Opinion Kilcrohane's view of the Automotive Industry and Global Economy. Part Deux.

[BMW4ever]

The real news - borrowing in UK is out of control:

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www.telegraph.co.uk

- the comments as usual are more enlightening - tldr - 'they're sh!tting bricks, lying - we're bust'.

Things can only go 2 ways from here:

1. they print(even more) to pay, monetise in the jargon, those debts - Weimar inflation, totally worthless £, here we come, or

2. the smart money realises demand has collapsed, evaporated in UK - another near-silent day, 'due to the rail strike' - and the real problem is the fast approaching tsunami wave of deflation - as I mentioned above - with this perhaps already starting to show with the slight fall back in gilt yields today.

My money's on '2'.

Of course they'll want to print, ...and print, but these clowns have no idea what's happened to the average Brit, as they don't live in the real world, and everything is paid for them. Brits, as I've said, have basically stopped spending, and the economy come to a halt, evaporated.

Against that huge thing, even printing, 'QE', say £500 billion, is chickenfeed, p!ssing into the sea. You can't keep pushing prices up, or just maintaining them at the current ridiculous levels, when there's no demand.

'2' is what 'They' dread. But I see no way out of it. That's why They need WWIII, and/or the next P(l)andemic. Because, with the average pleb sitting on around £350k debt, and his main 'asset' dropping in value faster than it went up, say £200/day, and no buyers anyway - who wants to catch a falling knife? - those people will start looking for someone to blame, for being broke, and having a mortgage they'll take to their grave - likely an early one.

 

[BMW4ever]

Another sunny, windy day in La-la land - UK and Germany/EU? No? Better buy some gas then, to fire those electricity generators:

Germany triggers ‘alarm’ stage of emergency gas plan as Putin cuts supplies

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www.telegraph.co.uk

- who knew? - you could have calm, quite cloudy days in western European summer, and would need backup for your windmills and 'solar farms'? Apparently not the Green moron leaders of Germany/EU/UK - Sholz, von der Leyen, and Mister Carrie Symonds.

Putin's got us and them, especially the gone-insane, modern Germans, by the balls - Carrie's and von der Leyen's too.

PR/BS talks, energy walks. One/two speeches/appearances by Putin since Feb., and he has the whole world running round like headless chickens. Amazing what masculinity and owning real resources do.

 

[J.E]

I once suggested that Tesla could purchase Jaguar, but people didn't take my suggestion too seriously.

 

[tristatez28lt1]

That can't be true - fully. 'eXJ' was due 2019, at least 2 years before L460 Full-fat. It was pulled, I agree, and have said before, because it was a joke against the then coming Taycan(/e-tron GT). I believe 'eXJ' was just an I-Pace with a rear overhang, and lower ride height, and even more squashed roof. I-Pace is basically a shortened platform 2012 L405 - 2016 F-Pace.

Without the 'foot garage' thing of the Taycan, the headroom/seating position in the lower-roofed eXJ would have been a joke - in the back especially - the whole point of luxury/chauffeur-driven limos - which even the Merc EQS suffers with to a degree - low-slung seats, high knees, to try to get half-decent headroom - all caused by trying to get height/cross-sectional area down, for the dreaded aero drag effect on EV range at higher speed.

The Bentley thing, as I've also said before, is for the birds. £200k for a Jag is never going to fly - unlike those birds.

This is all deliberate BS, to give the impression something's happening - Jag not long dead, killed off by JLR/Tata 3 years ago - arguably once 'New Gen' failed in 2015/16.

It's so reminiscent of MG Rover in 2004/5. 'Leaks' - deliberate - of amazing future product plans, faithfully reproduced by the media reptiles - mates of the bosses - long, liquid lunches, rounds of golf as guests, free holidays dressed up as product reviews, etc.

They all know it's over. The pretence is the game.

no "leak" this is coming from an ex-engineer.

 

[Serpens]

I once suggested that Tesla could purchase Jaguar, but people didn't take my suggestion too seriously.

I still think that would've been a terrible idea. Their corporate cultures couldn't be any more different and Tesla has no need for a struggling basket case of a brand. Tesla is already somewhat shaky ground itself.

 

[J.E]

I still think that would've been a terrible idea. Their corporate cultures couldn't be any more different and Tesla has no need for a struggling basket case of a brand. Tesla is already somewhat shaky ground itself.

Rubbish. Tesla is worth trillions.

 

[Serpens]

Rubbish. Tesla is worth trillions.

Tesla's market cap is not in the trillions, their market cap is 733 billion USD as of this month. They didn't get to the 2 trillion mark even when their stock was at their highest.

Regardless, none of that means they have management capacity to take on an entire brand, especially one that's been long suffering. Their success has been in their singular focus - if they bought Jaguar I 100% guarantee you their stock would see a downturn.

 

[BMW4ever]

UK is in freefall. 'They' are doing everything to prop the £ up. It should be falling like the Rouble in early March this year.

A 'leader' who's run away for over a week - couldn't find a fridge to hide in - because he knew he was about to be defenestrated from a window in Downing St.

This is classic 'Crisis? What Crisis?' territory - when the media reptiles hounded 'Sunny Jim' Callaghan when he flew back from the Caribbean to the Winter of Discontent in freezing Britain. The BBC would rather talk about Afghanistan, or Netflix, or some old record of Kate Bush's.

Spaffer has many, many friends, like-minds - private/boarding school, workshy, champagne-swilling, coke-taking, morals-free scum - in the media/PR 'industry' - and probably a lot of dirt on many of them. No one cared, or knew about, 'Sunny Jim'.

'Operation Save Big Dog' is still in full swing - by many of the 'elite'/establishment.

The people who will kick the fat scum's ar$e out though are the 350-odd Tory Scum. They will have been up this morning, unable to sleep, counting their shekels, doing their spreadsheets on the (crashing) value of their property portfolios - funded by the mug PAYE taxpayers - desperate to get the vile POS out the door - and replaced with anyone - anyone will get them more votes than PR-creation 'cuddly Boris', and have a hope of staying on the Gravytrain

This is why the 350-odd Scum are in full-blown panic - and why the £ should be worth around 60 US cents, and around £4,000 to an ounce of gold:

'Consumer confidence falls to lowest level on record as inflation fears deepen'

Consumer confidence falls to lowest level on record as prices soar

Index of optimism about the economy’s future plunges to minus 41 – the worst since polling began in 1974

www.independent.co.uk

- lowest in nearly 50 years, As Ken Clarke said on Monday I think, this is not a re-rerun of the GFC 0f 2008-9, or the Dot Com crash of 2000, but far, far worse - a different animal altogether.

As I said just yesterday, Brits have stopped spending, and the 'economy' - 90% fake/phony/made-up/'post-industrial' - has collapsed.

UK is the most bust country in the world, by far. It has debts far greater per capita than even the US, with not a hope of paying for the £trillions in liabilities in pensions, social security and other benefits, for a very aging, and now very sick population at one end, and at the other millions of new mouths, under 20 years old, with not a hope of a real job, certainly not one that pays net income to the Exchequer.

BUT, the real bustness, epic, is housing debt. Around £5 trillion is owed in mortgages - plus so much other UK debt funded by the collateral of housing - against a UK housing stock that is over-valued by at least 200% at current, now falling, prices - that typical '£1m' outer London terrace is worth no more than ~£250k - and that in a currency whose value is about to go off a cliff in comparison to the other printed 'reserve' currencies, and stuff like the CHF.

THAT is why the 300-odd Tory Scum/'Spartans' want to fight and take on the 'elite', establishment scum protecting the POS 'Boris'. It's brilliant to watch, I, have to admit. Which of these vile vermin will pull each other apart first.

 

[BMW4ever]

Tata is weaning itself off the whole JLR thing I believe. Tata is to India what Esso(Exxon) was to the US in the 1960/70s. India is throwing in its lot with Russia, and China to an extent, and the de facto, growing almost by the day, group of countries they lead - most of Africa etc.

ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

India is about to do huge business with Russia in retail, probably in return for all that oil.

We, the UK, are nothing. Indians under 40 do not see us as the Mother Country, or even anything special.

We are what we were pre the 17th century - a backwater in Europe, dominated by France and Spain, and nothing in global terms, with even Portugal, Holland etc, ahead. Our main produce was wool. Famous only for our 'pirates' - thieves, murderers - criminals, as the rest of the world called them.

Today, we've dispatched our natural sheep from places like the Cotswolds to grow horrible glyphosate-drenched, GMO 'food' - Harry's Farm etc.

We produce next to nothing the world wants, needs. Rolls-Royce Aero and JCB probably the only exceptions. We have no natural resources - forests cut down, oil and gas largely exhausted, and the 300 years of coal deliberately sabotaged - mines flooded, filled in.

 

[BMW4ever]

So Johnson's finished. ...but he's run away. So he's PM for another 8 days at least.

I hope he hangs on, for dear life. Johnson represents perfectly what UK had become after 42 years of wanton 'Do as thou wilt' - if you're posh, have connections, and are hence above/make the Law.

Spaffer's pater smashed Spaffer's mater in the face - not a slap, a closed fist punch - and broke her nose - claret everywhere. He also had her committed to a loony bin. Nice man, Stanley.

Spaffer, his pater, and their type, are above the Law. They know, which is why they act as they do/have done.

And this is why the UK is screwed, destroyed, and now a global laughing stock - summed up by a 5'8", 20 stone clown going around pretending to be Churchill or The Iron Lady, lecturing everyone, but running away from any trouble at home, and of course under the thumb of his 'wife' - carer?/placed handler? - Carrie Antoinette.

Spaffer is a buffoon, a child, who chases women like a 14 yr old boy, puts them on pedestals, promises them everything, flings unknown sums of taxpayer money and made up jobs/positions at them, to keep them happy (with him).

That a vile clown like him was anywhere near power, or taken seriously, shows how far UK had fallen, not just from 'Our Finest Hour' in 1940, but from relatively recent 1980, when UK was still a serious country.

 

[BMW4ever]

Hold on tight, 'guys':

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- almost certainly the Kaliningrad situation. Russia has no choice but to react. Which means... .

Is this why Spaffer is full of himself, obnoxious 5 year old in an alcohol-soaked, drug-addled pensioner's body even more than usual, when any sane, normal person would know it's the end, and you have to kindly F off?

What does he know? NATO/EU about - this week?- to fully, openly attack Russia(/Belarus)? Looks like it.

That means the fat slug is safe. The BBC and co. will go into 'we are at War mode' - 'all you plebs must rally to the Flag, Queenie, and 'Our Leader'. Spaffer always wanted to be his hero - the other fat, nonce?, art forgerer, war criminal - Bomber Command - total failure - Gallipoli - alcoholic, probably drug dabbler, 'hero and great leader', Churchill.

Your time has come, Spaffer. Of course, HM.Gov will be be giving out war contracts left, right, and centre, to its mates, cronies, and donors - just like 'Covid' - £30bn+ to Churchill's grandson at Serco, etc.

So JLR will be lined up as a 'key war materiel supplier' - hundreds of I-Paces dispatched to every officer about 2nd lieutenant, etc.

Hurrah, JLR is saved! Except one minor detail. Russia has said, as clearly as they can, that the first strategic nuke falls on London, if, or rather, when, they are attacked by 'NATO' - UK/US, and its vassal lackeys like Germany, Poland, Lithuania etc.

So, goodbye London, goodbye UK. Goodbye all you prissy 'men', who fully believed in the system, JLR, Queenie, HM Govt, 'elites' like Etonian Spaffer, the 'UK' itself - a bankers' citadel - that is now almost certain to be the cause of your extinction. Still time for a few more posts from 'fanboys', a few more shekels 'earned', though, before you're vaporised.

 

[BMW4ever]

Top-top, independent journo - works for Haymarket Media, which has a/the PR contract with JLR, and a former employee of, former editor of Haymarket's Autocar, is the PR boss of JLR(Chas Hallett) - Steve '25,000 confirmed orders for rapturously received, game-changing I-Pace' Cropley, grills JLR boss on what is going on at stunningly successful, world-beating - at fraud - world-renowned London PR. regime propaganda outfit JLR:

Jaguar Land Rover CEO on chips, EVs, quality and Discovery | Autocar

JLR boss Thierry Bollore gives an update on how his ambitious Reimagine plan is going

www.autocar.co.uk

When JLR has hit rock bottom, Steve is your man - the Mishal Hussain of automotive journalism - 'Mr Bollore, "Dear Leader" if I may call you, I wonder if I could possibly ask you to tell my millions of readers just how wonderful you are, and how orgasmic JLR is?'.

 

[BMW4ever]

No doubt, with such a shoo in for a Pullitzer prize with this hard-hiting journalism, Steve will be headhunted by the BBC to front the soon nightly briefing from the MoD/Regime/BBC on the stunning successes and orgasmic victories of Our Brave Boys(and lezzas, trannies etc +++) - '25,000 confirmed Evil Ruskie Dead in just one day', 'I-Pace battalion spearheads charge on Moscow' etc.

Steve won't know what to do with all the shekels. Maybe buy a fallout shelter.

 

[BMW4ever]

Sounds exactly what the probably same London/NYC PR/Media companies get '80 million votes', senile pedo Biden to say:

"Yes, I believe you are right. We certainly have many satisfied customers(voters/citizens). Only yesterday I was talking to one of my neighbours who has a Range Rover Sport(MAGA hat/lawn sign). He stopped me in the street and said 'Thank you, Thierry(Senile Pedo Joe). Thank you for my car(bust, about to have civil war country).' It was a great moment(in my senility/dementia/Alzheimer's/criminal depravity)."

Maybe Mishal wrote this for Steve, while she was fawning at Spaffer's feet..

 

[BMW4ever]

Dear oh dear, what an odious toading tosser, who will suck any appendage for a shekel:

'you must be the envy of the car world?'

And no, I'm not the only one who sees this sh!t for what it is - unlike the dozens alone paid JLR shills infesting this one 'fanboy' site:

scotty5 26 June 2022
But not as big a buffon as the reporter.
...surely you must be the envy of the car world?
He can't give away his Jaguars at the moment. When's the last time anyone saw a new Jaguar on the road? Even their EV looks from a past era. Envy? Disaster more like.

- yep, Stevie boy, at the youthful age of 73, is bucking for Mishal's job - 'top-top-top journo', doing 'flaghip inteviews with top-top people', like the criminal, renowned POS Spaffer, and some slaphead reject on a shekel hunt before he heads off to Brittany and his £5m 'yacht' - HMS JLR - like the Titanic, unsinkable.

 

[BMW4ever]

'Leader of The Free World':

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Putin probably is gravely sick - sick from his sides continually splitting, laughing so hard, watching, listening to 'President'/puppet Joe, and odious slugs like Spaffer, talking down to everyone, as if he was a 5 year old, who thinks he is King of the World.

This is what 40 years of incessant and increasing 'PR' has done, to the West - UK and US - turned them into infantile sh!tholes, where lies are accepted like rain falling - perfectly natural - and the worst and most criminal are exalted, and held up as role models. Mass insanity and imbecility in other words. JLR is just a part of this, albeit a key one to the criminal regime in London(/NYC-LA).

 

[KiwiRob]

'Leader of The Free World':

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Putin probably is gravely sick - sick from his sides continually splitting, laughing so hard, watching, listening to 'President'/puppet Joe, and odious slugs like Spaffer, talking down to everyone, as if he was a 5 year old, who thinks he is King of the World.

This is what 40 years of incessant and increasing 'PR' has done, to the West - UK and US - turned them into infantile sh!tholes, where lies are accepted like rain falling - perfectly natural - and the worst and most criminal are exalted, and held up as role models. Mass insanity and imbecility in other words. JLR is just a part of this, albeit a key one to the criminal regime in London(/NYC-LA).

As of yesterday the US is probably the least united it's been since the Civil War, if I was a liberal state I would be pushing for the dissolution of the union.

 

[J.E]

It's elderly abuse what they're doing to Creepy Joe. The dude is obviously unfit to be president.

 

[Matski]

The dude is obviously unfit to be president.

This appears to be a prerequisite of being a world leader these days.

 

[J.E]

This appears to be a prerequisite of being a world leader these days.

Over here we're stuck between the choice of a 6'1 pandemic negationist and a 5'9 nine-finger alcoholic who aspires to become the Kim Jong-Un of the tropics. One is a complete idiot who likes to ride motorcycles without a helmet on and the other one is a tyrant who arrested journalists when he was president from 2002 to 2010 and now he's coming back with a vengeance.

Yup, estamos fodidos. That's your lesson in Portuguese for today. Provided the link works, of course.