GLG News by Rubber Experts

How long will the “do nothing” board at GM allow Waggoner and his team to continue their destruction of the company? How many restructuring scenarios will they be allowed before their board realizes that the plans presented are not working? When will the top folks be held accountable? Will they wait...

First quarter results from converters confirm that demand for plastics packaging materials is down.  The good news is that higher revenues are attributed to thier ability to increase prices.  If converters have pricing power in the market, this should be good news for resin producers.

Energy costs are the most important input to chlor-alkali production costs.  Companies who have advantaged energy contracts, like those with low cost hydroelectric power, have a significant cost advantage in the market.  If Ineos can secure discounted electricity supplied to their operations...

Paint is produced one batch a time. It is called "one can at a time". This is an expensive way of producing paint. It is produced by "quality by analysis" rather than "quality by design" and needs to be changed.  Time for technology innovation has come especially with high oil prices.

WSJ in its analysis has questioned viability of Suzlon as a long term player. This is due to cracks in the blades.

I am convinced that this company cannot prosper with the present leadership in place. A complete house cleaning is probably the only hope for this company. How do the top guys continue to not only keep their jobs, but continue to be paid bonuses for the abysmal performance. Some of these players...

The recent fiasco of Heparin being sold by Baxter International is going to lay the blame of FDA (lack of inspection) and companies from China and India for making poor quality product and shipping it to US sellers. Companies in EU or US who are importing active pharmaceutical ingredients...

Specialty chemical are not as sensitive to underlying raw material costs as commodities.  In addition, the structure of specialties softens the price volatility.  Commodity chemicals will not enjoy these kinds of results as energy prices increase, a recession looms, and increasing global capacity...

SPX`s acquisition of APV is a fine example of a strategic power play to gain market share from formable giants the likes of Tetra-Laval and GEA.  Timely executed the strategy takes advantage of a recognized need for higher heat exchanger efficiencies and an increase of installed base. ...

GM will never change until the top leadership is gone. They still operate in the mode of Jack Smith and Ignatio Lopes. A look at their performance over the past decade would convince anyone that their failed strategies do not work and will never work without significant changes starting with top leadership....