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All GLG News Analyses Filed Under: Automotive

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Posted April 29, 2008
Kerkorian Is Back, And This Time He Has His Sights On Ford.
Analysis of: Tracinda Building Stake in Ford As Kerkorian Endorses Mulally | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Billionaire Kirk Kerkorian plans to make an offer to Ford Motor Co. that would expand his stake to 5.6%, saying Monday he sees signs the automaker's turnaround plan is working. 
Jack Lifton Posted April 28, 2008
Is GM's Bob Lutz, Nuts, About The Volt?
Analysis of: GM's Lutz Expresses 'Growing Confidence' In Chevy Volt Timetable | online.wsj.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
The CEO of Toyota, the one and only only global car company with experience at mass producing vehicles using hybrid, gasoline-electric, power trains said, just a month ago that the lithium-ion battery is not ready for mass production. GM has received, so far, after an investment of , perhaps, one billion...
Posted April 24, 2008
Is Eddie Lampert Having Second Thoughts About AutoNation As Profits Tumble?
Analysis of: Would You Buy A Car From This Billionaire? | abcnews.go.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
In March I did an article on billionaire Eddie Lambert's latest investment in the country's largest public dealer group, AutoNation. At the time I questioned the move in light of the U.S. experiencing the worst year in sales since 1998. Today AutoNation reported a drop of 37% in its first quarter...
Posted April 24, 2008
The Reincarnation Of Ford?
Analysis of: Ford Eyes New Cuts As Recovery Advances | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Ford's financials may be atrocious and their market share may be down, but there may be some hope for the automaker in the form of an industry outsider, Alan Mulally and an industry insider, Jim Farley.
Posted April 22, 2008
Big '07 Loss Drops GM In Fortune 500
Analysis of: JP Morgan Widens GM, Ford Loss Views On Slow Sales, High Costs | money.cnn.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Massive losses, dismal sales and now another blow for GM, it drops to number four in the Forbes 500.
Posted April 22, 2008
Chrysler Should Concentrate On What It Does Best
Analysis of: Chrysler, Nissan Unveil Broad Partnership | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
If Chrysler hasn't demonstrated the ability to engineer a great vehicle in a market segment, hire somebody else to do it. The seeds of a strategy to do that lie in last weeks deal with Nissan. The question is whether Chrysler will decide to maximize its strengths or continue to dilute its...
Posted April 21, 2008
Good Idea General Motors, Now Lets Get Moving!
Analysis of: GM Realigns Management Of Its Eight Vehicle Brands | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
The formation of a premium channel for GM's three upscale brands is likely to aid the company in its oft-stated goal of more dealership consolidations.
Jean-Pierre James Elsener Posted April 21, 2008
TATA on the way to become the world's best automotive company
Analysis of: India's Tata Motors to make trucks in South Africa | www.reuters.com
Author: Jean-Pierre James Elsener, Owner Elsener Consulting & Trading LLC
Thanks to its focus on Africa and other developing region TATA might be not only beneficial to its host countries but to the environment at large, too.
Posted April 18, 2008
The Volt - GM's Attempt at Green Marketing without the Green Product or the Green Return
Analysis of: Volt plug-in hybrid is 'No. 1 priority,' GM says | www.msnbc.msn.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
The GM Volt will contain a battery pack technology that is largely unproven and  largely untested to withstand automotive environmental and reliability requirements. In addition, the manufacturing of Lithium Ion battery packs on the scale that will be needed for Volt production is an environmentally...
Posted April 18, 2008
VW Hopes "Max" Advertising Builds On Sales Momentum
Analysis of: VW Looks to Improve Owner Loyalty | blogs.cars.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
VW may be having a good run right now, but the brand seems to become front-of-mind only when it introduces a product that catches the nation's imagination.
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