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GLG News by Experts in the Automotive Council

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Jack SayerSeptember 5, 2008
August Auto Sales Were Awful----But At Least It Wasn't July
Analysis of: Auto Sales Tumble, But Industry Sees Signs of Hope | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The summer of 2008 with its monthly dose of double-digit sales declines is over. But will autumn be any better? Maybe.
September 4, 2008
Sales report
Analysis of: U.S. Auto Sales on Track For Another Monthly Drop | online.wsj.com
Author: GLG Expert Contributor
GM - Chevy div ended up 101% of objective - hence you have to conclude that employee pricing had a positive impact.
Jack SayerSeptember 3, 2008
Let The Detroit Three Bail Themselves Out---They Created The Mess The're In
Analysis of: Carmakers Deserve Loan Guarantees, G.M. Official Says | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Even with strings attached, any help the Federal Government gives to the Detroit Three, will usher in the most demanding, meddlesome period of U.S. federal involvement in the affairs of Detroit's automotive community in its history 
Jack SayerSeptember 2, 2008
If Toyota's Hurting, You Know It's A Bad Year For Auto Sales
Analysis of: Toyota Pulls Back on Sales Goal | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Toyota Motor Corp. sees North American sales coming in at 2.70 million units in 2008 and languishing at the same level in 2009. By contrast, the Toyota group sold 2.83 million units in North America last year.
September 1, 2008
Carmakers Deserving of a Bailout? Taxpayers and Consumers Take Notice, it's Your Wallet
Analysis of: Carmakers Deserve Loan Guarantees, G.M. Official Says | www.nytimes.com
Author: Mark Fendley, Continuous Improvement Manager, BMW Manufacturing Co., LLC
There are other mechanisms to achieve where GM, Ford, and Chrysler need to be in terms of technology and product. The loans will be little more than a taxpayer funded bailout. GM, Ford, and Chrylser have not learned from the ample lessons they have had in the past, what assurances are there that...
Jack SayerSeptember 1, 2008
Turns Out GM's Employee Discount Isn't For "Everyone" As The Ads Say
Analysis of: GM Sues to Recoup $450K in Employee Discounts | www.forbes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The automaker, last week in a last ditch attempt to salvage sales for the month of August, announced an "Employee Discount" for everyone, not just bona-fide employees.
Jack SayerSeptember 1, 2008
How Did Nissan Achieve Their July Sales Bump? They Bought And Paid For It
Analysis of: U.S. Auto Sales on Track For Another Monthly Drop | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Domestic auto sales are expected to drop over 14% when August sales results are announced on Wednesday. Last month industry observers marveled that Nissan was the only one of the Big 6 automakers that showed a sales increase. How did they do it? They bought and paid for it.
Jack SayerAugust 26, 2008
Let's Take Another Look At One Of GM's Missguided Moves
Analysis of: General Motors pulls sponsorship of Oscars | www.msnbc.msn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
How GM and Ford were ever able to raise money through bond offerings over the years remains a mystery to me. Consider some recent announcements.   August 5, 2008: "Default Risk At Ford, GM, Chrysler hits 95%; Automakers Ask for Taxpayer Handout."   August 4: "Auto Sales Dismal At All Three...
Jack SayerAugust 25, 2008
Will Hyundai's New Luxury Car Be Like The BMW 5 Series Or The VW Phaeton?
Analysis of: Hyundai Gambles On Luxury Market | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Automotive insiders are taking a "wait and see" attitude regarding Hyundai's attempt to market a luxury car in the U.S. Many remember the fate that befell VW's Phaeton. 
Jack SayerAugust 22, 2008
Could A Little-Known Indian-French Company Upstage Chevy Volt, Toyota Prius?
Analysis of: Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Most of the conversation about upcoming electric cars centers around the Chevy Volt and the Toyota Prius. However, a little known French-Indian company may surprise both of them.

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