Kevin Tynan
Kevin Tynan
blow eyes ground management steady
Is this another blow to management? I would say yes. But you can't say management was on very steady ground in the eyes of investors.
bowl figure giant gm hook obligation parties spaghetti three trying
You've got three different parties here -- GM, Delphi and the UAW -- trying to figure out what GM's obligation is, ... GM could be on the hook for a lot of those UAW workers, but it's not completely clear. It's just a giant bowl of spaghetti right now.
crucial lose talking time
This is a crucial time for GM. They need to get everyone talking because they are the ones that really have the most to lose with a strike.
attributes buy company
This is not a company you would buy for its fundamental attributes or its operational strengths.
beat earlier estimates ford given numbers worse
The numbers are much worse than I thought they would be, especially given how Ford beat the estimates earlier this week.
balance believe due extent leverage point serious tip
I would have to believe at this point that bidders who are serious players, to the extent they've already done their due diligence, this is not a surprise. What it could do is tip the balance more to the buyer, give them a little more leverage on the price.
chain might needs relationship supply weak
The supply chain is so weak right now that it can't go on this way. That relationship needs to change, but it might be too late.
certainly potholes soon turned
It's too soon to say that (GM turned the corner). There are certainly potholes still out there to negotiate.
bad quarter saying step
It's not saying much, because of how bad the first quarter was, but it's a step in the right direction.
continue dependence ford lack meaningful products
With Ford and GM's dependence on trucks, and a lack of significant meaningful products on the sedan side, they will continue to struggle.
couple four hundred incentives prices pricing required sell sticker value vehicles
Under the value pricing system, on average, the sticker prices are down a couple hundred bucks. To be effective, value pricing has to be four times that, and incentives required to sell vehicles must be removed.
certainly lose losing market share
With them losing market share the way they have been, they are most certainly going to lose more, so this just will not be enough.
longer questions term whether
Whether longer term that actually makes a difference, I have questions about that.
deal direction dozen fix gm items itself laundry list move needs small thinks
The deal is a move in the right direction, but no one thinks this is the end to their problems. The laundry list of the things that GM needs to do to fix itself is about a dozen items long, and this deal was a small item on that list.