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GLG News by Mining Experts

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Jack LiftonNovember 7, 2007
Are Ford and Ballard each Floundering Outside of Their Core Competencies to Salvage Something?
Analysis of: Ballard is in talks with Daimler, Ford to sell fuel cell unit | www.freep.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Ballard Power Systems was originally a battery company; it made lithium technology batteries for military power storage applications. Ford Motor Company was the first large industrial company to mass produce a car intended for middle income customers. Ballard knows very little about the design, power...
Jack LiftonNovember 7, 2007
Would Anyone Notice, Or, Even, Care, If Ford Stopped Selling Hybrids in America?
Analysis of: Ford will not sell hybrids in Europe | www.autonews.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The Ford Motor Company hardly sells any hybrid vehicles.   Ford Europe has announced that they will not even offer hybrids there. Is there then any reason to continue to sell hybrids in America? I think the answer is no.
Jack LiftonNovember 6, 2007
GM Offers Billions in Tribute to the Peoples Republic of China and Not One Cent for the Defense of the American Market
Analysis of: GM Will Color Its Strategy Green in China | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
General Motors' corporate managers have for decades adopted a business model based on a shortsighted belief in mainly short term solutions to long term problems; this managerial class, which is typical of most large American corporations, and universal within the American OEM automotive industry, assumes...
Jack LiftonNovember 5, 2007
Only in Russia; Producing Primary Aluminum Utilizing Electricity from a Company Owned Nuclear Reactor
Analysis of: Rusal to take smelting nuclear | business.timesonline.co.uk
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
No aluminum producer yet has successfully managed to vertically integrate the production of its total needs for electric power into its process, because it turned out not to be possible to control its access to the coal, oil, or gas fuel for a dedicated electric power plant, or even if it...
Jack LiftonNovember 2, 2007
Doesn't BHP Billiton Benefit More From its Proposed Pricing Index Than Either CVRD or Rio Tinto?
Analysis of: BHP Billiton Faces China's Anger on Index | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
BHP Billiton is geographically the closest supplier to China of iron ore. BHP wants the 2008 price for its iron ore to be indexed to the Cinese spot market. Who would benefit most from this "first step,' perhaps, towards an exchange traded iron ore contract? I think not.
Jack LiftonNovember 2, 2007
The Toyota Top Of The Line Lexus Hybrid is a Marketing Mistake For Which There is No Rational Explanation
Analysis of: Pale Green -- Lexus's $100,000 Hybrid | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Toyota has clearly decided not to wait around any longer for a safe, reliable, cost effective lithium battery for its next generation hybrids. Toyota also continues to rely on 125 year old lead acid battery technology for starting its hybrid cars, and safe reliable proven in mass production nickel metal...
Jack LiftonOctober 29, 2007
Lithium Takes a Step Backwards as Toyota Both Hesitates and Covers Its Bets
Analysis of: Toyota's First Lithium Will Most Likely Be A Lexus | www.egmcartech.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The misleading title of this source article should be rewritten for clarity as "Lithium batteries downplayed for use anytime soon by Toyota.
Jack LiftonOctober 29, 2007
Ford makes an incredibly insensitive blunder in communicating with retirees
Analysis of: Ford Retirees Receive False Benefits Letter | www.clickondetroit.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Did Ford outsource the computer sorting of the ages and names of who should receive the letter it sent out to all of its retirees announcing a cut in health benefits? If it did doesn't this tell us a lot about the quality of IT outsourcing vendors chosen by Ford? If it didn't should some very careless...
Jack LiftonOctober 24, 2007
Toyota is Stumbling in the American Market over the Issue of Being 'Green.'
Analysis of: Toyota's Cautious Green Strategy | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The US business media are biased in favor of Toyota today, only because of a clever stratagem, the introduction of the Prius hybrid into the US market, in 1999. This bias has lately begun to backfire as introspection proves that the truth is the opposite of what even the Wall Street Journal, not to...
Jack LiftonOctober 24, 2007
What does a Strong Tiger want with a Weak Bear Stearns?
Analysis of: Bear's Slow Boat to China | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
The CITIC tiger is far the stronger of the two, so why does it wish to hunt with the weak Bear Stearns? The answer may be that CITIC will control any joint ventures between the two.

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