Study Group: Satellite Radio Receiver Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Analysis by:Mark Fendley, Continuous Improvement Manager,

Analysis of:Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

Financial Improvement of GM and Chrylser Does Not Necessarily Translate into Sales - Ford is Still Well Positioned

June 8, 2009

Analysis by:Mark Fendley, Continuous Improvement Manager,

Analysis of:Ford to Face Tougher Rivals Following U.S. Rescue | online.wsj.com

The WSJ article focuses on the immediate and medium term financial improvement that GM and Chrysler will enjoy as a result of the U.S. taxpayer bailout. But this does not necessaily translate into sales. Toyota and Ford still have the potential to take significant market share from GM and Chrysler. If you can't sell the cars to consumers, then profits are not in the cards.

Recognizing the Next Edscha

May 4, 2009

Analysis by:Mark Fendley, Continuous Improvement Manager,

Analysis of:Germany's Edscha to be Sold in 2-4 Months | uk.reuters.com

While we see most of the press regarding the fate of Chrysler and GM, there are many Tier suppliers to the automotive OEM's that will be transformed in the next several months as well. How can these targets for acquisition be best recognized?

Automotive Manufacturers Will Sell Where the Buyers Are - So Follow the Market Maturity

April 22, 2009

Analysis by:Mark Fendley, Continuous Improvement Manager,

Analysis of:China Influence Grows With Car Sales | www.nytimes.com

As emerging market consumers grow their incomes, and as their countries grow their road infrastructure, the automotive companies will be there to provide vehicles. With very high populations in China, India, and Russia without vehicles, the markets are ripe for offering vehicles to those who have the income to purchase at all price points.

Support for Automotive Suppliers Means More Than Just Incidental Support for GM, Chrysler, and Ford

March 23, 2009

Analysis by:Mark Fendley, Continuous Improvement Manager,

Analysis of:Auto Suppliers TARPed, But Questions Remain | www.forbes.com

Although it may not be transparent to many Americans, automotive Tier suppliers are usually linked to multiple OEM's. The failure of some of these Tier suppliers could interrupt component supply not only to GM and Chrysler, but to Toyota, Volkswagen, Nissan, Hyundai, and others. So, it is crucial that these suppliers are supported and find appropriate financing during these very tough economic times.

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