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GLG News by Tire Experts: Automotive Industry Consultants

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Jack SayerJune 25, 2008
The Domestic Car Business.....Is Anyone Buying Anything?
Analysis of: GM May Need A Loan, And Soon | www.forbes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
We know that no wants to buy gas guzzlers, right? Correct, but some of them, along with other luxury high-enders are also selling.
Jack SayerJune 23, 2008
Could An Automaker Bankruptcy Happen? Part 2
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In February, I did an article raising the question of a possible automaker bankruptcy. At the time it didn't seem that things could get much worse in the auto sector. Guess what.....they did. With all of the automakers burning through cash at unprecedented rates, perhaps its time to raise the question...
Jack SayerJune 19, 2008
CarMax Takes A Hit, Let's Take Another Look At The Numbers
Analysis of: Car Max's Woes Point To Heightened Challenges For Auto Makers | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Along with CarMax's report of a 55% drop in fiscal first-quarter profit, stocks of U.S. auto makers fell across the board, as high fuel prices and general economic weakness weigh on consumer sentiment.
Jack SayerJune 16, 2008
What Impact Is The Drop In Car Sales Having On The Ad Business?
Analysis of: BIAfn: Small-Market Radio Will Rebound Sooner | www.radioink.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Gas prices are up, auto sales are down. Automakers are looking for additional ways to cut costs. You can bet that advertising is going to be one of them.
Jack SayerJune 16, 2008
Chrysler's Gas Card Incentive Is Now Running On Fumes
Analysis of: Chrysler Lures Buyers With Fuel Incentive; Program Extended | money.cnn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
Gas prices keep going up and Chrysler executives keep trying to pump life-and hype-into their gas-price protection incentive, which they have extended through July 7.
Jack SayerJune 12, 2008
Hummer May Be Going, But It Won't Go Quietly
Analysis of: G.M. Shifts Focus To Small Cars in Sign of Sport Utility Demise | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
GM can't just wish away the Hummer dilemma. It has four major options, sell it, discontinue the brand, try to remake it as a "green" vehicle, or stick with it as it is.
June 11, 2008
Housing Market Drags on PVC, Sends Caustic Soaring
Analysis of: Japan's Shin-Etsu: no sign of U.S. housing recovery | biz.yahoo.com
Author: Kevin Boyle, Consultant, Boyle Consulting
The hopeless housing market puts US PVC makers in a very poor position.  Global PVC capacity is up, and prices and margins are falling.  New capacity will toughen the market conditions on a global basis.  In the meantime, falling chlorine consumption is sending caustic prices higher.
Jack SayerJune 6, 2008
Finally, Some Good News For Ford And GM, More Bad news For Chrysler
Analysis of: Chrysler Falls In Vehicle Quality Study; Chevy, Ford Gain | money.cnn.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
The quality of vehicles built for American consumers has improved virtually across the board according to J.D. Power. A notable exception: Chrysler.
Jack SayerJune 4, 2008
How Bad Was May For Automakers? Let Me Count The Ways
Analysis of: Truck Sales Sink, Shaking Up Auto Market | online.wsj.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
May was a watershed month for an industry catching up with the breathtaking changes that customers are now making.
Jack SayerJune 3, 2008
Way To Go General Motors!
Analysis of: G.M. Closing Four Plants In Shift From Trucks Towards Cras. | www.nytimes.com
Author: Jack Sayer, Managing Partner, Sayer Partners LLC
In a brilliant tactical move, GM on Tuesday announced it was closing four truck plants, had approved funding for its new electric car, the Chevy Volt,  and suggested the possible sale of the Hummer brand.

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