GLG News by Council Members Knowledgeable about Steel Castings

George Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

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

April 10, 2011

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 Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

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 Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

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

August 25, 2010

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?

Gerard BuhrerOwnerSpectrum International Sourcing 
          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.

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 Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

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 Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

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 Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

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

March 7, 2010

[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 Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

Problems will indeed emerge for Arrow Trucking

January 14, 2010

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...

George Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

Gas Cylinders Are Here to Stay

September 20, 2009

Is It The End For High-Pressure Gas Cylinders? | www.prlog.org

Higher pressure or not , the gas cylinders market is an important segment in the industrial gas business for smaller users and mobile applications in medical and industry and are here to stay but controls technology must continue to improve on safety and reliability.

George Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 
          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.

China takes off, it is rapidly taking over as we squander our brand names for ?

September 11, 2009

China’s Geely, Beijing Automotive Target Volvo, Saab | www.bloomberg.com

It is a known fact that the Chinese government has put its weight and tremendous wealth behind targeted industries, Electronics , automotive and aerospace and it is well on its way to target the general industrial market. It is succeeding and have taken over Japan in Electronics manufacturing out put...why ? they have the people, the natural resources, the cash and the market..and we in the West are willing to surrender all ,including established brands as Volvo ,Saab and Hummer.

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