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GLG News by Experts in the Leisure & Lodging Council and Automotive Council

Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
November 4, 2008
The Future Recovery And Growth Of The Consumer Electronics And Thin-Film Solar Markets Will Be Severely Impacted And Slowed Down By The Current Reduction In The Production Of Base Metals
Analysis of: Credit crisis to hit mining projects- Credit Suisse (www.miningweekly.com)
The critical metals for consumer electronics are all byproducts of the production of base metals. Any cut in base metal production is automatically a cut in byproduct metal production.
Chicke Fitzgerald, Founder and Chief Executive Officer
Chicke Fitzgerald, Founder and Chief Executive Officer
LeisureLogix, LLC
November 4, 2008
Is the reported "recovery" just the upside of the jetfuel roller coaster?
Analysis of: US airlines pull out of a tailspin (us.ft.com)
Airlines are enjoying much lower fuel costs than they did in the summer of 2008.  Perhaps the use of the word "enjoy" and the notion that recovery is around the corner is a bit like a weatherman in the middle of a hurricane talking about tomorrow's sunshine.  At least that was the observation...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
November 3, 2008
For Lithium The Shortage Lies Not In Your Minerals But In Your Long Term Strategic Planning
Analysis of: Electric-car race could strain lithium battery supply (news.cnet.com)
American OEM heavy industry is once more highlighting its worst shortcoming: A total lack of long term strategic planning to manage the risk of supply interruption of critical materials due to production limitations on natural resources. It's difficult to imagine just how urgent a company such...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
October 31, 2008
Will Ford's Four Hybrid Models Using The Successful And Proven Nickel Metal Hydride Battery For 2010 Short Circuit The Chevrolet Volt With Its Short Range And Unproven Lithium-ion Battery?
Analysis of: 2010 Ford Fusion Hybrid and Mercury Milan Hybrid Expected to Get 5 mpg Better than Toyota Camry Hybrid (hybridreview.blogspot.com)
The Ford Motor Company is following the lead of Toyota and will market four hybrid models in its 2010 lineup, due out in less than 6 months at the end of the first quarter of 2009. The Ford Escape and Mercury Mariner for 2010 will be upgraded and joined by hybrid versions of the Ford Fusion...
William Sherlock, President and CEO
Mashantucket Pequot Tribal Nation
October 30, 2008
Cordish/Gomes versus Tropicana Entertainment
Analysis of: OWNERS OF THE TROPICANA APPEAL-OFFICALS ASK REGULATORS TO RETURN CONTROL OF BELEAGUERED PROPERTY TO THEM (www.lvrj.com)
Ron's points are well taken but let's look at the playing field for these two companies
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
October 30, 2008
Is The Tesla Just Vaporware? The History Of The Tesla Proves That Silicon Valley Entrepreneurs Should Stck To Silicon Businesses.
Analysis of: Tesla Motors Zaps Another C.E.O. and Lays Off Staff (bits.blogs.nytimes.com)
No one has ever built a practical electric powered performance car with  a range on a single charge of 250 miles and a top speed of 150+ mph. It certainly may be possible to make and select from thousands of lithium-ion batteries enough stable ones to build a battery pack large enough to give the...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
October 30, 2008
What Is a Domestic Auto Dealership Worth? Not Much.
Analysis of: How Detroit Drove Into a Ditch (online.wsj.com)
At the tail end of a dismal auto sales year, the public auto dealer groups are reporting bad news for third-quarter results. The more troubling news comes comes for domestic car makers and dealers. 
Craig Marston, Managing Director
Craig Marston, Managing Director
CEM Marine
October 28, 2008
DWT A Victim Of Market Speculation
Analysis of: Britannia Bulk Holdings Inc. Provides Operational and Financial Update (biz.yahoo.com)
Britannia Bulk Holdings (NYSE:DWT) published a press release indicating a dire financial crisis at the company.  DWT is an example of issues facing many speculative dry bulk owners.
Ron Lodge, Senior Marketing Executive (former)
Venetian Casino Resort Inc
October 28, 2008
TROPICANA ENTERTAINMENT SHOULD MAKE A SUPREME EFFORT TO GET THE LOST ATLANTIC CITY PROPERTY BACK UNDER THEIR BANNER
Analysis of: OWNERS OF THE TROPICANA APPEAL-OFFICALS ASK REGULATORS TO RETURN CONTROL OF BELEAGUERED PROPERTY TO THEM (www.lvrj.com)
Is it beyond possibility to get the Tropicana Atlantic City back under their control? How would the recapture of this property help the outlook for the future of Tropicana Entertainment? Will the New Jersey Gaming Commission really look favorably on this possible return of this property to Tropicana...
Jack Sayer, Managing Partner
Jack Sayer, Managing Partner
Sayer Partners LLC
October 27, 2008
Auto Sales In September Were Bad, October Will be Even Worse
Analysis of: How Detroit Drove Into a Ditch (online.wsj.com)
Coming off a dismal sales month in September, U.S. automakers had hopes for a slight recovery in October. It didn't happen.

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