sleepydragon Posted October 31, 2014 Share Posted October 31, 2014 MS 's target is 13 EUR Link to comment Share on other sites More sharing options...
sleepydragon Posted October 31, 2014 Share Posted October 31, 2014 with the Ferrari spin off and new convert bond, fiat will have much less debt. suddenly 10% net income margin seems possible now, which means 10bn net income for a sales of 100bn. the CEO five year plan looks much reasonable now. this reminds me of LVS, when it's stock hit 1 dollar due to huge debt but now trades at 40 after they deleveraged. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted November 2, 2014 Share Posted November 2, 2014 Once refinancing operations (ring fencing, mandatory, spinoff) are done interest expense should go from 1.8 bn to 1 bn. Link to comment Share on other sites More sharing options...
muscleman Posted November 3, 2014 Share Posted November 3, 2014 http://www.news9.com/story/27191088/chrysler-group-llc-reports-october-2014-us-sales-increased-22-percent-best-october-sales-since-2001 I am glad to know that the new Chrysler 200 is also well received. :) Link to comment Share on other sites More sharing options...
Phaceliacapital Posted November 3, 2014 Share Posted November 3, 2014 That's because Marcus from The Profit drives one! Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 5, 2014 Share Posted November 5, 2014 Fiat CEO Benefits by Exercising Options After Ferrari Spinoff, IPO News Sergio Marchionne Exercises Fiat, CNH Options for Total Proceeds of €10.7 Million http://online.wsj.com/articles/fiat-ceo-benefits-by-exercising-options-after-ferrari-news-1415125496 Link to comment Share on other sites More sharing options...
argonaut Posted November 5, 2014 Share Posted November 5, 2014 Unless I am missing something... If he really believes the value will increase, why would he not excersise and hold the shares not needed for taxes? I don't think we have a complete picture but now that it's NYSE does that subject him to more detailed SEC filings? Link to comment Share on other sites More sharing options...
sleepydragon Posted November 5, 2014 Share Posted November 5, 2014 Unless I am missing something... If he really believes the value will increase, why would he not excersise and hold the shares not needed for taxes? I don't think we have a complete picture but now that it's NYSE does that subject him to more detailed SEC filings? according to Bloomberg, those options he excerised were set to expire in early Nov. so he waited till the last minutes. Link to comment Share on other sites More sharing options...
peter1234 Posted November 5, 2014 Share Posted November 5, 2014 Unless I am missing something... If he really believes the value will increase, why would he not excersise and hold the shares not needed for taxes? I don't think we have a complete picture but now that it's NYSE does that subject him to more detailed SEC filings? according to Bloomberg, those options he excerised were set to expire in early Nov. so he waited till the last minutes. Looks like he still owns 6.8M shares (from same article): Mr. Marchionne still owns 6.8 million Fiat shares, after having doubled his stake in the 3½ months to early September. Link to comment Share on other sites More sharing options...
Avyalake Posted November 5, 2014 Share Posted November 5, 2014 http://mobile.bloomberg.com/news/2014-11-05/marchionne-boosts-fiat-chrysler-stake-80-with-options.html Marchionne owns 12.1 million shares in FCA, valued at $134 million at yesterday’s closing price in New York, after exercising options on Nov. 3 for 10.7 million shares and selling part of them “for the sole purpose of funding the strike price and meeting the relevant tax liabilities,” Fiat said late yesterday in a statement. He held 6.8 million shares before the transaction. Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 5, 2014 Share Posted November 5, 2014 Chrysler’s Profits Surge on Strong U.S. Sales Results Are First Since Fiat Chrysler’s Stock Debut Last Month on NYSE http://online.wsj.com/articles/chryslers-profits-surge-on-strong-u-s-sales-1415203214?mod=WSJ_hp_LEFTWhatsNewsCollection Link to comment Share on other sites More sharing options...
PLynchJr Posted November 7, 2014 Share Posted November 7, 2014 Former Hyundai Motor America boss and current TrueCar President John Krafcik speculates that a VW & FCA merger would be "highly profitable" and a "absolutely brilliant combination". http://www.autoblog.com/2014/11/06/vw-fiat-chrysler-merger-brilliant-krafcik/ Link to comment Share on other sites More sharing options...
txlaw Posted November 7, 2014 Share Posted November 7, 2014 Former Hyundai Motor America boss and current TrueCar President John Krafcik speculates that a VW & FCA merger would be "highly profitable" and a "absolutely brilliant combination". http://www.autoblog.com/2014/11/06/vw-fiat-chrysler-merger-brilliant-krafcik/ I had this discussion with a friend the other day re: a possible VW and FCA combo. It does seem unlikely to happen any time soon, though, because Sergio isn't going to let VW buy the company for a song. The price of the stock probably needs to go up first. Link to comment Share on other sites More sharing options...
jay21 Posted November 7, 2014 Share Posted November 7, 2014 Former Hyundai Motor America boss and current TrueCar President John Krafcik speculates that a VW & FCA merger would be "highly profitable" and a "absolutely brilliant combination". http://www.autoblog.com/2014/11/06/vw-fiat-chrysler-merger-brilliant-krafcik/ I had this discussion with a friend the other day re: a possible VW and FCA combo. It does seem unlikely to happen any time soon, though, because Sergio isn't going to let VW buy the company for a song. The price of the stock probably needs to go up first. It would be cool if they did some type of CHTR/Comcast deal. Spin out Ferrari. Legacy Fiat merges with VW. Chrysler becomes independent again. That might kind of sorta make sense? I dont think it anything will happen but its cool to think about all the possibilities. Link to comment Share on other sites More sharing options...
nikhil25 Posted November 11, 2014 Share Posted November 11, 2014 Fiat Chrysler CEO sees Ferrari IPO in second quarter-third quarter of 2015 http://www.reuters.com/article/2014/11/11/us-fiatchrysler-ipo-idUSKCN0IV1I020141111?feedType=RSS&feedName=businessNews Marchionne said on Tuesday that after the capital raising the free float of FCA, which moved its primary listing to New York last month, could increase to around 20 percent of the group's capital. A roadshow to market the capital raising with U.S. investors is planned for December, he added Link to comment Share on other sites More sharing options...
sampr01 Posted November 11, 2014 Share Posted November 11, 2014 Please anyone share GS report on FCAU. Thanks in advance :D Link to comment Share on other sites More sharing options...
fareastwarriors Posted November 11, 2014 Share Posted November 11, 2014 Please anyone share GS report on FCAU. Thanks in advance :D attachedGoldmanSachs_FiatChryslerAutomobilesNV_Nov_10_2014.pdf Link to comment Share on other sites More sharing options...
sampr01 Posted November 11, 2014 Share Posted November 11, 2014 Thanks for sharing :) Please anyone share GS report on FCAU. Thanks in advance :D attached Link to comment Share on other sites More sharing options...
investor-man Posted November 12, 2014 Share Posted November 12, 2014 Where does one get these reports? Bloomberg? Link to comment Share on other sites More sharing options...
MYDemaray Posted November 13, 2014 Share Posted November 13, 2014 Anyone know how capital gains are treated on Italian listed stocks? Will my broker withhold for U.S. persons, or do I have to report these myself? Link to comment Share on other sites More sharing options...
HeresyValue Posted November 13, 2014 Share Posted November 13, 2014 I have yet to see any intelligent consideration paid to what a wildly successful aluminum f-150 could do to RAM, not just in profitability but in forced additional redesign opex and capex, buy, sell side, or here. Link to comment Share on other sites More sharing options...
muscleman Posted November 13, 2014 Share Posted November 13, 2014 I have yet to see any intelligent consideration paid to what a wildly successful aluminum f-150 could do to RAM, not just in profitability but in forced additional redesign opex and capex, buy, sell side, or here. RAM ecoboost 1500 just beat F-150 aluminum as the best green truck. http://www.usatoday.com/story/money/cars/2014/11/06/ram-pickup-ecodiesel-green-car/18605297/ Note that even if F-150 could deploy the 10 speed transmission next year, gasoline engines still have a big problem with towing. RAM diesel could have 15 MPG for towing a 7000 lb trailer but the gasoline engine truck of F-150 or the GM truck would be only 8 MPG. Link to comment Share on other sites More sharing options...
nikhil25 Posted November 13, 2014 Share Posted November 13, 2014 Ferrari to Pay Fiat Chrysler $2.8 Billion Before Spinoff http://www.bloomberg.com/news/2014-11-13/ferrari-to-pay-fiat-chrysler-2-8-billion-before-spinoff.html Link to comment Share on other sites More sharing options...
buylowersellhigh Posted November 13, 2014 Share Posted November 13, 2014 http://www.marketwatch.com/story/morgan-stanley-buy-fiat-chrysler-get-ferrari-stake-2014-11-13?link=MW_home_latest_news Link to comment Share on other sites More sharing options...
compounding Posted November 13, 2014 Share Posted November 13, 2014 Former Hyundai Motor America boss and current TrueCar President John Krafcik speculates that a VW & FCA merger would be "highly profitable" and a "absolutely brilliant combination". http://www.autoblog.com/2014/11/06/vw-fiat-chrysler-merger-brilliant-krafcik/ I had this discussion with a friend the other day re: a possible VW and FCA combo. It does seem unlikely to happen any time soon, though, because Sergio isn't going to let VW buy the company for a song. The price of the stock probably needs to go up first. It would be cool if they did some type of CHTR/Comcast deal. Spin out Ferrari. Legacy Fiat merges with VW. Chrysler becomes independent again. That might kind of sorta make sense? I dont think it anything will happen but its cool to think about all the possibilities. I believe a large part of the reason for VW to do a deal would be to access Ram and Jeep (and maybe the rest of US brands as well, since they don't really have a strong presence in North America), so would highly doubt they would do it without the Chrysler division. I agree anything happening in the near future (~1 year) seems very unlikely. Link to comment Share on other sites More sharing options...
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