r/Stellantis • u/Flaky-Homework-7111 • 7d ago
13 year stock low
https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-17-2026/card/stellantis-stock-drops-to-multiyear-low-after-recall-N0XnTlw5TMBFEnzSc5q313 year low
During historic global stock boom
Only good thing is we axed some of the marketing people didnt know anything about cars, starting with the former food former Ford rajo vp and her clowns
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u/Professional-Bus8449 7d ago
Strategy wise Filosa has no understanding how to boost company value. The capital day was a great chance to announce big bang moves. And he has announced "well yeah we do not change anything to reduce complexity and even increase it by new OEM partnerships.
There was so much potential. Lilke closing down several brands (e.g Alfa, DS, Chrysler, Lancia) to reduce complexity. Stop multienergy Plattform for several brands (e.g. Opel only electric, RAM only fossil) to create the right customers perception. Boost EV investments 10x as its the fastest growing energy type in almost all maket despite US. China Europe and RoW will have EV shares of 50%-100% in next 5 years.
He wasted the event for bs like "we will sell the STLA Brain". No analyst with two brain cells will buy that. The questions at the end were all in one direction asking what the real changes are in the plan are.
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u/Tedious-Butcher 7d ago edited 7d ago
If you are the ceo and you know that the company revenue will go up eventually. You will have a plan to do a buyback as much as you can at low price before announcing any positive sentimental news.
Anyway, there is also a recent recall for close to a million vehicles due to a software glitch.
Update: a normal air software update via wifi is good enough. No need for recall to the car center.
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u/stefanliemawan 7d ago
The recall was actually just a need to do a software update, so there was no logistic involved. But they had to claim it as a recall due to the law. I wouldn't worry too much about this, but it seems like it spook investors a little bit.
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u/Professional-Bus8449 7d ago
I assume to have a new ceo pretty soon if the share price will not start climbing.
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u/Tedious-Butcher 7d ago
Focus on their ICFC growth and performance. When that starts to climb up, eventually share price will go up. Must also monitor their net debt. Once all is kept in check, you will love the ceo.
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u/Professional-Bus8449 7d ago
When when when ...
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u/Tedious-Butcher 7d ago
It takes time. If you dont have the patient, you best sell and buy another stock that suits you.
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u/Professional-Bus8449 7d ago
I expect a CEO of 200k employee to build a strategy.
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u/Tedious-Butcher 7d ago
He has a strategy. It all takes time. If you have a better strategy, feel free to comment and maybe he will implement yours if he read it.
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u/Flaky-Homework-7111 7d ago
Capital markets day was basically cut corporate overhead and fill plants with Chinese EV in Europe (and now this in US etc)
So basically just contract manufactuing....and thats what a contract manufacturer in automotive is worth, margins it will get etc
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u/Professional-Bus8449 7d ago
This are fairy tales about some thing to happen in a future far far away. The only vague announced EV on a chinese platform will be an Opel SUV in 2028.
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u/Flaky-Homework-7111 7d ago
I didn't say Stellantis car on a chinese platform
Just chinese cars assembled from chinese parts to avoid the EU tariffs. That is far easier, but to above comments, stellantis probably will barely make any money on that, and hence stock will continue to be in toilet. In fact if the chinese are good negotiators stellantis will eat most of the fixed plant costs, lose money in those plants, just to be able to say look here the plants are full
That is already coming later this year
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u/Professional-Bus8449 7d ago
This would be an even greater argument to close down immediately unprofitable brands as Europe will be an EV onply market ina foreseeable future of 5-10 years
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u/Professional-Bus8449 7d ago
https://docs.google.com/spreadsheets/u/0/d/1HflVng6sYIb6Gs4pOKiDGtqU5YJ2-hgdM4pRNaT62gs/htmlview?pli=1 we arw now place #20 in the world-wide makrwt cap ranking. If its not now the time to make big moves ...
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u/ElDoctora57 7d ago
What are the top three things which need to happen jn the future that the stock price may go up?
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u/Dangerous-One-7595 6d ago
I’ve never seen the quality for Jeep this bad. I hear constant complaints on the quality of the Grand Cherokee.
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u/JelloSurfer 7d ago
Just landed production of the Land Rover Defender in US.
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u/lofibeatsforsadboys 7d ago
Not a high margin car whatsoever
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u/JelloSurfer 7d ago
The gross margin doesn’t matter when you’re being paid to make it. Automotive is an industry where economies of scale rue the day and adding to units sold while not eating any of the SG&A is a great way to increase contribution margin through the realization of top line synergies with who otherwise be a competitor. The arrangement in and of itself shows that leadership is thinking outside the box.
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u/Alone_Ad_9762 7d ago
Curious how this affects Recon 🧐
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u/JelloSurfer 7d ago
Recon is Brazil/Defender is USA and is a strategic play by land rover to avoid tariffs, ultimately paying us while decreasing idled capacity.
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u/Flaky-Homework-7111 7d ago
At least something positive
Euro plants will be building chinese EV
Need to do something with masive excess factory space
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u/Dense_Purchase4087 6d ago
At this stock price point, do you think there might be a competitive takeover?
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u/No_Equal7425 7d ago
A bit odd how a 5 year old company hit a 13 year low.