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Court
Posted on Thursday, January 10, 2008 - 06:17 am:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

i try to keep a casual eye on the stocks of 5 motorcycle companies that either drive (er, ride) the motorcycle business as well as some indicators in an effort to see which way the market is headed.

The folks at Ducati, just about a month ago, held something akin to a mea culpa phone conference with investors to explain their current financial plan.

Yesterday Ducati stock made news in Europe and appeared on the Bloomberg list for companies with "unusal" movement.


quote:

Ducati Motor Holding SpA (DMH IM): The maker of motorcycles used in the ``Matrix'' films may be active after the Italian Motorcycle Association said sales of motorcycles in the country slipped 2.9 percent in 2007, as tax incentives to trade in older bikes for less polluting ones were too low to attract buyers. Ducati fell 11 cents, or 8.5 percent, to 1.12 euros.




No conclusions . . . I'm just watching. I'll doubtless be accused, as I was in another thread, of lying so I'll say THIS IS MY OPINION. . . do your own research.
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Sath
Posted on Thursday, January 10, 2008 - 07:45 am:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

Court, We do like your opinion, or I do.
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Ducxl
Posted on Tuesday, January 22, 2008 - 04:54 pm:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

Court,i missed this thread earlier.

IN YOUR OPINION,what do you think is up with Ducati? Not belly up? Bought out by Hyosung? Cerberus? Please,do tell what you think may be up?
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Court
Posted on Tuesday, January 22, 2008 - 06:48 pm:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

Tough call.

There results are better the last 12 months, not great, but not negative.

They denied in last weeks press conference that they were looking to team up with someone. . . .

My sense is they'll likely continue in the same vein. They have really gotten good at making excellent products while camping at the door of insolvency.

It seems the passion of the brand always spits out a suitor and just the right moment.

I'm going to be watching closely. It's a good time to be a motorcycle rider.

P.S. - if you need the links to the financials and Ducati media files, just drop me a note.
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Thespive
Posted on Tuesday, January 22, 2008 - 07:23 pm:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

I have intel from those on the inside the the Cerberus deal with Chrysler is not what it was cracked up to be and there is a lot of fear and uncertainty over there.

--Sean
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Davegess
Posted on Tuesday, January 22, 2008 - 08:08 pm:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

Chrysler is in trouble. The Cerberus folks didn't understand the car business. They thought they could just hack a bunch of stuff away to cut costs and then unload the beast after it made a little profit. I don't think they realized just how difficult the car business is these days and how long it takes to turn one of these ships around. One or two years of nothing but cost cutting will yield you a worthless company. All the talent will quit and everyone will know the place is gutted.
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Rex
Posted on Thursday, January 24, 2008 - 02:46 pm:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

too bad for chrysler. they have some really cool cars, trucks, and speciality vehicles.

ducati? wow. much cost them a fortune to keep a bike in the moto gp. but it seems like they sell everything they can. they have added a ton of new concepts and have sold them. all of their bikes seem hot right now.

yep, you can only cost cut so long, and you need to start operating on your own merit. during cost cutting, you need to have new items ready for the public, when you have become lean and mean.

people need to look at what buell did. start slow, and work up. excelsior, indian, norton, etc. all tried to be big from the start. spent all of their money trying to be HD, and it took HD over 100 years to get to that point. they should have started small, watching their costs, etc. excelsior spend all of their money before one bike ever came out the door.

the economy looks really scary. makes you wonder how the companies will continue, when people are cutting back on the luxuries they used to spend money on. Just walk thru the HD dealerships. Stocked to the ceiling with bikes over 18,000 dollars. You can really only afford clothing now a days.

REX
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Thespive
Posted on Friday, January 25, 2008 - 11:26 pm:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

Dave is exactly right.

--Sean
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Court
Posted on Tuesday, February 19, 2008 - 01:59 pm:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

Fingers crossed. . . . it was a good day for ADR holders.


quote:

Ducati's Top Investors Plan EU390 Million Acquisition (Update2)

By Marco Bertacche

Feb. 19 (Bloomberg) -- Ducati Motor Holding SpA, the winner of last year's MotoGP motorcycle world title, received a takeover offer for as much as 390 million euros ($576 million) from its three controlling shareholders.

Italian private equity firms Investindustrial SpA and BS Investimenti and partner Hospital of Ontario Pension Plan, which together own almost 30 percent of Ducati, will offer 1.70 euros a share for the rest of the Bologna, Italy-based manufacturer, the investors said in a statement today.

Ducati shares rose 28 cents, or a record 20 percent, to 1.68 euros in Milan after being suspended from trading earlier today pending the announcement. The offer is 22 percent more than yesterday's closing price.

The bid is conditional on the investors gaining control of two thirds of Ducati's capital, and half of the acquisition will be financed by Intesa Sanpaolo SpA, the investors said. The funds said they plan to delist Ducati's shares following recent volatility in equity markets.

Investindustrial and its partners agreed in December 2005 to buy their controlling stake in Ducati from Texas Pacific Group, now known as TPG Inc. The investors appointed a new chief executive officer last May. Ducati shares reached a seven-year high on July 23 and until today's announcement had declined 37 percent.

Ducati is targeting annual sales growth of 10 percent by adding more profitable models and boosting revenue from merchandising. The maker of high-performance motorcycles posted net income of 13.3 million euros in 2007, its first full-year profit after three years of losses.


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Midknyte
Posted on Thursday, April 17, 2008 - 11:42 am:   Edit Post Delete Post View Post/Check IP Print Post    Move Post (Custodian/Admin Only) Ban Poster IP (Custodian/Admin only)

http://blogs.motorbiker.org/blogs.nsf/dx/volkswage n-to-buy-ducati.htm
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