Bloomberg reports Thor bid on Hymer - Page 2

GeorgeRa · 09-01-2018, 07:21 AM

Truma has inside AC fully ducted and quiet likely used on these trailers in EU but it is 220V. I don't think Truma adapted this product to NA voltage yet.

mumkin · 09-01-2018, 02:35 PM

Quote:

Originally Posted by cruising7388

I don't know the current state of these undermount ACs but the one I heard running on a Roadtrek CS Adventurous at Pomona last year was damn near as loud as an Onan generator.

The main difference is that it is quieter than the AC on the roof for those inside the van. So it transfers the noise from inside to outside...

Some mention the vibration... also similar to an issue that many have with the Onan.

Knit · 09-02-2018, 09:21 AM

Here’s a link to Class B market shares for the first 6 months of 2018. Hymer brands have about 31% market share. Thor would become #1 in Class Bs if the owned Hymer.

http://www.rvbusiness.com/2018/08/ss...-for-6-months/

Doneworking · 09-02-2018, 02:45 PM

Knit, that is an interesting link and sales report. All good times come to an end and many pros think we are approaching the end of this very long economic cycle. Interest rates have inched higher and are projected to go higher still. Sales of Bs (see Knit's link) are up a third.

The RV business has always been a very cyclical business and is one of the first to suffer in a downturn. Given the increase in supply/demand, rates going up when (not if) this economic upswing takes a correction, I bet there will be a lot of nice late model units on the market. Two or three years from now may really offer some good bargain opportunities and lots of choices.

Knit · 09-02-2018, 10:33 PM

Here are some other takes on sales data.

By year https://www.rvia.org/historical-rv-data

2018 vs 2017 by type https://www.rvia.org/news-insights/r...nts-march-2018. The only category tracked with fewer sales than Class B’s are truck campers.

I guess it means we are all pretty unique to love our Class B’s.

bobojay · 09-06-2018, 05:36 PM

Quote:

Originally Posted by Knit

Here are some other takes on sales data.

By year https://www.rvia.org/historical-rv-data

2018 vs 2017 by type https://www.rvia.org/news-insights/r...nts-march-2018. The only category tracked with fewer sales than Class B’s are truck campers.

I guess it means we are all pretty unique to love our Class B’s.

We being interested in class B's sometimes forget that the B market as a whole is very small in total, and get all excited when we see those big % gains lately.
I bet if Thor ends up with Roadtrek, that they use the factory space for more than just RT/Hymer assembly.
Wonder if anybody else is pursuing this company?

gerrym51 · 09-06-2018, 10:02 PM

Quote:

Originally Posted by bobojay

We being interested in class B's sometimes forget that the B market as a whole is very small in total, and get all excited when we see those big % gains lately.
I bet if Thor ends up with Roadtrek, that they use the factory space for more than just RT/Hymer assembly.
Wonder if anybody else is pursuing this company?

More likely they would move roadtrek production to american plants

bwolfsohn · 09-08-2018, 04:09 AM

Quote:

Originally Posted by gerrym51

More likely they would move roadtrek production to american plants

Any citations for your thought ?? articles ??

gerrym51 · 09-08-2018, 01:40 PM

Quote:

Originally Posted by bwolfsohn

Any citations for your thought ?? articles ??

my thought was between the 2 options-move some thor manufacturing to roadtrek plant or move roadtrek stuff to indiana.

of the 2 options far more likely to move to Indiana like they do for just about all their production-most component (not all) suppliers are also in indiana.

Just leaving things as they are-roadtrek/hymer in canada is the most likely of the 3 options.

I answered based on 'move some thor production' to roadtrek plant

BBQ · 09-08-2018, 02:58 PM

Quote:

Originally Posted by gerrym51

More likely they would move roadtrek production to american plants

Quote:

Originally Posted by bwolfsohn

Any citations for your thought ?? articles ??

Citation?

This is an idle chit chat by boring old farts on an anonymous forum.

The deal is a hearsay. It's not even confirmed or announced. How can you get citation for articles?

avanti · 09-08-2018, 03:44 PM

Quote:

Originally Posted by BBQ

Citation?

This is an idle chit chat by boring old farts on an anonymous forum.

If I believed that, I would be out of here in a heartbeat.

The best thing about the "forum" format (in contrast to more free-form structures like email lists or Facebook), is that dubious claims tend to be challenged and probed until the truth emerges. Over time, the good ones self-form into a valuable and highly reliable reference source on their respective topics. Whenever I want to spin up quickly on an unfamiliar topic, the first thing I look for is a well-established forum on that topic. Idle chit chat is for Facebook and Twitter.

I value that this forum in particular as one that is not afraid of technical discussions and is quick to correct factual misstatements. This is why I spend so much time here and volunteer to help with the moderation. It is also why I occasionally get a bit frenetic when somebody makes wild pronouncements (often with a tone of great authority) without being prepared to back them with facts.

In this particular case, I agree with you that requesting a citation might have been a bit premature, but in general I support demands for rigor wholeheartedly.

GeorgeRa · 09-08-2018, 03:51 PM

Quote:

Originally Posted by BBQ

............................boring old farts................

Citation needed.

BBQ · 09-08-2018, 03:53 PM

Quote:

Originally Posted by GeorgeRa

Citation needed.

.

BBQ · 09-08-2018, 04:08 PM

Quote:

Originally Posted by avanti

If I believed that, I would be out of here in a heartbeat.

The best thing about the "forum" format (in contrast to more free-form structures like email lists or Facebook), is that dubious claims tend to be challenged and probed until the truth emerges. Over time, the good ones self-form into a valuable and highly reliable reference source on their respective topics. Whenever I want to spin up quickly on an unfamiliar topic, the first thing I look for is a well-established forum on that topic. Idle chit chat is for Facebook and Twitter.

I value that this forum in particular as one that is not afraid of technical discussions and is quick to correct factual misstatements. This is why I spend so much time here and volunteer to help with the moderation. It is also why I occasionally get a bit frenetic when somebody makes wild pronouncements (often with a tone of great authority) without being prepared to back them with facts.

In this particular case, I agree with you that requesting a citation might have been a bit premature, but in general I support demands for rigor wholeheartedly.

OK, not just idle chit chat, but Self Aggrandizement as well.

gerrym51 · 09-08-2018, 04:15 PM

Quote:

Originally Posted by BBQ

OK, not just idle chit chat, but Self Aggrandizement as well.

we are are not ones that started Hymer being sold-lol. It's going to be sold to somebody.

I researched a lot of Thor products at one time and almost bought a C. There is no question that their usual 'modus operandi' is to bring production to indiana- they have many facilities close to home and as i said most suppliers are all ready in indiana.

bwolfsohn · 09-08-2018, 04:30 PM

Quote:

Originally Posted by BBQ

Citation?

This is an idle chit chat by boring old farts on an anonymous forum.

The deal is a hearsay. It's not even confirmed or announced. How can you get citation for articles?

Well,
The title of this thread IS "Bloomberg reports"....

i was wondering if bloomberg did more reporting...

just sayin....

gerrym51 · 09-08-2018, 05:16 PM

Quote:

Originally Posted by bwolfsohn

Well,
The title of this thread IS "Bloomberg reports"....

i was wondering if bloomberg did more reporting...

just sayin....

google is your friend. a thor-hymer combined search request should answer your question. I have not found any others-just copies of the first one

Boxster1971 · 09-08-2018, 08:42 PM

Quote:

Originally Posted by bobojay

....

Wonder if anybody else is pursuing this company?

The original link in this thread was to story that there are two entities pursuing Hymer. Thor and a private equity firm Centerbridge Partners.

booster · 09-08-2018, 08:53 PM

When this thread started, I did a quick search and ran across an article from earlier in the year. Apparently, based on that article, this all started with Hymer looking for investors, or maybe going public, to raise funds to finance the America expansion, and one other place I don't recall. It was not going to be a 100% equity sell off, only part, so it sounds like that has all changed.

Boxster1971 · 09-08-2018, 08:53 PM

Quote:

Originally Posted by gerrym51

google is your friend. a thor-hymer combined search request should answer your question. I have not found any others-just copies of the first one

Yes - earlier story form Reuters indicates Hymer is first focused on an IPO and does not mention Thor. They are taking bids from several firms including KPS. I'm sure they will go in direction that gives them the best deal.

https://www.reuters.com/article/erwi...-idUSL5N1V53S1

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