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GLG News by Heavy Duty Truck Components Manufacturing Experts

Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
June 25, 2007
The new strategy?
Analysis of: Ford celebrates the revival of Taurus (www.freep.com)
500 to Taurus, Quality first, make the masses aware of the “new Ford”…. is this the holly grail, the way out?
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: 10 years after first hybrid, Toyota hits 1 million mark (seattletimes.nwsource.com)
It is highly questionable whether Toyota looses money on HEVs. In any case, its technological lead is a no-brainer. Its current position in this market is indisputable and represents an investment into a, not to far away, promising future, as US Senate advances on its endeavor to tackle the issues of...
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: Ford: Another fine mess (www.economist.com)
It is no rocket science: Ford must attack many internal fronts and concentrate in its re-structuring to get out of this battle as a successful OEM, but there are precedents. Look at Fiat’s story of the past 5 years.
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: Gentext in F-Series (www.sys-con.com)
* Being the first will certainly create expectation but it also bares the risk of disaster if the technology proves to be faulty. * Assuming good and reliable performance, bottom and top line growth are possible.
Elias Luna Barrios, Partner and Chief Executive Officer
Luna & Goodman Advisors
Analysis of: Can Ford Engineer a Jump Start? (online.wsj.com)
×Ford’s main problems are of structural/operational nature ×Disposal of PAG will bring in some necessary cash and should contribute to reducing its debt ×Possible solutions could include reviving Lincoln as a luxury brand ×Possible solutions could include reviving Lincoln as a luxury...
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...

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