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All GLG News Analyses Filed Under: Automotive

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Posted June 2, 2008
Lets Take Another Look At That Drop In Japanese Auto Sales
Analysis of:  Japanese auto sales see decline | news.bbc.co.uk
Author: Jack Sayer, Managing Partner Sayer Partners LLC
The Japanese Auto Dealers Association blames having one fewer selling day in May and a recent tax change for the drop in May sales. Those two factors are not insignificant.
Jack Lifton Posted June 2, 2008
Toyota's Long range Planners Are Once Again Using General Motors' Short Sighted Thinking To their Advantage
Analysis of: Is there a Prius in the future for Nummi? GM, Toyota in talks to build hybrid at Fremont plant, Tokyo paper says | www.sfgate.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Toyota only builds the Prius hybrid, the world's best selling hybrid, in Japan even though nearly 80% of the Prius production is sold in the USA. Why is this so? And, why, now that Toyota is committed to nearly tripling the production of Priuses worldwide by 2011, is it that the batteries and power...
James "Jim" Rippy Posted June 2, 2008
How long will they wait?
Analysis of: Source: GM plans more restructuring | www.autonews.com
Author: James "Jim" Rippy, Former Senior VP of Manufacturing Continental Tire North America Inc
How long will the “do nothing” board at GM allow Waggoner and his team to continue their destruction of the company? How many restructuring scenarios will they be allowed before their board realizes that the plans presented are not working? When will the top folks be held accountable? Will they wait...
Posted June 2, 2008
A Few Suggestions For Auto Lenders In This Challenging Market
Analysis of: Ford Motor Gets Sideswiped As Credit Unit's Outlook Dims | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With auto makers struggling in what could be the worst sales year in a decade, they are facing another challenge: Auto lenders that are getting out of the market. Here are my thoughts on the subject.
Posted May 29, 2008
Ford's "Surprising" Announcement, Not Really A Surprise
Analysis of: Ford To Cut 2,000 Salaried Jobs | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
Ford's announcement of not being able to meet its profitability goals really amounts to the company admitting they thought they could continue to follow the same path they did in the 1990s in the face of  rising energy prices and dropping truck sales.
Jack Lifton Posted May 27, 2008
Toyota Marginalizes GM's Volt By Announcing Plans To Ramp Up Nickel Metal Hydride Battery Capacity
Analysis of: Toyota, Matsushita to Build Hybrid-Battery Plants, Nikkei Says | www.bloomberg.com
Author: Jack Lifton, Managing Director Jack Lifton, LLC
Toyota is 1. Increasing the production capacity of its existing original joint venture plant with Matsushita (Panasonic) to make nickel metal hydride, NiMH, batteries for hybrid vehicles, 2. Building an additional new nickel metal hydride battery plant with Matsushita, which, when combined with...
Posted May 27, 2008
Memo To Ford: Don't Sell Mercury Or Volvo
Analysis of: Ford's Dimmer Outlook For 2009 Makes Kerkorian's Bid Attractive | online.wsj.com
Author: Jack Sayer, Managing Partner Sayer Partners LLC
With Ford's share price falling, Kerkorian's offer is looking better to current Ford stock holders. Kerkorian's team has already said that they have no interest in keeping Mercury and Volvo. However, selling off the two brands may not make much sense.
Posted May 27, 2008
New Dodge Challenger about ready for launch
Analysis of: New Dodge Challenger about ready for launch | en.autos.sympatico.msn.ca
Author: GLG Member Program Contributor
SRT8 is 3 Years too late and comming to our hoods next spring, our North American Auto Industry has certifiabely lost its remaining grains of imagination. Going back to the 70s for an answer, we have now got a 6.1 litre Hemi to ease you pain. This one is Canadian. North American Auto industry...
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
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
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...
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