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All GLG News Analyses Filed Under: Industrial

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
William Faris, Founder
William Faris Consulting
January 10, 2008
Changes in distribution
Analysis of: Nordyne Partners With WinWholesale, Noland | www.achrnews.com
Trane will continue to lose share and increasing pressure on Rheem/Ruud is inevitable. The major winner in 2007 was Goodman who continued to gain share asCarrier and York traded partners this year as well as Bryant and Nordyne 
Doug McVitie, MA, Founder & Chief Consultant
Doug McVitie, MA, Founder & Chief Consultant
Arran Aerospace
Analysis of: 'Audacious' Eclipse Claims Production Record | www.avweb.com
...but can the company cash them in the cold light of day? Doesn't look like it when even the simplest of claims ("We're the fastest!") turns out not to be what the courts would call, "the truth, the whole truth and nothing but the truth...".
Doug McVitie, MA, Founder & Chief Consultant
Doug McVitie, MA, Founder & Chief Consultant
Arran Aerospace
Analysis of: Military Use of Unmanned Aircraft Soars | hosted.ap.org
In the three months to January 2008 the U.S. more than doubled its use of unmanned aircraft in Iraq. Intelligence, not just firepower, is making a difference in that theater. The most heavily-used drone, the Raven, weighs in at only 4.2 lbs.
Gene Plavnik, President
Gene Plavnik, President
Heat Technologies Inc
Analysis of: SPX completes APV acquisition | www.bizjournals.com
In late 90's Invensys PLC, a UK based group, that specializes in providing control, automation for process industries, and control systems for rail type transportation network, had acquired APV, also a UK based company, that specializes in manufacturing of various type of technological equipment for...
Analysis of: Oil Touches $100 a Barrel on Supply Concern, Increased Demand | www.bloomberg.com
The consensus forecast is too optimistic for the next 18 months.  High energy costs, a major credit crunch, and a falling dollar are major worries.  The UK's Bank of England has said investors under-estimate risks and are too complacent about the ability of central banks to control events...
P.J. Louis, President
PJ Louis LLC
Analysis of: A 'Frightening' Mountain of Used Handsets | www.businessweek.com
One billion handsets are sold every year around the world.  Nokia is responsible for about 350 million of those handsets.  IMPRESSIVE. Yes the handsets are being reused by second and third owners but this only delays the handset from being trashed.  Ultimately the handset ends up in the...
Analysis of: International Trends in the Finishing Industry | www.finishingtodaymag.com
· The finishing industry expanded globally in 2007 due to rapid growth in developing BRIC (Brazil, Russia, India, and China) countries. · The number of competitors in the coating industry shrunk as M/A activity continued.  
Analysis of: Novozymes Ramps up Growth | www.chemweek.com
· Novozymes (Copenhagen; an enzyme-based products producer) expects a double digit increase in sales for 2008.  · Opportunities to supply biofuel technology are opening up a very large market segment that will accelerate growth.
Analysis of: Alternative Fuels | chemweek.com
· As the cost of oil rises, reserves decrease, and concerns about “greenhouse” gases (GHG) increase, alternative fuels (such as bioethanol and biodiesel) are gaining ground. · By 2030 world demand for transportation fuels will be 1,021 billion gallons/yr (a 50% increase over 2005 dema...
Analysis of: Climate Change : Green Protectionism | www.economist.com
The perception of climate change is a reality that everyone must accept and consider.  A CO2 trading scheme that treats one ton of CO2 differently than another ton of CO2 is nothing more than social engineering.  A CO2 trading scheme can never work because nations that do not deal honestly...
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