| Author | Message | ||
     Court |
i try to keep a casual eye on the stocks of 5 motorcycle companies that either drive (er, ride) the motorcycle business as well as some indicators in an effort to see which way the market is headed. The folks at Ducati, just about a month ago, held something akin to a mea culpa phone conference with investors to explain their current financial plan. Yesterday Ducati stock made news in Europe and appeared on the Bloomberg list for companies with "unusal" movement.
No conclusions . . . I'm just watching. I'll doubtless be accused, as I was in another thread, of lying so I'll say THIS IS MY OPINION. . . do your own research. | ||
| Sath |
Court, We do like your opinion, or I do. | ||
| Ducxl |
Court,i missed this thread earlier. IN YOUR OPINION,what do you think is up with Ducati? Not belly up? Bought out by Hyosung? Cerberus? Please,do tell what you think may be up? | ||
| Court |
Tough call. There results are better the last 12 months, not great, but not negative. They denied in last weeks press conference that they were looking to team up with someone. . . . My sense is they'll likely continue in the same vein. They have really gotten good at making excellent products while camping at the door of insolvency. It seems the passion of the brand always spits out a suitor and just the right moment. I'm going to be watching closely. It's a good time to be a motorcycle rider. P.S. - if you need the links to the financials and Ducati media files, just drop me a note. | ||
| Thespive |
I have intel from those on the inside the the Cerberus deal with Chrysler is not what it was cracked up to be and there is a lot of fear and uncertainty over there. --Sean | ||
| Davegess |
Chrysler is in trouble. The Cerberus folks didn't understand the car business. They thought they could just hack a bunch of stuff away to cut costs and then unload the beast after it made a little profit. I don't think they realized just how difficult the car business is these days and how long it takes to turn one of these ships around. One or two years of nothing but cost cutting will yield you a worthless company. All the talent will quit and everyone will know the place is gutted. | ||
| Rex |
too bad for chrysler. they have some really cool cars, trucks, and speciality vehicles. ducati? wow. much cost them a fortune to keep a bike in the moto gp. but it seems like they sell everything they can. they have added a ton of new concepts and have sold them. all of their bikes seem hot right now. yep, you can only cost cut so long, and you need to start operating on your own merit. during cost cutting, you need to have new items ready for the public, when you have become lean and mean. people need to look at what buell did. start slow, and work up. excelsior, indian, norton, etc. all tried to be big from the start. spent all of their money trying to be HD, and it took HD over 100 years to get to that point. they should have started small, watching their costs, etc. excelsior spend all of their money before one bike ever came out the door. the economy looks really scary. makes you wonder how the companies will continue, when people are cutting back on the luxuries they used to spend money on. Just walk thru the HD dealerships. Stocked to the ceiling with bikes over 18,000 dollars. You can really only afford clothing now a days. REX | ||
| Thespive |
Dave is exactly right. --Sean | ||
| Court |
Fingers crossed. . . . it was a good day for ADR holders.
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| Midknyte |
http://blogs.motorbiker.org/blogs.nsf/dx/volkswage n-to-buy-ducati.htm |
