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All GLG News Analyses Filed Under: Automotive

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Jack Lifton Posted May 6, 2008
Even Carlos Ghosn Seems To Be Missing The Point On Raw Materials. The Issue Is Not Only Their Rising Cost; It's Also Their Diminishing Availability
Analysis of: Russia's Car Market Will Pass Germany's In Two Years Says Ghosn | goldsea.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
The first industrial revolution in the west highgraded out the world's then known and accessible metal ores and energy minerals. Extraction and refining technologies have since kept up with the declining grades of ores and minerals accessible with today's infrastructures and machinery. But finally,...
Posted May 5, 2008
Carlos Ghosn is "Dead-On" In His Assessment of Both Foreign and Domestic Automotive Market Growth
Analysis of: Russia's Car Market Will Pass Germany's In Two Years Says Ghosn | goldsea.com
Author: Mark Fendley, Continuous Improvement Manager BMW Manufacturing Co., LLC
The significance or the emerging markets in Russia, India, China, and Brazil should not be underestimated by any automotive OEM who wants to experience significant growth in the future. In addition, the implication that raw material sourcing and pricing as well as manufacturing and logisitcs cost control...
Jack Sayer Posted May 5, 2008
Warning To The Detroit Big Three: Don't Overlook California
Analysis of: As Gas Costs Soar, Buyers Flock To Small Cars | www.nytimes.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
As car buyers switch from pickups and large SUV's the Detroit automakers have to be careful not to overlook one of the most important car markets in the world, California.
Jack Sayer Posted May 2, 2008
As Sales Drop, Is Gas Going To Take The Place Of Cash Incentives?
Analysis of: Detroit Auto Makers Post Sharply Lower April Sales | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
As sales fall, and gas prices rise, automakers may well turn to marketing programs that include free gasoline.
Jack Sayer 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...
Jack Sayer 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...
Jack Sayer 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.
Jack Sayer 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.
Jack Sayer 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...
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