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Carlos long term 10 year plan to be reveal March 1st

AlexB

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Carlos states margins projections in North America and Europe become the new long term floor.
 

AlexB

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UBS analyst ask by working capital capital.
Richard stated the company change receivables terms & timing to improve the working capital especially Q1 (Detroit 3 have negative working capital at the start of the year and reversal in the second half).
 

AlexB

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Bloomberg reporter ask do Stellantis plans forecast public support of BEV purchases.
Carlos states yes but assumes a rollback of support towards 2030.
 

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Carlos they do plan on more North American Jeeps being sent into China.
 

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Carlos response regarding Question on RAM EV:
Stellantis will open orders 12 months before production as well
*Towing
*Payload
*Charging
*Range
Carlos calls it very exciting, but must be done right with the right quality.
 

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Detroit news report ask if closing China plants going back on the merger pledge.
Carlos states no because both FCA and PSA have struggle in China.
Detroit news report second question is the future of ICE Investments.
Carlos state ICE’s will be paired with versions of Hybrids, but Europe is moving to a Ban on ICE.
 

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Next question is about how consumers will buy a Stellantis vehicle.
 

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Carlos states distribution cost too high Europe so our talks with European dealers are very important and are so far progressing very well.
Every region a very different distribution model.
 

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In response about Revenue growth Richard Palmer state : we don’t built this company on massive revenue growth and pushing volume, it’s about Revenue per vehicle which leads to margins.
 

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Question about Italian plants from an Italian reporter:
Carlos: I can give the same answer for all the E.U. Plants, it’s about size of the markets. Carlos slam European politicians for coming restraints on passage vehicle usage.

Carlos states if E.U Industry sales can go 18 million units plants are fine, if E.U industry continues to decline then eventually actions have to be taken.
 

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Final question is about Foxconn, they state Foxconn won’t be the only supply for such tech (interior technology).
That’s all folks.
 

Bili

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Carlos' "suicide" plan.
 

AlexB

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John Elkann just creeps me out... he seems like a socially awkward person. lol.
Funny given Gianni Agnelli (John’s Grandfather, FIAT Chairman) was consider by many to have“Larger than life Personality” personality.
Do you see Buffett or Bill Ford in John?
 

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If I was writing the script, I would leverage the Free2Move service so there would be Fiat 500e battery electrics, along with Jeep Renegade and Compass hybrid models in the North American fleet. This would help familiarize consumers to these products. The California compliance 500e created some unintended but positive situations. Federalizing the new Fiat 500e and putting it the Free2Move fleet will help defray the cost of regulatory compliance. Qualify and permit dealers outside the regular Fiat boutique franchise to sell and service the new Fiat 500e along with other models adapted and equipped for F2M service. Continue the boutique dealers in regions were they work well and sell the rumored Abarth electric along side the fancier Fiat and Alfa Romeo models.

Stellantis could develop an entry level model for North America with F2M in mind as well. The new baby Jeep is mostly likely to small to play here, but the front drive mild hybrid Jeeps would due. In Europe the mild hybrid system available on a higher trim line, here i would offer with a lower level trim as well.
 

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