GLG News by Gold Mining Experts
September 17, 2008
Thin-Film Solar Cells, Other Than Those Which Use A Form of Silicon, Are Not Practical Due To Natural Resource Limitations
Analysis of:
Power Plays (online.wsj.com)
Thin-Film Solar Cells, Other Than Those Which Use A Form of Silicon, Are Not Practical Due To Natural Resource Limitations
There are two non-silicon chemistries now being hyped as the bases for thin-film solar cells: 1. Cadmium telluride, and 2. Copper Indium Gallium Selenide Neither is practical at all.
September 15, 2008
It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
Analysis of:
G.M. at 100: Is Its Future Electric? (www.nytimes.com)
It Seems Unlikely That Any Number Of Volts Will Be Able To Give New Life To Wagoner's Monster, General Motors.
The future of the personal automobile is in the gasoline or kerosene(diesel) burning internal combustion engine. Future cars will be small, lightweight, and get 50 MPG and more. The Toyota prius hybrid already gets 50 MPG right off the showroom floor. This is why Toyota is increasing the production...
September 15, 2008
Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Analysis of:
Chevron selling rare earth mining operations (www.bizjournals.com)
Is This The Beginning Of The End For Chinese Domination Of The Production Of Rare Earths?
Is a rare earth mining boomlet under way?
Analysis of:
As oil prices fall, OPEC faces production dilemma (www.iht.com)
a. Calls the attention to the downside trend in the oil market after 4 years on the rise. b. Suggest that nobody really knows what to expect of the next OPEC meeting
Analysis of:
Manufacturers turn to US (www.ft.com)
Incredibly American states from which manufacturing jobs were lost by the hundreds of thousands over the last few years are bribing foreign heavy industry, the very industry that we were told by Wall Street was 'obsolete in the modern globalized American service economy, to set up manufacturing plants...
Analysis of:
GM recalling 944,000 vehicles (www.forbes.com)
The Detroit Three followed the lead of Jacques Nasser at Ford in the early 1990s and began to eliminate internal supplier quality management and PPAP, production parts approval processes. After internal engineering supplier monitoring had been made into a supplier self approval regime came the outsourcing...
August 29, 2008
Bob Lutz Seems to Have Learned Doublespeak From George Orwell. Failure is Success, Says Lutz.
Analysis of:
Carmakers Deserve Loan Guarantees, G.M. Official Says (www.nytimes.com)
Bob Lutz Seems to Have Learned Doublespeak From George Orwell. Failure is Success, Says Lutz.
On what basis do OEM American carmakers deserve federal loan guarantees? Is it because their legacy costs weren't their own fault? Is it because they made lower quality vehicles than their foreign competitors? Is it because they sent American jobs overseas so that the unemployed workers they created...
Analysis of:
U.S wind power strangled by antiquated power grid (www.iht.com)
The Promise of Wind Power and the freeing up Natural Gas for internal combustion engine needs holds great promise for the US's shorter term Energy Needs. We must not let our Antiquated Power Grid stop us from moving forward with wind and solar if we are to solve...
August 26, 2008
Minor Metals Markets Are Not Transparent And Hedging Non Exchange Traded Metals Requires Great Skill
Analysis of:
Can One Man’s Actions Take $6 Billion In Value Out Of A Minor Metal Market In A Month? (www.resourceinvestor.com)
Minor Metals Markets Are Not Transparent And Hedging Non Exchange Traded Metals Requires Great Skill
End users of minor metals for critical purposes, i.e., for purposes that are not economically or technologically possible without a particular minor metal, can hedge the required supply of metal by financing the producer's output, through offtake agreements, for example, and by being the buyer of last...
Analysis of:
Chrysler Sues Johnson Controls For $15M In Overcharges (online.wsj.com)
In just this year Cerberus' accountants may have inadvertently exposed the seamy side of cost cutting in the American OEM automtoive industry: 1. Overcharging by non-competitive politically correct suppliers, 2. Underbidding by suppliers desparate to keep their own factories open, and now 3. Short-weighting...
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