Many of these comments may reflect a long term view. I would not necessarily disagree. There was a fair degree of doom around Charles leaving and Steve leading but I think the revised team did well in many ways even if I had a few gripes. All of the people all of the time?
A generalisation? VC and IC looks at it in the short term - in, cash, leverage, out, in many cases. This may not require a long term plan as far as they are concerned? Aston ?
.
https://de.linkedin.com/in/thomas-kiesele-86534975Look at the range and profile of brands in his recent history, look at the period of engagement. Not a stupid man.
+ve view ? He brings a lot of experience and connections that open new ideas etc, again - new audiance?
-ve view ? yeah, not quite the same situation in Morgan I suspect, should be interesting to stretch his mind! Is this going to mean the traditional platform customer benefits? No.
Personally I would rent them as consultants on contract, not on staff but who knows what deals are being done as it is their money and stock to do with what they please.
Am I right in thinking prices just went up? Hmm where did the cash go?
i must stop being a cynical g_t
i must stop being a cynical g_t
i must stop being a cynical g_t
i must stop being a cynical g_t
i must stop being a cynical g_t
They also need to ensure the working staff continue to feel the pride and respect. All the PR done by the previous/current management team presented the working teams in a great way. Through all this change they need to carry them as well? Quality control is driven by equal parts of motivation, pride and respect, both ways.
This is becoming a bit like a modern oscar wilde moment, unfurling chapter by chapter. If I did not love the Coupe, given the current advertised market prices, I might just cash out as well.
I wonder if an adjustment to the plan could be interesting. If there is one of course.
The Trad, shape, style, equity represent a BIG chunk of the brand. Interestingly I believe the customer base also add to this. It's not like a Basingrad saturday night car park with neon lit, banging stereo nova's. Nothing like a good bit of brand enablement!
Carry two business paths.
One for the existing customer base to retain the loyalty and promote the brand.
Second to drive the CX into the Global PCP farm. After all the 2030 change to BEV only is going to need a serious change and so they need to move prior to that unless they want to fund the entire thing?
All it would cost is a revamp of the parts program and interface to customers (buy over the interweb Amazon style and spanner locally + enhanced factory bodywork program). Mind you they would need to care about stock levels then. Aero wheels, window winders anyone ?
I love the smell of speculation in the morning.