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GLG News by Gypsum Wallboard Experts

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July 6, 2007
Home Improvement Giants and Service
Analysis of: Self-Serve Retail: the trouble with Lowes and Home Depot | retailstore.blogspot.com
Author: GLG Expert Contributor
Issues with Lowes and Home Depot is about consistency or lack of.  There are many extremely competent designers however there are not enough of them to create a postive image with the consumers. or to cover the long retail hours.  Additionally the environment in which to make a large...
Ron MusolinoJuly 2, 2007
GP strengthens position as major plywood panel producer
Analysis of: Georgia-Pacific Completes Acquisition of International Paper Wood Products Facilities | www.gp.com
Author: Ron Musolino, President, RM Consulting
Plywood prices remain high in spite of depressed housing market.  GP's purchase of IP plants will help to strengthen those levels.  However, it will not affect its market position nor prestige as a major paper products manufacturer. 
June 19, 2007
Surface Transportation Board May Rule Coal Tariffs are Contracts Triggering a Great Benefit to Railroads (Union Pacific, BNSF, Norfolk Southern, and NS)
Analysis of: STB to hold July hearing on rail transportation of energy resources | www.logisticsmgmt.com
Author: Thomas Shewski, Owner, High Energy Services
    The Surface Transportation Board (STB) is asking for comments on its new definition of a “contract”. This could trigger a benefit to the railroads, such as Union Pacific, BNSF, Norfolk Southern, and CSX).
June 18, 2007
DM&E Back at Possibly Expanding Into the Powder River Basin—Potential Impacts on DM&E, Union Pacific (UP), and BNSF
Analysis of: DM&E Head Focuses on Rail Expansion | www.casperstartribune.net
Author: Thomas Shewski, Owner, High Energy Services
    The Dakota Minnesota & Eastern (DM&E) was turned down for its application with the Federal Railroad Administration (FRA) for approximately $2.3 billion in Government-backed loan guarantees through the Railroad Rehabilitation & Improvement Financing (RRIF) out of...
June 18, 2007
Coal Production Cuts Have Been Overstated by the Energy Information Agency
Analysis of: Energy Information Agency Weekly U.S. Coal Production Overview | www.eia.doe.gov
Author: Thomas Shewski, Owner, High Energy Services
    The Energy Information Agency (EIA) has been overstating the coal production cuts in the Central Appalachian region.. Those that have been utilizing the EIA numbers for modeling coal producer sales from the Central Appalachian region or for estimating coal inventories at utilities...
June 15, 2007
Massey and its Central Appalachian Mines Under Attack. The Good News: Current Rising Central Appalachian Prices Help Central Appalachian Mines
Analysis of: Loeb Bails from Massey Energy | www.underthecounter.net
Author: Thomas Shewski, Owner, High Energy Services
    Massey had a one-two punch of news. The first, which is the linked resignation letter, was the abrupt departure of two Board Members from Third Point Capital. The second was the Federal District Court of Southern West Virginia’s ruling on June 13, 2007 rejecting the practice...
Ron MusolinoJune 11, 2007
The Housing Market: Poised for a Sudden Reversal?
Analysis of: U.S.: Is The Housing Recession Starting To Recede? | www.businessweek.com
Author: Ron Musolino, President, RM Consulting
April's new home sales data showed the largest monthly gain in 14 years.  Could this signal the start of the next housing boom?  Several negative factors indicate otherwise.
Ron MusolinoMay 30, 2007
The Depressed Housing Market: How Long Can Building Products Companies Hold On?
Analysis of: Building Plans Fall to 10-Year Low, But Some See Hope | www.investors.com
Author: Ron Musolino, President, RM Consulting
Who among all the participants will survive the continuing slow housing market?  In this integrated industry, the pain from declining revenues and profits in the red span the gamut of participants, from builders down to wood cutters in the forest?  Is anyone exempt?  Who is positioned...
May 25, 2007
USG not withstanding construction spending expected to stay strong
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: GLG Expert Contributor
Health care, higher education and water/wastewater will be among the hottest markets for design and construction firms in 2007, A/E/C industry will outperform the U.S. economy in 2007, while only 12% expect the industry to lag.  , Health care, higher education and water/wastewater will be among...
May 23, 2007
USG Sees the Future Both Near and Far Term
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
USG is cutting labor.  What else are they doing that the rest of the industry will be following?

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