GLG News by Iron Ore Mining Experts

Jack LiftonCo-founder and DirectorTechnology Metals Research, LLC

Underpriced Rare Earth Metals From China Have Created A Supply Crisis

December 6, 2009

Analysis of:Chinese pay toxic price for a green world | www.timesonline.co.uk

China has a policy of predatory pricing, which has allowed it to gain monopoly control over some strategic natural resources such as the rare earth metals. The policy has now backfired as the low revenues to Chinese producers have deprived them of the investment funds they need to not only expand production but also to maintain the production they have.The result is a massive Chinese environmental problem, which threatens all by itself to cut non Chinese end users off from their only supply.

Matthew MurphyManaging DirectorMMLC Group

China's Anti-Monopoly Bureau Approves the Panasonic-Sanyo Transaction

November 11, 2009

Analysis of:China's Anti-Monopoly Bureau Approves the Panasonic-Sanyo Transaction | www.mmlcgroup.com

The Chinese Anti-Monopoly Bureau (AMB) handed down its decision in early November 2009, regarding Panasonic’s acquisition of Sanyo. The AMB approved the transaction subject to divestiture of certain assets. The decision is more comprehensive that previous decisions, although this case was the first to go into a third phase of investigation by the AMB indicating the complications involved.

Toby KolstadPresidentRail Theory Forecasts

Mr. Buffet, buying a real railroad is not like in the board game.

November 6, 2009

Analysis of:Buffett: Railroad business is 'in tune with the future' | www.usatoday.com

Hardly anyone can resist the temptation to by a railroad in the game of “Monopoly.” They are reasonably priced, have OK earnings potential, and if all four are owned, they have outsized rental rates and the payment rates with sites on all four sides of the board. In real life however, railroads are rarely cheap compared to their earnings and the STB will keep anyone from owning more than one. So why would such an astute investor as Warren Buffet purchase one?

Matthew MurphyManaging DirectorMMLC Group

The Regulation of Online Games in China

October 30, 2009

Analysis of:The Regulation of Online Games in China | www.mmlcgroup.com

The online games industry in China is becoming incredibly profitable, with millions of regular users and an endless thirst for new games and technology. This article looks at the regulations and departments in China that are claiming authority to regulate this space. As expected there is considerable room for improvement, however the regulatory environment is beginning to take shape.

Toby KolstadPresidentRail Theory Forecasts

Freightcar America has a strong balance sheet; but that’s all!

October 3, 2009

Analysis of:FreightCar America: A Long-Term Bargain Today | stocks.investopedia.com

Freightcar America is a fine company with an old pedigree and a reputation for producing some of the best coal cars in America. Although the company has no debt, it also has few prospects for growth, since it seems that almost everyone, want to decrease coal usage in the future. While it has designs for other car types, it has never produced any of these in sufficient quantities to offset any substantial decline that it may be facing in its coal car business.

Matthew MurphyManaging DirectorMMLC Group

China’s Anti-Monopoly Bureau Approves the Pfizer-Wyeth Transaction

September 29, 2009

Analysis of:China’s Anti-Monopoly Bureau Approves the Pfizer/Wyeth Transaction | www.mmlcgroup.com

On 29 September 2009, China’s Ministry of Commerce (“MOFCOM”) published another decision from its fledgling Anti-Monopoly Bureau (“AMB”), this time concerning the acquisition of Wyeth by US drug heavy-weight, Pfizer. Approval was granted to the transaction, ahead of approval from the US Federal Trade Commission, Australian ACCC and the Canadian Competition authority.

Toby KolstadPresidentRail Theory Forecasts

Continued Rise in rail traffic is far from certain

September 28, 2009

Analysis of:Back On Track? | finance.yahoo.com

The weekly AAR railroad traffic report is an excellent real-time indicator of the health of the economy. Unfortunately, the volume changes, even when measured over many weeks, are generally so small that they are dismissed by most observers. Moreover, the freight rate increases pushed by the railroads during the past few years have blurred the falling traffic levels behind a screen of rising revenues and profits.

George DorkhomExecutive ChairmanGREENKOTE PLC

Gas Cylinders Are Here to Stay

September 20, 2009

Analysis of:Is It The End For High-Pressure Gas Cylinders? | www.prlog.org

Higher pressure or not , the gas cylinders market is an important segment in the industrial gas business for smaller users and mobile applications in medical and industry and are here to stay but controls technology must continue to improve on safety and reliability.

Toby KolstadPresidentRail Theory Forecasts

NS is tooting is own horn too loudly on fuel efficiency!

September 16, 2009

Analysis of:Norfolk Southern's Sustainability Report Highlights Carbon Footprint, Improved Fuel Economy | finance.yahoo.com

Norfolk Southern rightly claims that it has increased it fuel efficiency by 10% during the past ten years; but that achievement is less than half of what the other major carriers in the U.S. have achieved during the same period. The BNSF has notched a 24% gain, the UP has made a 23% improvement, and its Eastern competitor, CSX has managed a 17% in just the last seven years. So what is there to brag about?

Toby KolstadPresidentRail Theory Forecasts

If rail volumes are up by 8%, why are earnings forecasts up 20%?

September 15, 2009

Analysis of:The planes, trains and automobiles rally | money.cnn.com

Freight transportation volumes and freight company earnings have always been a good indicator of how the overall economy is doing, and the current transport trends appear to be support the conclusion that the economy has stopped contracting and is now expanding. However, with rail traffic up only between 4% and 8% on the four largest US carriers over the totals posted for the second quarter, why are earnings forecasted to grow by 18% to 25% from the same period?

Previous Page : 567891011121314Next91 to 100 of 1285