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All GLG News Analyses Filed Under: Automotive

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Jack Sayer Posted July 2, 2008
Is There Anything Worth Owning In The Auto Industry?
Analysis of: Deep June Car-Sales Slump Seen In J.D. Power Estimate | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With the uncertainty in the marketplace, is there any automaker that offers a compelling reason to feel good about its future?  Yes...It's Honda.
Jack Lifton Posted July 1, 2008
Pricing For The Chevrolet Volt Is Becoming GM's Worst Nightmare. Why Would Anyone Buy A 40 - 50 Thouand Dollar Volt Rather Than A Hybrid Toyota Or Honda For Between 23 and 30 Thousand Dollars?
Analysis of: Wipers, Stereo Raise Price of Chevrolet Volt to $35,000 | blog.wired.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Is GM planning to introduce and sell the Chevrolet Volt in November, 2010, at a loss? Probably. Even 'Maximum' Bob Lutz admits that the car might sell at a loss 'for many years.' The irreducible costs are not in the raw materials for a lithium ion battery. Lithium is actually rather cheap. They are...
Jack Lifton Posted July 1, 2008
Aren't GM's, And Ford's and Chrysler's, Problems All The Same: Bad Management From The Top Down?
Analysis of: GM's Maximum Bob: Don't tell me how to make an E-car | latimesblogs.latimes.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
For the last ten years as the center of the OEM automotive industry's growth has shifted to mainland Asia we have heard nothing but failure-excusing buzz words from the 'leaders' of the OEM American automotive industry. Legacy costs, health care, and, just now, as they finally admit it, raw material...
Posted June 30, 2008
Although Times are Tough for the Big Three and Automotive Tier One's, Johnson Controls is Positioned Better Than Most
Analysis of: AUTO-PARTS FIRMS FACE TROUBLE AS CAR MAKERS RETOOL PRODUCTION | www.aemag.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
With the downturn in US sales volumes and a rapid switch from SUV and light truck to smaller, more fuel efficient cars the Big Three are taking some of the Tier One suppliers down with them. Those that are diversifed in terms of product, geography, and model mix are the most well positioned to ride...
Jack Sayer Posted June 30, 2008
Worried About Chrysler? Short Term: Yes.....Long Term: No
Analysis of: Chrysler Says No Basis To Bankruptcy Rumor | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Liquidity concerns for all U.S. automakers have risen as sales drop and credit issues rise. What's in store for Chrysler?
James "Jim" Rippy Posted June 26, 2008
What will it take?
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing Continental Tire North America, Inc.
Where are the leaders on a daily basis. This company needs some real "hands on" leadership to survive.
Posted June 26, 2008
View from the front lines of automotive retailing- It's very lonely out here in domestics
Analysis of: GM May Need A Loan, And Soon | www.forbes.com
Author: GLG Member Program Contributor
The joke is that the only place lonlier than a GM dealers showroom is the Chrysler /Dodge Dealer across the street. What does that mean? It means that retailers sporting a domestic brand will need to retrench and regroup ...start stocking up on used imports which are still selling well, and pray for...
Jack Sayer Posted June 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 Sayer Posted June 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...
Posted June 23, 2008
Deepening gloom at General Motors - Expensive Oil, High Pension and Medical Expenses Killing the Beast
Analysis of: Deepening gloom at General Motors | money.cnn.com
Author: GLG Member Program Contributor
Expensive oil, high current und past employee pension and medical benefits are there killers stalking the US automobilie makers. Effectively, the Big Three already belong to their respective pension fund. The stock is only a very, very leveraged option at this point. The failure...
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