Silgan - Graham Merger: An Intriguing Marriage
April 25, 2011
Silgan Outlines $4.5 Billion of Debt for Graham Packaging M&A | www.bloomberg.com
The merger of Silgan Packaging and Graham Packaging sets the stage for an interesting year for rigid plastic packaging companies. Certainly, there exists pent-up interest in consolidation of the consumer blow molding industry so those watching this wedding will be interested in how the nuptials unfold.
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,
Can Rock-Tenn Overcome the Smurfit-Stone Legacy of Mediocrity and Hubris
February 28, 2011
RockTenn and Smurfit-Stone Announce Early Termination of HSR Waiting Period | finance.yahoo.com
The immediate challenge for Rock-Tenn is not the disgruntled Smurfit-Stone shareholders in a valuation battle or the sorting out of structure for the assimilated organization. Of far greater import to them will be how to build passion and commitment in an underachieving business. Employees have grown weary of unfulfilled management initiatives. Smurfit customers have become trained that no price increase will ever go undiscounted and issues of non-performance can be minimized the same way.
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.
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?
Bio-plastics SHOULD become important
July 30, 2010
Food Packaging Goes Green | online.wsj.com
There has been much activity on the supply side of bio-plastics for packaging but rather less on the demand side in Europe. Forecasts for early potential of up to 5% penetration may be influenced from suppliers and must be regarded with suspicion, until prices become closer to those of oil-based materials or the drivers for uptake are stronger.
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.
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.
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.
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...
Chesapeake Energy bites the natural gas bullet
January 25, 2012
Flurry of newbuild drilling rig deliveries in 2012 may dampen rig rates
January 20, 2012
Talisman joins the ranks of cautious E&P companies
January 12, 2012
Early signs of caution begin to cloud frontier exploration and production
January 4, 2012
It's too early in the game to write off Shtokman
December 8, 2011