Stellantis NV (STLA) Options

STLA reports Friday May 16

They need to focus on the brands that make the bulk of their profits and sell off the rest. This is recoverable but they need to be agile and adapt….

With new trade wars, it becomes even more important for this company to realize efficiencies, through reuse and commonality.

Did they kiss the ring?

CEO Tavares has resigned.

Here is a plan:
1) Technical reviews to select best-in-class technologies from all of their brands (reliability as key metric)
2) Across the board redesign effort to reuse those technologies in all product lines.
3) Consolidate power train designs within horsepower families.
4) Centralize production of new powertrains around highest yield production facility.
5) Modify chassis designs to accept new designs.
6) Drop non-profitable brands.
7) Negotiate shipping partnerships to move powertrains to remaining production facilities.
8) Prototype, test, break, redesign, repeat.

I think that makeover would cost a small fortune, but all required to cut long-term costs, improve profits, and re-engage customers.

Because Chrysler has ruined the iconic Jeep brand, with their goofy looking vehicles.

Stellantis Plans 1,100 Layoffs in Jeep Gladiator Pickup Plant in Ohio

https://www.investopedia.com/stellantis-plans-1100-layoffs-in-ohio-8741269

"Indefinite" layoffs...whatever that's supposed to mean.

STLA, 10Q 11/7

There is no doubt they need a major restructuring, which would include cutting some brands. What amazes me about this auto company, is the fact that they do not tend to realize synergies, by reusing parts from across their spectrum of makes. American motors tried to do that by using off-the-shelf parts from various manufacturers in their vehicles, and they died. I am not sure why we need so many powerplant and transmission designs. Choose the best in class from all available options and mold the vehicle body designs around those. Cost savings could be huge.

STLA new 52 week low

Looks like the Chrysler heir is wanting back in:

https://moparinsiders.com/wp-content/uploads/2024/08/Letter-to-Carlos-Tavares-CEO-of-Stellantis-N.V.pdf

Start model drops with Chrysler. They have been passed around and have been building junk for decades.

Keep the Dodge truck line.

Is STLA going to go out of business - dealers are jammed up with cars that are not selling? What is ya'll see?

STLA 10Q due 4/30

An article I just read:

https://www.msn.com/en-us/money/companies/plunging-pickup-truck-sales-threaten-detroit-s-profit-engine/ar-BB1l1ces?ocid=msedgntp&pc=HCTS&cvid=a59b1ffb7ade4d72a30af278064fa935&ei=19

Leaves me to question everything

STLA new 52 hi

STLA new 52 week hi

STLA new 52 week hi

STLA new 52 week high

STLA new 52 week high

STLA new 52 week high

I have bought since it was 14.5 and will not sell until it goes 32. They are right in track to make 6.6 (euros) per share profits this year. It suits me that this is heavily undervalued because they are buying back 1,5 billion euro stock in these rock bottom prices. Next year they will have 7,5 euro per share profits without doing anything only by the buyback they did. They are the 4th biggest automotive company in the world and their share price is like if the company was going bankrupt. This one is an opportunity that comes once in your lifetime. Even if it remains in these prices they will heavily buyback and together with the dividend they give someone can have easily 25% return every year for the next 10 years.

STLA new 52 week high

i know goddamit
Stellantis NV NYSE: STLA

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Consumer Discretionary : Automobiles | Large Cap Value | Based in NetherlandsCompany profile
Stellantis N.V., formerly Fiat Chrysler Automobiles N.V., is a holding Company based in the Netherlands and operates as an automaker and a mobility provider. The Company is engaged in designing, engineering, manufacturing, distributing and selling vehicles, components and production systems. The Company has industrial operations in more than 30 countries and sells its vehicles directly or through distributors and dealers in more than 130 countries. The Company designs, manufactures, distributes and sells
vehicles for the mass-market under the Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat
Professional, Jeep, Lancia and Ram brands. In addition, the Company designs,
manufactures, distributes and sells luxury vehicles under the Maserati brand. The Company's brand portfolio also includes Peugeot, Citroen, DS Automobiles, Opel and Vauxhall. It offers a wide variety of vehicle choices from luxury and mainstream passenger vehicles to pickup trucks, sport utility vehicle (SUVs).
New 52 week high

What the heck? How can no one be interested in this stock?
Today, it has gone down so much that it's PE is below 3. That is insane. GM's PE is over 5.5 and they have so much less going for them than STLA.
For instance, GM (General Motors) has absolutely no exposure to the European market while STLA is doing a huge 1.5 Billion Euro stock buyback program.
There is almost no way to compare the two companies. Even F (Ford) can't compare.
If you apply GM's PE to Stellantis, the stock should be trading for almost $32 per share and IMO it should be trading even higher.
Let's wake up this board and get some interest going here.

Stellantis N.V. is a multinational automotive manufacturing corporation formed in 2021

The principal activity of Stellantis is the design, development, manufacture and sale of automobiles bearing its 16 brands of Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS, Fiat, Fiat Professional, Jeep, Lancia, Maserati, Mopar, Opel, Peugeot, Ram and Vauxhall. At the time of the merger, Stellantis had approximately 300,000 employees, a presence in more than 130 countries with manufacturing facilities in 30 countries.

https://en.wikipedia.org/wiki/Stellantis

Stellantis N.V. engages in the design, engineering, manufacturing, distribution, and sale of automobiles and light commercial vehicles, engines, transmission systems, metallurgical products, and production systems worldwide. It provides luxury, premium, and mainstream passenger vehicles; pickup trucks, sport utility vehicles, and commercial vehicles; and parts and services, as well as retail and dealer financing, leasing, and rental services. The company offers its products under the Abarth, Alfa Romeo, Chrysler, Citroen, DS, Dodge, Fiat, Fiat Professional, Jeep, Maserati, Ram, Opel, Lancia, Vauxhall, Peugeot, Teksid, and Comau brand names. It sells its products directly, as well as through distributors and dealers. Stellantis N.V. was founded in 1899 and is headquartered in Hoofddorp, the Netherlands.

https://www.stellantis.com/en
Sales 164.81B