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

[BMW4ever]

There's always a way out, don't rule it out

not yet, the popcorn stocks are still way too high. Truss being PM will need a jumbo packet alone. Biden/Demonrats gaining seats in the mid-terms will need the truck backing up.

All that academic, though... .

The about to be vaporised by Putin's nukes not so bright plebs may get literal wind of the fact that their govts want them dead - by bombing a huge nuke plant - and its huge nuke waste heap alongside - the real target - all that lovely nuke goo to throw up into the atmosphere - by demanding a response to being hit by Putin's radiation, with the wind blowing hard from the east, which will cause Putin to order a full-scale nuclear response - two/three Sarmat IIs on UK, and it's goodbye UK:

ZeroHedge

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

www.zerohedge.com

They, the runners, owners of UK and US, and their lackeys in Germany etc, have gone back once more to War to cure the threat of They having their necks stretched, now that even many ordinary plebs have cottoned on to this orchestrated fuel, energy, and food prices hike and shortages - to eradicate them - with real riots imminent, so the need is to urgently start a war, before the mob come Sri Lanka, Sierra Leone etc-style for the 'elite'.

One more British-made, British-supplied missile aimed at the Zap plant, hitting that nuke waste pile, and it could be 2/3 days before the plebs in UK are history - and some here want to argue the toss about BMW grilles. Oh well:

'KIEV FORCES USED BRITISH MISSILES IN RECENT ATTACK ON ZAPORIZHZHIA NUCLEAR POWER PLANT (PHOTOS)'

Kiev Forces Used British Missiles In Recent Attack On Zaporizhzhia Nuclear Power Plant (Photos)

Kiev forces used a British-made Brimstone missile in one of their recent attacks on the Zaporizhzhia Nuclear Power Plant, which...

southfront.org

 

[BMW4ever]

Jonathan Swift - an excellent Irish/Englishman, wrote about this - which end of an egg to crack.

GCF: where do you sit on the great burning issue of our time - BMW grilles - too high, too wide. While you cogitate that, watch out for the blinding flash, and the sight of the bones in your hands, just before you croak it.

 

[Centurion]

The state of the UK state - in a state - F'ed:

- the privatised, psycho-greed water companies paid out all the dosh to shareholders, and of course themselves, the directors, in bonuses, 'remuneration packages', non-contributory pensions - the usual bollox.

They sold off reservoirs over the last 30 years for other greedy scum to sell rabbit hutches for up to a £million each or more to gormless plebs, and recent arrivals out-Rachmaning Rachman - our 'diverse society' is cut-throat, with 2nd/3rd gen immigrants, especially from the Sub-continent, massively into property speculation, and get-rich-quick of all sorts - screw the country and the people that gave their parents and g/parents a place to flee to or come.

So you wind up with a country, England - forget Scotland and Wales - of real 70-75m people - no one knows - but it's at least 10m more than the joke Census - with water resources built, with taxpayer, public money, since Victorian times, for max ~40m people, in England, and now with reduced rainfall, as the real climate goes into a grand solar minimum, meaning less moisture, less rainfall - dropping sea levels.

What next? Dogger Bank reappears - drive to Holland? East Anglia, as can be seen above, is F'ed. It's a desert. The greedy bastards drained the fens, and became grain barons, but that meant also changing the climate, not just draining the water. It's at 10 inches or less a year rainfall - conditions like the Oklahoma Dustbowl of the 1930s.

UK, or England, is unsustainable, finished. It just about worked with 45m people, but they were nearly all pulling in the same direction, not buying up hovels for £1m, and sticking them full of newer arrivals, all on Housing Benefit, so that the f'ing greedy landlord makes hundreds of thousands of £s a year on just a few properties, PLUS, the almost guaranteed rise of the value of the houses themselves.

An insane situation, for an insane country, now without water, and in a few weeks, without power, and of course clown joke scum 'in charge', who can barely tie their own shoe laces.

Good. It had to come. This clown-world had to blow up. Too many idiots, with too much fake, printed money, thinking their funny money, their 'success', as proven by all their money, meant they could direct nature, just issue press releases, hire some diversity clowns, and the real, physical world would jump to their snapped fingers. F'ing insane morons.

When Truss, or that Roland Rat-lookalike geezer is the answer, and some fat clown who thought he was the king of the world was the previous answer, you know it's time to get the hell out of Dodge, as the inmates of UK are clearly insane, and dangerous.

Central Europe is in trouble too. Supply chains are being disrupted by the perched canals and rovers used by shipping containers.

 

[tristatez28lt1]

Back to JLR:

 

[BMW4ever]

When Dick writes, Lieberman, Cropley et al go in the Fact section:

Rebirth of Jaguar coming into view

Jaguar Land Rover's executives have not revealed much publicly about what Jaguar's lineup will look like after 2024.

www.autonews.com

- subbed, paywalled, so:

Rebirth of Jaguar coming into view - Buzz News Post

Jaguar will have its own dedicated in-house designed and engineered EV platform, code-named Panthera. Reports out of the U.K. say that Panthera is being

buzznewspost.com

- amazing revelations, scoop - JLR/Haymarket PR intern during holidays - from Dick.

'Richard Truett contributed to this report.'

Volvo And JLR Prepare For A New Era Of EVs - Daily News Era

"We are now looking at things through the lens of electrification," Volvo Cars CEO Jim Rowan said last month. "We are totally focused on battery-electric

dailynewsera.com

 

[BMW4ever]

Back to JLR:

I don't believe the Porsche figure. The only major disgruntlement is the off the charts waiting times, with the Taycan next to Not Available in UK, 18-24 months minimum for a new order now, due to its popularity and Porsche/VAG shovelling as many as they can to the US - collapsed € to $ - windfall profits. Just rich people pissed off they cannot get a car, and flip them for up to 100% on list - Taycan, GTs, etc.

 

[Centurion]

When Dick writes, Lieberman, Cropley et al go in the Fact section:

Rebirth of Jaguar coming into view

Jaguar Land Rover's executives have not revealed much publicly about what Jaguar's lineup will look like after 2024.

www.autonews.com

- subbed, paywalled, so:

Rebirth of Jaguar coming into view - Buzz News Post

Jaguar will have its own dedicated in-house designed and engineered EV platform, code-named Panthera. Reports out of the U.K. say that Panthera is being

buzznewspost.com

- amazing revelations, scoop - JLR/Haymarket PR intern during holidays - from Dick.

'Richard Truett contributed to this report.'

Volvo And JLR Prepare For A New Era Of EVs - Daily News Era

"We are now looking at things through the lens of electrification," Volvo Cars CEO Jim Rowan said last month. "We are totally focused on battery-electric

dailynewsera.com

MG ZS is getting great reviews. Maybe it's not a crazy thought that JLR should rabadge it into an XE successor.

MG ZS EV review | Auto Express

Affordable, practical and now boasting increased range, the all-electric MG ZS EV makes a strong case for itself

www.autoexpress.co.uk

I don't believe the Porsche figure. The only major disgruntlement is the off the charts waiting times, with the Taycan next to Not Available in UK, 18-24 months minimum for a new order now, due to its popularity and Porsche/VAG shovelling as many as they can to the US - collapsed € to $ - windfall profits. Just rich people pissed off they cannot get a car, and flip them for up to 100% on list - Taycan, GTs, etc.

The Tycan is one of the most efficient car for scoring Porsche loyalty point. It's high value and very affordable to buy as a company car. Basically a much better buy than an undesired Panamera S in white off the forecourt.

 

[BMW4ever]

MG ZS is getting great reviews. Maybe it's not a crazy thought that JLR should rebadge it into an XE successor.

- so another MG Rover(2005)? The Phoenix Four abscond with the money, and sell something/nothing, Chinese Whispers?, to some gullible Chinese?

The XE died in 2015/16. What Jaguar needs is putting down. Jaguar 2022 is at the TVR stage - 90% fraud, 10% hope/wishful thinking. Everyone knows it, but it can't be done, because of the optics - the effect on the Great British Public - gullible children, with brittle psyche.

Ratan Tata is old. He clearly loved Jaguar, or rather loved his boyhood, early adult years - Jaguar's heyday. A rich man playing with his youth.

Short of Aramco/the Saudi sovereign wealth fund buying 'Jag', JLR, in return for a behind closed doors flogging of Typhoons for next to nothing, and the Saudis are now in the Russian-Chinese orbit, in order to maximise oil revenues - pumping oil for ~$5/barrel, selling it for ~$100 - it's over, hopeless.

 

[Matski]

I don't believe the Porsche figure.

In fairness, that chart shows change, not an absolute value, and it appears to be US Market based.

J.D. Power published these... which indicates for instance that Maserati (second in the above chart) doesn't actually command much brand loyalty. And though Porsche might be down quite a bit, it's still higher than the likes of Infiniti, Cadillac and Lincoln.

MG ZS is getting great reviews. Maybe it's not a crazy thought that JLR should rabadge it into an XE successor.

What connection does JLR have with MG?

 

[BMW4ever]

In fairness, that chart shows change, not an absolute value, and it appears to be US Market based.

J.D. Power published these... which indicates for instance that Maserati (second in the above chart) doesn't actually command much brand loyalty. And though Porsche might be down quite a bit, it's still higher than the likes of Infiniti, Cadillac and Lincoln.

- fair enough. The US mentality as we know is different - buy now, not wait 6/12/24 months - even for $100-200k+ Porsches.

It's the frustration of waiting, and missing out on flipping killings by speculators, which is driving Porsche's nose bleed-high loyalty down.

As to the MG-JLR thing, I think Centurion is perhaps thinking of a stop-gap, tide-over, until Jag gets its Reimagine stuff from 2025.

JLR's version of the Tata Indica MGRover CityRover?

Didn't that 'top auto journo' Mile Rutherford of A/Express not Genesis suggest something similar to save Jag a short while back - a rebadged EV from some other maker, perhaps even MG?

That would be too much for the Jag lovers. It's one thing to piss on the Rover name with rebadged Austins under British Aerospace and then Tata garbage under the Phoenix Four crooks, but putting a leaper on a Chinese EV nothing? Wow. Smelling salts at the ready for the whole Gin and Jag set of Stockbroker belt Surrey and the whole South East.

 

[BMW4ever]

thought so:

‘Jaguar should sell cheaper rebadged MG electric cars’ | Auto Express

Mike Rutherford thinks Jaguar should partner up with MG to sell cheaper Chinese-built electric cars

www.autoexpress.co.uk

 

[BMW4ever]

JLR is in a cleft stick - whatever that is. With the price of petrol/diesel now falling, fast, and Starmer/Sunak/Truss vying to throw maximum x tens of £billions at Middle England's second homes - those £2m+ barn conversions can be draughty - you'd think JLR would be on a bonanza.

But, the now near vertical decline of the price of fuel is just the surest indicator of the total collapse of (real) demand, for everything, worldwide - China's collapsing housing ponzi.

As I said before, the only thing worse than £2/litre fuel for JLR and its 10-20 mpg real-world behemoths is ... <£1/litre fuel, as this obviously means unhideable economic collapse - the thing that's been ongoing since H2 2019, with the central banks printing trillions to prop up the stock and housing markets, and of course 'The Virus' allowing the printing of even more trillions.

Debt, though, is in the quadrillions - plebs' debts, and all those bankers' derivatives garbage - CDSs etc.

There's no real demand, as there's been no real economies, genuine value-adding economic activity, in UK and US, and now Europe, since decades, and the Chinese lost their heads on greed and the housing bubble.

Forget the stock markets - completely fixed and phony. Housing is the one, worldwide. They can't prop it up. The UK market keeled over months ago, up to 6, 9, like the car market, but the plebs are the last to know. They've just been told, today 'for the first time since God was a little boy, UK housing asking prices have gone down'.

JLR in UK is a first derivative of the housing market.

Starmer's 'generous' - suicidal for the £, as it's mostly/all printed money to 'finance' it - bung to multi, huge house owning South East England, is Their attempt to prop it up, or at least stop a full, disorderly collapse - the housing ponzi. Starmer's just Their puppet/mouthpiece.

30-odd £billion might sound a lot, but They know it's just printed money - just like taxes - only paid by the plebs and idiots, who don't understand 'money' is made out of thin air, for those at the centre/top.

JLR will be dreaming of May 2022 £2/litre fuel.

 

[Centurion]

- so another MG Rover(2005)? The Phoenix Four abscond with the money, and sell something/nothing, Chinese Whispers?, to some gullible Chinese?

The XE died in 2015/16. What Jaguar needs is putting down. Jaguar 2022 is at the TVR stage - 90% fraud, 10% hope/wishful thinking. Everyone knows it, but it can't be done, because of the optics - the effect on the Great British Public - gullible children, with brittle psyche.

Ratan Tata is old. He clearly loved Jaguar, or rather loved his boyhood, early adult years - Jaguar's heyday. A rich man playing with his youth.

Short of Aramco/the Saudi sovereign wealth fund buying 'Jag', JLR, in return for a behind closed doors flogging of Typhoons for next to nothing, and the Saudis are now in the Russian-Chinese orbit, in order to maximise oil revenues - pumping oil for ~$5/barrel, selling it for ~$100 - it's over, hopeless.

The EX should have been a hatchback. Jaguar miss the shift of consumers shifting from saloon to SUVs as status symbol and the rise in popularity of small premium cars. Mercedes captured this perfectly with the A-Class and it’s derivatives. It changed the perception of Mercedes as an old man’s brand to a hip brand with cars that even a 23 year old aspires to buy an own.

The Passat and Mondeo were once family staples but are now dead and if you look at the list of the top selling cars in the UK, there isn’t a sedan in the top 10.

Another obvious problem for Jaguar is that the best design resources within JLR are devoted to the Range Rover lineup. Afterall, if you take a piece of steel, it can be sold and resold for more if it has a RR badge instead of a Jaguar one.

 

[BMW4ever]

The EX should have been a hatchback. Jaguar miss the shift of consumers shifting from saloon to SUVs as status symbol and the rise in popularity of small premium cars. Mercedes captured this perfectly with the A-Class and it’s derivatives. It changed the perception of Mercedes as an old man’s brand to a hip brand with cars that even a 23 year old aspires to buy an own.

The Passat and Mondeo were once family staples but are now dead and if you look at the list of the top selling cars in the UK, there isn’t a sedan in the top 10.

Another obvious problem for Jaguar is that the best design resources within JLR are devoted to the Range Rover lineup. Afterall, if you take a piece of steel, it can be sold and resold for more if it has a RR badge instead of a Jaguar one.

The XE was Speth competing head on with his old/sacked from? employer and its heartland car the 3-Series.

X-type failed under mighty Ford, so why anyone thought pipsqueak JLR could take head-on 3-series, C-Class, A4 was madness.

Speth had no oversight. He was a child run amok in a sweet shop, to live out his 'I head BMW' fantasies, and given full rein by Ratan Tata and his unconditional love for Jaguar.

£billions down the drain - vast majority picked up by UK taxpayer - 'research' monies etc.

Not a word on any of this by the motoring or 'heavyweight' financial press.

Ford got slaughtered for the X-type. JLR/Tata, and its by comparison far worse flop of the XE, XE and XF II, not a dicky bird.

The whole 'New Gen' thing has been memory-holed.

Making Jaguar an SUV brand was madness too. They had Land Rover-Range Rover. What was the difference? A leaper badge?

When people think of Porsche, they think of the 911, even though until recently Cayennes and Macans massively outsold it. Jaguar tossed out its heartland car/cars, with the effective end of its sportscar and the actual end of its famous XJ. Again, madness.

Why buy a 'Jaguar SUV' when Jag was famous, known for sportscars and top of the line saloons? You'd go to Land Rover-Range Rover.

People saw through LR-RR-lite - Jaguar SUVs.

Just let it die. To resurrect it now as a Bentley level car is just more madness. If, when, that doesn't work? A Rolls-Royce-plus car?

Blame Ford in the 1980s for stopping it dying a natural death. It's no different to Triumph, Rover, MG, Riley etc.

 

[Centurion]

The XE was Speth competing head on with his old/sacked from? employer and its heartland car the 3-Series.

X-type failed under mighty Ford, so why anyone thought pipsqueak JLR could take head-on 3-series, C-Class, A4 was madness.

Speth had no oversight. He was a child run amok in a sweet shop, to live out his 'I head BMW' fantasies, and given full rein by Ratan Tata and his unconditional love for Jaguar.

£billions down the drain - vast majority picked up by UK taxpayer - 'research' monies etc.

Not a word on any of this by the motoring or 'heavyweight' financial press.

Ford got slaughtered for the X-type. JLR/Tata, and its by comparison far worse flop of the XE, XE and XF II, not a dicky bird.

The whole 'New Gen' thing has been memory-holed.

Making Jaguar an SUV brand was madness too. They had Land Rover-Range Rover. What was the difference? A leaper badge?

When people think of Porsche, they think of the 911, even though until recently Cayennes and Macans massively outsold it. Jaguar tossed out its heartland car/cars, with the effective end of its sportscar and the actual end of its famous XJ. Again, madness.

Why buy a 'Jaguar SUV' when Jag was famous, known for sportscars and top of the line saloons? You'd go to Land Rover-Range Rover.

People saw through LR-RR-lite - Jaguar SUVs.

Just let it die. To resurrect it now as a Bentley level car is just more madness. If, when, that doesn't work? A Rolls-Royce-plus car?

Blame Ford in the 1980s for stopping it dying a natural death. It's no different to Triumph, Rover, MG, Riley etc.

IMO Jaguars should be cheaper. In 2020 there was a £5k price drop for the XE but was too little too low. On finance and taking into account social status and resale, the price difference between the Jag SUVs and their Range Rover equivalents isn’t wide enough.

VAG does a significantly better job at ensuring that their models have a purpose existence whilst keeping cannibalisation to a minimum. At least the X and S type looked distinctive. The XE and XF are no more eye catching than a Modeo. They are borderline expressionless.

 

[Matski]

X400 was hideous, which only added insult to the injury of it being so well know as a reskinned Mondeo. I'm not that sold on the XE or XF, but on looks alone I'd not be ruling them out against their respective German rivals.

 

[Centurion]

X400 was hideous, which only added insult to the injury of it being so well know as a reskinned Mondeo. I'm not that sold on the XE or XF, but on looks alone I'd not be ruling them out against their respective German rivals.

The X-Type looked gangster tho.

 

[BMW4ever]

IMO Jaguars should be cheaper.

Le Mans winner to sales rep-mobile. Doesn't compute. Ford found the same, with the ego trip of beating Ferrari in the 1960s - no one was buying on Monday.

Jag is either high-end, fast, sexy, or it's nothing. A poor man's Ferrari does not stretch to 2-litre diesel nothingnesses.

Porsche is the most elastic brand in the industry. It can get away with redressed Audi Q5s and VW Touaregs because of the name, and that people believe it did a bit more work than a new 'tophat'.

Bollore knows the score. He has without announcement chopped JLR to just the Full-fat, RRSport and Defender. The 2025 Jag relaunch thing is just to get the Jaguar ballast off the IPO - 'we have a plan'.

If he comes out and says what has happened - Jag is over, and the Evoque/DSport/E-Pace, Velar/F-Pace - there'll be a huge commotion in Liverpool for starters.

The British public can't take reality, so it's best this pantomime, charade continues.

 

[BMW4ever]

Forget cars. Jag is now a designer brand - handbags, scarves, watches, jewellery... - don't mention the cars - 1,000 % margin on tat for the airhead global rich versus 25% for top-end motors. And then Jag woke up:

'“We made the decision to elevate the consumer-facing touch points of our brands to try and achieve being among the world’s most stylish, refined and modern luxury brands without being constrained by automotive,” said Schorr.'

Jaguar polishes image as an elite lifestyle brand

Jaguar's lifestyle ads aim to position the brand as the pinnacle of luxury, right up there with such exclusive European brands as Cartier jewelry and Hermes and Balenciaga fashions.

europe.autonews.com

As 2025 approaches, Jaguar begins polishing image as an elite lifestyle brand

Jaguar's metamorphosis into an ultraluxury model is underway. The change begins with making a extra upscale notion of the long-lasting British luxurious model in customers' minds. The endeavor started Aug. 8 with a brand new advertising and marketing marketing campaign that options...

autorecent.com

These people are insane. They live in a low-IQ, low moral human beings echo chamber. They think saying something makes it so. Hence why JLR is massively top heavy with directors, execs, VPs, of nebulous garbage like strategy, diversity of course, marketing, PR, and any other BS that gets a big salary slip without knowing anything real or having any real skill.

End-times. These people will be washed away. They know nothing, and can do nothing, except talk, and demand ludicrous wages.

They will gone in 2-3 yrs time, like the mostly tat they peddle. No one hungry, cold, sick, needs this rubbish. The 0.1% or less have everything already, so no need for mass consumer industries, and the idiots who think they run things - VP of something or other.

 

[BMW4ever]

Perhaps not as easy to buy, or as patriotic, rooting for 'British' JLR - German, French CEOs, engineering done by Bosch, owned by India - as British judges:

Land Rover Diesel Class Action Lawsuit Moves Forward

A Land Rover diesel class action lawsuit will continue in court after a federal judge denied almost all of Land Rover's motion to dismiss the lawsuit.

www.carcomplaints.com

'Land Rover filed a motion to dismiss the diesel filter class action lawsuit by arguing one plaintiff doesn't have standing to sue because the Range Rover owner never paid for any repairs. A dealer replaced the diesel fluid tank and fluid injector, then technicians induced regeneration at no cost.

But the judge says the owner claims the repairs didn't help, so the fact repairs were performed for free does not preclude standing.'

'Judge Claire C. Cecchi also refused to dismiss a fraudulent omission claim which alleges Land Rover concealed diesel filter defects.'

- correct.

shyster outfit:

'The class action lawsuit also alleges Land Rover violated two warranties: the new vehicle limited warranty, and the federal emission control system warranty. Land Rover argues the new vehicle warranty covers only manufacturing defects, not the design defects alleged by the plaintiffs.'

- so who designed these cars, their crap engines, EGRs, DPFs, catalysts etc? The fairies? They nipped into Gaydon, Whitley one night and drew these engines, parts? WTF. These clowns, and their shyster lawyers are too used to 'British Justice', where waving the union jack and By Royal Appointment guarantees Stay out of Jail.