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GLG News by Platinum Metals Group Experts

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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...
October 13, 2008
Platinum set to rebound on new demand for off-road diesel emissions?
Analysis of: CAT, Perkins announce Tier 4 interim plans | www.dieselprogress.com
Author: Jeff Moser, President, West Branch LLC
Starting in 2010 precious metal catalysts will be required on off-road diesel engines in the US.  This incremental demand, coupled with a rebound in automotive production, may stretch supplies thin again as seen in 2007.  With regulatory impact increasing demand through 2015 worldwide the...
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...
October 10, 2008
Incentives may accelerate diesel penetration in US auto market
Analysis of: IRS, EPA Helping Diesel Cars? | www.dieselprogress.com
Author: Jeff Moser, President, West Branch LLC
Diesels are ~25% more fuel efficient vs. gas but cost more to build.  Diesel fuel prices above unleaded in the US have dampened hopes for greater diesel share as mpg advantages are diluted.  Government incentives to help offset sticker price penalties for diesel may help future prospects as...
October 10, 2008
Can fleets afford Green Diesel investments?
Analysis of: Are emissions-reducing strategies working? | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
The EPA and individual states have offered some subsidies to retrofit older diesel engines with emission reducing technologies.  Newer engines [2007 - 2010 models] are factory equipped with advanced emission control systems but the majority of the existing US fleet still has older, dirtier engines....
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...
October 8, 2008
SCR and Urea logistics for 2010 trucks
Analysis of: DEF Infrastructure in good shape. | fleetowner.com
Author: Jeff Moser, President, West Branch LLC
2010 EPA NOx regulations are leading most OEMs to design in Urea-based SCR catalysts.  Truckers will need to refill the Urea tank periodically and need widespread availability of the chemical solution at most truck stops and fuel depots.  While readily available, the intermodal distribution...
Jack LiftonOctober 7, 2008
Billions of Dollars Of Research and Development Money Expended By GM And Other Majors Is Now At Risk
Analysis of: Plug-In Hybrids Aren't Coming — They're Here | blog.wired.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
It will only take one public lithium battery operating failure or, worse, one fire to wipe out all of the green goodwill so far generated by the hype machine on behalf of the plug-in hybrid idea.
Jack LiftonOctober 7, 2008
GM's Ordinary Share Price, In Real Terms, Is Probably At The Lowest Point In The Company's History
Analysis of: GM tumbles to 54-year low as overall market drops | www.forbes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
GM is a zombie company; it is dead and being kept on life support by a reckless and feckless government.
Nicholas WhiteOctober 6, 2008
New Zale (zlc) Management May Have Misjudged the Consumer
Analysis of: Zale making changes to business, analyst says | news.moneycentral.msn.com
Author: Nicholas White, President, White & Co
Zale's new management team may have misjudged buyers motivations when building this years profit plan.  Now, with the consequences of the $700 billion bailout legislation just being understood, the error is likely only to get larger.  Here is why?  

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