TZL 22.2% 3.3¢ tz limited

zero carbon emission, page-5

  1. 6,165 Posts.
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    Correct link is www.theAirCar.com , a jv of MDI with
    Tata/India. Est price in India is US$10k, if sold in
    US, est price US$13,000.
    --

    Btw, the "16m" (potential glove-box latch)units mentioned by Visteon is the total number of new cars sold in US in 2007.
    So Visteon feels that it can capture a large share of the mkt.

    Using 80/20 rule, if Visteon and the other unnamed Tier-One auto suppliers are the top 2 players (among 10), then the two of them will capture 80% of the mkt.

    Pg12 of AGM indicates 10-12 auto parts , let's recal:

    Say Y1 gets 10%, Y2 30% , Y3 40%, etc.

    10 parts x $5 (earning/part) x 16m x 10%
    = US$80m for Y1.


    The unnamed OEM on pg12 is likely to be one of or all
    the top four auto OEM in US:

    Toyota, GM, Ford and GM.
    (Just a hunch)

    Have fun!



 
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