karthikpm Posted February 25, 2015 Share Posted February 25, 2015 http://www.wsj.com/articles/ferrari-stuck-in-the-slow-lane-1424804155?mod=WSJ_hp_RightTopStories Link to comment Share on other sites More sharing options...
sleepydragon Posted February 25, 2015 Share Posted February 25, 2015 http://www.wsj.com/articles/ferrari-stuck-in-the-slow-lane-1424804155?mod=WSJ_hp_RightTopStories It doesnt matter. People still buy rolex although rolex is not even accurate! They shall just stop participate in F1 and use that money to do something else, like sponsor a james bond movie willbe better:) Link to comment Share on other sites More sharing options...
nikhil25 Posted February 26, 2015 Share Posted February 26, 2015 Marchionne raises Fiat Chrysler stake as Ferrari spin-off nears http://www.reuters.com/article/2015/02/26/us-fiatchrysler-marchionne-idUSKBN0LU1RR20150226 Link to comment Share on other sites More sharing options...
brker_guy Posted February 26, 2015 Share Posted February 26, 2015 Don't know if you guys saw this: http://finance.yahoo.com/news/marchionne-raises-fiat-chrysler-stake-ferrari-spin-off-150542327--finance.html Link to comment Share on other sites More sharing options...
racemize Posted February 27, 2015 Share Posted February 27, 2015 Just noticed that valueline just starting covering FCAU, in case anyone here is interested. Link to comment Share on other sites More sharing options...
karthikpm Posted February 27, 2015 Share Posted February 27, 2015 Do you have their report? Link to comment Share on other sites More sharing options...
Philip Morris IV Posted February 27, 2015 Share Posted February 27, 2015 Report attached. Thanks for the reminder racemize.ValueLine_FCAU_2-20-2015.pdf Link to comment Share on other sites More sharing options...
Avyalake Posted February 28, 2015 Share Posted February 28, 2015 Strong Hellcat sales orders causing issues http://blog.fcanorthamerica.com/2015/02/27/avoiding-hellcat-ordering-disappointment/ Link to comment Share on other sites More sharing options...
sleepydragon Posted February 28, 2015 Share Posted February 28, 2015 wsj: steel price down a lot recently, due to strong dollar and US steel makers had to cut price to match imports, benefiting Auto makers. Link to comment Share on other sites More sharing options...
PLynchJr Posted March 3, 2015 Share Posted March 3, 2015 Marchionne is now openly talking about mergers / consolidation. http://www.wsj.com/articles/BT-CO-20150303-704519?tesla=y&tesla=y Should be a very interesting year for Fiat Chrysler. Any speculation on who Marchionne has in mind? Link to comment Share on other sites More sharing options...
Phaceliacapital Posted March 3, 2015 Share Posted March 3, 2015 Well, it's Marchionne so when he comments on stuff like this it may as well be VW. I would think Toyota or Nissan (he likes Carlos). Just for fun, if two big car companies were to merge it should be BMW for the brand value and Toyota for its efficiency. Link to comment Share on other sites More sharing options...
LC Posted March 3, 2015 Author Share Posted March 3, 2015 If it is Volkswagen, perhaps the Ferrari spinoff is so the Agnelli family can retain their crown jewel. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted March 3, 2015 Share Posted March 3, 2015 Exactly, with Sergio at the helm till the last of his days. Link to comment Share on other sites More sharing options...
sleepydragon Posted March 4, 2015 Share Posted March 4, 2015 Well, it's Marchionne so when he comments on stuff like this it may as well be VW. I would think Toyota or Nissan (he likes Carlos). Just for fun, if two big car companies were to merge it should be BMW for the brand value and Toyota for its efficiency. i hope it's not toyota. That will be disaster. Toyota has horrible brand in China. Everytime JP prime minister visit shrine, they burn toyotas on the street. It will be awful to associate Jeep with a brand like toyota. Why cant it be Ford. Or even a chinese car maker. Link to comment Share on other sites More sharing options...
simplefocus Posted March 4, 2015 Share Posted March 4, 2015 Fiat Chrysler May Sell More of Ferrari in IPO Sale http://www.wsj.com/articles/fiat-chrysler-may-sell-more-of-ferrari-in-ipo-sale-1425404742 Link to comment Share on other sites More sharing options...
compounding Posted March 4, 2015 Share Posted March 4, 2015 For the Ferrari discussion: there are a few companies going at it alone in the ultra-luxury space. Aston Martin, which got sold by Ford being the most comparable one to Ferrari. On mergers I think that Renault-Nissan is the most probable one, for a few reasons. Marchionne supposedly said that his ideal partner was at the ACEA board meeting. Leaving out luxury players, too small ones and VW, that leaves us with the following suspects: Ford, Hyundai, GM, PSA, Renault, Toyota. Toyota and Hyundai are likely too good on their own to be considered as ideal from both sides of the deal, and Ford & GM are too similar. That leaves us with PSA and Renault which both have strengths in markets that FCA have little to no presence in, and both would need to lower their cost of capital to be able to make money in their "home markets". FCA-Renault-Nissan would also become the worlds largest automaker, something Marchionne alluded to in the past. FCA would be a nice addition to Renault-Nissan both in terms of geographical footprint and product line-up, with their strengths in pickups, SUVs and luxury. They have also been through a similar history with almost going broke and turning around the ship, with a great CEO in Ghosn. Would be an interesting combination in my view. Link to comment Share on other sites More sharing options...
compounding Posted March 4, 2015 Share Posted March 4, 2015 And furthermore, I guess Renault has its own finance division and the company has invested a lot more in EV than FCA has, probably the same with fuel cell and autonomous as well. Link to comment Share on other sites More sharing options...
simplefocus Posted March 4, 2015 Share Posted March 4, 2015 Hi Compounding, You might be right. I could see the alliance between FCA and Renault-Nissan. Link to comment Share on other sites More sharing options...
Rust Belt Capital Posted March 5, 2015 Share Posted March 5, 2015 By any chance does anyone have a copy of yesterday's MS deep dive on Jeep they would be willing to pass along?? Link to comment Share on other sites More sharing options...
gr33ngi4nt Posted March 5, 2015 Share Posted March 5, 2015 By any chance does anyone have a copy of yesterday's MS deep dive on Jeep they would be willing to pass along?? Fiat_Chrysler_Automobiles_NV_Life_Beyond_Ferrari_-_Going_Deep_on_Jeep.pdf Link to comment Share on other sites More sharing options...
Rust Belt Capital Posted March 5, 2015 Share Posted March 5, 2015 Thank you sir! Jonas realllly seems to love Jeep Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 6, 2015 Share Posted March 6, 2015 Fiat Chrysler CEO Marchionne Earned $34.6 Million in 2014 Awarded One-Off $27.3 Million Bonus for Major Strategic, Financial Accomplishments http://www.wsj.com/articles/fiat-chrysler-ceo-marchionne-earned-34-6-million-in-2014-1425661936?mod=WSJ_hp_LEFTWhatsNewsCollection Link to comment Share on other sites More sharing options...
Phaceliacapital Posted March 12, 2015 Share Posted March 12, 2015 Marchionne: Ferrari to Be Valued More Than EU7b; Open to Deals 2015-03-12 16:22:48.196 GMT By Tommaso Ebhardt (Bloomberg) -- Fiat Chrysler CEO Sergio Marchionne says he expects Ferrari to be valued more than EU7b. * No Decision taken yet on size of Ferrari IPO * Open to deals with any competitor * Technically possible to combine w/GM or Ford * Didn’t have talks with VW * Not sure tie-up with Peugeot best solution * 1Q in line with expectations * Marchionne comments to reporters in Geneva Link to comment Share on other sites More sharing options...
Grenville Posted March 12, 2015 Share Posted March 12, 2015 Marchionne: Ferrari to Be Valued More Than EU7b; Open to Deals 2015-03-12 16:22:48.196 GMT By Tommaso Ebhardt (Bloomberg) -- Fiat Chrysler CEO Sergio Marchionne says he expects Ferrari to be valued more than EU7b. * No Decision taken yet on size of Ferrari IPO * Open to deals with any competitor * Technically possible to combine w/GM or Ford * Didn’t have talks with VW * Not sure tie-up with Peugeot best solution * 1Q in line with expectations * Marchionne comments to reporters in Geneva Thanks for the heads up! Link to comment Share on other sites More sharing options...
Grenville Posted March 12, 2015 Share Posted March 12, 2015 "Fiat Chrysler CEO Says Combination With GM, Ford ‘Feasible’" http://www.bloomberg.com/news/articles/2015-03-12/fiat-chrysler-ceo-says-combination-with-gm-ford-feasible- Link to comment Share on other sites More sharing options...
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