All GLG News Analyses Filed Under: Automotive
Posted May 6, 2008Even 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
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...
Posted May 5, 2008Warning 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.
Posted May 2, 2008As 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.
Posted April 29, 2008Kerkorian 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.
Posted April 28, 2008Is 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, 2008Is 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, 2008The 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, 2008Big '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, 2008Chrysler 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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Source Article | Expert Analyses
Retailers Get a Brief Lift on Black Friday as Shoppers Look for Blockbuster Sales
www.nytimes.com
McDonald's to Raise Burger's Price
online.wsj.com
Wine and Liquor Keep Flowing Despite Sour Economy
www.usnews.com
Online Retailers Dangle Free Shipping, Discounts
online.wsj.com
Report: GM Is Considering Selling SAAB, Pontiac, Saturn Brands
blogs.wsj.com
Restaurant menu pricing plays
December 3, 2008
What Does Black Friday Tell Us This Year?
December 3, 2008
Not so fast...this time the recession may impact high end adult beverages.
December 1, 2008
Is Pontiac Going To Join Oldsmobile In GM's Scrapyard?
December 1, 2008
Zale Disappoints Again, Again, and Again!
November 27, 2008

