Mr. Douglas Hall

Principal, RTF, LLC

GLG News by Mr. Douglas Hall, Principal

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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Co-CEO's...What's Next?

April 22, 2009

Analysis of:Chrysler CEO Says New Board Coming With Fiat Deal | www.nytimes.com

The U.S. Government in cooperation with the Senior Management of Fiat is going to appoint a new board of directors for this new joint company. Fiat is for all practical purposes a two market auto manufacturer; the home country…Italy (62%), and South America (38%). Chrysler LLC is a one market manufacturer in North America (72%) (Recognizing Graz, Austria (28%) for Minivans & Jeep). Respectively in those markets both companies loose money.

Automotive Tier–One Suppliers; North American Top 15… For Now!

March 5, 2009

Analysis of:GM’s Wagoner Meets With Auto Panel for Six Hours | www.bloomberg.com

In light of the current financial meltdown of the Global Automotive Market I looked at the North American sector to identify the specific commodities of vulnerability to the OEM’s.

Automotive Tier–One Suppliers; Distressed, Troubled, Chapter 11 and now “Solvency”. Automotive News on the web. Retrieved February 27, 2009

March 2, 2009

Analysis of:GM’s Wagoner Meets With Auto Panel for Six Hours | www.bloomberg.com

Publications have used many adjectives over the years to describe the automotive tier one supply base; troubled, distressed, beleaguered, crippled, restructuring, etc... But the last six months it has interesting and painful to watch how the descriptions have progressively deteriorated to the most recent “unable to remain solvent”.

GM / Ford – Restructuring “simplified”

February 6, 2009

Analysis of:GM, Ford Sales Collapse May Force Deeper Industry Restructuring | www.bloomberg.com

Restructuring plans are simple; “What do we design?”, “What do we engineer?”, “What do we manufacture?”, “What do we assemble?” Brand it, Market it, Sell it and get rid of the rest.

Bill Heard Enterprises – “Closed”

October 2, 2008

Analysis of:Major GM Dealer Bill Heard Goes Out of Business | online.wsj.com

As single brand dealership stores fail so does the OEM brand image. You can spin it anyway you like; Independent Dealer, poor management, bad financial risk but at the end of the day perception is reality.

RADICAL CHANGES FOR RADICAL TIMES – OR IS THERE MORE TO IT?

August 13, 2008

Analysis of:Detroit’s race against time : Will the Big Three’s cash last long enough for them to fix themselves? | www.economist.com

Chrysler LLC announced it was exiting leasing entirely in July and GMAC has discontinued leasing in their Canadian market. This in it self may be considered a risk management avoidance given the current market status, however I find it interesting that Chrysler LLC is owned by Cerberus and Cerberus owns 52% of GMAC as well. This is just another curve ball for an already troubled dealer network that now has to rely on regional banks and credit unions that have different approaches and most likely higher interest rates and more stringent qualification requirements.

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