Mr. Edward Moran

GLG News^SM Analyses by Edward Moran

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Shutting down Alt. Energy HQ does not mean complete exit from the Green Arena

July 7, 2009

Analysis of:BP shuts alternative energy HQ | www.guardian.co.uk

The shutting down of BP London Alternative Energy HQ is a simple measure of cost reduction in times of financial crisis and global economic instability. The exit from the solar and wind segments of alterntative energy is very well timed and synchronized with the alternative energy HQ: Both wind and solar areas are not part of BP core business but they did look good on the green banner and part of the slogan Beyond Petrolium. Both wind and solar are almost matured technologies but still not economically viable and can only make economic sense with government subsidies and grands. On the other hand, BP alternative energy activity in the area of biofuels is alive and well in Brazil. This is the only segment of alternative energy which is in line with BP core business of gasoline production and distribution.

The (almost) final phase of demise of Telecom Italia as a top 3 regional telecom leader in South America

June 22, 2009

Analysis of:Telecom Italia starts tender for Argentina stake - report | www.telecompaper.com

The decline of Telecom Italia (TI) as a regional telecom leader in South America began a few years ago as TI began selling most of its in-country wireless operations. The TI Group remained in only two major markets where it had participation in both wireline and wireless segments: Brazil and Argentina. In spite of the board and management declarations from Italy that the group will not sell off in any assets in these two core markets, the moment of truth has arrived when TI had to admit (maybe not verbally / officially) that these two operations are declining as a result of competition and other market forces.

The war on Digital Right Management (DRM) between Univision and Grupo Televisa (NYSE:TV) goes to court

June 10, 2009

Analysis of:Univision and Televisa back in court | www.rbr.com

The war between the two North American Latino media giants return to court. It is a new version of an old war about who has the rights to distribute certain licensed content in a certain geographic area. The right of Univision to distribute the Mexican Televisa content via its US Latino broadcast channel is very well defined under the exclusive contract signed between the two media groups several years ago. But the agreement apparently does not cover new types of media that became available in recent years such as broadband Internet, 3G wireless and maybe event the new IPTV platform. It would be impossible to block the access of US based consumers to the Mexican Televisa web site, so Univision is likely to have lost the war even before the court makes its decision on the issue.

Private Equity / Buyout Funds are Hungry for TMT Assets

May 30, 2007

Analysis of:Equity group considers Virgin Media buy | www.hollywoodreporter.com

Private Equity Funds and Buyout Funds renewed their interest in telecoms and media assets in recent month after losing interest in that type of operations in the early part of the decade due to the Internet bubble burst. We will see more bids for telecoms, cable and media company by these funds in the upcoming months.

Telecom carriers become attractive target for acquisitions again

April 30, 2007

Analysis of:Report of Talk to Take Over Bell Canada | www.nytimes.com

After over half a decade of no interest, financial institutions are taking another look at telecom carriers as attractive target for M&A. Nationalism - local investors see incumbent telecom carriers as a national asset trying to block if from falling into foreign hands.

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