Dec
22
Posted (Van Santos) in Business on December-22-2008

Wait a second…. was the world asleep when this happened – Canada has offered $3.29 billion in loans to the Canadian subsidiaries of U.S. Automakers.

How much will the automakers obtain from governments around the world in the name of a “bailout”? For those keeping score at home, thus far we have…

$17 Billion from the United States
$3 Billion from Canada 

That’s a nice $20 Billion thrown at a problem that is larger than simply running short of money, it’s bad corporate management.  

Just so that I don’t offend any of my Canadian friends, I have no problem with your Government doing what it sees fit for it’s own interest. My issues are a) the automakers having loans in general and b) what will the the worldwide total “loaned” to Detroit?  

This will end up costing tax payers world wide more money than anyone had ever expected.



 
Dec
17
Posted (Van Santos) in Business on December-17-2008

The administration has been unable to provide support for the auto bailout (yet), and it appears the industry is showing the signs of weakness many had expected. Check the latest news from Chrysler:

SAN FRANCISCO (MarketWatch) — Chrysler said Wednesday that it will idle all of its manufacturing operations starting this Friday through at least January 19 in an effort to keep inventories more aligned with plunging U.S. demand for new cars and trucks. Due to customers’ inability to obtain financing, Chrysler dealers said that their sales volumes have fallen as much as 25% from a year ago.

Here is my take…

  • Chrysler, obviously, does not feel a bailout will be coming from this current administration within the next week, or if a bailout is provided they do not feel the money will be available immediately
  • Chrysler truly has little to no money at this point
  • The potential impact on dealerships is huge as Christmas historically is a good car sales season
If Chrysler is hutting this much, can we expect some type of announcement going from GM soon?

Update: 9:27 PM 12/17/2008 - turns out Chrysler has 30 plants in the US.

Update: 9:23 AM 12/18/2008 – the closing will hit roughly 46,000 people, and some are wondering if the plans are going to open again.


 
Dec
09
Posted (Van Santos) in Business on December-9-2008

Hmmm…Well, what did GM say?

 ”While we’re still the U.S. sales leader, we acknowledge we have disappointed you,” the company said in the magazine ad. “At times we violated your trust by letting our quality fall below industry standards and our designs become lackluster. We have proliferated our brands and dealer network to the point where we lost adequate focus on our core U.S. market. We also biased our product mix toward pick-up trucks and SUVs. And, we made commitments to compensation plans that have proven to be unsustainable in today’s globally competitive industry.”

The company just admitted it drove itself (no pun intended) into the ground. They made poor business decisions and now have no ability to continue operations without government loans…. Human impact aside, why should we bother supporting a bail out? 

Two things missing from the admission where a) we are sorry for operating our company in this fashion and b) here is how we are going to change.

Obviously, admitting any type of fault would place management in a questionable legal situation.  While they did run the company into the ground, why admit your mistake when shareholders could sue you?  More importantly, there was no evidence of change…. No plan as to how the company would avoid such a situation moving forward.

The only company I support in this process thus far is Ford due to strategic moves they made last year, and because they are claiming they do not need the money for operations but simply as a backstop incase things were to get worse (which I suspect they will). 

Basically, Ford is the only one with a plan and is acting accordingly.  If anyone should get “bailed out”, we should look in their direction.