I have a few....Thoughts?
The estimate of 3000 FE is too high. The Bronco was only 2500 to start (Doubled to 5000 because of demand). They extended the MMe FE conversion window because they are trying to get enough FE orders in place to make the minimum amount, they failed to get the minimum target by July 30. I believe the final number will be no more than 1500 at best, including the company purchases.
Your estimates for order conversion also seem high, especially in the current economy. If 20% converted to date (they have until the end of the year, after all) that is a high number.
There shouldn’t be a single Mustang Mach-E sitting on a lot (i mean dealer stock, not counting FCTP) until ALL customer orders are fulfilled.
No one who ordered the MMe after the reservations closed should get their vehicle before converted reservations.
How unfair would it be if we were left waiting for a vehicle, just to see one left unclaimed on the dealer lot. Or worse, someone who just ordered a month ago driving around in one, while you have been waiting a year? Bad customer relations, if you ask me.