math. If Ford builds 80,000 for reservations this year (150,000 rate by end of 23 with unknown going to fleet) that should put them at 50% filled assuming a 90% conversion rate. Under that poor math and logic a dealer with 500 reservations should have definitely filled more than 35 total. I want my lighting but at this point the longer i wait the better lol, We just got the wife a 2011 Mustang GT (5th mustangs a charm???) so i kinda want that sorted out and paid off first.
Run rate of 150,000 is by mid 2023, not end.

I expect Ford will make about 90-120,000 2023s.
 

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RDeFran

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lancersrock

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Run rate of 150,000 is by mid 2023, not end.

I expect Ford will make about 90-120,000 2023s.
How many fleet buyers do you think they have though? Is that going to impact us by a little or a lot?
 

Jimbo11

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If the banks open up tomorrow, shouldn’t we be able to build the MY23 first to see the new prices, options, colors, etc.? I remember betting able to mess with the builder prior to the order banks opening. That’s when we learned it would cost $20K to get an extended battery with an XLT.
 
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I just don't understand that math. If Ford builds 80,000 for reservations this year (150,000 rate by end of 23 with unknown going to fleet) that should put them at 50% filled assuming a 90% conversion rate. Under that poor math and logic a dealer with 500 reservations should have definitely filled more than 35 total. I want my lighting but at this point the longer i wait the better lol, We just got the wife a 2011 Mustang GT (5th mustangs a charm???) so i kinda want that sorted out and paid off first.
Yeah, I feel really lucky. It’s a great truck, but they really blew it unless they figure out some way to really ramp up production ahead of 2023.
 

GDN

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There has to be some serious magic for them to build anywhere close to the number they predicted. I estimated it wouldn't be more than double this year. Maybe they have the factory, but They don't have the supply chain. If they have to keep pulling half the trucks to the side to rework and add parts that come late they'll just keep stumbling all year. I predict no more than 40K for '23.
 

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Jimbo11

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I read somewhere about ford purposely delaying shipments to extend the tax credit for the rest of this year. As I understand it, if 200K vehicles is reached in a quarter, you have the rest of the quarter to qualify even though you go over 200K vehicles. If that’s the case, and if September is the start of the last quarter, we may see the flood gates open for deliveries and orders! Here’s hoping at least! Wonder if they’re only making a few Pro’s and XLT’s 🤔
 

monsterlag

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I just don't understand that math. If Ford builds 80,000 for reservations this year (150,000 rate by end of 23 with unknown going to fleet) that should put them at 50% filled assuming a 90% conversion rate. Under that poor math and logic a dealer with 500 reservations should have definitely filled more than 35 total. I want my lighting but at this point the longer i wait the better lol, We just got the wife a 2011 Mustang GT (5th mustangs a charm???) so i kinda want that sorted out and paid off first.
Conversion rate at best would be 40-50% which is already very high.

https://www.f150lightningforum.com/...ves-1-4-have-a-47-order-conversion-rate.9310/

That was for Wave 1-4. It will be significantly lower for other waves.
 

monsterlag

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sotek2345

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I read somewhere about ford purposely delaying shipments to extend the tax credit for the rest of this year. As I understand it, if 200K vehicles is reached in a quarter, you have the rest of the quarter to qualify even though you go over 200K vehicles. If that’s the case, and if September is the start of the last quarter, we may see the flood gates open for deliveries and orders! Here’s hoping at least! Wonder if they’re only making a few Pro’s and XLT’s 🤔
No, you get the full credit for the quarter you hit it and the next quarter as well.
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