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George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Gas Cylinders Are Here to Stay

September 20, 2009

Is It The End For High-Pressure Gas Cylinders? | www.prlog.org

Higher pressure or not , the gas cylinders market is an important segment in the industrial gas business for smaller users and mobile applications in medical and industry and are here to stay but controls technology must continue to improve on safety and reliability.

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

China takes off, it is rapidly taking over as we squander our brand names for ?

September 11, 2009

China’s Geely, Beijing Automotive Target Volvo, Saab | www.bloomberg.com

It is a known fact that the Chinese government has put its weight and tremendous wealth behind targeted industries, Electronics , automotive and aerospace and it is well on its way to target the general industrial market. It is succeeding and have taken over Japan in Electronics manufacturing out put...why ? they have the people, the natural resources, the cash and the market..and we in the West are willing to surrender all ,including established brands as Volvo ,Saab and Hummer.

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Temporary lay-offs in Italy maybe OK,but plant closure ..guess what

September 10, 2009

Italian Government Reaches Union Agreement on Fiat’s CNH Plant | www.bloomberg.com

Italian Labor law is so inflexible about layoffs and forget the future of the plant in Imola if it invovles permanent closure. Italy, behind Spain , is one of the most socialistic countries when it come to labor law giving no flexibility whatsoever to industry in manoeuvering during difficult times, that is while Fiat CEO is scanning the globe and is in bed with Chrysler , not only for high cost production , but also for labor inflexibility.

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Outsourcing is the trend ..do not cry wolf

September 8, 2009

Defense industry pleads for investment | www.ft.com

To my best of my knowledge the UK defense spending in 2010 is projected to be up by a few percentage points and so as the EU and Nato..so what is the fuss all about..outsourcing? then they have to cry endlessly as this has been the trend for a long time in the world of the defense industry,but perhaps a novelty in Britain.

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Konecranes actions are a must rather than a strategy

September 6, 2009

Konecranes Starts Statutory Negotiations in Headquarter Functions in Hyvinkää | www.konecranes.com

KoneCranes has experienced a 40-50% decline in orders year over year and a restructuring plans in not only warranted but a must. The demand for cranes both in the industrial as well as construction and on/off-shore has declined so rapidly that unless drastic actions are taken companies as Kone and others including Demag and Terex are at risk for survival.

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

No Moral Comparison / EU handouts to Airbus and Boeing business with Uncle Sam

August 31, 2009

WTO to rule next week on Airbus funding dispute | www.google.com

To state that a hand to Airbus from Germany , France and Britain is the moral equivalent to legitimate services rendered by Boeing to the US government is none sense . The Europeans must learn how to do business and compete in the real world and subsidies is immoral and anti-competitive. The European and EU Government complain about China and other Asian dumping laws yet they practice the same.

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

EADS is in turbulent times

August 26, 2009

EADS second-quarter profit up 76%; Airbus targets 300 gross orders | atwonline.com

EADS business which is almost 90% commercial aircraft dependant will experience hard times as it is currently in the eye of the Hurricane without visibility for future orders or cancellation of current orders .

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Ingersoll Rand CEO Talks the company share prices up

August 4, 2009

Ingersoll-Rand sees signs recession is almost over | www.marketwatch.com

It is surprising for a leader of such a resprected company to talk the stock prices up based on insignificant statistis while the company sales and orders are down by some 20%

George DorkhomPresident and Managing PartnerAD&A Worldwide What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Auto makers and the dinasourses

April 5, 2009

Chrysler Plan Trims Fiat's Stake, Cuts Out Cerberus | online.wsj.com

The US car makers ,especially GM and Chrysler, have caused self inflicting injuries on their operations and other orgnizations that work with them and for them. , I have written in the fall of 2008 about the ultimate need for GM and Chrysler to file for chapter 11 and reorganize under the supervision of the court and have then explained the merits of filing and how fitting these companies' circumstances to such filing. My article was not that popluar at the time ,because I think the auto industry insiders are and still in denial with the arrogance that how could it be possible that GM is in Bankruptcy ? well it is possible and if this was done early on, we the tax payers would not have to throw good money after bad money , and also the bleeding would  perhaps have stopped ..sort off.Chapter 11 to flush out the old GM and Chrysler and emerge as a new, strong, leaner and perhaps smaller companies is the answer,  of course with a different management team that know the real world.

Paul GlantzPresidentMetal Recycling Consultants What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Indicators Show Base Metal Prices are Establishing a Floor

December 11, 2008

Rio Cuts 14,000 Jobs, Spending as Demand Falters | www.bloomberg.com

Rio announcing major job cuts and expense reduction has major bullish inclination to base metal pricing.

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