GLG News by Carbon Fiber Experts

George DorkhomExecutive ChairmanGREENKOTE PLC

Does WTO means WAIT -TO -OPTOUT when it comes to Beoing and the defense industry

April 10, 2011

Analysis of:HPV Vaccine Stirs Economic Debate | wsj.com

The Number is $80B  the administrator is the US Department of Defense (DOD) and the expenditures are called R&DTE -which stands for Research and Development and Test and Evaluation efforts earmarked for such type of contract awards referred to by the WTO recent decision that Beoing was subsidized through these types of contracts and considered the funds comparable to the handouts that Airbus receives from the EU governments.This is truly a farce and a sign of ignorance on the US defense business,

George DorkhomExecutive ChairmanGREENKOTE PLC

Energy Security and National Security .So what is the debate on Wind Power

August 30, 2010

A train wreck is the the competing resources for two US National needs: Energy security and National Security.  So where is the trade off? These two resources are intertwined and must cooperate and come out with a quick and A Politcal solution.

George DorkhomExecutive ChairmanGREENKOTE PLC

Vestas is a Pioneer, so why is the company falling behind

August 25, 2010

Analysis of:Wind turbine maker Vestas sees profits fall | www.bbc.co.uk

Vestas is a Pioneer in the Wind power and yet it experienced a loss in 2010 and a declining revenue of some 17% annually year over year , while the overall industry trends experience some 23% growth year over year. Was this truly a result of delays in projects and project financing or is Vestas losing it it leading market position and has problems in execution?

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

For Faurecia, Other Suppliers, and OEM's, Emerging Markets are the Surest Bets

July 1, 2010

Analysis of:Faurecia Gets Stronger in China, Buys Stake in Key Partsmaker | europe.autonews.com

Automotive Suppliers and OEM's are expanding in market operations through added capacity and acquisitions in Mexico, China, India, and Russia. This is not only a strategy to be in emerging markets to be positioned for vehicle sale growth in those markets but also to create an export foundation and currency hedge for the long term.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Automotive Industry Consolidation and M&A Will Occur, But what are the Targets?

June 15, 2010

Analysis of:Faurecia, Valeo Plan Takeovers as Car-Parts M&A Looms | www.bloomberg.com

The article in Bloomberg suggests that automotive Tier suppliers will be goig through some consolidation, merger and acquisition, but what sort of companies would be of interest and what are the strategies? What are some of the predictors that will drive the analysis, from an industry standpoint.

Gerard BuhrerOwnerSpectrum International Sourcing

The A-380 - Stay in Production or cancel?

May 7, 2010

Canceling the A 380 will invoke more costs not less. Even if the various Gov'ts would agree with layoffs, the severance pay and other benefits would outweigh the savings. Also most of the development costs are "sunk" they cannot be recovered at all. Future production costs must be reflected in the actual aircraft selling price. Also Airbus would suffer greatly in prestige should their "Queen" disappear, plus many customers would leave Airbus and go to Boeing.

George DorkhomExecutive ChairmanGREENKOTE PLC

EADS posts a loss and cancels its dividend

March 10, 2010

In August 2009, I have contributed an analysis and predicted that EADS is in for hard time in the next couple of years and here it is, the Euro 1.5B net profit in 2008 was turned into a net loss of Euro 763M and the cancellation of dividend, an extreme measure for a European /government owned company. The worse is yet to come as the company speeds ups production and invades its backlog.

George DorkhomExecutive ChairmanGREENKOTE PLC

Arrow Trucking --follow ups thoughts on its real troubles

March 8, 2010

I wrote my analysis in January commenting on a company that did violated a Federal law of plant closure and the obligation of its Directors and Officers to exercise prudence in care and loyalty ot the various stakeholder,but as the regulators state now, this is a Chapter 7 filing without a precedent where the company assets and Liabilities are unknown, & no officers appeared in court or offered any explanation and where the secured lenders were defrauded..its sounds more than chapter 7.

George DorkhomExecutive ChairmanGREENKOTE PLC

Solar Energy is one pillar of future energy...Ivanhoe in Mojave is just a start

March 7, 2010

Analysis of:[USA] DOE Funds Huge Solar Project ($1.37b) | www.technologyreview.com

Our planet is certainly in need of more generation in the coming decade estimated at an additional 70-100GW .As conventional generation in fossil and others lose steam, Solar,Wind will fill the gap..lets gear up to this idea..less expensive, cleaner and independent energy generation is in our national interest..I hope that California is listening.

George DorkhomExecutive ChairmanGREENKOTE PLC

Problems will indeed emerge for Arrow Trucking

January 14, 2010

Analysis of:Further Problems Emerge for Arrow Trucking | www.truckinginfo.com

Violating the WARN Act and the State Wage Payment law are serious matters where , if proven, Directors and Officers at a company such as Arrow can be held personally Liable...

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