GLG News by Carbon Fiber Experts

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Financial Improvement of GM and Chrylser Does Not Necessarily Translate into Sales - Ford is Still Well Positioned

June 8, 2009

Analysis of:Ford to Face Tougher Rivals Following U.S. Rescue | online.wsj.com

The WSJ article focuses on the immediate and medium term financial improvement that GM and Chrysler will enjoy as a result of the U.S. taxpayer bailout. But this does not necessaily translate into sales. Toyota and Ford still have the potential to take significant market share from GM and Chrysler. If you can't sell the cars to consumers, then profits are not in the cards.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Recognizing the Next Edscha

May 4, 2009

Analysis of:Germany's Edscha to be Sold in 2-4 Months | uk.reuters.com

While we see most of the press regarding the fate of Chrysler and GM, there are many Tier suppliers to the automotive OEM's that will be transformed in the next several months as well. How can these targets for acquisition be best recognized?

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Automotive Manufacturers Will Sell Where the Buyers Are - So Follow the Market Maturity

April 22, 2009

Analysis of:China Influence Grows With Car Sales | www.nytimes.com

As emerging market consumers grow their incomes, and as their countries grow their road infrastructure, the automotive companies will be there to provide vehicles. With very high populations in China, India, and Russia without vehicles, the markets are ripe for offering vehicles to those who have the income to purchase at all price points.

Randall TinkermanStrategic Due DiligenceDeutsche WindGuard

Strategic Windpower M&A Wide Open

April 21, 2009

Analysis of:EDF wind arm sees M&A bonanza in crisis | www.reuters.com

The financial crisis has indeed dampened windpower project finance for the short-term.  Such a situation precipitates strategic opportunities for well-placed players.  This public statement by one of the largest global developers is evidence that the sector may open up with a bang in the near-term.

George DorkhomExecutive ChairmanGREENKOTE PLC

Auto makers and the dinasourses

April 5, 2009

Analysis of:Chrysler Plan Trims Fiat's Stake, Cuts Out Cerberus | online.wsj.com

The US car makers ,especially GM and Chrysler, have caused self inflicting injuries on their operations and other orgnizations that work with them and for them. , I have written in the fall of 2008 about the ultimate need for GM and Chrysler to file for chapter 11 and reorganize under the supervision of the court and have then explained the merits of filing and how fitting these companies' circumstances to such filing. My article was not that popluar at the time ,because I think the auto industry insiders are and still in denial with the arrogance that how could it be possible that GM is in Bankruptcy ? well it is possible and if this was done early on, we the tax payers would not have to throw good money after bad money , and also the bleeding would  perhaps have stopped ..sort off.Chapter 11 to flush out the old GM and Chrysler and emerge as a new, strong, leaner and perhaps smaller companies is the answer,  of course with a different management team that know the real world.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Support for Automotive Suppliers Means More Than Just Incidental Support for GM, Chrysler, and Ford

March 23, 2009

Analysis of:Auto Suppliers TARPed, But Questions Remain | www.forbes.com

Although it may not be transparent to many Americans, automotive Tier suppliers are usually linked to multiple OEM's. The failure of some of these Tier suppliers could interrupt component supply not only to GM and Chrysler, but to Toyota, Volkswagen, Nissan, Hyundai, and others. So, it is crucial that these suppliers are supported and find appropriate financing during these very tough economic times.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The End of Chrysler as We Have Known It

February 23, 2009

Analysis of:Chrysler Unlikely to Stand Alone | www.autonews.com

Chrysler has submitted a plan for a stand alone survival that is based upon the market yielding unrealistics sales, market share, and concessions from the supplier base. If Chrysler does have a partner moving forward, it makes more sense that it is Fiat, a Chinese manufacturer seeking a delaership and logistics network in the U.S. market. A GM merger makes the least sense, and most likely would mean further resource drain for GM.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Honda's Announcement Is No Surprise - Now the Task Is To Identify the Best Positioned

February 2, 2009

Analysis of:Honda Lowers Profit Forecast for 4th Time | www.iht.com

Honda and most other OEM's will forecast lower sales and lower profits, if any, for 2009 and most likely 2010. The indicators of future success will be those OEM's remaining steadfast in their investment in fuel efficiency technology, hybrid technology, and globally positioned world car platforms. Not all OEM's will demonstrate this. Most likely, more brands will disappear in the next two years.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

The Downturn in the Automotive Industry Will End, and the Survivors Can Be Predicted

January 12, 2009

Analysis of:U.S. Drivers Keep Autos Longer, Shun Showrooms on Job-Loss Risk | www.bloomberg.com

This article regarding automotive sales is very accurate. Consumer confidence in their income and wealth growth prospects drive automotive sales. But we can predict the OEM's and Tier Suppliers and technologies that will emerge as survivors and as investment potentials. Also, historically similar downturns are followed by a surge in replacement demand for new vehicles.

George DorkhomExecutive ChairmanGREENKOTE PLC

Bailout the automakers ..no way

November 24, 2008

Analysis of:‘Peak-oil’ doomsayers catch Wall St.’s attention | www.iht.com

The problem with Detroit is arrogance and know it all..for years now the leadership at Detroit three auto makers insisted on not briniging new and fresh blood from the outside..you do not the autombile industry , you are no good. Yet there are  tremendous talents out there that can can help bring about new ideas and approaches for automaking.Except for A. Mullaly and by accident Nardelli..look at who is running Detroit...they keep producing  ineffecient cars ,not to the liking of the current generation of Americans and for that matter the global markets, and un-negotiated labor contracts that are unbelievably expensive and putting the US automakers at a $2000 disavantage  per car than the competition, yet they come to DC and say they employ 3.0 people, they pay health care to current employees and retirees...and I ..I.. I.. and you owe. No the tax payer does not owe you and you should run your business as most companies do and let the free market forces decide...Detroit needs a revamp

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