Nissan Titan to get a Cummins 4cyl Diesel engine

[snacksnack]

I want the ford ranger diesel! ^^^^^^^^^^^^^^

[dangerous_sep]

might be time to drop some coin into cummins stock!

[Sean88gt]

might be time to drop some coin into cummins stock!

It's trading near peak right now. Not to say it won't rise.

[ceyko]

Towing is a big one for me and most average consumers can get way with just being able to tow 1-2 thousand pounds. After that 4-5 thousand pounds is needed. Past that, rent something if needed or get a bigger truck.

I concur on the Titan gas mileage being shit. I expected 16 mpg. I got 16 when on the highway, driving mildly and coasting to everything I could coast to. Normally it was 12-14 mpg at best. In fairness, that gas mileage did not change very much when towing 3000-3500 pounds.

[dangerous_sep]

It's trading near peak right now. Not to say it won't rise.

buy it on a small dip (prob wont be one now with all this news) and sell when Nissan and Toyota debut their all time high 1/2ton truck sales. Or sell before all of the first gen problems and recalls start coming up lol.

[Strychnine]

It's trading near peak right now. Not to say it won't rise.

When I was buying my house (late 08, early 09) CMI was hovering around $20. It dipped to $17 at one point.

I debated buying a house or buying CMI w/ what I would have paid on down payment, closing, etc.

Within a year it had tripled. Within 2 years... I could have made a 500% return. It's trading for $124 today.

FML

[Sean88gt]

Should have bought when I sent you the LOL text when it hit $79

[Strychnine]

Nissan just unveiled a Cummins ISF2.8 powered Frontier concept truck to "gauge market interest."

Nissan Frontier Diesel Runner Powered by Cummins: Midsize Project Truck
A 2.8-liter Cummins turbo diesel with nearly 200 horsepower and more than 350 lb-ft of torque under the hood

Text By Monica Gonderman
February 05, 2014





What in the world is going on? Once upon a time there was the mini truck, and it was awesome. Then, in the early and mid-80s in the United States, there was the naturally-aspirated and turbocharged diesel mini truck, and that was still awesome. Then, in the mid to late-90s, the mini truck began to get rounder, but it was still awesome. Then, in the mid-2000s, the mini truck ate too much and swelled into a midsize truck. Then, by 2014, the Nissan Frontier and the Toyota Tacoma were the only descendants of the mini truck era. But is that the end of the story? For the “true” mini truck, yes; those days are over.

However, the midsize segment continues, and in fact, a somewhat lazy lull in the action has been recently attacked by a resurgence of diesel rumblings, the latest from Nissan. Could this be? It’s been thirty years since we’ve seen a United States diesel “mini” truck from Nissan, with the 61 hp/102 lb-ft of torque 2.2L SD22 in the Datsun 720 from 1982 through 1983 and the 70 hp/115 lb-ft of torque 2.5L SD25 from 1983 through 1985. After discontinuing its Colorado and Canyon, GM will reintroduce a new generation of these models for the 2015 model year, with plans of a diesel offering in 2016. And now we’re hearing of a Cummins in a Frontier!

It’s called the Nissan Frontier Diesel Runner Powered by Cummins, and it’s a concept project truck created by Nissan to gauge the market’s reaction to a diesel Nissan midsize truck and to help strategize the future direction for the next-generation Frontier. Set to be introduced at the 2014 Chicago Auto Show at McCormick Place in Chicago, the concept is based on a Frontier Desert Runner 4x2, with the addition of a diesel powerplant, hence the Diesel Runner title.





The use of a Cummins is not surprising, given the recent partnership with Cummins Inc. that resulted in the 5.0-liter turbo diesel V8 to be used in the next-generation Titan. However, the Cummins in the concept Frontier is a different engine – a 2.8-liter 4-cylinder turbo diesel, actually once tested in the Titan but now adapted for the Frontier and designed with future emissions standards in mind. Power figures estimate nearly 200 hp and more than 350 lb-ft of torque, with a 35 percent increase in fuel economy over a two-wheel drive V6 2014 Frontier.

Actually, collaboration between Nissan and Cummins stems back to the 2010 U.S. Department of Energy project called “ATLAS” (Advanced Technology Light Automotive Systems), where important research helped shape this project’s Cummins engine. In fact, you may remember this particular 2.8L from August 2011's Direct Injection editorial and this article from the September 2011 issue: New Cummins 2.8L Four-Cylinder Diesel Engine. Could this 2.8L, once slated for the 1/2-ton, find its home in a Frontier beyond this concept?

The transmission mated to the 2.8L is a ZF 8HP70 8-speed automatic. (Think Ram EcoDiesel. Could we also see the ZF 8HP70 behind the 5.0L Titan?) Although the engine and transmission are not “plug-and-play” for the Frontier, many of the key components, including wiring harnesses and the radiator, are from a production 2014 Desert Runner Frontier.

The “Arrest Me Red” exterior paint, the Cummins Turbo Diesel badges recessed into both front fenders, and the partially transparent acrylic hood that shows off an oversized Cummins logo and red-themed engine bay confirmation that the Diesel Runner is not bashful in sharing its Cummins powerplant. Word has it that a separate, perhaps more subdued, development Cummins Frontier is undergoing rigorous real-world testing.

“We hope consumers in Chicago and across the U.S. will let us know what they think of the prospects of a diesel engine in this segment.” Per the request of Pierre Loing, vice president, Product Planning, Nissan North America, let’s give Nissan some positive feedback regarding the Cummins-powered Frontier Diesel Runner! Let’s see it beat the diesel Canyon and Colorado to the market.

http://www.dieselpowermag.com/news/1402_nissan_frontier_diesel_runner_powered_by_cummins_midsize_project_truck/

Press Release here: http://www.autoblog.com/2014/02/06/n...-chicago-2014/

[quikag]

CMI is a good buy even at this price point. We are buying some in our company investment accounts. Navistar is basically vacating the medium duty engine market, opening the door for 90%+ market share for Cummins. Should be a good stock for the next few years.

[Strychnine]

CMI is a good buy even at this price point. We are buying some in our company investment accounts. Navistar is basically vacating the medium duty engine market, opening the door for 90%+ market share for Cummins. Should be a good stock for the next few years.

*looks over shouler for QIK46*

Not that it will affect stock performance or anything but the plug got pulled on the ISX15-G (spark ignited natgas) engine recently.

[quikag]

From a recent GS research note:

Amid investor concern over potentially conservative initial 2014 guidance
and a slower pace of stock buyback near-term, we explore two major
market share opportunities in the US and China truck markets that account
for $1.2 bn of our $2 bn new product sales forecast over the next two
years. While initial 2014 guidance is unlikely to be aggressive and the pace
of buyback is unclear, we reiterate our CL Buy on the stock ahead of a year
where we expect market share and full cycle earnings estimates to be
revised significantly higher. Although visibility on a sustained truck and
power generation recovery remains low, we estimate share gains, new
product sales, and capital deployment will add over $3.50 EPS for CMI off
2013 levels, driving returns on capital 600 bp higher (Page 8).
Implications
(1) The path to 90% market share in US medium duty truck.
Navistar has a leading US truck distribution network borne of its historical
45%+ market share in medium duty trucks. So why would Navistar exit
medium duty engine manufacturing? Our in-depth work on its engine
business points to $300-$500 mn of annual losses since 2010 regulations,
which, combined with recent share losses and the company’s decision to
suspend next generation engine development provide visibility on a
potential sole source award to CMI in coming quarters, in our view, which
would drive $1.30 in run-rate earnings power.
(2) Emerging visibility on Cummins Foton share gains from
Weichai. The Foton Cummins JV has introduced a low cost heavy duty
engine product for new engine regulations, targeting Weichai’s (Sell) 85%
share on Foton trucks. We estimate 35% penetration in 2015 and $0.19 in
CMI EPS, with ultimate upside to 80%+ penetration and $0.50 in CMI EPS.
Valuation
Our $153, 12-month price target is based on 15x 2014E P/E (9x EV/EBITDA).
Key risks
Weaker global truck and power generation demand, cost control.

[Sean88gt]

*looks over shouler for QIK46*

Not that it will affect stock performance or anything but the plug got pulled on the ISX15-G (spark ignited natgas) engine recently.

Interesting.

[Strychnine]

Navistar has a leading US truck distribution network borne of its historical
45%+ market share in medium duty trucks. So why would Navistar exit
medium duty engine manufacturing? Our in-depth work on its engine
business points to $300-$500 mn of annual losses since 2010 regulations,
which, combined with recent share losses and the company’s decision to
suspend next generation engine development provide visibility on a
potential sole source award to CMI in coming quarters, in our view, which
would drive $1.30 in run-rate earnings power.

Nice. Cat part II.

[Tyrone Biggums]

It's going to be hard to talk me out of buying a used 2016 Titan, Cummins and 4wd, unless they turn out to be turds, which I do not expect. I'll be watching closely.

[snacksnack]

still not interested in a titan