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Disappointment Thursday

metroshot

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greenne

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Listening to Tim's program this evening, sounds like only ICE F150's are being scheduled, no hybrids and most likely no Lightnings will be scheduled this week. :cry:

Isn't the Hybrid and gas(non hybrid) produced on the same assembly line? It would make sense that those scheduling decisions are intertwined.

Since the Lightning is completely different.. the regular f150 scheduling may have little/no impact.

Maybe I'm just trying to make myself feel better. I guess we'll find out this afternoon if there are any new trucks scheduled....
 

sotek2345

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Isn't the Hybrid and gas(non hybrid) produced on the same assembly line? It would make sense that those scheduling decisions are intertwined.

Since the Lightning is completely different.. the regular f150 scheduling may have little/no impact.

Maybe I'm just trying to make myself feel better. I guess we'll find out this afternoon if there are any new trucks scheduled....
No scheduling for me.
 

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Sorry guys, it was disappointing to hear there might not be any Lightning scheduling today, fingers crossed it happens in the next week or so, there is still a lot of ~SPACE~ in the 7/18 and 7/25 BW's.
 

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Sorry guys, it was disappointing to hear there might not be any Lightning scheduling today, fingers crossed it happens in the next week or so, there is still a lot of ~SPACE~ in the 7/18 and 7/25 BW's.
If there is so much space in 7/18 and 7/25, why are the August builds not scheduled in July? I'm not trying to be confrontational, but curious.
 

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It would be great if they could add more to 7/18, but now that they've issued window stickers for 7/11 and 7/18, I have to admit they probably can not add to the 7/18 week.

I see a lot ~40% of July builds are Pro & XLT while August these lower trims are at 10%.

Raw volume, the May weeks were upwards of 30-40 truck a week.

We have 36 Pro & XLT and 123 Lariat-Platinum orders still unscheduled.

But 7/25 could accommodate more PRO-XLT from our members plus all the unknown non-member orders

August so far looks like a high trim month, 123 add to those who were shifted into August would be ~190 trucks divided by 5 weeks or 38 builds a week, not unlike some May weeks.
 

sotek2345

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It would be great if they could add more to 7/18, but now that they've issued window stickers for 7/11 and 7/18, I have to admit they probably can not add to the 7/18 week.

I see a lot ~40% of July builds are Pro & XLT while August these lower trims are at 10%.

Raw volume, the May weeks were upwards of 30-40 truck a week.

We have 36 Pro & XLT and 123 Lariat-Platinum orders still unscheduled.

But 7/25 could accommodate more PRO-XLT from our members plus all the unknown non-member orders

August so far looks like a high trim month, 123 add to those who were shifted into August would be ~190 trucks divided by 5 weeks or 38 builds a week, not unlike some May weeks.
Thanks for the perspective. That said, they could be at a low production rate coming back from their break and it may take a couple months to get back up to May numbers.
 

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@TaxmanHog you can add my info to your sheet. Part of the wave 7 group… Lariat ER - Antimatter Blue - Max Tow w/Bed Liner - Reserved 5/19/21, Ordered 6/14/22, Schedule TBD....
 

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TaxmanHog

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More scheduling coming this week

 
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TaxmanHog

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One other item Tim spoke about....

The factory is blaming logistics capacity as a reason for slow delivery of trucks from plant to destination rail yards , then 18-wheelers (trucks & drivers) from railyard to dealer, this is not improving until 4th quarter (Oct-Dec)
 

sotek2345

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More scheduling coming this week

@TaxmanHog I just listened through the "what is being scheduled" section (starting at ~39 minutes) and didn't hear anything specific on the Lightning - just general numbers for the F150. Was that somewhere else in the video?
 
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TaxmanHog

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@TaxmanHog I just listened through the "what is being scheduled" section (starting at ~39 minutes) and didn't hear anything specific on the Lightning - just general numbers for the F150. Was that somewhere else in the video?
The factory never really breaks out the Lightning stat's out from the rest of F-Series (F150) when it comes to sales and production data, in the tables, but does talk about in in the narrative summary.

Scheduling information is also a gray area, I asked a couple times to pin point lightning scheduling, the last time was much further into the program 90+ minutes, I asked about any un-scheduled Lightning customer orders, he said they have one, but his answer regarding it did not make sense, I think he was confusing Bronco & Maverick issues where they won't meet the goal of producing all MY22 orders and those which are not built as MY22 will need conversion to MY23
 

sotek2345

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The factory never really breaks out the Lightning stat's out from the rest of F-Series (F150) when it comes to sales and production data, in the tables, but does talk about in in the narrative summary.

Scheduling information is also a gray area, I asked a couple times to pin point lightning scheduling, the last time was much further into the program 90+ minutes, I asked about any un-scheduled Lightning customer orders, he said they have one, but his answer regarding it did not make sense, I think he was confusing Bronco & Maverick issues where they won't meet the goal of producing all MY22 orders and those which are not built as MY22 will need conversion to MY23
OK - but where did you get that there would be scheduling this week?
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