Kevin Tynan
Kevin Tynan
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.
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.
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.
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.
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.
everybody game wins
It's really not a zero-sum game where one wins and one loses. It's really everybody or nobody.
certainly potholes soon turned
It's too soon to say that (GM turned the corner). There are certainly potholes still out there to negotiate.
bankruptcy company couple days debatable illustrate last outside whether work
The last couple of days illustrate that there is a lot of work to do at this company and it's debatable whether it's actually doable outside bankruptcy court. I don't think it is.
case consensus estimates hard number
The consensus number in this case is very hard to use as a barometer. The estimates were all over the place.
blow eyes ground management steady
Is this another blow to management? I would say yes. But you can't say management was on very steady ground in the eyes of investors.
beat earlier estimates ford given numbers worse
The numbers are much worse than I thought they would be, especially given how Ford beat the estimates earlier this week.
face fact increases likelihood negotiate reason saying scary statement strike
That's scary -- the fact that they are saying there is no reason to even negotiate now. If you were to take their statement at face value, that increases the likelihood of a strike considerably.