Arndt Ellinghorst

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Last quote by Arndt Ellinghorst

Auto companies operate in a fully globally connected value chain. They take investment decisions for the coming decade. Anyone assuming that these companies wouldn't be very alerted by Brexit, reconsidering future investments, is in complete denial of reality.
Mar 01 2017 Brexit
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Arndt Ellinghorst is associated, including VW, China, and story. Most recently, Arndt Ellinghorst has been quoted saying: “Auto companies operate in a fully globally connected value chain. They take investment decisions for the coming decade. Anyone assuming that these companies wouldn't be very alerted by Brexit, reconsidering future investments, is in complete denial of reality.” in the article Brexit driving car manufacturers to consider route out of Britain.
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Arndt Ellinghorst quotes

We find it quite remarkable that BMW is effectively the most profitable and stable German premium carmaker despite lower mix and an older fleet compared to its peers in Ingolstadt and Stuttgart.

This was a very strong result, and Tavares continues to make significant headway in transforming the company.

We continue to believe that the market is complacent with respect to the amount and speed of change that the VW new management team is currently implementing.

We welcome the fact that VW appears to be pursuing a broad compensation program.

It would be a major positive trigger for the stock if VW quantified the total potential cost of the diesel affair.

We don't believe the plan will have PSA investors ecstatic.

The lack of any special dividend and the flat payout ratio disappoint.

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