- What are the implications of the Rivian/VW deal on electrical architecture suppliers in autos?
- Given disappointing EV sales, what is the outlook for software-defined vehicles and smart vehicle architecture (SVA)?
- Do you see auto suppliers reducing r&d spend given slow EV sales and slow autonomous vehicle ramp?
- ICE enhancement technology like turbochargers. Still a strong interest here?
- Will lower interest rates in q424 materially ramp auto sales?
- How are auto supplier price negotiations progressing? How will they evolve next year?
This project has been flagged by a community member as inappropriate due to reason below.*
Expert Interview
Slingshot members are talking to an expert! The topic is:
A Second Look: Discussing the market outlook for Valeo
Ticker(s): VLEEY, RIVN, VWAGYWho's the expert?
Please briefly elaborate on your expertise in relation to this topic.
- I have ~30 years of experience in automotive, 6 of those working for Ford and 23 working within a Tier #1 who supplies directly to Ford, one of our boogers customers. I would also add I have spent the majority of my career in Quality, Warranty, Program Launch & Program Management so I have some detailed insights I would enjoy sharing.Are you able to discuss all 4 questions during the discussion? Yes, I can answer all questions as my company supplies Powertrain products to all 4 OEMs listed (and to many others) whom I have worked with, so I can make a direct comparison in terms of how different OEMs work & interact with their Suppliers.
Interview GoalDiscussing Valeo and answering the following questions:
Do you want answers to these questions?
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Reason
*Slingshot Insights provides access to information, not investment advice. We work to support you and facilitate access to experts; however we are not responsible for monitoring calls for the disclosure of MNPI. You should obtain financial, legal and tax advice from your qualified and licensed advisers before deciding to invest in any security.
