GLG News by Council Members Knowledgeable about Fiberglass Industry in North America

Douglas Hall, Principal

Douglas HallPrincipalRTF, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

April 22, 2009

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.

Douglas Hall, Principal

Douglas HallPrincipalRTF, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

March 5, 2009

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.

Douglas Hall, Principal

Douglas HallPrincipalRTF, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

March 2, 2009

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”.

Douglas Hall, Principal

Douglas HallPrincipalRTF, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

GM / Ford – Restructuring “simplified”

February 6, 2009

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.

Douglas Hall, Principal

Douglas HallPrincipalRTF, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Bill Heard Enterprises – “Closed”

October 2, 2008

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.

Douglas Hall, Principal

Douglas HallPrincipalRTF, LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

August 13, 2008

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.

Dwight "Rick" TomlinsonConsultantRick Tomlinson Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

USG Sees the Future Both Near and Far Term

May 23, 2007

USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com

USG is cutting labor.  What else are they doing that the rest of the industry will be following?

Dwight "Rick" TomlinsonConsultantRick Tomlinson Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Elk Story Not Over Yet

January 12, 2007

ElkCorp Board Advises Against BMCA Offer | www.forbes.com

Elk happens to be in the position of being desired by two different companies.  One they planned for, and the other they did not.  One road leads to survival and a continuation of the brand, the other, well, probably not!

Dwight "Rick" TomlinsonConsultantRick Tomlinson Consulting What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Is the Home Depot Ship Changing Course?

January 9, 2007

A $210 Million Parachute | www.thestar.com

Articles on Nardelli being paid too much or not shareholder friendly abound.  This article goes further into the direction of Home Depot and the General Electric way of doing things.  Changing a cowboy culture and cutting costs were seen by Nardelli as the right thing.  Will that course continue?  How much change is needed? 

Page : 11 to 9 of 9

Leading institutions connect with members of the Energy & Industrials councils through GLG

Most Popular Energy & Industrials News