GKN Share Discussion Threads

[leadersoffice] 16/11/2017 07:40

My thoughts exactly Share price weakness likely to continue

[mida5] 16/11/2017 07:38

A very poor statement this morning re. The CEO designate leaving and 80 to 130 million write-off

[broadwood] 06/11/2017 13:58

Investec
GKN PLC
06/11/2017
Upgrades
Hold
Buy
2
335.00
400.00
318.30
65
2

[broadwood] 23/10/2017 13:31

IN THE KNOW: Liberum Sees Upside To GKN Amid Reports Of Break-Up
Liberum said it still sees potential upside to GKN's share priced despite its disappointing third quarter

[minerve] 20/10/2017 08:48

Daimler reporting today that they are spending more on diesel upgrades on the back of record sales. Can we read across to GKN's cats selling more/improving margins?

[mattcookson] 15/10/2017 19:14

GKN - A solid business!!
I think friday's drop was a massive market overreaction. This is a solid £9 billion business with profits of around £400 million, this should bounce back to the normal 350+ levels fairly soon. Whats £40M in grabs scheme of things. If you were lucky enough to snap this on the cheap this afternoon, congrats to you :). I picked up a decent chunk of these myself today. Onwards and upwards!

[cyfalafwr] 13/10/2017 12:54

I watched one of his presentations where he showed a street in New York with horses and carriages with one motor vehicle then same place a couple of years later full of motor vehicles.
People invested a lot of money in lithium miners thinking that there would be an EV revolution and the need for batteries.But the revolution is slower than the one he refers to.It will happen, and we also need to think about power storage for homes and grids as part of the equation.

[willoicc] 13/10/2017 12:18

Anyone investing in the motor supplies business might be interested in watching videos by Tony Seba regarding disruptive technology

[minerve] 13/10/2017 10:12

Disappointing news. I wonder what the external claims are for?

Also, I don't understand why they were not 'RNSd' at the time of notice especially seeing that the external claims are against different divisions.

[alphahunter] 19/9/2017 12:50

Chinese automaker Chery releases more details of its Frankfurt auto show SUV concept, saying it is drawing on established European suppliers’ expertise to aid its global expansion plans.

“Europe is one of the most mature automotive marketplaces in the world and is home to the most demanding and sophisticated customers,” Chery says in a news release.

“We are leaving nothing to chance to ensure our new model line is engineered to meet and even exceed expectations.

“Our entire development program is driven by the philosophy to ensure we leave a very positive and compelling first impression.”

Chery says it has commissioned some of Europe’s top suppliers in the development of its SUV which will be the first to bear a new hood badge for global markets.

Germany’s Benteler helped design its platform to accommodate electrified powertrains, the all-wheel-drive system has been co-engineered with Dana and BorgWarner and the transmissions are supplied by and integrated with Getrag. Valeo adds various technologies such as the clutch and advanced driver-assist systems.

Bosch is supplying the 10-in. (25-cm) touchscreen head unit and 7-in. (18-cm) touchscreen cluster display and also is responsible for various safety and engine management components.

The LED headlamp and rear lamp units have been developed by Hella, while Continental is providing applications to support the vehicle’s electronic architecture. This drives the car’s connectivity features, security and convenience controls. Continental also supplies the tires for the 19-in. wheels.

The new European model will be made available with three electrified powertrains: hybrid-electric, plug-in hybrid-electric or battery-electric.

Chery claims its PHEV variant will reach 62 mph (100 km/h) in 6.0 seconds, with a top speed of 124 mph (200 km/h) and fuel consumption of 130 mpg (1.8 L/100 km). The battery should fast-charge to 80% in 30 minutes and reach full charge from a domestic 220-volt source in four hours.

As part of its global expansion plans, Chery is planning new design and R&D facilities in Europe.

[alphahunter] 15/9/2017 07:22

Splitting the business in two? That's what auto subcontractor Autoliv announced yesterday. Stock up 12% on the day as a result.

" Sweden's Autoliv Autoliv Inc said it planned to split into two listed companies, with one focused on high-tech safety gear to capture the rapid growth towards self-driving vehicles, lifting its shares on Thursday.

Autoliv is the biggest player by far in the market for safety gear such as airbags and seatbelts which generate the bulk of its earnings. It has yet to reach a dominant position in new fields such as radar, visions systems and driver assistance software that are key for development of self-driving cars.

The company believes both businesses are undervalued and hopes the split will make them more appealing to investors."

[rogue trader3] 14/9/2017 19:27

Chart is curving back up! I went long again today

[rogerrail] 14/9/2017 08:16

A new CEO, North American (?) . The obvious consequence is that he will be a lot more open to a takeover approach. Other engineers Invensys, Tomkins and Lucas Varity are examples I can think of where this has happened.

[alphahunter] 14/9/2017 07:39

Pan-European reg numbers for August well received this morning for listed auto part subcontrators...

[pugugly] 14/9/2017 07:18

Possible hit to GKN but not sure how big a part (if any) of their business -

[hardupfedup] 14/9/2017 07:13

GKN plc announces that Chief Executive Nigel Stein has informed the Board of
his intention to retire.

[rogerrail] 11/9/2017 13:50

GKN input to new development of laminar wing:

[alphahunter] 07/9/2017 10:52

Bits of newsflow a couple of days ago from Nissan and from the Chinese auto market, plus new EV powertrain help. I sold out fairly well back in March but hopefully the purchase at 323p might be even better. May this time the elusive Chinese potential buyers show their hands?

[hardupfedup] 07/9/2017 09:24

steady going here atm

[alphahunter] 05/9/2017 07:42

Starting buying at these levels again (323p)

[3dwd] 02/8/2017 13:17

MJ why are gkn so weak..?

[mj19] 26/7/2017 08:11

GKN's reported pre-tax profits rose to £559m in the six months to the end of June - 207% up on a year ago. The group said it was another period of growth delivering earnings momentum with sales up 15%. Profit before tax up 14% to £393m, helped by currency. Free cash flow of £116m. Interim dividend increased 5% to 3.1p per share. UK defined benefit pension closed to future accrual, £250m lump sum payment planned to address the deficit and reduce future deficit recovery payments