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GLG News by Platinum Metals Group Experts

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Jack LiftonAugust 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
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
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...
Nicholas WhiteAugust 25, 2008
Michael Hill (MHI) Likely to Steal Market Share From Zale (ZLC), Kay, (SIG), Helzberg (BRK.A), and Fred Meyer (KR)
Analysis of: Michael Hill Buys U.S. Jewelry Stores from Whitehall (Update1) | www.bloomberg.com
Author: Nicholas White, President, White & Co
Michael Hill's entry into the US market during the 4th quarter of 2008 may mean more than lost sales for mid market jewelers in the Chicago area.  Here's why.
August 25, 2008
Gold Prices will Cost Retailers
Analysis of: Gold Price Conspiracy? | seekingalpha.com
Author: GLG Expert Contributor
Current changes in gold price may hit retailers badly, in many ways.
Nicholas WhiteAugust 22, 2008
Volatile Gold Prices Could Cost Zale (ZLC), Signet (SIG), and Tiffany (TIF) Sales This Fall.
Analysis of: Gold Price Conspiracy? | seekingalpha.com
Author: Nicholas White, President, White & Co
Fluctuating gold prices and metal shortages could cost jewelers both sales and margin this fall.  Here's why.
Nicholas WhiteAugust 21, 2008
Is Target (TGT) Missing the Next Retail War?
Analysis of: Target to Put More Focus on Value | adage.com
Author: Nicholas White, President, White & Co
As Target shifts its attention to Wal-Mart, the dollar strengthens, oil prices fall, and commoditiy prices decline.  Here is why Target's focus on Wal-Mart may be an expensive distraction.
Nicholas WhiteAugust 21, 2008
Limited (LTD), GAP (GPS), The Same Problem and Equally Mediocre Results.
Analysis of: Will Limited Fall Into The Next Gap? | online.wsj.com
Author: Nicholas White, President, White & Co
Limited Brands and the Gap sell different products, but have many of the same problems.  Here's why results may not meaningfully improve for either company
Jack LiftonAugust 20, 2008
Have Chrysler's Cereberus Accountants Uncovered Systemic Fraud In The OEM Automotive Supplier Cost-Cutting Agenda, Or Is It Just Hypocrisy They Have "Found"?
Analysis of: Chrysler Sues Johnson Controls For $15M In Overcharges | online.wsj.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
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...
Nicholas WhiteAugust 18, 2008
Is Tiffany's Growth About to Unwind?
Analysis of: Tiffany & Co.: This Bauble is Losing Its Luster | seekingalpha.com
Author: Nicholas White, President, White & Co
With global economic growth slowing, Tiffany's sales and earnings may substantially decline.  Here's why
Nicholas WhiteAugust 18, 2008
Whitehall Jeweler's Liquidation Illustrates the Need for Industry Change
Analysis of: UPDATE 1-Whitehall to hold liquidation sale into holidays | www.reuters.com
Author: Nicholas White, President, White & Co
Whitehall's liquidation sale will have significant consequences for publicly traded jewelers like Kay, Zale, and Finlay not only this fall, but in future quarters also.  Here's why. 
August 18, 2008
OPEC cuts forecasts for oil demand growth
Analysis of: OPEC cuts forecast for oil demand growth | www.iht.com
Author: GLG Expert Contributor
Conventional economic trend fitting cannot anticipate changes in market direction.  It always over or under shoots. Logistic substitution, on the other hand, does anticipate changes in direction and has accurately forecast the share of oil in primary energy markets.

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