Buy two and get one for free

June 19, 2007

My money is on a buy-out of PAG backed by private equity and hedge funds. Who knows, maybe some big automotive suppliers might be part of such a deal. None of the automobile manufacturers is a likely buyer, either because of their own problems, or because Volvo/Jaguar/Land Rover would not be compatible and easily integrated.

The arguments which speak for Porsche are valid for the three brands on their own…

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My surprise candidate, if it weren’t for…

June 17, 2007

VW. I mean Porsche, of course, buying all three: Volvo, Land Rover and Jaguar. Outlandish? Less so than the surprise deal with VW at the time.

Think about it. If you forget the VW deal for a moment, Porsche is a surprisingly good candidate. Porsche has the money. Porsche with Land-Rover, Jaguar and Volvo could be very interesting and complementary. Much more so then VW. All three are relatively small brands, very characteristic, very known, very individualistic, very dedicated and loyal customers and potentially very high margin. Sounds like a description of Porsche, doesn’t it?

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