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November 12, 2008Bail them Out, But!!
Analysis of: The Breakfast Wars: Starbucks Learns to Cook | www.nytimes.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing, Continental Tire North America, Inc.
The article in the news today about the reduction of health care benefits planned for GM salaried retirees is very sad .We are talking about folks in their seventies and eighties who gave their lives to the company. People who were told almost annually that the size of their wage increases...
October 28, 2008
Is Pharma Consolidation on Horizon?
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Expert Contributor
Analysis of: Pfizer goes generic | blogs.wsj.com
Author: GLG Expert Contributor
Pharmaceutical companies are exploring different avenues to sustain their profits. They might have to pick a road that has been alien to a large extent. I believe the new road will result in big profits.
October 14, 2008GM-Chrysler Merger. Will it work?
Analysis of: G.M. and Chrysler Explore Merger | www.nytimes.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing, Continental Tire North America, Inc.
Leadership at the top will just double the problem with the merger.
October 13, 2008GM-Chrysler Merger. Will it work?
Analysis of: GM, Ford SharesHit New Lows As Sentiment Fades Further | online.wsj.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing, Continental Tire North America, Inc.
Two weak companies with same failed strategy equals a diaster unless changes at top are part of deal.
October 8, 2008
Plastic Price Weaknesses Due to Demand, Not Cheap Supply
Analysis of: Sharp drop in prices of imported Polyethylene into Europe (6-10-2008) | www.plastemart.com
Author: Kevin Boyle, Consultant, Boyle Consulting
Plastic Price Weaknesses Due to Demand, Not Cheap Supply
Analysis of: Sharp drop in prices of imported Polyethylene into Europe (6-10-2008) | www.plastemart.com
Author: Kevin Boyle, Consultant, Boyle Consulting
Polymer prices are beginning to fall in Europe with supply on its way from the Middle East. However, it is the weak demand driving down prices, not the cheap supply from new Middle Eastern plants.
September 18, 2008
Ranbaxy citations can be an opportunity
Analysis of: U.S. Drug Ban Hits Ranbaxy, Indian Maker of Generics | online.wsj.com
Author: GLG Expert Contributor
Analysis of: U.S. Drug Ban Hits Ranbaxy, Indian Maker of Generics | online.wsj.com
Author: GLG Expert Contributor
Ranbaxy can use these citations to create an opportunity if they use this incident to improve their operations and do more.They could use improve their formulation technology to move away from batch to continuous formulations. Would they avail this bump to enhance the manufactuirng technology?
September 11, 2008
Pharmaceutical companies and their effort to improve profits.
Analysis of: Outsourcing the Drug Industry | www.businessweek.com
Author: GLG Expert Contributor
Analysis of: Outsourcing the Drug Industry | www.businessweek.com
Author: GLG Expert Contributor
The Business Week article “Outsourcing the Drug Industry” gives
the impression that screening of the potential drugs in India or China would ultimately reduce the
cost of drugs for the patients. This would be an incorrect conclusion. Drug costs
can only be lowered if the patent-centric model (limited
...
September 10, 2008
Investing in the Chemical Industry
Analysis of: As Buyout Bust Turns Bitter, A Major Deal Lands in Court | online.wsj.com
Author: Kevin Boyle, Consultant, Boyle Consulting
Investing in the Chemical Industry
Analysis of: As Buyout Bust Turns Bitter, A Major Deal Lands in Court | online.wsj.com
Author: Kevin Boyle, Consultant, Boyle Consulting
Private investment firms have supported dynamic growth in the chemical industry.
August 11, 2008Follow the Leader
Analysis of: Bridgestone H1 profit drops 18%, slashes forecasts | www.forbes.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing, Continental Tire North America, Inc.
A Sea Change has occurred in the Tire Industry. Major changes in production locations, pricing strategy,capital investment are happening today.
August 8, 2008
The Petrochemical Industry Returns to Profitability!!!
Analysis of: EVENING SNAPSHOT - Americas Markets Summary | www.icis.com
Author: Kevin Boyle, Consultant, Boyle Consulting
The Petrochemical Industry Returns to Profitability!!!
Analysis of: EVENING SNAPSHOT - Americas Markets Summary | www.icis.com
Author: Kevin Boyle, Consultant, Boyle Consulting
Ethylene producers have returned to profitability. While ethylene prices are dropping quickly, feedstock prices are dropping faster. While heavy feedstock cracking may still be negative, the overall industry (median margins) are back in positive territory. Derivative margins are quite...
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