SciFrog:
CGX is connected, I would not write off his rumors... Plus they make a lot of sense.
Ford is trading at a bargain and the F-series truck franchise could be worth double the current market cap of Ford. Hackett and the Ford family are looking for an exit. Ford needed to have the cleansing of a restructuring but avoided financial ruin in 2008 by securitization of its intellectual property assets. The global portfolio holes in each company’s product line map well with the other company.