
transcript
show notes
Steve Beres and Ike Goss discuss Jaguar Land Rover’s Q1 results, including a £109M profit before tax (2.8% EBITDA) that’s down 68.9% year-over-year and a free cash flow balance of -£998M, speculating it reflects heavy spending on new models and facilities and inviting an accountant to explain it. They cover the Freelander 8 presale delay due to Typhoon Dolphin, pricing around $50,000 with a $68,000 limited launch edition, and its unusual featured details. The hosts recap Monterey Car Week news: Sotheby’s sold a 2007 SV Ultra and a 1993 Range Rover Classic for about $967K, plus notes about export and California sales restrictions, and they mention the $248K Range Rover SV Pearl Lustre benefiting the Monterey Bay National Marine Sanctuary. They also touch on the Dakar Defender Octa edition, an Octa used as a land-speed-record push vehicle, attend Mogfest in Oregon, and share workshop updates including transporting vehicles, clutch work, and Ike acquiring a 1965 Series IIA 109 pickup with a rear PTO.
00:00 Show Introductions
01:18 JLR Q1 Profits and Cash
02:23 Negative Cash Flow Explained
04:08 Freelander 8 Typhoon Delay
05:24 Launch Edition Oddities
08:02 Monterey Car Week Buzz
08:12 Auction Range Rovers Drama
10:24 SV Pearl Lustre Edition
12:22 Dakar Defender Octa Reveal
14:06 Color Scheme Hot Takes
16:06 Octa Tuning and Push Car
17:40 Land Rovers and Speed Records
18:47 Bluebird Support 109s
19:42 Mogfest Off Road Meetup
22:02 Unimog Reunion Story
23:29 Tiny Unimog Driving Impressions
25:05 Haflinger Love and Nesting
26:16 Shop Logistics and Repairs
27:55 New Series IIA Pickup Arrival
30:38 PTO Ice Cream and Blender Ideas
32:05 Wrap Up and Announcements
33:17 Credits and Support





