Scelte strategiche FCA (Piano industriale 2018 da pag 97)

[slego]

6 minuti fa, ciciuporchittu scrive:

Stante tutto, mi sarebbe piaciuto assistere ad un ipotetico confronto tra SM e Tavares...con altri risultatii a mio avviso

 

quanto ci manca il Sergione nazionale

 

Modificato 1 Agosto 2020 da slego

[ciciuporchittu]

13 minuti fa, slego scrive:

 

quanto ci manca il Sergione nazionale

 

E già..tanto bistrattato da altri ma tanto stimato da altrettante persone

[iDrive]

4 ore fa, HF integrale scrive:

 

Rimane il fatto che nei comunicati il  marchio PSA si trovi sempre primo in alto a sinistra e quella FCA secondo a destra....nonostante in ordine alfabetico dovrebbe essere il contrario.

Stellantis sarà modellato a immagine e somiglianza di PSA e di Tavares.

Sono sempre dell'idea che Tavares sia uno bravo sui costi.... ho più di qualche perplessità sulle piattaforme e sul mantenimento dell'heritage e della specificità di ogni marchio.

L'attacco dei cloni 208 / Corsa comincia  a non piacermi.... troppo simili, nonostante l'articolo farlocco del sole24ore sulle piattaforme che oggi permettono di differenziarsi e ai tempi di Crome/Thema/Saab 9000 no....se stiamo a questi 2 modelli non vedo grande differenziazione. Poi personalmente non mi piace quel posteriore così muscoloso.

Aggiungo che la 208 GTI mi piace molto, dentro è bellissima....ma già se scendi sulle versioni normali con quei baffi e le ruote con borchie...non mi piace.

Speriamo non facciano B FIAT e Lancia clone  🤔

Basta con questo, gli azionisti di PSA avranno poco meno del 50% di Stellantis se si segue il numero di azioni dato agli azionisti e quelli di FCA, poco più del 50%, e già tutto scritto nel memorandum.

 

Poi EXOR sarà il 1o azionista con quasi il doppio del secondo azionista (Peugeot).

 

Poi la sede di Stellantis sarà quella odierna di FCA, non quella di PSA.

 

Poi c’è scritto nero su bianco nei 2 rapporti finanziari sia di PSA che di FCA,  che PSA sara fuso DENTRO FCA.

[iDrive]

Poi, non è che sarà Elkann a decidere tutto, ma Tavares che non sarà ne Agnelli ne Peugeot, e nemmeno PSA ne FCA ma un dipendente Stellantis, dovrà prendere decisioni in accordo con gli Agnelli in patto con i Peugeot... con gli Agnelli con più peso (azionisti di referenza) ma sempre in patto con i Peugeot.

Modificato 1 Agosto 2020 da iDrive

[Davialfa]

6 ore fa, iDrive scrive:

Basta con questo, gli azionisti di PSA avranno poco meno del 50% di Stellantis se si segue il numero di azioni dato agli azionisti e quelli di FCA, poco più del 50%, e già tutto scritto nel memorandum.

 

Poi EXOR sarà il 1o azionista con quasi il doppio del secondo azionista (Peugeot).

 

Poi la sede di Stellantis sarà quella odierna di FCA, non quella di PSA.

 

Poi c’è scritto nero su bianco nei 2 rapporti finanziari sia di PSA che di FCA,  che PSA sara fuso DENTRO FCA.

chiedo perché non mi sono più documentato, ma davvero non è 50 e 50 preciso?

 

riporti i due rapporti finanziari dove è scritto che psa è fuso dentro fca

[iDrive]

1 ora fa, Davialfa scrive:

chiedo perché non mi sono più documentato, ma davvero non è 50 e 50 preciso?

 

riporti i due rapporti finanziari dove è scritto che psa è fuso dentro fca

Se facciamo i conti precisi sono un 50,72% per i soci FCA e 49.28% per quelli PSA.

 

Qui, il rapporto 2019 di PSA, vedere pagina 9:

https://www.groupe-psa.com/fr/document/rapport-annuel-2019/

 

Ed e scritto la stessa cosa sul rapporto annuale FCA.

 

 

Modificato 1 Agosto 2020 da iDrive

[iDrive]

Nella presentazione del Q2, parlano di 5 nuovi modelli « high voltage » EV nel 2020...

 

Ci sara:

500e,

Renegade 4xe,

Compass 4xe,

Wrangler 4xe,

 

Mi manca il quinto...

 

Poi parlano di 3 nuovi Jeep nel 2021:

3-row full size SUV, Q1-2021,

Wagoneer/Grand Wagoneer, Q2-2021,

New Grand Cherokee, Q2-2021.

[j]

2 minuti fa, iDrive scrive:

Nella presentazione del Q2, parlano di 5 nuovi modelli « high voltage » EV nel 2020...

 

Ci sara:

500e,

Renegade 4xe,

Compass 4xe,

Wrangler 4xe,

 

Mi manca il quinto...

 

Poi parlano di 3 nuovi Jeep nel 2021:

3-row full size SUV, Q1-2021,

Wagoneer/Grand Wagoneer, Q2-2021,

New Grand Cherokee, Q2-2021.

 

E-Ducato

[Bare]

Quote

Mike Manley:

Now our teams have worked tirelessly to create an environment that can keep everyone safe and our employees have done their part by following the new protocols and our suppliers have worked hard to support our plans. We've also fully resumed our product development activities in each region, as we continue to invest in programs, as part of our plans to enhance our product portfolio. And as a result our full year 2020 CapEx spending is expected to be between €8 billion and €8.5 billion.

Now some of you may remember that as we came into this year, we had a CapEx expectation of around €9.5 billion. So we will have reduced that by around €1.5 billion, but not jeopardize the launch of important white space products in North America or our electrified product in EMEA. And talking of EMEA, we'll be launching five new high-voltage EVs, four of which are made in Europe and I'm going to give you further details on these launches later.

Now for the Jeep brand, we'll start production of some new high-volume, high-margin products next year, a new three-row full-size SUV in Q1, the all-new Wagoneer and Grand Wagoneer in Q2. And, as you know, all three of these vehicles will go into high-margin segments that we do not play in today. And then, of course, the next-generation Grand Cherokee around Q3.

While the disruption in demand and local restrictions in all regions impacted our sales, our commercial teams were able to deliver several bright spots during the quarter. For the first time ever, we achieved market leadership in LATAM, with 15.9% market share, up 190 basis points year-over-year and we also maintained our leadership position in Brazil with 19.8% market share, up 100 basis points. And in the U.S., our retailer retail market share was up 10 basis points to 12.5%, primarily driven by the Jeep brand, especially with Wrangler and Grand Cherokee and, of course, our Ram heavy duty pickup.

Now, given the unprecedented nature of the pandemic, we took quick actions to safeguard our earnings power, preserve cash and strengthen our financial flexibility, which included a new €3.5 billion bridge credit facility which was syndicated in April and remained undrawn at the end of June.

And then, this facility was replaced in July with the issuance of a new €3.5 billion term notes, and a new innovative €6.3 billion credit facility that we signed in June with Intesa Sanpaolo, which is fully dedicated to our operations in Italy and to support the restart and transformation for more than 10,000 small and medium enterprises that are a critical part of Italy's automotive sector.

Our industrial free cash outflows were €4.9 billion in the quarter, which was better than our previous expectations. And as a result of the significant liquidity actions we completed during the quarter, our available liquidity remained strong at €17.5 billion which by the way excludes €4.5 billion that remains undrawn under the new €6.3 billion Italian facility.

Warren Truck will be down for 14 weeks from late June, until early October for retooling to facilitate the production of the all-new Wagoneer and Grand Wagoneer. And Toluca was down for the month of July to get ready for the Jeep Compass mid-cycle refresh.

However, we have several key new product actions that will provide momentum in the second half. Starting with the all new Fiat Strada, Brazil's best-selling pickup truck now for almost two decades, where production essentially began in May as part of our plant restart and I'm happy to report that demand for the new truck has been very strong.

And we also have several other key vehicle launches occurring throughout the remainder of the year. We'll begin production of the all-new Ram TRX pickup truck at our Sterling Heights plant beginning in Q4. And lastly, Maserati will benefit from several new models, which all go into production this quarter.

Mid-cycle freshenings of the Ghibli Quattroporte and Levante, along with the new Ghibli Mild Hybrid the first Maserati model to adopt hybrid electric propulsion combining high-performance low emissions and Maserati fun to drive. And the new Ghibli Trofeo, which is the first offering with a V8 engine. We expect the launch of these vehicles and numerous other actions, the new leadership team has and continues to take to have a solid impact on their financial performance in the fourth quarter.

Now we're looking forward to the much anticipated Maserati day that will take place in September. The event will set out the future of the brand introducing exciting new products innovation plans and customization programs and we'll start with a supercharger reveal of the new MC20 super sports car and the new 100% Maserati powertrain.

Quote

 

John Murphy

 

Good afternoon guys. I just had two quick follow-up questions. First, just on the regulatory credit question. I mean, Mike, you said that you would be regulatory compliance and I apologize you seem to miss the timeframe in your commentary. When do you think that would be -- does that mean both in North America and Europe? And is that under the umbrella of Stellantis or before you get there? I'm just trying to understand timing when these regulatory credit purchases hopefully go to zero?

 

Mike Manley

 

John, different timeline depending on the -- depending on the region and these were as standalone FCA. So obviously when the merger closes, this will change and probably be accelerated. But the anticipation was that as we get into 2023 in the U.S. We will basically be zero reliance on credit. Our electrified fleet will carry all of the burden of compliance.

And then in Europe, because of the focus that we have put in terms of electrification, by the time we get to the end of 2021 as we enter 2022, we expect the fleet to be able to keep us fully compliant in EMEA as well. And that is with what I think is a very reasonable forecast to take rates of both our plug-in hybrids and our battery electric offerings.

 

 

https://seekingalpha.com/article/4363138-fiat-chrysler-automobiles-n-v-fcau-ceo-mike-manley-on-q2-2020-results-earnings-call?part=single

[domenwar]

https://torino.corriere.it/economia/20_agosto_02/indotto-auto-allarme-tutte-city-car-fiat-saranno-targate-psa-6e8e97c2-d4ec-11ea-85eb-cddcd933cbd3.shtml

 

a quanto pare si adotteranno la piattaforme francesi per le auto piccole…o ci sara un nuova piattaforma? 🤔