Spin-Off Jeep/RAM

[vince-991]

Spin-off, pazza idea Jeep-Ram.

omissis...Spazio, infine, a una domanda decisamente inaspettata, su un possibile spin-off di Jeep e Ram (le due galline dalle uova d'oro del ramo americano di FCA), sulla scia dell'operazione che ha reso indipendente Ferrari dal resto del gruppo. Laconica, e altrettanto inattesa, la replica (di Marchionne, ndr): un "sì" che apre prospettive inedite. E che basta per innescare una vorticosa girandola di ipotesi nell'arco dei prossimi mesi.

http://www.quattroruote.it/news/industria/2017/04/26/sergio_marchionne_profitti_entro_fine_anno_per_alfa_romeo.html

Fiat Chrysler CEO says Jeep, Ram are strong enough brands to follow in Ferrari's footsteps

Phil LeBeau | @Lebeaucarnews

22 Hours AgoCNBC.com

 

Fiat CEO: Jeep and Ram brands can stand on own   23 Hours Ago | 01:51

The exchange was straightforward.

"Sergio," began Morgan Stanley analyst Adam Jonas on Fiat Chrysler's first-quarter earnings call. "Jeep and Ram ... are these businesses large enough, let's say together or separately, strong enough, independent enough to exist as a stand-alone entity outside of FCA, like Ferrari? "

"Yes," Fiat Chrysler CEO Sergio Marchionne responded.

 

Let the speculation begin. There was no follow-up question on Wednesday's call, so it's hard to know whether Marchionne and his team have seriously considered the idea. Following the call, a spokesperson for Fiat Chrysler declined to offer further comment to CNBC.

Yet Marchionne's track record shows anything is possible.

If there's one motivation that drives him as a CEO, it's making the best deals possible to generate cash for the parent company or a hefty return for shareholders.

Look at how Fiat Chrysler spun off Ferrari in late 2015. Before the luxury automaker's initial public offering and the eventual distribution of RACE shares to Fiat Chrysler shareholders, FCA's market cap was between $15 billion and $16 billion.

After unlocking the value of Ferrari, the two companies had a combined market cap of $21 billion. Since their split, the value of both automakers has continued to climb. Their combined market cap now tops $31 billion.

 

 

Like Ferrari, both Jeep and Ram are valuable brands with unique assets that would be attractive to another company or to spin off on their own.

Other than Tesla, Jeep may be the hottest auto brand in the world. Last year, Fiat Chrysler sold more than 1.4 million Jeeps worldwide, roughly four times more than were sold when Marchionne and his team took over via Fiat's acquisition of Chrysler in 2009.

Meanwhile, Ram trucks have been a steady profit generator with sales jumping more than 200 percent since 2009. Back then, Ram was just the name of Dodge brand pickup trucks. But Marchionne broke it out into a separate brand with four types of vehicles, most notably the pickup truck.

Of course, there's no indication Marchionne is actually looking to sell the two most valuable horses in Fiat Chrysler's stable. But when the CEO says one of his company's brands is strong enough to stand on its own — and then nothing else — it's sure to spark speculation from investors.

Marchionne's comments came as FCA reported a larger-than-expected first-quarter profit.

http://www.cnbc.com/2017/04/26/fiat-chrysler-ceo-says-jeep-ram-are-strong-enough-brands-to-follow-in-ferraris-footsteps.html

 

[T a u r u s]

Speculazione pura. 

[nubironaSW]

Quasi il 50 % del venduto di Fca ad oggi è jeep ram, l 'idea non è proprio balzana, restano poi i cadaveri... (Chrysler, Fiat Lancia Dodge)

☏ X5pro ☏

[pennellotref]

I CEO e gli analisti (alcuni...) sono un po' come gli allenatori di calcio ed i giornalisti-amichetti  . Non so se ci siamo capiti, ma penso di si....

 

P.S.: in particolare il suddetto Jonas chiama sempre il Maglionato per nome, diversamente da altri....

Modificato 27 Aprile 2017 da pennellotref

[hankel]

mah

sarebbe solo un modo per incassare qualche soldino, industrialmente non cambierebbe nulla

 

35 minuti fa, nubironaSW dice:

Quasi il 50 % del venduto di Fca ad oggi è jeep ram, l 'idea non è proprio balzana, restano poi i cadaveri... (Chrysler, Fiat Lancia Dodge)

☏ X5pro ☏
 

Fiat non la metterei tra i cadaveri dai

[vince-991]

4 hours ago, hankel said:

mah

sarebbe solo un modo per incassare qualche soldino, industrialmente non cambierebbe nulla

 

Fiat non la metterei tra i cadaveri dai

Non ci metterei neanche Dodge...

[gpat]

La grossa differenza è che Jeep e RAM possono comunque portare a casa benefici dalla condivisione con altri marchi, Ferrari no...

[slego]

On 27 aprile 2017 at 18:27, nubironaSW dice:

Quasi il 50 % del venduto di Fca ad oggi è jeep ram, l 'idea non è proprio balzana, restano poi i cadaveri... (Chrysler, Fiat Lancia Dodge)

 

peccato che pianali e motori di Jeep/RAM siano gentilmente forniti dai suddetti cadaveri.

[nubironaSW]

mah
sarebbe solo un modo per incassare qualche soldino, industrialmente non cambierebbe nulla
 
Fiat non la metterei tra i cadaveri dai

Era per dire eh,

☏ X5pro ☏