GLG News by Aluminum Pricing Trend Experts

Paul GlantzPresidentMetal Recycling Consultants

Base Metal Prices May be at a Turning Point

July 30, 2008

Analysis of:Gold futures drop $36 in three days | www.marketwatch.com

Base metal prices have been somewhat bearish as of late as have other commodity prices such as oil and gas.  Speculators often react and overreact to daily news items forcing large swings in commodity pricing. However the greatest real effect on commodity prices will be whether Chinese buyers come back strong following the Olympics in August.

George DorkhomExecutive ChairmanGREENKOTE PLC

Sanctions simply do not work

July 14, 2008

Analysis of:Despite conflict, U.S. does business with Iran | www.msnbc.msn.com

Sanctioning Iran or Zimbabwe or any such nations is a bad approach to politics as well as economics. It is true as the writer says that the US efforts on sanctions are not coordinated, worse , these measures are never properly enforced and loopholes benefit a select few. More importantly, ecnomic sanctions, boycotts and all the jazzy language end up always hurting the US producers and benefit other nations of Asia, South America and especially Europe. Our leadership has got to stop relying  on and using sanctions , which in essence  ,are sanctioning  US companies and not the intended target.

George DorkhomExecutive ChairmanGREENKOTE PLC

Emerging markets will continue to fuel the growth of global economy

May 1, 2008

Analysis of:Global steel prices - brace for a correction? | www.reuters.com

The article rightfully points out to the increase in demand for steel products and metals in general and that countries as India, China and the Middle are one big construction site with high demand for raw metals thus increasing  prices of the benchmark products such as hot-rolled carbon steel to a record high. However, the article failed to mention the huge out-put of steel and metals that some of those countries produce, such as China which currently is the number one producing country in th world with 500M MT annually, in additions to the new comers such as Brazil with high quality products but less expensive production cost . What the article  also misses is the huge cash reserves that these countries have accumulated and the tremendous economic growth that they are experiencing in certain sectors of some 30% annually with a combined GDP projection of 7-8 %.

Paul GlantzPresidentMetal Recycling Consultants

They Have Arrived (Metal ETF’s that is)

April 29, 2008

Analysis of:The Best and Worst Natural Resource Funds | www.thestreet.com

While reviewing the performance of resource funds for the first quarter of 2008,  I realized that there is now an availability of buying or selling specific commodities for actual users as a 'hedge' against price volatility.

George DorkhomExecutive ChairmanGREENKOTE PLC

A Disgrace ..is an understatement

April 7, 2008

Analysis of:Heathrow’s older terminals still a disgrace, travellers say | travel.timesonline.co.uk

London Heathrow is a problematic airport,  outed over congested and overely expanded facility. But beyond all this it is mismanaged and customer care  does not exist in the employees mind. Most business travelers are avoiding Heathrow and traveling out of London City airport , a smaller more effecient airport. I had a personal experience just three weeks ago where I had a two hours meeting in London flying out of Berlin, I was delayed two hours in the inbound and three hours on the outbound..With no information available and the treatment of passengers is beyond any description. I predict that Heathrow will soon see a down turn and the situation will effect the British economy in General.

Paul GlantzPresidentMetal Recycling Consultants

Traditional Future Metal Price Analysis is for the Birds

February 28, 2008

Analysis of:Survey of Forecasts (of Metal Prices) | www.recycling-magazine.com

As published in Recycling Magazine Feb 2007, “Survey of Forecasts”, basemetals.com compiled price predictions of 22 analysts. These analysts are paid researchers that spend their time analyzing the metal markets.   In order to determine the price prediction, in this case in one year, the analyst compiles the list of facts he desires, and computes in a formula and possibly graph detail where the price will be in a predetermined time period.   All the facts are available to all the analysts, yet each come up with a different result. This may be because of the weighting factor each one uses for their determination. Or, an analyst may throw caution to the wind and make a prediction on his intuition.   But, I believe, we have entered a new era of pricing that is much less predictable because of the investment community.

George DorkhomExecutive ChairmanGREENKOTE PLC

Rockwell will merge

December 27, 2007

Analysis of:South African Society of Metrics and Control - Aquisitions and Mergers | www.instrumentation.co.za

I am a CEO in the automation business and previously in the Aerospace segment. I have followed Rockwell since it was based in Pittsburgh and know all the transformation that it has gone through ..I believe that since the acquisition off Allen Bradley and the divestiture of the Defense business to Boeing, the company has lost its identity and continue to search for the right spot but have not found it.Rockwell is a good name and the name was identifiable with certain Brands and market..no longer , it may as well rename itself Allen Bradley as this is what its business now in Automation and the Name Allan Bradley is more appropriate to this business than Rockwell Automation or Rockwell International..etc. The company is certainly a take over candidate for the obvious reasons in it market place

Paul GlantzPresidentMetal Recycling Consultants

A Unique Perspective on the Base Metals Market

December 13, 2007

Analysis of:The Base Metals Market Briefing | www.gfms-metalsconsulting.com

Being an actual metal trader, selling scrap metal to mills and refiners, I believe I have a unique perspective on the base metals market. When selling scrap to a mill or refinery, the price is most often calculated using a mathematical formula.   Changes to the formula indicate changes in interest, i.e., demand.

Neil BuxtonManaging DirectorGFMS Metals Consulting

Where are we in the supercycle?

December 12, 2007

Analysis of:The Base Metals Market Briefing | www.gfms-metalsconsulting.com

Base metal prices have come under pressure on the back of weak demand, not only in in the US, but also increasingly in Europe and Japan.  This threatens to overshadow, in the short-term, the still strong demand growth from China.   Nickel and zinc prices have already fallen by 50% from their bull market peaks.  Is this a harbinger of things to come for the base metals sector?

Paul GlantzPresidentMetal Recycling Consultants

Bold Prediction of $4 Copper May Be Premature

August 23, 2007

Analysis of:Copper to Peak Near $4 Per Pound this Fall, As Chinese Demand Remains Steady | gold.seekingalpha.com

The fp trading desk has made a bold prediction on short term copper prices which expects a price increase of 20% in a matter of one or two months. Their use of recent historic economic data does not tell the whole story.

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