58 ordspråk av Rod Lache

Rod Lache

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 They've been telling us explicitly that they haven't decided on what their small car strategy is going to be. But they said their discussions with Fiat have not been on the basis of a merger, and that PSA is still their preferred partner.

 They've eroded a lot of their credibility over the past couple of years. (Now) the bar that they set has been lowered again.

 This is no big surprise. It's been rumored for some time. As far as share price, I think it depends on who they put in there. Right now there's a vacuum. If they put someone in who is shareholder-oriented, it should help.

 This result underscores our concern about GM's earnings concentration, which may be even more acute than we have estimated.

 We acknowledge the risk that incentives may move higher. This risk is particularly acute considering the potential for a softening of auto sales, and considering all the capacity coming on line between 2000 and 2003.

 We believe liquidity pressures, combined with a weak fundamental outlook could compel Dana to pursue debtor in possession financing and a Chapter 11 reorganization. Given restrictions on secured borrowing and pressure from its suppliers, Dana may not be successful in obtaining sufficient out of bankruptcy secured bank financing.

 We believe that Dana is struggling to obtain secured bank financing and a bank deal may not materialize, or if it does, it may be too small to allow Dana to weather company specific and industry head winds.

 We believe these companies face significant risk if the latest spike in gasoline prices serves as a catalyst to accelerate the shift away from these types of vehicles.

 We continue to be disappointed by the limited cash savings targeted by current restructuring efforts. Our concerns go beyond the ongoing market share erosion, uncertainty over the GMAC sale, and uncertainty over (parts supplier) Delphi.

 We would note that given the size of GM, there are relatively few players that could pull such a deal off. Consequently, betting on a takeover of this scale seems to us to be more like gambling than investing.

 When you can price much higher that means you can put a lot more content into the vehicles and can reinforce that brand equity by putting out exceptional products.

 While this certainly sounds dramatic, we fear it may not be enough. Unless the Big Three break their pattern of deflation and market share losses, it is likely that each of them will experience reductions in profitability despite their restructuring effort.

 While we acknowledge the potential for improvement from GM's new trucks, it strikes us as completely unrealistic to believe that GM's new product pipeline will be sufficient to do anything more than temporarily mitigate the pace of losses.


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This website focuses on proverbs in the Swedish, Danish and Norwegian languages, and some parts including the links below have not been translated to English. They are mainly FAQs, various information and webpages for improving the collection.



Det är julafton om 37 dagar!

Vad är proverb?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!




Ett ordspråk om dagen håller doktorn borta.

www.livet.se/proverb