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GLG News by Iron Ore Mining Experts

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Craig MarstonOctober 16, 2008
Kuhne Paid Way Too Much
Analysis of: "Extremely high" | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine
The Albert Ballin consortium, led by Klaus-Michael Kuhne, admitted to Tradewinds that they paid an "extremely high" price for Hapag-Lloyd in an effort to keep the company away from NOL.  The move was based upon Nationalistic emotions, not business metrics.
Jack LiftonOctober 16, 2008
Tesla and GM Are Building The Wrong Cars; This Texas Teenager Is Smarter Than They Are By A Country Mile
Analysis of: Lithium Counterpoint: No Shortage For Electric Cars | gas2.org
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
If a smart Texas teenager can assemble an electric car with a 40 mile range for under $10,000 cannot a larger corporation build a car with the same performance for use by High School and College students to go back and among school, home, and the job they'll need to pay for it? Why not build these just...
October 15, 2008
Just the beginning of lower electronics revenues, especially NAND and DRAM
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: GLG Expert Contributor
1.  NAND and DRAM already have higher supply than Demand can absorb 2.  Housing crisis and oil already hurts consumers 3.  Financial crisis double whammy on consumers 4.  Evidence of upcoming job losses and sales declines
October 15, 2008
Continued declining outlook for Electronics over next 12 nmonths - Procurement perspective
Analysis of: Micron Cutting Jobs As Chip Prices Plunge | online.wsj.com
Author: GLG Expert Contributor
1.  Financial Crisis drives consumer weakness 2.  Micron is just one fo the first - more to come 3.  Buyers are cutting back on orders expecting a consumer slowdown.
October 15, 2008
AT&T decision good due to consumer confidence declines expected
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: GLG Expert Contributor
1.  Financial crisis negatively affects consumer confidence 2. Transitiong to a new std in this financial and consumer confidence crisis 3.  Positive move for AT&T based on current market conditions
Jack LiftonOctober 13, 2008
Is The American OEM Automotive Industry About To be Reborn As A Service Oriented Industry Building and Maintaining Long Lived High Quality Vehicles?
Analysis of: G.M. and Chrysler Explore Merger | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The quality of the passenger carrying motor vehicles offered for sale in the USA has improving dramatically during the 30 years since the, predominantly transplanted Japanese, competition forced the industry to address value rather than size and performance as the key to marketing. In...
Craig MarstonOctober 13, 2008
Dry Bulk Shipping Looking Gloomy For Many
Analysis of: China cuts back | www.tradewinds.no
Author: Craig Marston, Managing Director, CEM Marine
Declining demand for iron ore, the credit crisis, and gloomy economic forecasts have led to an early decline in dry bulk shipping rates.  For many speculative ship owners, the future is bleak.  This will create opportunities for owners without liquidity problems.
Jack LiftonOctober 10, 2008
Will Toyota Be Able To Produce Enough Priuses To Sustain a Separate Brand?
Analysis of: Prius Diary Extra: Toyota Considering a Separate Prius Brand | greeninc.blogs.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Toyota has had tow pleasant surprises in the competition to lead the OEM automotive industry into the era of green cars: 1.) It has had no competition while it has established its bestselling Prius hybrid, and 2.) Its largest current competitor is probably bankrupt allowing Toyota to expand the Prius...
George DorkhomOctober 8, 2008
Not so fast either...outsourcing continues
Analysis of: Is Outsourcing to China Over? | www.inc.com
Author: George Dorkhom, President and Managing Partner, AD&A Worldwide
The writer of the article is seemingly unware of the trends that are taking place in outsourcing to low cost producing countries, including China and India and has not been following the apparent trends that are shifting the landscape not only for large manufacturing companies but even the mid sized...
Jack LiftonOctober 8, 2008
Toyota And GM Are Both Going To Market Test Plug-in Hybrids. Will Both Of Them Survive That Test?
Analysis of: Power Outage | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Toyota will have a limited production plug-in hybrid on the road probably as much as a year before GM's Volt. Toyota is test marketing a concept, the limited range, in full electric operation, commuter car.   Toyota thinks that this is a niche market, and will approach it with a modified version...

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