Currently the only way you can get Carbon Revolution CF wheels on a Mustang GT500 is by ticking the pricey $18K track pack option, which includes a bunch of things like carbon fiber spoilers, super sticky semi-slick track tires, rear seat delete etc.
A leaked memo for the upcoming MY21 updates, shows Ford are about to introduce a 'carbon fiber handling package', that includes CF wheels and a few other bits and pieces. Of note, the CF wheels are painted black and the other items are fairly cheap.
I believe this means that Ford is about to offer a cheaper entry point to CBR wheels, and CBR have found a way to sell those fabricated but cannot be clear-coated wheels they have a huge amount of inventory of. Win-win.
This should lead to some decent additional volume, as I imagine this will be a fairly popular option. Also explains one of the conversation points on the previous investor call. Best thing is, this isn't one of the new programs or clients.
CBR Price at posting:
$2.09 Sentiment: Buy Disclosure: Held
