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GLG News by Council Members Knowledgeable about Steel Castings

Analysis of: Taiwan market: LCD monitor prices on the rise (www.digitimes.com)
1. Shows that Suppliers are attempting to raise prices.2. current price points are threatening profits.
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: Mitsubishi Materials, Furuya Metal to co-develop recycling technology for platinum group metals (metalsplace.com)
  Recycling of PGMs - Investment into a promising future
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: Mitsubishi Materials, Furuya Metal to co-develop recycling technology for platinum group metals (metalsplace.com)
  Recycling of PGMs - Investment into a promising future
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: Aston Martin sale sign of deeper trouble (economictimes.indiatimes.com)
  Does the sale of Aston Martin really translate into confirming Ford’s problems? New CEO means new strategy.
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: GM CEO Sees No End to Overcapacity (online.wsj.com)
  - Overcapacity is a problem created by lack of vision and commitment to change. - Situation will get worse before it really starts to pick up. - Market share and margins of the big 3 are likely going to fall further, despite of restructuring efforts. - Only a radical cure will lead...
February 2, 2007
PCB Pricing Trends
Analysis of: PCBs in high demand going into New Year (www.evertiq.com)
1. Raw materials as a price driver still keeping prices up2. Tight Capacity for 1H07
January 16, 2007
Vista's Impact on DRAM
Analysis of: Vista launch expected to affect future DRAM price; SSD set to become the new killer application of NAND Flash (www.dramexchange.com)
1. Demand, Inventory activity for DRAM related to Vista's January 07 launch.2. Potential pricing trends related to DRAM activity.3. DDR price vs. demand turning point.
Analysis of: DRAM contract price growth to weaken in 2HOct ; NAND Flash prices to stay firm amid strategic supply policies (www.dramexchange.com)
1.  Provides insight into potential price trends of DRAM and Flash2.  Provides reason for pricing moves for DRAM and Flash
Analysis of: Taiwan market: Memory card makers slashing prices amid slow demand (www.digitimes.com)
1.  Confirmation that the memory market is weaker this Q4 than last year2.  Leads one to believe that prices will continue to drop for Q107.
Donald Fosnacht, PhD, Director, Applied Research and Technology Dev.
UNIVERSITY OF MINNESOTA
Analysis of: Chris Dundas, chairman, Duluth Metals Discusses Prospects (www.robtv.com)
The growth of the Asian Market has set the course of metals pricing to new all time highs.  The market conditions have resulted in the exploration of new targets that include the so-called Duluth Complex in Northeast Minnesota just below the Canadian Border.  Exploration by companies such...

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