[Accused]

And struggling dearly, but hey why so negative for?

RAM 1500's come out of one of two factories. One located in Warren, Michigan (Dodge City) and Saltillo, Mexico. All 1500 reg cabs come out of Mexico, everything else comes from Warren. We won't have any Mexican trucks on the board, for now I believe the Ecodiesel is not allowed with the regular cab.

The Warren plant (main facility) is currently operating on two shifts, 6 days per week while often rotating in a Sunday shift, and they're still struggling to meet demand. Supposedly the real issue has been a lack of components, I'm sure Warren could support a third shift during the week, but you cant build trucks on hopes and dreams now can you...

Theres talks that FCA is contemplating a third truck facility, maybe in St.Louis, but Marchionne nixed the exuberance saying the chances were 50/50 at best. After all the core issue is still component supply. Regardless it's an excellent problem to have for RAM, now with the top two slots in full size fuel economy.

 

[L.O.A.]

a 3rd facility would be a good idea to ensure things go smoothly

 

[tugboat]

how would a third facility fix the problem of lack of components?

 

[Tim]

More demand less supply means just means more we have to pay

 

[Accused]

More demand less supply means just means more we have to pay

you're right, too a degree. Its also a TON of leverage for RAM vs the suppliers. If they can leverage that much demand into an across the board reduction in component cost due to scale its a win for us.

But thats ideally speaking because you know the savings will be poured back into the operating margin and we wont save a lick

 

[tugboat]

unless these new factories are magically developing the components too

 

[L.O.A.]

It's going to suck if we have to pay more. if we do, how much more can we expect to pay?
Could this be a deal breaker for some people or what?

 

[Accused]

Well and I think alot of the demand comes from people not even remotely enthralled with the new silvy. Which basically looks like rewarmed mashed potatoes...

I do wonder what kind of strain there is on the stream of engines coming from Motori...

 

[L.O.A.]

Well and I think alot of the demand comes from people not even remotely enthralled with the new silvy. Which basically looks like rewarmed mashed potatoes...

I do wonder what kind of strain there is on the stream of engines coming from Motori...

This is so true, but it's still an improvement for them, even their SUV's have improved when it comes to design which really changes things for them

 

[RAM MAN]

What's funny is Chrysler had a plant in St Louis a few years ago. They spent millions remodeling it a year before they closed the doors and tore it down. Now I bet they're regretting that decision. My dad worked there for 13 years, maybe he can get his job back. ... lol.

 

[L.O.A.]

Thats not good, they are definitely kicking themselves for that. Hard way to learn.

 

[Panther Dash]

Struggling to keep up with demand maybe, but they are not struggling to sell trucks. Ram trucks are selling in droves and April's sales grew by 17% over the same month last year. I think that having to expand production is a pretty nice problem to have. Much better than not having customers to sell to.

 

[Accused]

Struggling to keep up with demand maybe, but they are not struggling to sell trucks. Ram trucks are selling in droves and April's sales grew by 17% over the same month last year. I think that having to expand production is a pretty nice problem to have. Much better than not having customers to sell to.

cough, chevrolet, cough

I honestly think a big factor is peoples anemic reaction to the new Silvy...

 

[tugboat]

Struggling to keep up with demand maybe, but they are not struggling to sell trucks. Ram trucks are selling in droves and April's sales grew by 17% over the same month last year. I think that having to expand production is a pretty nice problem to have. Much better than not having customers to sell to.

ram is doing really well right now

i think the diesel definitely helps

 

[L.O.A.]

having a mainstream diesel in the 1500 range definitely does help.
anyone know what numbers they were expecting these to sell at initially?