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GLG News by Solar Cells Experts

Jeff Moser, President
West Branch LLC
Analysis of: Dow Chemical: Cutting Jobs Instead of the Merger Price (blogs.wsj.com)
Dow CEO Andrew Liveris bet the future of the entire company on his 2-stage M&A based transformation:  Sell commodity businesses into a Kuwaiti JV and use the proceeds to buy Rohm & Haas.  Priced at obsolete valuations both of these deals now seem questionable.  Any fallout could...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Long-Lived, but Not Immortal: Fears Fade on Hybrid Batteries (www.nytimes.com)
The success of the nickel metal hydride utilizing hybrid power train is one of the truly outstanding successes of Japanese automotive engineering, and it demonstrates clearly the short sightedness of American OEM automotive management. The nickel metal battery was invented in a suburban Detroit...
Jeff Moser, President
West Branch LLC
Analysis of: Dow Corning, Hemlock To Invest Up To $3 Billion In Polysilicon Growth (money.cnn.com)
Obama's call for significant new renewable energy generation may drive the need for more solar / PV capacity.   Dow Corning and Hemlock may be relying on this prospect to pay back their $3 Billion polysilicon investment.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Toyota delays Mississippi assembly plant (www.forbes.com)
The Prius line of best selling hybrids in the world is due to be expanded next month with the introduction of several new models at the Detroit 'International" Auto Show. Most of the Priuses made are now sold are sold in North America. The Prius is only built in Japan. The nickel metal hydride...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: First Drive: 2010 Ford Fusion Hybrid (www.autoblog.com)
While GM ignored the success of the Toyota Prius apparently for no other reason than that they wanted the public to believe that it wasn't invented here Ford decided to watch and learn. Ford has now reached the point where it about to challenge Toyota and Honda for a place in the hybrid sun.   There...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Green Obama’s official limo is a gas guzzler (www.timesonline.co.uk)
Battery powered utility vehicles such as industrial forklift trucks and the 'traction' motors that pull 100 ton+ airplanes into and out of their 'parking' slots at airports are very impressive. However, to put forward the idea that there is a comparison between and a possibility of utilizing them to...
Jeff Moser, President
West Branch LLC
Analysis of: Dow Chemical to cut 5000 jobs (money.cnn.com)
Cheaper feedstocks and new ethylene capacity in the Middle East have threatened the critical mass of US petrochemical infrastructure.  Redundant plants may be permanently closed as new production grows offshore.
Jeff Moser, President
West Branch LLC
Analysis of: Alternative energy ideas power down (www.delawareonline.com)
Wind and solar power are effective options for satisfying marginal generating demand during peak consumption periods.  If conventional generating capacity is sufficient then the 'Green' alternatives become economically disadvantaged.
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Toyota Tsusho Launches Rare Earth Business (www.toyota-tsusho.com)
There is a simple reason that Toyota has grown steadily over the last 25 years from a maker of low quality inexpensive cars for the Japanese domestic market into the world's largest and most profitable-from the sale of vehicles-auto maker. The reason is long term planning coupled with continuous feedback...
Mark Burger, Principal
Mark Burger, Principal
Kestrel Development Company
Analysis of: Alternative energy ideas power down (www.delawareonline.com)
As the alternative energy Charlie Brown runs up to kick the green football, a global recession Lucy Van Pelt snatches it away.  The global recession, which triggered a collapse in petroleum prices, has investors in green terrified and the traditional energy ideologues braying.  Will these...

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