[FCA] Sergio Marchionne - Riflessioni sulla necessita di aggregazioni nel settore

[Yakamoz]

Scusate, ma stando a questo articolo quale sarebbe dovuto essere il piano A?

GM. È scritto nel passo che ho riportato

Per quanto riguarda il contenuto dell'articolo, concordo con Trucido che, a parte forse GM (che però al momento respinge al mittente le avances) e Suzuki, una fusione con uno degli altri gruppi citati mi sembra 'na roba granda, come si dice in Veneto.

D'altronde il passaparola ripreso fumosamente dal Corriere dice solo che si sta cercando un grosso partner per il futuro, e lanciare un po' di esche in giro, anche a vuoto, non mi sembra una cosa tanto strana. O, almeno, non è la prima volta che succede, ne abbiamo viste e sentite di tutti i colori.

Penso serva pure a sondare un po' le reazioni della Borsa, oltre che a smuovere un po' le acque...

Certo, Marchionne parla di fusione con un grosso gruppo, e grossi gruppi non è che ce ne siano così tanti in giro. Se poi escludiamo quelli già oggetto di trattative non andate a buon fine, il cerchio si stringe ancor di più.

[Cosimo]

ma come fa a lanciare un'Opa ostile a un colosso con numeri tre volte i tuoi (che peraltro non son nemmeno tanto a posto) ? Si rischia il risultato Porsche VW. Mi san di fantaeconomia sti articoli.

[Kippur]

ma come fa a lanciare un'Opa ostile a un colosso con numeri tre volte i tuoi (che peraltro non son nemmeno tanto a posto) ? Si rischia il risultato Porsche VW. Mi san di fantaeconomia sti articoli.

Esattamente, il piano A è di fallire l'opa e farsi acquisire come la porsche.

Il piano B è vendere l'AlfaRomeo a Vw, per poi acquisirla dall'interno (usando una 155 come cavallo di troia).

Tale piano è all'origine dei dissapori fra Marchionne e Montezemolo, il quale sostiene di avere il copyright sul format "ceo nel bagagliaio".

[fxtech]

ma come fa a lanciare un'Opa ostile a un colosso con numeri tre volte i tuoi (che peraltro non son nemmeno tanto a posto) ? Si rischia il risultato Porsche VW. Mi san di fantaeconomia sti articoli.

piu che altro chi ha scritto sta minchiata fa parte di una banca di affari che spara un tp sell a poco piu di 6,5€ , si sta arrampicando sugli specchi sperando di creare nervosismo

[crabble]

Marchionne sta cercando la fusione anche con PSA:

Peugeot in rally a Parigi. Secondo Bloomberg News è nel mirino di Fiat - LaStampa.it

Fiat Chrysler se (re)tourne vers PSA

[Guest EC2277]

[…]

Certo, Marchionne parla di fusione con un grosso gruppo, e grossi gruppi non è che ce ne siano così tanti in giro. Se poi escludiamo quelli già oggetto di trattative non andate a buon fine, il cerchio si stringe ancor di più.

Marchionne parla di fusione con un grosso gruppo?

Allora una cosa è certa: che non ha nessuna intenzione di fondersi con nessuno. Queste sono operazioni che vengono sempre portate avanti in silenzio e svelate a cose fatte (Chrysler docet), non urlando ai 4 venti: «Mi voglio fondere con qualcuno, chi è disponibile?»

Ci manca solo che cominci a cantare…

Modificato 12 Giugno 2015 da EC2277

[Mivar]

ok, bene avremo la Giulia con le idropneumatiche...

[J-Gian]

Marchionne sta cercando la fusione anche con PSA:

Marpionne è in piena fase seduttore...

[pennellotref]

http://www.autonews.com/article/20150630/BLOG06/306309996/the-technology-pluses-and-minuses-of-a-gm-fca-deal

The (technology) pluses and minuses of a GM-FCA deal

Cadillac's CT6 plug-in hybrid. Access to GM's hybrid technologies would perhaps solve Fiat Chrysler's largest product development problem.

Photo credit: GM

Technology -- or the expensive lack of it -- is, I believe, at the heart of all this merger talk coming from Fiat Chrysler Automobiles.

Except for the battery-powered Fiat 500e, available in just two states, and the stop-start system offered in certain versions of the Ram 1500 pickup, FCA’s electrification efforts are years behind most competitors’.

The company has no hybrid cars on the road today.

And, looking further out, FCA has no viable fuel cell program. Hyundai is already leasing a fuel cell vehicle in California.

FCA is facing an engineering bill in the billions of dollars to catch up to where many of its competitors are now. Which is why FCA boss Sergio Marchionne is scouring the industry for a deal and pressuring General Motors to negotiate.

Almost no one thinks GM and FCA will merge. But let’s put aside all issues of such a merger and focus on one only: how the two companies could benefit from each other’s technologies and engineering resources.

We won’t talk about how GM can’t manage too many brands. We’re not going to get into what would happen to the GM and FCA dealer bodies should the two companies strike a deal. We’re also not going to deal with supplier or labor issues or any other aspect of a merger. Only the technology.

With a GM-FCA merger:

• GM could spread its investment in hybrid, battery-electric and fuel cell powertrains to a greater number of vehicles by making the technology available to FCA’s brands. That would help GM achieve economies of scale faster and lower costs. And quick access to GM’s hybrid technologies solves perhaps FCA’s largest product development problem.

• FCA’s engines could be brought up to date. The lack of advanced powertrain technologies is another big challenge facing FCA. None of its mainstream gasoline engines, for example, offers direct fuel injection -- a performance-enhancing, fuel-saving technology that has filtered down to small cars such as the Ford Fiesta.

FCA is behind on engine downsizing and is also last among the Detroit 3 in fleetwide fuel economy, according to the EPA’s 2014 Fuel Economy Trends Report.

• FCA could lower its powertrain costs, which are higher on many components than the competition’s. FCA, for example, uses transmissions originally designed by German supplier ZF and must pay that company a licensing fee for each transmission built. If FCA had access to the nine- and 10-speed transmissions being co-developed by GM and Ford, all three companies could see dramatically lower costs based on the higher volume that would come from three companies using the same transmissions.

• GM could lower its engineering costs and speed up its product development by farming out work to FCA. Sitting out there in Auburn Hills, Mich., at the Chrysler Tech Center are roughly 8,000 engineers. GM recently announced a $1 billion expansion of its Warren, Mich., Tech Center with plans to add 2,500 new employees, many of whom will be engineers. A GM-FCA deal would save GM the time and expense of recruiting engineers, which is no easy task today. Virtually all automakers and suppliers are scrambling for engineers as fuel economy and safety standards become more stringent.

• GM could incorporate into the Chevrolet Silverado and GMC Sierra some of the technology that has fueled the dramatic growth of the Ram 1500 pickup. GM could use a version of the Ram’s EcoDiesel 3.0-liter turbo engine -- a motor GM paid to develop when it was part of an engine consortium with Fiat -- and it could use Ram’s coil spring rear-suspension technology.

I asked AutoPacific analyst Dave Sullivan if any of the above items made sense. Yes they do, he said.

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Sullivan also added a few of his own:

• FCA could take advantage of GM’s mixed-metal manufacturing technology, including all the aluminum technology debuting on the Cadillac CT6, and manufacture lightweight Jeeps with stiffer structures. Chrysler is years behind the industry on lightweighting mainstream vehicles.

• GM could incorporate FCA’s Stow ’n Go seating from the Dodge Caravan into the Chevrolet Traverse and its architecture sibling, the Buick Enclave.

• FCA’s innovative RamBox cargo storage system could be integrated into the Chevrolet Silverado and GMC Sierra pickups.

Sullivan says strategic partnerships -- not a merger -- are a more realistic approach for FCA as it seeks to lower product development costs and meet future emissions regulations.

“Daimler and Nissan have it all figured out,” Sullivan says. “They are working on as many as 10 projects now. Marchionne needs to make little deals. He could approach Mazda and say, we will give you capacity in North America if we can have your four-cylinder.”

Even though GM has blown off FCA’s overtures, maybe some middle ground involving technology is possible.

After all, Ford and GM have worked together on automatic transmissions for more than a decade with excellent results. Now, Daimler and Nissan are pooling engineering resources to solve problems and fill gaps in their model lineups. That’s proof that companies don’t always have to merge to survive.

La "lucida" analisi di Automotive News

[RVC]

http://www.autonews.com/article/20150630/BLOG06/306309996/the-technology-pluses-and-minuses-of-a-gm-fca-deal

La "lucida" analisi di Automotive News

Questi veramente non capisco un cazzo....