Kevin Tynan
Kevin Tynan
benefits circuit cost expects gm half second short
That could really short circuit the cost benefits GM expects in the second half of the year.
behind cars ford gm
It's like the GM and Ford locomotive has stopped, but all the cars behind it, all the way back to the caboose, are still moving, and it's piling up like an accordion.
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.
bigger company gm problem shape today took worse
GM today is in worse shape than Nissan was when Carlos took over. It's just a much bigger company with a much bigger problem in a much worse situation.
agree cuts face facing gm larger material needs simply union
GM needs much larger concessions than this to have a material impact. The kind of cuts that GM needs are cuts that the union would simply not agree to. And GM needs to face that at some point, just like Delphi is facing it now.
although current gm great investors next reacting saying surpass toyota
Investors are reacting to the Toyota figures. Although it shouldn't be any great surprise. ... We've been saying for a while that at the current pace, Toyota will surpass GM next year.
chapter file gm
If GM does file for a bankruptcy, he would be the one to take them into the Chapter 11 filing,
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.
longer questions term whether
Whether longer term that actually makes a difference, I have questions about that.
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.
hit time
I think they kind of hit it at the right time with that sedan.
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.
certainly convince move quarter snapshot
The quarter as a snapshot is certainly a move in the right direction. But that being said, it didn't convince me of anything.
everybody game wins
It's really not a zero-sum game where one wins and one loses. It's really everybody or nobody.