Will PSA be here as a company in 5 years. Sure it will, as a brand, company and equity. But in what way shape or form seems to shift each day. Six months ago the market was pretty hedged on that question, a couple of weeks ago they seemed to have a plan. After Philippe Varin’s comments this week on “alliances” fear is creeping back. So, is there an existential threat to PSA at least as an invest-able vehicle?
Worries over the partnership with GM dying out are overblown. The real cost savings have always been closer to 2017-2018. At the same time, Opel and PSA do have a number of areas where they can cooperate. Mr. Varin made it clear that while the B platform is “under review” the B- and C-MPV projects are Continue reading