All GLG News Analyses Filed Under: Automotive
Posted May 27, 2008
As Ford Stock Drops, Does Kerkorian Have Second Thoughts On His Offer?
Analysis of: Scrapped Profit Goal Sinks Ford Shares | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
As Ford Stock Drops, Does Kerkorian Have Second Thoughts On His Offer?
Analysis of: Scrapped Profit Goal Sinks Ford Shares | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
If billionaire investor Kirk Kerkorian didn't have enough takers on his offer to buy 20 million shares of Ford Motor Co. stock at $8.50 apiece, he might face a stampede now.
Posted May 23, 2008
Car Makers' Boom Years Now Look Like a Bubble
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: GLG Member Program Contributor
The ultra powerful Car Lobby get the consumers access to cheap and inefficient cars and still enjoys great subsidies from the US government. It's part of the American Dream to own a house and a car, but since the car is an immediate necessity (Commuting & Lack of good Public transport) it's almost...
Posted May 23, 2008GM's Competence in Understanding Battery Technology Must Be Seriously Questioned Over Its Choice Of Functionally and Technologically Bankrupt Cobasys To Test The Lithium Batteries For The Volt.
Analysis of: Cobasys' owners push for sale of battery maker | www.mlive.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
GM doesn't seem to understand battery technologies at all. Toyota's supplier of nickel metal hydride batteries has so far delivered more than 1 1/2 million of them for the Toyota hybrid fleet. Cobasys a joint venture between Chevron and Ovonic Materials-a spinoff of Energy Conversion Devices, which...
Posted May 22, 2008
The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
The North American Automotive Industry Is Not a Dot.com Bubble; There is a Growth Strategy
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
Autmotive OEM's have saturated the US market, and now must ride out the economic downturn. The astute OEM's are right-sizing for the US market,and the wisest among them are using US capacity to support the explosive growth of sales in China, Russia, India, and Brasil. What should emerge are more...
Posted May 22, 2008
While The U.S. Car Business Is Struggling, Russia Is Booming
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
While The U.S. Car Business Is Struggling, Russia Is Booming
Analysis of: Car Makers' Boom Years Now Look Like a Bubble | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
While the Detroit Three struggle to stay afloat in the middle of the worst auto sales year in a decade, emerging markets such as China and Russia are booming. So much so that while Ford is closing plants in the U.S., it is building them in Russia. They are not alone.
Posted May 22, 2008Are The Auto Insurance Underwriters Ready For Lithium Batteries?
Analysis of: MythBusters Hack Go-Kart in Extreme Electric vs. Gas Test | www.popularmechanics.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Lithium cobalt oxide batteries in the sizes needed for laptop computers have been known to overheat and even burst into flame. Lithium iron phosphate batteries are known to develop internal high pressures. If the car companies are not going to tell us which technology they have chosen for lithium batteries...
Posted May 21, 2008Chrysler Is Playing Catch-Up, But The Game's Already Over
Analysis of: Chrysler seeks 25% slash in parts prices | www.autonews.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
The American OEM automotive industry bankrupted its supply base by demanding ever increasing price concessions while absconding with the uncapitalized value of its supply bases's technology and using the stolen technology to buy low labor costs from outsourced suppliers. GM led the parade of short sighted...
Posted May 20, 2008
What's Really Behind Ford's Cutting Volvo's Output?
Analysis of: Ford To Lower Volvo Production To Cut Costs | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
What's Really Behind Ford's Cutting Volvo's Output?
Analysis of: Ford To Lower Volvo Production To Cut Costs | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
It is no surprise that Ford is cutting production at its Volvo Cars unit. However, there may be more at play here than just cutting costs.
Posted May 20, 2008
GM Faces Another Import Challenge: Electric Vehicles
Analysis of: Nissan Plans Electric Car In U.S. By '10 | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
GM Faces Another Import Challenge: Electric Vehicles
Analysis of: Nissan Plans Electric Car In U.S. By '10 | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
General Motors, battered for decades by hot-selling, stylish, dependable, vehicles from European, and Asian automakers, seemed to have the field to itself in the race to produce an electric vehicle. Now, it seems everyone want's to join the party. With its announcement last week that it expects...
Posted May 20, 2008Are Massive Price Increases In Store For American Car and Truck Buyers? Yes.
Analysis of: Valeo CEO: Rising costs should be passed to buyers | www.autonews.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
The American OEM automotive industry has studiously ignored all of the market's warning signals and forced its supply base to absorb the raw material price increases stemming from huge Asian demand and a falling dollar. This was done out of fear of being priced out of their own domestic market as well...
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