Council Members in this Study Group: 120
This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.
Leading institutions connect with members of this Study Group through GLG
Owner
High Energy Services![]()
Thomas Shewski is the Owner of High Energy Services, a firm providing fuel, transportation, emissions, and power plant services to existing and proposed generating plants. Mr. Shewski is currently involved in buying fuel, transportation, and emissions...
Managing Director
MMLC Group![]()
Matthew Murphy is the Managing Director of the MMLC Group in Beijing. Prior to founding the MMLC Group, Mr. Murphy was part of the China and M&A teams at Freshfields Bruckhaus Deringer and led the Asian IP/IT group out of Hong Kong. He specializes in...
Craig MarstonManaging Director
CEM Marine![]()
Craig Marston is Managing Director at CEM Marine, a firm providing consulting services in the maritime and shipping industry. Mr. Marston has more than 20 years of experience in the maritime industry, including Profit and Loss (P&L) responsibility for...
Toby KolstadPresident
Rail Theory Forecasts![]()
Toby Kolstad is President of Rail Theory Forecasts, a firm providing consulting and forecasting services in North American rail freight traffic and railcar demand. Mr. Kolstad has more than 35 years of experience in the railroad industry. He also has...
Managing Director
May Commodity Associates![]()
James May is Managing Director of May Commodity Associates, a firm providing strategic advice to clients in the steel, steel raw materials, metals, and industrial minerals sectors. Prior, Mr. May was Director of Steel Research Metal Bulletin. He has extensive...
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China's Anti-Monopoly Bureau Approves the Panasonic-Sanyo Transaction
November 11, 2009
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.
Mr. Buffet, buying a real railroad is not like in the board game.
November 6, 2009
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?
The Regulation of Online Games in China
October 30, 2009
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.
Freightcar America has a strong balance sheet; but that’s all!
October 3, 2009
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.
China’s Anti-Monopoly Bureau Approves the Pfizer-Wyeth Transaction
September 29, 2009
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.
| Study Group Name | No. Members |
|---|---|
| Iron Ore Mining Experts (North America) | 70 |
| Steel Experts | 496 |
| Mining Experts | 1474 |
| Metallurgical Coal Experts | 113 |
| Coking Coal Experts | 66 |
| Thermal Coal Experts | 86 |
| Copper Mining Experts | 113 |
| Coal Industry Consultants | 101 |
October 13, 2009 | London
Seminar: Precious Metals Outlook (London)October 8, 2009 | New York
Seminar: Rail Trends (New York)September 30, 2009 | New York
Seminar: Precious Metals Outlook (New York)Leading Experts in Iron Ore Mining Experts have not participated in any GLG webcasts.
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