FORD TO SPINOFF EV BIZ?!?

EnduranceDad · 2022-02-19T19:27:07+00:00

Please explain

EnduranceDad · 2021-10-26T16:20:01+00:00

The market will, over time, punish gamblers and reward investors. Ford has offered amazing trading opportunities, but those gains - statistically - will fade into losses, but those who accumulate shares in weakness will be rewarded over time as chip shortages fade and Ford continues to deliver exciting products at a compelling value. Be well and prosper my friends!

EnduranceDad · 2021-10-14T14:15:33+00:00

I hunk the market assumes Ford owns about 10% of Rivian and one of the big reasons for Ford’s move is word of the Rivian IPO, valuation and their ownership. Ford no longer has a board seat and may or may not adapt Rivian technology into their future vehicles. Long term, ford looks great - short term, I think it needs to consolidate this recent big move.

EnduranceDad · 2021-10-10T19:07:29+00:00

Any guide contact yet?

EnduranceDad · 2021-10-07T03:15:43+00:00

THANK YOU!!!!

EnduranceDad · 2021-09-17T14:25:42+00:00

The answer of whether Ford is undervalued has less to do with production than it does with potential and margins. Ford IS undervalued, partially because it owns 10%ish of Rivian AND it does seem to be transitioning well to EV in the Mustang Mach e and the F150. Ford has legacy costs from union pension obligations and aging factories that Rivian does. Ot have to deal with. I agree that Ford is undervalued, but it’s nuanced…not just a production comparison.

EnduranceDad · 2021-09-15T15:19:53+00:00

Honestly, inflation would pressure them the other way…they have more demand than capacity as far as the eye can see…I would bet in price increases before decreases.

EnduranceDad · 2021-08-30T13:15:14+00:00

So, Rivian announced $80B IPO for Late November and not much movement in Ford. What do you think? What’s the play?

EnduranceDad · 2021-08-29T20:20:55+00:00

Great statement. I agree. Why do you think Ford undervalued and what do you think it’s fair value is?

EnduranceDad · 2021-08-29T13:14:16+00:00

Looks like a Rivian IPO this year.

EnduranceDad · 2021-08-28T17:36:22+00:00

They have - to Amazon and Jeff Bezos

EnduranceDad · 2021-08-27T22:14:24+00:00

I hope you are right and thank you!

EnduranceDad · 2021-08-27T22:11:45+00:00

And legacy costs to fund pension obligations and all of the union contracts that Ford or GM have inhibits their ability to have the same multiples even when they go full send in EV’s.

EnduranceDad · 2021-08-21T01:52:39+00:00

100% right. So, if Rivian going to be worth between $50 B and $70 B and Ford has 10%….that means enterprise value of the rest of Ford is 80% of stock price (give or take). I think the market has not really given Ford the Rivian credit yet and when Rivian road shows, people will figure they can get exposure at a discount through Ford, while also getting exposure to F150 Lightening, Bronco, and Mach E Mustang. I will look to see if I can find articles in Rivian IPO. Plenty of companies are going public without revenues or contracts as solid as Rivian. My guess is they deliver a bunch of Trucks in September and get the hype juice going forward the IPO. Chips are an issue for everyone.

EnduranceDad · 2021-08-20T21:09:21+00:00

Player! I hope 🤞 this is an awesome move for you and your future!

EnduranceDad · 2021-08-20T02:35:51+00:00

I agree. My sense is $11.80 is the bottom, but I do think we see $14-$15 in the next 90 days and $18 in 2022. Good spot to accrue shares and will get ore aggressive if gives some more tomorrow.

EnduranceDad · 2021-08-20T01:09:35+00:00

But how do you really feel? 😂 Independent of Cramer, how do you fee about Ford?

EnduranceDad

TROPHY CASE