Marchionne is a shrewd operator and rightly investors have been asking what was the purpose of yesterday's presentation and what was Marchionne trying to achieve, in our view the answer is very simple; he is looking to force a marriage for FCA. Arndt Ellinghorst More Quotes by Arndt Ellinghorst More Quotes From Arndt Ellinghorst What if people are still not ready to own EVs? Will adoption be the same in the U.S., Europe and China? Arndt Ellinghorst top-news We welcome the fact that VW appears to be pursuing a broad compensation program. Arndt Ellinghorst top-news VW has its back to the wall, Horn's departure is happening at the most inconvenient time, if such a key figure quits, this will inevitably cause more unrest. Arndt Ellinghorst business This would be a major relief for the company, its customers and shareholders. Arndt Ellinghorst technology It appears that it is the EPA that has discovered this violation and not VW, raising concerns around reporting, transparency and integrity within VW. Arndt Ellinghorst top-news Whilst we agree Ferrari has the potential to grow sales from about 7,000 units to about 10,000 relatively easily in the next few years, longer-term we question whether it really has better unit growth potential than a company like BMW, investors should seriously question whether (Ferrari) should trade on 4 times the multiple of BMW. Arndt Ellinghorst business BMW's share price reactions shows how nervous the investment community is with respect to diesel engines, compliance and future regulation, thank you VW. Arndt Ellinghorst company-news If Maserati serves as a template for FCA's rejuvenation efforts at Alfa Romeo it is worth noting that Maserati's own renaissance seems to have run out of steam after just 24 months. Arndt Ellinghorst company-news Marchionne is a shrewd operator and rightly investors have been asking what was the purpose of yesterday's presentation, the answer is very simple; he is looking to force a marriage for FCA. Arndt Ellinghorst business
