GLG News by Specialty Chemical Experts

Paul HodgesChairmanInternational eChem

UK media speculate over Ineos asset deals as EBITDA doubles

March 16, 2010

Ineos' EBITDA doubled last year to €1222m from €594m in 2008. Its liquidity has also improved by €100m as a result of the Kerling divestment, whilst the $350m fluorochemicals sale completes later this month. But as its Chairman Jim Ratcliffe told The Times in December, "at some stage there has to be an asset sale". Ineos is the UK's largest privately-owned company. The UK media are therefore starting to keep a close eye on developments.

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.

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.

Lewis GainesFormer Market ManagerINFINEUM INTERNATIONAL LTD

Newly Aggressive Auto OEM's Prospect in the Oil Business

March 1, 2010

Analysis of:Here Soon: New Oil Standards | www.asashop.org

Seeking greater control over its global lubricant specifications, GM has announced that its 2011 cars will be required to use its new dexos licensed oils. GM will receive licensing and royalty fees from the oil companies while simultaneously improving consumer awareness of its engine technology. This is smart move by GM which will also benefit the lubricant additive supplies including Lubrizol and Newmarket.

Paul HodgesChairmanInternational eChem

Chemical companies see no sign of a quick recovery

February 26, 2010

Analysis of:BASF damps hopes of quick recovery | www.ft.com

The chemical industry is a well-known leading indicator for the world economy. If a recovery was in sight for 2010, then companies would be seeing it by now. In fact, my usual survey of quarterly reports shows great unease, with CEOs worrying what will happen in the West as stimulus programmes fade. Sinopec also now sees challenges ahead. Only Reliance, focused on the Indian market, strikes an optimistic tone.

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Price Discovery Mechanism Proposed for Rare Earth Metals

February 13, 2010

Analysis of:Electric Motors, Made to Order | www.nytimes.com

There has been talk of setting up ETFs for rare metals, in particular for the rare earth metals, for the last two years. The waiting period for this type of price discovery mechanism for some of the rare metals, at least, may be over.

Ian DavenportPresidentDavenport Associates

Cost increases continue unabated for producers of coatings and adhesives.

February 12, 2010

Analysis of:Arkema increases Acrylic Acid and Acrylic Esters prices in Europe | www.arkema.com

The US Acrylic Acid Industry has consolidated considerably in recent years. Basic raw material costs continue to rise and there are a number of capacity outages current and expected. What will the impact be on the costs of raw materials for producers of Coatings & Adhesives? (Note that on 9th February, 2010, similar increases were announced in North America, effective 1st March or as contracts allow)

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Business Intelligence- Key Management Tool During Retail Manufacturing Recovery

February 8, 2010

Analysis of:Ten Trends For 2010 | www.forbes.com

There is a strong correlation between the Forbes.com top ten (10) investment intelligence list and typical retail manufacturing business intelligence priorities. Sensors and use of the internet are only a couple examples.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Spend Management- A Profit Enhancement Concept for more than Private Equity

February 8, 2010

Analysis of:Emory University Looks to Improve Savings Grade with Zycus Spend Management Solutions | www.sdcexec.com

Supply & Demand Chain Executive reports that progressive Universities are doing it.! We know that many multi-nationals are doing it. Why hasn't the Private Equity CPO adopted the spend management profit enhancement concept?

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