GLG News by Gypsum Wallboard Experts

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.

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...

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...

USG is cutting labor.  What else are they doing that the rest of the industry will be following?

    As the article points out, Massey Energy was hit with an EPA lawsuit for approximately $1.7 billion alleging violation of the Clean Water Act. The EPA issued the suit based on Massey exceeding the average monthly or daily permit limit between January 2000 and March 2006.     The...

Coal from the coal fields in the Powder River Basin of Wyoming have to compete on a delivered-, emissions-adjusted basis to coal’s in the other producing regions, such as the Central Appalachian Basin. The recent increase in Eastern coal prices and SO2 emissions allowances now allow the Powder River...

FreightCar America Senior Vice President of Sales and Marketing exercised 32,980 shares of company stock at $19 each on May 3 and sold the shares for $46.88 each on May 4. According to SEC Form 4, he beneficially owns 7,000 shares after this transaction. It may be that FreightCar America Management...

The article in The Wall Street Journal describes potential Legislation to require the use of compact fluorescent bulbs (CFL) and other energy-saving lights to decrease the emissions of carbon dioxide (CO2) from coal-fired power plants. The Analysis Section below has some additional math and discussion...

The market is heading for the basement. The market is dead, because of greedy builders. Miami has over 71,000 condos for sale. 3 years ago prices were normal. Greedy builders decided to double the prices and build, build and build. Buyers’ incomes did not go up. So, we have a Bomb in Miami. No one is...

    Evergreen Energy (formerly KFx) continues to disappoint investors with the lack of significant progress on placing its beneficiated coal to customers.     The commentary section below provides a quick primer on Evergreen Energy’s beneficiated coal and the...