TOP 100 TRANSPORTATION AND LOGISTICS SITES
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| AutoNation: GM Dealership Closings Will Have No Impact Todd Sullivan submits: Mike Jackson of AutoNation (AN) commented today on the GM (GM) closings announced. FORT LAUDERDALE, Fla., May 15 /PRNewswire-FirstCall/ -- AutoNation, Inc. (NYSE: AN), American's largest automotive retailer, today announced that General Motors notified AutoNation that six of its dealerships were identified for potential closing by GM. The notification is part of GM's communication today to approximately 1,100 dealers that GM does not expect to continue as GM dealerships past October 2010. The AutoNation stores potentially impacted by the consolidation plan represent 0% of AutoNation's 2008 operating income.Complete Story » seekingalpha.com |
The Shipping News Is Ugly Slaughtered by the recession, container shipping is ripe for consolidation. A scorecard. forbes.com |
What Will Happen in the Aftermath of the Clunker Contest? Diane Lim Rogers submits: Well, the “Cash for Clunkers” program ended Monday evening. It started as a $1 billion program that was expected to go on for four months (the original rule was from July 1st through Nov. 1st, or when the money ran out). It ended up a program triple the size (after $2 billion in additional funds were added) that managed to run out of funds in less than half the time.Complete Story » seekingalpha.com |
What Shorts Make of Germany's GM Bailout Jessica Johnson submits:The Auto manufacturers are back on the market radar after the news that General Motors (MTLQQ.PK) will not be selling Opel after all. The news that German Government subsidies will be supporting a U.S. car company has been taken as a vote of confidence for some, but not all, of the other European car manufacturers. In these charts we show recent activity on the short side for 9 of the auto stocks. For full report click here.Complete Story » seekingalpha.com |
Vehicle Electrification: An Emotionally Charged Topic John Petersen submits:Writing an investment blog on hype-riddled sectors like vehicle electrification and energy storage is tough because the topic is emotionally charged and expectations are often based on political promises, issue advocacy, press releases and mainstream media stories that never tell the complete truth. As a result I spend a huge amount of time debunking popular mythology that's 180 degrees out of sync with business realities and responding to commenters who refuse to believe cars with plugs will be:Five to six times less efficient than HEVs when it comes to reducing national gasoline consumption;Nine to twelve times less efficient than HEVs when it comes to reducing national CO2 emissions;Subject to short-term supply constraints because of their reliance on scarce raw materials;Experimental concepts that require years of testing before they're ready for prime time;Beyond the price range of all but the most affluent consumers; andWholly unacceptable to consumers that expect a three to five year payback on the cost premium.The risk and the opportunity for investors is that distorted perceptions of commercialization timelines have led to unreasonably high expectations for lithium-ion battery developers that may experience huge revenue growth in the second half of the decade and unreasonably low expectations for lead-acid battery manufacturers that are certain to experience huge revenue growth over the next five years. As the revenue impact of current automotive production decisions becomes more clear and the wide gulf between expectations and reality narrows, I believe that the equities of objectively cheap lead-acid battery manufacturers will surge while the equities of objectively expensive lithium-ion battery developers underperform.Complete Story » seekingalpha.com |