KTM to file for Bankruptcy/ Self Restructuring on Friday

1/25/2025 5:31pm Edited Date/Time 1/25/2025 5:32pm
The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing...

The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing these new models.  Many articles state they will be in dealer showrooms by March.    Really?      I know these are made in India, but with KTM shutting down their Austrian production line for now, and the reported "warehouses full of unsold bikes", do you really think we will see these brand new KTM models in showrooms by March?   Seems like they should be focusing on selling all those unsold bikes sitting around, and not flooding dealers with new models, no?

Bajaj produces those 390s for KTM, is in good financial standing, and surely can produce and wants those models in stock. I am sure it is...

Bajaj produces those 390s for KTM, is in good financial standing, and surely can produce and wants those models in stock. I am sure it is in best interest of both Bajaj and Pierer that they produce and sell them.

Completely agree, but these are budget bikes at a low price point.  Certainly won't make it easier to sell their overstock on the other more expensive KTM models, that's sorta the bizarre part.  These new 390's might sell great, but possibly at the expense off all the overstocked bikes??

1/25/2025 5:46pm Edited Date/Time 1/25/2025 5:48pm
The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing...

The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing these new models.  Many articles state they will be in dealer showrooms by March.    Really?      I know these are made in India, but with KTM shutting down their Austrian production line for now, and the reported "warehouses full of unsold bikes", do you really think we will see these brand new KTM models in showrooms by March?   Seems like they should be focusing on selling all those unsold bikes sitting around, and not flooding dealers with new models, no?

Bajaj produces those 390s for KTM, is in good financial standing, and surely can produce and wants those models in stock. I am sure it is...

Bajaj produces those 390s for KTM, is in good financial standing, and surely can produce and wants those models in stock. I am sure it is in best interest of both Bajaj and Pierer that they produce and sell them.

Completely agree, but these are budget bikes at a low price point.  Certainly won't make it easier to sell their overstock on the other more expensive...

Completely agree, but these are budget bikes at a low price point.  Certainly won't make it easier to sell their overstock on the other more expensive KTM models, that's sorta the bizarre part.  These new 390's might sell great, but possibly at the expense off all the overstocked bikes??

Let’s be real: the only thing that will move those overstocked bikes at mass quantity will be selling them at a loss or near loss. And that is also the only course of action creditors will abide at this point.

1/25/2025 5:52pm
The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing...

The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing these new models.  Many articles state they will be in dealer showrooms by March.    Really?      I know these are made in India, but with KTM shutting down their Austrian production line for now, and the reported "warehouses full of unsold bikes", do you really think we will see these brand new KTM models in showrooms by March?   Seems like they should be focusing on selling all those unsold bikes sitting around, and not flooding dealers with new models, no?

A lot of those will be sold in India, their largest market is growing...

image 1030
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Beagle
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1/26/2025 1:16am Edited Date/Time 1/26/2025 1:51am
The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing...

The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing these new models.  Many articles state they will be in dealer showrooms by March.    Really?      I know these are made in India, but with KTM shutting down their Austrian production line for now, and the reported "warehouses full of unsold bikes", do you really think we will see these brand new KTM models in showrooms by March?   Seems like they should be focusing on selling all those unsold bikes sitting around, and not flooding dealers with new models, no?

A lot of those will be sold in India, their largest market is growing...

A lot of those will be sold in India, their largest market is growing...

image 1030

Exactly, in 2023 they've made 145 000 bikes in India, sold 66 000 bikes in India (looking only at KTM and not other PMG brands, they do sell more KTMs in India than in North America)

And market growth in Europe is due to low budget motorcycles.

1000012023

We know they sell more street bikes than dirt bikes, we don't know what the stock is, what models have been most overproduced.

I think they make more money from street bikes and dual sports 250-390 than from SXFs. Makes sense to concentrate their efforts there to faster improve their situation.

Edit: 44 hp, 159 kg, 6 speeds, 6.7k€/$5.5k seems pretty good for a dual sports/trail bike

17378850331868214498351733717661.png?VersionId=RQHQsp
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The Shop

MONEY.
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1/26/2025 10:07am

Q1 sales meetings are in the books. This coming week will reveal the courts next step in the restructuring process. The remaining employees don’t expect any transparency from John Hinz or the NA leaders. The motorcyles in the Ohio and California warehouse are indeed going to auction. Only dealers will have the opportunity to purchase these motorcycles from auction. Dealers have had the opportunity since last year to purchase these motorcycles with double rebates and additional discounts. It will be interesting to see if auction prices can beat the massive discount the company had on the bikes trying to get them off their books before last year ended. 

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MONEY.
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1/26/2025 10:18am
The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing...

The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing these new models.  Many articles state they will be in dealer showrooms by March.    Really?      I know these are made in India, but with KTM shutting down their Austrian production line for now, and the reported "warehouses full of unsold bikes", do you really think we will see these brand new KTM models in showrooms by March?   Seems like they should be focusing on selling all those unsold bikes sitting around, and not flooding dealers with new models, no?

These are all lip stick bikes. Small profit margins for dealers but makes it look to the public as if the company’s developing new product. While they have changed some of these models slightly it’s still the same 390 platform. 

1
1/26/2025 10:26am

Jan 26 still a extremely dead economy, no freight . Laundry lastnight in Cincinnati fj local news said home sales down 30% last yr.  Everyone out here is making nothing.  Only thing on the up for 2025 is beer & pot sales.  

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APLMAN99
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1/26/2025 10:56am
The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing...

The last few days, I've seen a bunch of media about KTM's new 390 series dual sport and supermoto bikes, seems like they are really pushing these new models.  Many articles state they will be in dealer showrooms by March.    Really?      I know these are made in India, but with KTM shutting down their Austrian production line for now, and the reported "warehouses full of unsold bikes", do you really think we will see these brand new KTM models in showrooms by March?   Seems like they should be focusing on selling all those unsold bikes sitting around, and not flooding dealers with new models, no?

MONEY. wrote:
These are all lip stick bikes. Small profit margins for dealers but makes it look to the public as if the company’s developing new product. While...

These are all lip stick bikes. Small profit margins for dealers but makes it look to the public as if the company’s developing new product. While they have changed some of these models slightly it’s still the same 390 platform. 

I’m pretty sure that the new 390 platform is significantly different than last year. Big changes in engine, frame, and suspension. 

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Team403
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1/26/2025 11:19am Edited Date/Time 1/26/2025 11:20am

I wonder if PE breaks it up if they could carve out the premium piece and remain profitable?  Spin off the Indian and Chinese KTM crap.

1
1/26/2025 11:19am
Jan 26 still a extremely dead economy, no freight . Laundry lastnight in Cincinnati fj local news said home sales down 30% last yr.  Everyone out...

Jan 26 still a extremely dead economy, no freight . Laundry lastnight in Cincinnati fj local news said home sales down 30% last yr.  Everyone out here is making nothing.  Only thing on the up for 2025 is beer & pot sales.  

Meme coins selling like crazy though ;-)

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MxAddic
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1/27/2025 6:52am

@Beagle, can't wait to hear your report on the epic "Extraordinary Shitholders Meeting"  that was going to be what saves the company.

Looking to the stock price your response will be the only thing epic.

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Snapper
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1/27/2025 7:16am
MxAddic wrote:
@Beagle, can't wait to hear your report on the epic "Extraordinary Shitholders Meeting"  that was going to be what saves the company.Looking to the...

@Beagle, can't wait to hear your report on the epic "Extraordinary Shitholders Meeting"  that was going to be what saves the company.

Looking to the stock price your response will be the only thing epic.

Have a day off pal 👍

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MxAddic
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1/27/2025 7:21am
Snapper wrote:

Have a day off pal 👍

Yes take a day off. Nobody ever wants the truth.

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GrapeApe
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1/27/2025 7:21am
MxAddic wrote:
@Beagle, can't wait to hear your report on the epic "Extraordinary Shitholders Meeting"  that was going to be what saves the company.Looking to the...

@Beagle, can't wait to hear your report on the epic "Extraordinary Shitholders Meeting"  that was going to be what saves the company.

Looking to the stock price your response will be the only thing epic.

Where did you hear that the shareholders meeting was meant to be epic or that it would save the company? They are just voting on stuff to begin implementing changes based on feedback from the creditors committees and in preparation for the final hearing in February.

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MxAddic
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1/27/2025 8:44am
GrapeApe wrote:
Where did you hear that the shareholders meeting was meant to be epic or that it would save the company? They are just voting on stuff...

Where did you hear that the shareholders meeting was meant to be epic or that it would save the company? They are just voting on stuff to begin implementing changes based on feedback from the creditors committees and in preparation for the final hearing in February.

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GrapeApe
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1/27/2025 9:02am
GrapeApe wrote:
Where did you hear that the shareholders meeting was meant to be epic or that it would save the company? They are just voting on stuff...

Where did you hear that the shareholders meeting was meant to be epic or that it would save the company? They are just voting on stuff to begin implementing changes based on feedback from the creditors committees and in preparation for the final hearing in February.

MxAddic wrote:

Is that supposed to be a working link to something or just a childish way to tell me to read the thread?

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Team403
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1/27/2025 9:05am

Are they announcing something this week?

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MxAddic
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1/27/2025 9:15am
GrapeApe wrote:

Is that supposed to be a working link to something or just a childish way to tell me to read the thread?

Link is 100% legit.

I guess you have not noticed the massive amount of post deleted from this thread either.

Don't worry. I have faith someday you will figure it out.

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GrapeApe
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1/27/2025 9:21am Edited Date/Time 1/27/2025 9:23am
GrapeApe wrote:

Is that supposed to be a working link to something or just a childish way to tell me to read the thread?

MxAddic wrote:
Link is 100% legit.I guess you have not noticed the massive amount of post deleted from this thread either.Don't worry. I have faith someday you will...

Link is 100% legit.

I guess you have not noticed the massive amount of post deleted from this thread either.

Don't worry. I have faith someday you will figure it out.

I really don't think someday I'll figure it out, I have absolutely no idea what the fuck you're talking about. Is it possible you're in the wrong thread or something? The link doesn't work, and what do you think is being deleted? When you say nobody wants to hear the truth, what are you referencing? What truth?

 

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MxAddic
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1/27/2025 9:28am
GrapeApe wrote:
I really don't think someday I'll figure it out, I have absolutely no idea what the fuck you're talking about. Is it possible you're in the...

I really don't think someday I'll figure it out, I have absolutely no idea what the fuck you're talking about. Is it possible you're in the wrong thread or something? The link doesn't work, and what do you think is being deleted? When you say nobody wants to hear the truth, what are you referencing? What truth?

 

Maybe you are right.

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Beagle
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1/27/2025 9:29am Edited Date/Time 1/27/2025 10:48am

All proposals have been greenlit in the extraordinary general assembly, PMG have issued 50% more shares to raise an extra 900M to get their restructuring plan on the road.

Banks are said to own 1.4 B in debt, comfortably over half of it, PMG need them, or at least some of them, for creditors owing the majority of the debt need to approve the plan if it is to go ahead. Some banks are currently bargaining to try to obtain more than the legal minimum of 30%.

https://m.gpone.com/en/2025/01/27/motogp/ktm-finally-exhales-capital-increase-for-pierer-mobility-approved.html

This is as much good news as we could expect for today meeting, shareholders voted the plan designed to save PMG from bankruptcy. Last and most important hurdle will be the final insolvency hearing on February 25th to see if creditors would approve it or would rather vote PMG into bankruptcy.

Edit: 99% approval of shareholders for "financial instruments"

https://www.pierermobility.com/en/newsroom/eqsfeed/2927291?type=corpora…

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MxAddic
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1/27/2025 9:51am Edited Date/Time 1/27/2025 10:11am

Who is buying those shares? Sounds rosie.

Screenshot %2816%29.jpg?VersionId=c7mpX8okTCHTT2BHwTb

900,000,000/16,900,000 = 53.25/share This guys math is no better than Pierer's. 

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Team403
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1/27/2025 10:43am

Sounds like good news so far 👍🏼

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1/27/2025 11:29am

Doesn’t matter what anyone says, MX A Dick knows better and nobody else has figured it out

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indy rider
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1/27/2025 8:26pm
image 1052

 

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1/27/2025 8:29pm
indy rider wrote:
 
image 1052

 

Sounds like they think they can get a better return by either selling or breaking the company up.

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MxAddic
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1/27/2025 9:33pm
indy rider wrote:
 
image 1052

 

Sounds like they think they can get a better return by either selling or breaking the company up.

Who could blame them. They are supposed to approve 900Mil in new debt while taking a 70% haircut.

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Radical
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1/27/2025 11:59pm
MxAddic wrote:

If they go bankrupt and the entire company is purchased debt free with no Stefan why could they not produce parts?

If it goes bankrupt, the creditors may break it up, to get the best return, no more manufacturing.

yak651 wrote:

Someone can buy the cad files to make the parts. 

If it can be done profitably, I can setup production for the many of the parts.

Tim507
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1/28/2025 4:29am

Could someone quietly be working the backroom by pushing the non-acceptance of the statutory minimum 30% by offering a larger %

 with payout immediately? Thus obtaining the assets at a more favorable value.

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indy rider
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1/28/2025 7:51am

Looks like they are hiding the 2024 annual report's numbers. The report was due to be released today.

image 1058image 1061

 

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