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GLG News by Specialty Chemical Experts

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...
Analysis of: Roche Chief Warns of a Likely Shakeout (online.wsj.com)
World is seeing the automobile (premier) industry requesting salvation from the government as they drove themselves in a ditch. Are the Pharmaceuticals heading in the same direction? 
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Back at junk value, recyclables are piling up (www.iht.com)
As finite supplies of critical raw materials are used up or squandered in dissipative uses from which they cannot be economically recovered their supply becomes more and more price sensitive. Many minor metals are for this reason rapidly becoming more valuable even though this fact has been masked by...
Israel Beinglass, Ph.D., Managing Director
ISB Ventures
Analysis of: Samsung foundry poaches Xilinx 40-nm business, says report (www.eetimes.com)
Samsung entering into the foundry business could cause a major shift in the ranking of the three big foundries: TSMC. UMC and Chartered. Up to this point there were many rumors on some major fabless companies (TI, Qualcom) evaluating Samsung foundry capability. Samsung known to be very...
Analysis of: Arms Reach (www.worth.com)
How does a single sole source contract relate to increased M&A activity in the federal sector?  President-elect Barack Obama scolded a huge US federal agency as a result of a recent 8 year, $1.2 billion government contract award.  According to a 11/24/08 Washington...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Short Supply: American-made Electric Car Batteries (www.evworld.com)
General Motors has failed completely to support its local nickel metal hydride battery maker, COBASYS. Earlier this year when Chevron, one of the joint partners in (C) Chevron (O) Ovonic (BA) Battery (SYS) Systems said it would no longer fund the unbroken annual losses of COBASYS and that its partner,...
Jack Lifton, Managing Director
Jack Lifton, Managing Director
Jack Lifton, LLC
Analysis of: Revolutionary Wheel for Electric Cars Puts Guts Inside Wheel (gas2.org)
One powered wheel and a battery of any type can make a motorbike, two powered wheels and a battery of any type can make a powered freight or passenger carrying cart, three or more powered wheels and a battery of any type can make a car, 8, or more, can make a truck, and with a third rail or an...
Analysis of: Pepsi Bottling Cuts Where It Can (www.forbes.com)
Per a 12/1/08, Market Watch news release, November Manufacturing ISM Report On Business(R), Beverage Inventories (manufacturing & retail inventories) have increased.  This same ISM release reports a decreased in pricing power during the same reporting period.  Increased inventories...

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