GLG News by Asphalt Experts

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Meet the New Boss, Same as the Old Boss

April 9, 2009

Oil Giants Loath to Follow Obama’s Green Lead | www.nytimes.com

1) World still hungry for Hydrocarbon-based energy 2) Electric Transportation will require new infrastructure 3) Plug-in electrics have technical and cost hurdles to clear before becoming competitive 4) Oilco Capital better spent on immediate consumption needs 5) Liquid Bio (Renewable) hold better immediate promise

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Small-Format Stores Provide Convenience to Hurried Consumers

April 8, 2009

Waitrose to open in motorway service stations | www.retail-week.com

1) This format has worked well in the US 2) Foodservice component accelerates consumer acceptance 3) A good way to practice "Brand Extension" without getting too far from core offering

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Green Energy Investment is Risky without Government Backup

March 27, 2009

Green energy plans in disarray as wind farm giant slashes investment | business.timesonline.co.uk

1) Alternative Energy is not able to compete with "Cheap" oil at this time. 2) Wind and Solar may be able to compete before Biofuels for Transport 3) There is no way to Project Competing Energy (Hydrocarbon) Costs reliably for the length of investment needed for Alternative Energy Infrastructure. 4) Government programs guaranteeing "Floor" pricing for alternatives and renewables only way to attract investment capital.

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Consolidation of Mid-Size Oil Firms is Sign of Current Market Conditions

March 27, 2009

Suncor's Petro-Canada bid may spur more deals | www.reuters.com

1) Suncor/Petro-Canada combination makes for stronger single entity 2) Merger will make access to capital easier- Oil sands are expensive development prospect through to production. 3) Creates a firm with broad interests and verticle integration 4) Other mergers are going to occur in "Mid-Major" firms, and not be limited by national borders 5) State Oil firms may look to reach out to create "hybrid" firms across borders like PDVSA-Citgo

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Discretionary Spending dip Hitting Casual Dining Sector

March 26, 2009

Hard Times Are on the Menu at Restaurants | www.usatoday.com

1) Discretionary Income is Being Spent more Conservatively 2) Adjusting Menus to fare Value propositions key to traffic 3) Keep Signature Items as alternative to "promotional" menu to keep ticket prices fairly normal

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Capitalist Communist Regulators Block Coke's Bid

March 23, 2009

China Blocks Coca-Cola’s $2.3 Billion Huiyuan Bid | www.bloomberg.com

1) Chinese Regulators Thinking Short-Term 2) Coke will invest and grow organically in China 3) Huiyuan Shareholders get Disservice from Regulators

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Super Major Multinational Oil Firms Can Continue to Invest for the Future

March 23, 2009

Shell Plans Major Investments in 2009, Tags Dividend Growth at $10 billion | www.rigzone.com

1) Recent big profits give them strong balance sheets 2) Can Source Capital inexpensively right now 3) World Still Hungry for Hydrocarbons at any Price 4) OilCo's can control bio and alternative fuel assets at discount now.

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Starbucks Instant Coffee Move a Curious One

March 19, 2009

Starbucks has high hopes for its instant coffee | www.marketwatch.com

1) Is Move to Instant a "Value" Play 2) Detracts from Barista-prepared "Core" premium offering 3) May Cut In-Store Visits if Successful - Reduce retail profitability 4) Is this the beginning of migrating the Starbucks business model to become a CPG firm?

Gene Plavnik, President

Gene PlavnikPresidentHeat Technologies Inc What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

While Most Politicians Speak One Thing and Do Another, The Alternative Energy Is Still in Need

March 2, 2009

Capital power plant dims clean energy hopes | news.yahoo.com

Alternative Energy is expensive today and needs serious attention. New standards to be enforced by the federal government could create the alternative energy industry, require alternative energy to be present at new and renovated commercial and residential dwellings, where it is economically viable. New dwellings, warehouses need to be equipped with some form of alterntative energy to begin with.

Ronald Santicola, President

Ronald SanticolaPresidentCondevco LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

McDonalds Beverage Business a Fountain of Profits

February 27, 2009

McDonald’s Ends Pepsi Test in Victory for Coca-Cola | www.bloomberg.com

1) Bottled Drinks would make McDonalds Beverage Business More Complicated, less Profitable. 2) Bottled Drinks would need to be Priced at Premium in order to maintain margins - Away from "Value" Image 3) McDonalds and Coca-Cola Linked in Consumer's minds - Iconic American Consumer Brands. 

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