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2/15/22 10:33AM
Should be at a minimum >$250 stock
I expect them to do about $17.3B in rev in FY22.
@ FY19 margins of 4.5% = $20EPS
@ FY21 margins of 8% = $40 EPS
Somewhere in between at 6.3% OM = $30 EPS
If you take peak... login to read the rest
Thanks for the question. I really don't have any updated thoughts. I wrote this write up pre acquisition but mentioned acquisitions were a key part of the thesis. This one was much bigger than I... login to read the rest
I thought this note from Jefferies was interesting about Mercedes shifting their franchisees to agents in Australia - perhaps this is a test to see if Mercedes is better off using this model before changing... login to read the rest
Thanks for the question. My answers below:
What ways do you think Dealers could reposition themselves to take a higher value royalty stream?
This really depends how the industry evolves, but today they could operate as more... login to read the rest
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