GLG News by Construction Equipment Experts (US)

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.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Truckload Demand Shifting In Trucker’s Favor - But A Crunch Is A Little Wishful!

March 8, 2010

Analysis of:TCP: Capacity Crunch, Improved Rates Are in the Cards | www.truckinginfo.com

Truckload (TL) demand versus capacity has been improving, but other adjustments will follow quickly. The Transport Capital Partners Business Expectations Survey noted in the referenced article offers interesting survey data regarding the TL sector. We suggest other issues are at hand need to be considered. Is a crunch in the cards? I don’t gamble and play mostly euchre where good team-players and planners do best!

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.

Jay ThompsonPresident and General ManagerTransportation Business Associates

LNG (And CNG) In US Transport Will Be A Slow Go - Here’s Some Thoughts

February 26, 2010

Analysis of:Oil Search Warns on Possible LNG Glut | www.rigzone.com

Those thinking that US transport will quickly adopt natural gas-powered vehicles need to look at the history and current thinking among users, truck / engine-makers, financiers, distributors, producers and (unfortunately) government. Our colleague Mike Lynch has done his usual outstanding of job of addressing supply-side issues to which I agree. I’ll not address the “getting off of oil or carbon” issues, but will stick to the practical side regarding demand and trying to get stuff on the road.

Jay ThompsonPresident and General ManagerTransportation Business Associates

More Input That Used Truck Market Is Doing Better Than New

February 18, 2010

Analysis of:Used Truck Volumes Up; Prices Still Lowest Ever | www.truckinginfo.com

Used truck sales in the secondary used truck marketplace is fragmented - but strong. Volvo’s Arrow Truck Sales gives us insight into the marketplace from an OEM perspective and underscores that just written about with Rush Enterprises (link) that it will continue to depress new sales.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Rush Enterprises Gives Insight Into Slower New Truck Sales - Used Is Better

February 14, 2010

Analysis of:Rush Sees Income, Revenue Down in Fourth Quarter | www.truckinginfo.com

Rush Enterprises Inc. is the largest truck dealer organization in the US and a primary seller of Paccar, Inc, - Peterbilt trucks, Paccar parts and Paccar Financial Services (financing and leasing), along with a Navistar Dealership in Charlotte. They give us good input as to new truck sales and service, but this and other input tells us the used and parts / service markets are doing better in the non-OEM channel.

Jay ThompsonPresident and General ManagerTransportation Business Associates

2010 Freight Levels Improving - But Truck Orders Have Headed Back South

February 7, 2010

Analysis of:FTR: Strengthening Freight May Lead to Higher Truck and Trailer Sales in 2011 | www.truckinginfo.com

Improving freight levels should help truckers, but not so much the truck manufacturers - unless you have a good parts and service network. Some call it a double dip slowdown or better yet - déjà vu all over again.

Jay ThompsonPresident and General ManagerTransportation Business Associates

Winning (and Losing) LTL Strategies v. 3PL - Then Those Darn Customers

January 25, 2010

Analysis of:The New and Improved LTL Industry | www.worldtrademag.com

The Less-Than-Truckload (LTL) marketplace is a tough one - especially with the current excess capacity v. demand. I agree with our colleague Mr. Wilkerson regarding LTL opportunities regarding Information Technology (IT) / RFID, warehousing, freight forwarding and alliances. While some are moving that direction, others aren’t addressing the people basics - then there are the actions underway by customers.

Jay ThompsonPresident and General ManagerTransportation Business Associates

2010 Trucking Outlook - Public And Private Fleet Contrarian Thoughts

January 18, 2010

Analysis of:Trucking Stocks In 2010 | stocks.investopedia.com

Some analysts are giving thumbs-up for truckers in 2010, due as much to another exit of capacity as an improvement in freight demand. We are more cautious and the reference article seems to get it right from our perspective. It is about freight demand versus truck capacity - and we don’t see a big change in either.

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