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-   -   ADM - Current Situation (https://rennlist.com/forums/992/1324612-adm-current-situation.html)

mathus7 Nov 9, 2022 08:09 PM

ADM - Current Situation
 
Are dealers still asking for ADM mark-up on 992 Carrera 2S and 992 Carrera 4S coupes? Typical amount for $ 150-170k build? What is current allocation situation? Typical wait time for allocation these days?

Richard_Wallace Nov 10, 2022 07:29 AM

There are about a dozen current threads on this same topic... Since they are active they should be at the top of the new thread list...

Here is one: https://rennlist.com/forums/992/1324...s-changed.html

Here is another: https://rennlist.com/forums/992/1321...llocation.html

I will not post the others - but just look at the recent post titles - you will get your fill of what it is.

MontBlanc911 Nov 10, 2022 12:56 PM

adm still exists but definitely dropping like birds poo compared to few months ago. winter coming up and slowing economy acting up

tourenwagen Nov 10, 2022 01:54 PM

Some dealerships offering no ADM but requesting European Delivery so Porsche gives them additional allocations.

icanthelpit Nov 10, 2022 07:10 PM

There are new threads on this multiple times a week! Even a simple search will show you that.

icanthelpit Nov 10, 2022 07:11 PM


Originally Posted by MontBlanc911 (Post 18456678)
adm still exists but definitely dropping like birds poo compared to few months ago. winter coming up and slowing economy acting up

Please show us the data to back that up.

911Castle Nov 10, 2022 07:18 PM

Actually market had good news today and lessening inflation numbers. ADM may go higher??????? LOL

Bluehighways Nov 10, 2022 08:07 PM


Originally Posted by 911Castle (Post 18457353)
Actually market had good news today and lessening inflation numbers. ADM may go higher??????? LOL

Probably . . . I'd bet the Fed will go another 75 Basis Points in their next meeting. After all, if jacking up the rate as fast as they have, has had such a wonderful effect on the CPI and by extension the stock market, why stop now?

mjsporsche Nov 10, 2022 09:09 PM

Market defines selling prices. Limited to no inventory with even moderate demand drives hgh pricing and ADM is just another component to the pricing formula. If you want to drive a 992 and not just talk about being on a list, then pony up the $$$ and enjoy the new car sooner. Life is too short to be on the sidelines.

TGF1 Nov 10, 2022 09:25 PM


Originally Posted by Bluehighways (Post 18457419)
Probably . . . I'd bet the Fed will go another 75 Basis Points in their next meeting. After all, if jacking up the rate as fast as they have, has had such a wonderful effect on the CPI and by extension the stock market, why stop now?

If it makes you feel better, 50 and done. Maybe another 25 in Feb or March.

malba2366 Nov 10, 2022 09:38 PM


Originally Posted by TGF1 (Post 18457521)
If it makes you feel better, 50 and done. Maybe another 25 in Feb or March.

LOL...Inflation was still 7.7%. That isn't going to get it down to sub 4% that the fed is looking for.

TGF1 Nov 10, 2022 10:06 PM


Originally Posted by malba2366 (Post 18457544)
LOL...Inflation was still 7.7%. That isn't going to get it down to sub 4% that the fed is looking for.

Yes, yes, yes. Headline CPI was 7.7, core CPI was 6.3, the Fed operates off core PCE which is tracking at 5.1% y/y for Oct, 4.9% for Nov. Then we'll start lapping 2022 numbers in early 2023 which will only make the y/y numbers look better, fed funds @ 4.75% will then be well-above actual inflation prints, and comically above the market's inflation expectations, real rates are positive across the board, policy acts with a lag, etc, etc, they'll pause sooner rather than latter which is why markets ripped today, insurance rate cuts in back-half of 2023. This isn't a hobby.

To the original post, there are other threads, 2s and 4s most certainly have ADMs but at that MSRP the question would be why aren't you looking at GTSs, which are probably easier to come by at this stage at MSRP.




MontBlanc911 Nov 10, 2022 10:21 PM


Originally Posted by icanthelpit (Post 18457338)
Please show us the data to back that up.

so a new gts in CA was 45k adm, now 25k above msrp. won't sell to out of state.
another gts in west coast was 20k adm, now 10k adm, wanted to buy it but the color was just not me..
c4s in CT Adm was 20k adm, now 10k adm, it was a highly specced c4s but just could not get around not buying a gts, so let go of it.
one things for sure, targa adm is firm, was 45k adm few months ago, still 45k adm. whichever targa trim.

tna3 Nov 10, 2022 11:38 PM


Originally Posted by FamousJamisFan (Post 18457715)
No way. You cannot find me 1 legitimate economist or street analyst that will tell you it's anything less than 4 more rate hikes. They may not be all 75bps, but there is firm reason to believe that 4 more hikes are still out there.

Good all things are still way overpriced and I would never say No to higher savings rates. BTW my online savings rate has just cressed my mortgage rate. Guess I won’t be paying that down with extra anymore. Now if I could just find a reasonably priced used GTI for my daughter….

TGF1 Nov 10, 2022 11:50 PM


Originally Posted by FamousJamisFan (Post 18457715)
No way. You cannot find me 1 legitimate economist or street analyst that will tell you it's anything less than 4 more rate hikes. They may not be all 75bps, but there is firm reason to believe that 4 more hikes are still out there.

https://cimg1.ibsrv.net/gimg/rennlis...456203dbca.png

I found you like all of them? It's not even a hero call. 50 in December to 4.5%, 1 or 2 25bp hikes early next year to 4.75 or 5.00. Sure, some upside risk to November consensus, but that will have been all conducted before today's CPI print. Market's still priced for a peak rate of 5% by March, back to 4.5% by YE23.


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