GLG News by GPS Evaluators

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

Will the FCC rule for LightSquared, the GPS Industry or neither?

August 22, 2011

In January 2011, the FCC granted a conditional waiver for LightSquared, a wireless broadband company, to proceed with rolling out its 4G LTE wireless wholesale business. Recently, LightSquared and the GPS industry exchanged taunts. LightSquared claimed that the GPS industry didn’t follow Department of Defense standards when designing GPS receivers and the GPS industry retorted that LightSquared is an incompatible spectrum neighbor. What happened?

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.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Hyundai Does To the Japanese OEM's, As They Did to US OEM's -What's Next?

January 7, 2010

Analysis of:Hyundai Smokes the Competition | money.cnn.com

Hyundai has come upon a winning formula that includes higher quality products based upon emulation of premium products, growing global presence, an expanding customer demographic, and a culture focus of quickness and agility.But can Chinese and Indian OEM's be too far behind?

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Analysis of:Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

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.

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.

Page : 12345Next1 to 10 of 45