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MC Tweed

MC Tweed
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  • Automobile M&A activity could pick up [View news story]
    I personally think a Fiat-Suzuki merger would be great for a number of reasons: they've collaborated many times before (the SX4 being one collaboration that really sticks out), they've both got exposure to different key markets (Suzuki is really big in India for example, fiat is in America), and a combination of the two could lead the way in small and efficient vehicles. VW have a controversial 20% holding which could easily be bought by fiat with consent and can pave the way towards a fully integrated group. As for other mergers, VW would be a very good parent for proton/lotus: colossal mismanagement there has hampered what could have been highly fruitful enterprises; VW has form for turning around ailing brands and turning them into money-spinners (I.e. Skoda, Lamborghini), both Proton and Lotus have the potential to be leaders in their markets, and Malaysia (as well as Indonesia and the Philippines), where Proton is big, are largely untapped by most companies.
    Oct 8, 2014. 09:15 AM | Likes Like |Link to Comment
  • Vodafone: Where's The Value? [View article]
    I think Vodafone's recent financial woes are just a blip, they are well positioned to see robust growth in the future:

    1. Being major players in developing economies (particularly India) will allow them to ride the wave of a telecoms revolution in those countries, much like the developed world in the nineties.
    2. Their strategy of 'Quad-play' is the right way to go. People like the naysayers at the motley fool said that Vodafone should spend the Verizon payout on paying down debt and the rest to shareholders in order to attract AT&T, and that quad play will put them off, and Vodafone shouldn't be entering this market. Yet the growth of quad play has been large so far and predicted to grow, which is why AT&T themselves have bought DirecTV. Maybe Vodafone could roll out quad play across their markets, and a resurgent Vodafone could merge with AT&T down the line.
    3. Their network investment, along with quad play should mean an increase in subscribers, possibly to the point of being the market leader. The unified telecoms strategy will work.

    Vodafone need to spend the Verizon windfall wisely; if they do, we could be seeing a company that could be the world's biggest phone network down the line.
    May 31, 2014. 06:10 AM | 3 Likes Like |Link to Comment
  • Court rejects BP request to delay spill payments during appeal [View news story]
    I'm sorry but I just cannot understand why the US court keeps throwing this out. There are clearly too many opportunists taking advantage of the settlement, yet nothing is being done about it at all. Firstly, BP should be paying legitimate costs and only legitimate ones, secondly Haliburton and Transocean should be paying a hell of a lot more than they are/have. It sends a very bad message about the US as a place to do business, because: BP became a scapegoat because its British, yet the rest all got off scot free; it paints the US as corrupt, with overly biased courts as well as Obama using the gulf spill to gain political capital, to help his flagging presidency. In short, BP shouldnt have to pay non-deserving recipients, they've paid their dues and fees regarding the spill, the environment is stabilising in the gulf, so everyone should just move on.
    May 27, 2014. 08:52 PM | 6 Likes Like |Link to Comment
  • Ford CEO warns of European oversupply [View news story]
    The problem is that the bulk of European car factories are in countries that make it very, very difficult to close; just look at GM, they've had to jump through hoops to shut their Russelheim plant, and its been the same with Peugeot and their Aulnay plant. Most of Europe's overproduction is due to governments refusing to let the plants get shut, and they continue to drain money for the car companies which may lead to that company's demise. Governments need to allow the manufacturers to consolidate their production sites to reach the true economies of scale. Yes it will be painful for the workers, but the car makers need to adapt to a changing market, and that may even lead to more work for the workers in the future.
    May 26, 2014. 10:17 AM | 8 Likes Like |Link to Comment
  • Ford wants to rattle luxury sector in Europe [View news story]
    This looks like a disaster waiting to happen, because:
    -Vignale is going to be a mere trim level, like Ghia is, and Ghia-trim fords are not considered rivals to BMW, Audi etc. Therefore Vignale (another former Italian coach builder that ford bought) will not rival them either.
    -they made such a pigs ear of Jaguar and Volvo who now, free from ford control, are making some truly excellent cars that are eating into the market share of the more established players.

    Ford missed the chance to make a mark in the luxury segment, and a few mondeos with a fancy badge and a big price tag are not going to cut it. And from what I hear, Lincolns are rubbish and won't be bought in Europe if ford decides to introduce that brand like GM with Cadillac. Ford should just leave alone, and go for the high growth budget market which is serving Hyundai and VW (via Skoda) and Renault (via Dacia) so well.
    May 23, 2014. 07:37 PM | 2 Likes Like |Link to Comment