Porsche Financial Health

[Stormy_Monday]

While VAG and Porsche struggle there is a lot of new product coming at premium levels from China ,Korea and Japan.

A US ban on the Chinese cars will have little effect on the global market place.

Here are just a couple among many:

https://www.pistonheads.com/gassing/top ... &t=2145983

https://www.pistonheads.com/gassing/top ... &t=2145937

A strategy to slash product will need to be accompanied by a strategy for compelling new product. The world is changing very quickly.

The compelling new product is something that I see missing every time I go into the dealer. Nothing that talks me into getting out of my Boxster GTS 4.0 and into something new.

[blueline]

A clean, elegant build of a GT3 Touring is compelling to me but not at $75k or more over an already sky-high MSRP.

This classy 2,000 mile '23 Touring that sold on BaT today was on my radar. It brought $40k over original MSRP but was nevertheless well bought by the winning bidder. One could even look at it as a very good purchase considering the equivalent 2026 model would be $100k - $125k more than what the '23 sold for today, assuming one could get an allocation.

https://bringatrailer.com/listing/2023- ... ouring-54/