GLG News by Mining Equipment Experts

Bradford Mills, Chief Executive Officer

Bradford MillsChief Executive OfficerMANDALAY RESOURCES CORPORATION 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.

Time duration of commodity down cycle will determine junior's fate.

November 10, 2008

"Darwinian culling" in junior mining sector | network.nationalpost.com

The duration of the cycle will determine the fate of most juniors. Sector differences matter - Base Metals (Cu, Ni, Zn) look particularly week and will get weeker. PGM's and U are at the bottom and should start to trend up. Gold looks reasonable and gold juniors should find financing. I expect a early 1970's style 2 year peak to peak cycle not a 1980's 5 year cycle. If the down cycle lasts longer than 18 months expect junior failures to accelerate.  Private equity is starting to play a role, expect it to prop up better companies (Pallinghurst Resource - GEM.L)

Thomas ShewskiOwnerHigh Energy Services 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.

What a Potential DM&E Expansion into the Powder River Basin Means to the DM&E, Union Pacific (UP), and BNSF

November 4, 2008

CP Rail Expects DM&E to Earn More than Forecast | www.reuters.com

    The Dakota Minnesota & Eastern (DM&E) Railroad was recently acquired by the Canadian Pacific (CP) Railway.  The DM&E has for years been proposing an extension to the Wyoming Powder River Basin coal reserves.  This project, if commenced, would upgrade an existing 600 miles of track and provide for 260 miles of new track expansion into the coal fields of the PRB.        When the DM&E was a stand-alone Class II Railroad, it applied to the Federal Railroad Administration for Government-backed loan guarantees for this potential project.  The submissions and comments related to this FRA filing tell of the potential affects on the DM&E, Union Pacific (UP), and BNSF.

Thomas ShewskiOwnerHigh Energy Services 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.

Coal Rail Transportation Volume and Rate Increases Positive for the Railroads

October 20, 2008

Seminole Files Rail Complaint to Protect Its Members | www.marketwatch.com

    The year-to-date and outlook for many of the items transported by the U.S. railroads are down, coal transportation has been positive.  The discussions that follows list some of the positives for the railroads.

Thomas ShewskiOwnerHigh Energy Services 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.

Labor, Permitting, Geology, and Inspections Hindering Coal Production, Adding to Costs

October 20, 2008

Interested In Workin' In A Coal Mine? | www.forbes.com

    Coal companies have issued force majeure declarations to customers due to various production-related issues.  These are discussed in the section below.

George Dorkhom, Executive Chairman

George DorkhomExecutive ChairmanGREENKOTE PLC 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.

Not so fast either...outsourcing continues

October 8, 2008

Is Outsourcing to China Over? | www.inc.com

The writer of the article is seemingly unware of the trends that are taking place in outsourcing to low cost producing countries, including China and India and has not been following the apparent trends that are shifting the landscape not only for large manufacturing companies but even the mid sized and the smaller , these do not only include metal bending but also engineering brains beyond IT.

Thomas ShewskiOwnerHigh Energy Services 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.

Refund on Coal Excise Tax Paid on Exports Contained in Emergency Stabilization Act

October 8, 2008

Coal Gets Help in Financial Bailout | wvgazette.com

    As the referenced article states, there are many benefits in the Emergency Stabilization Act for the coal industry.  One not discussed is the refund of the coal excise tax.  The commentary section discusses this.

Thomas ShewskiOwnerHigh Energy Services 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.

Refined Coal – Things to Consider as a Result of Changes to Tax Credit Qualification

October 7, 2008

Congress Extends Refined Coal Tax Credit | www.marketwatch.com

    The Emergency Stabilization Act signed into law on October 3, 2008 includes an extension of tax credits for renewable energy and refined coal.  The discussion that follows includes items to consider regarding the refined coal tax credit.

Thomas ShewskiOwnerHigh Energy Services 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.

Activated Carbon for Mercury Control – Potential Demand

September 22, 2008

ADES: Multi-Year Supply Contract with Luminant for Activated Carbon | www.tradingmarkets.com

    The D.C. Circuit Court of Appeals ruled on February 8, 2009 in favor of the plaintiffs that coal plants could not be removed from the list of mercury sources subject to a Maximum Available Control Technology (MACT) standard and the subsequent movements to require EPA to set a mercury MACT standard for coal-fired power plants provides an opportunity in the mercury control space, including activated carbon.

Thomas ShewskiOwnerHigh Energy Services 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.

Coal Railcar Market

September 22, 2008

UBS Cuts FreightCar America to ‘Sell’ on Price | www.forbes.com

    The commentary section discusses the current market and outlook for coal railcars

Thomas ShewskiOwnerHigh Energy Services 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.

Natural Gas vs. Coal Generating Economics

September 22, 2008

NYMEX Natural Gas Rises with Crude, Damage Reports | www.forbes.com

    The fuel-switching from coal to natural gas affects the demand and price for each commodity.  The commentary below discusses what issues are part of the analysis of a utility or merchant fuel buyer on whether to switch fuel sources to fuel power plants.

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