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Dakota, Minnesota & Eastern railroad coal expansion.

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Posted by kgbw49 on Sunday, November 15, 2020 9:19 PM

The reality is the DM&E and IC&E were very profitable. The ethanol mandates meant a proliferation of large plants with prodigious amounts of stable, year-round traffic that for the most part had not been on the lines when they had been spun off. The lines were, and still are, profitable in their own right, which is why CP purchased them.

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Posted by Murphy Siding on Sunday, November 15, 2020 4:48 PM

Convicted One

Or there could have been significant  stockholders having split sympathies...

 

Split sympathies for another railroad's behavior? That seems like a stretch.

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Posted by Convicted One on Sunday, November 15, 2020 1:49 PM

Or there could have been significant  stockholders having split sympathies...

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Posted by Electroliner 1935 on Sunday, November 15, 2020 1:43 PM

Convicted One
Perhaps the Mayo Clinic was "banking" organs for him? As one get's older, priorities often change.

Lot of good that did.

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Posted by Convicted One on Sunday, November 15, 2020 1:27 PM

Murphy Siding
Why would he do something like that? It wouldn't lower the OR

Perhaps the Mayo Clinic was "banking" organs for him? As one get's older, priorities often change.

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Posted by Murphy Siding on Sunday, November 15, 2020 12:51 PM

Convicted One

 

 
kgbw49
. I distinctly remember EHH being quoted in interviews saying the reason for the purchase was the existing railroad.

 

Wasn't there some speculation that CP was acting in a "white knight" capacity for the Mayo clinic, in order to quell the Rochester conflict?

 

Why would he do something like that? It wouldn't lower the OR. Devil

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Posted by Convicted One on Saturday, November 14, 2020 11:46 AM

kgbw49
. I distinctly remember EHH being quoted in interviews saying the reason for the purchase was the existing railroad.

Wasn't there some speculation that CP was acting in a "white knight" capacity for the Mayo clinic, in order to quell the Rochester conflict?

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Posted by kgbw49 on Saturday, November 14, 2020 8:11 AM

There were numerous articles about the purchase in the Wall Street Journal and other non-railfan publications. I distinctly remember EHH being quoted in interviews saying the reason for the purchase was the existing railroad.

The bulk of it was the IC&E which was and is all former Milwaukee Road lines.

The DM&E, which was former C&NW trackage, was actually the smaller entity in terms of route miles when it purchased I&M Raillink, which was all former MILW trackage. They operated the renamed Iowa, Chicago & Eastern and the Dakota, Minnesota & Eastern as one railroad, bulking up a connecting line between Owatonna, MN and Austin, MN and running through freights from Huron, SD to Chicago.

EHH sold off all of the DM&E west of Tracy, MN in very short order to Genessee & Wyoming, keeping the great majority of DM&E traffic for CP. On the renamed Rapid City, Pierre & Eastern west of the Missouri River is a long stretch of over 100 miles of 10 mph track with very little on line business.

On the other hand, all the former IC&E track remains as part of the CP system.

I agree it was access to KC and all the additional grain, ethanol and other traffic on the lines that were the big drivers in CP Re-acquiring the lines.

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Posted by Murphy Siding on Friday, November 13, 2020 6:13 PM

jeffhergert

 

 
CMStPnP

 

 
Murphy Siding
Maybe?  DM&E and CP were pretty tight before the coal idea came up. When the railroad mas sold, the deal was something like $1.8 billion, plus another $1 billion if the coal line got built.

 

Yes, this is how I read it as well.    CP wanted DM&E for the same reason IC wanted back it's Chicago to Omaha line.    I am not sure of the specifics but it had something to do with hauling grain and crops and being able to charge more with a line into prairie country that originates the traffic.    With the DM&E line I believe CP gets better rates on some originating seasonal crop traffic and can haul it longer distance.    Probably also institute those unit train limits and load out areas for unit trains as well.

In other words, looks like the Class I's abandoned just a little too much of their former granger lines and are now learning of the full revenue loss of doing so.

Kind of interesting as I wonder if CP would have wanted to hold onto the former Milwaukee Road to Omaha as well if the tracks were not gone now.

 

 

 

I think it was more to get back to Kansas City.  All though it's conventional wisdom for railfans that the coal line was the big reason, I think the projected coal line was the least of the CP's considerations.

Jeff

 

I agree. The way the railroad was sold, it appears CP was more realistic about the proposed coal line than DM&E was.

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Posted by jeffhergert on Friday, November 13, 2020 5:58 PM

CMStPnP

 

 
Murphy Siding
Maybe?  DM&E and CP were pretty tight before the coal idea came up. When the railroad mas sold, the deal was something like $1.8 billion, plus another $1 billion if the coal line got built.

 

Yes, this is how I read it as well.    CP wanted DM&E for the same reason IC wanted back it's Chicago to Omaha line.    I am not sure of the specifics but it had something to do with hauling grain and crops and being able to charge more with a line into prairie country that originates the traffic.    With the DM&E line I believe CP gets better rates on some originating seasonal crop traffic and can haul it longer distance.    Probably also institute those unit train limits and load out areas for unit trains as well.

In other words, looks like the Class I's abandoned just a little too much of their former granger lines and are now learning of the full revenue loss of doing so.

Kind of interesting as I wonder if CP would have wanted to hold onto the former Milwaukee Road to Omaha as well if the tracks were not gone now.

 

I think it was more to get back to Kansas City.  All though it's conventional wisdom for railfans that the coal line was the big reason, I think the projected coal line was the least of the CP's considerations.

Jeff

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Posted by CMStPnP on Friday, November 13, 2020 5:00 PM

Murphy Siding
Maybe?  DM&E and CP were pretty tight before the coal idea came up. When the railroad mas sold, the deal was something like $1.8 billion, plus another $1 billion if the coal line got built.

Yes, this is how I read it as well.    CP wanted DM&E for the same reason IC wanted back it's Chicago to Omaha line.    I am not sure of the specifics but it had something to do with hauling grain and crops and being able to charge more with a line into prairie country that originates the traffic.    With the DM&E line I believe CP gets better rates on some originating seasonal crop traffic and can haul it longer distance.    Probably also institute those unit train limits and load out areas for unit trains as well.

In other words, looks like the Class I's abandoned just a little too much of their former granger lines and are now learning of the full revenue loss of doing so.

Kind of interesting as I wonder if CP would have wanted to hold onto the former Milwaukee Road to Omaha as well if the tracks were not gone now.

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Posted by Convicted One on Friday, November 13, 2020 4:11 PM

At this point, I'm really wondering how the determination of value for the collateral is made?  Market value at present, or some formula based upon what the eventual value might be after rehabilitation has been completed?

If the latter, it sure seems like it opens the door for creative minds to prosper,  with clandestine opportunity. I don't know if you've followed some of the hustles put together by unscrupulous charter school operators.....but.....oh well, I'm sure you get my drift.  Devil

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Posted by Convicted One on Friday, November 13, 2020 3:59 PM

Murphy Siding
It makes me jittery to think that a government agency had to borrow money through a government agency

Perhaaps that is somebody's idea of "vertical integration"?  Laugh

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Posted by Murphy Siding on Friday, November 13, 2020 3:51 PM

Convicted One
 
Murphy Siding
eing the geek I  am, I read the whole ting

 

Amtrak sure has helped themselves.   

 

I saw that. Amtrak has borrowed roughly $3.5 billion and they've paid back about $1 billion. It makes me jittery to think that a government agency had to borrow money through a government agency. They had to pay an extra fee that puts money into the kitty for entities that can't repay their loans through the government agency. To be fair, Amtrak says they are on schedule to pay the money back.

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Posted by Convicted One on Friday, November 13, 2020 1:14 PM

Murphy Siding
eing the geek I  am, I read the whole ting

Amtrak sure has helped themselves.   

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Posted by Murphy Siding on Friday, November 13, 2020 1:04 PM

Convicted One
 
Murphy Siding
Anybody know how that works if it was an FRA loan?  Would FRA have to foreclose and then try to find a buyer?

 

You might find the following reading of interest.  The section titled "Loan Costs" prescribes a combination of factors to assure that the loans function at zero cost to the government.  A combination of "Credit Risk Premium" paid by the borrower,  as well as collateral to guarantee the loan.

So, I guess your answer is in there.

Also interesting is the table listing names and amounts of entities to have already taken advantage of the program.   D,M,&E having already been to the well twice.

https://fas.org/sgp/crs/misc/R44028.pdf

 

Being the geek I  am, I read the whole ting. That was interesting. I never knew there were 500+ shortlines in the US.

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Posted by Convicted One on Friday, November 13, 2020 11:06 AM

Murphy Siding
Anybody know how that works if it was an FRA loan?  Would FRA have to foreclose and then try to find a buyer?

You might find the following reading of interest.  The section titled "Loan Costs" prescribes a combination of factors to assure that the loans function at zero cost to the government.  A combination of "Credit Risk Premium" paid by the borrower,  as well as collateral to guarantee the loan.

So, I guess your answer is in there.

Also interesting is the table listing names and amounts of entities to have already taken advantage of the program.   D,M,&E having already been to the well twice.

https://fas.org/sgp/crs/misc/R44028.pdf

 

Also, if you review the aplication form here (got to download a *.docx copy) it is pretty evident that collateral is a necessary part of the process.

https://www.transportation.gov/buildamerica/financing/forms/rrif-and-tifia-application-form-doc

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Posted by MMLDelete on Friday, November 13, 2020 10:45 AM

tree68
Ah, yes.  Genny Cream Ale.  Some folks love, others not so much.  It's OK.

To tell you the truth, we drank that exclusively for about 2 1/2 years purely because it was the cheapest. Very cheap, because we were basically destitute. (I was working as a darkroom slave, and my wife was going to school at Syracuse U.) I think we were paying about $8 for a case of 24. Then one day we decided we couldn't stomach another can of it. After that we switched to Labatt's Blue.

Nowadays I drink pretty much only dark beer (try Nitro milk stout Yes), so I'd probably no longer like the Labatt's either. But it was a step up from the Genny Cream.

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Posted by Murphy Siding on Friday, November 13, 2020 10:13 AM

MidlandMike

Somebody would probably been eating the loan.

I have always heard it pronounced JEN-uh-see

 

Anybody know how that works if it was an FRA loan?  Would FRA have to foreclose and then try to find a buyer?

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Posted by tree68 on Friday, November 13, 2020 7:26 AM

adkrr64
Lithonia Operator Larry, is Genesee beer still a going concern? I lived in Syracuse from like '77 to '80, and that's all we drank. Yes it is, though it has changed owners and names a few times since you were in Syracuse. But it's back to Genesee Brewing now!

Ah, yes.  Genny Cream Ale.  Some folks love, others not so much.  It's OK.

A throwback to one of their advertisements, tied together with what would be horrible medical advice today, making it all, of course, a joke:

A woman went to the doctor with signs and symptoms of pregnancy.  After a thorough examination, the doctor confirmed that she was, indeed, pregnant.  He also advised her to drink Genesee beer.  

This struck her as curious, so she inquired further, to which the doc replied, (sing along if you know the tune) "Genny is the one beer to have when you're having more than one..."

Groan as appropriate.

Now, back to trains.

 Edit - I had the beer wrong - it was Schaeffer - but the joke is still worth a chuckle...

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Posted by Murphy Siding on Friday, November 13, 2020 7:14 AM

Maybe?  DM&E and CP were pretty tight before the coal idea came up. When the railroad was sold, the deal was something like $1.8 billion, plus another $1 billion if the coal line got built later.

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Posted by adkrr64 on Friday, November 13, 2020 5:38 AM

Lithonia Operator
Larry, is Genesee beer still a going concern? I lived in Syracuse from like '77 to '80, and that's all we drank.

Yes it is, though it has changed owners and names a few times since you were in Syracuse. But it's back to Genesee Brewing now!

https://en.m.wikipedia.org/wiki/Genesee_Brewing_Company

https://www.geneseebeer.com/

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Posted by SD70Dude on Friday, November 13, 2020 12:44 AM

Wasn't the potential PRB access one of the main reasons behind CP's interest in DM&E?

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Posted by mudchicken on Thursday, November 12, 2020 11:23 PM

Murph:

Had things been different, DM&E might have still been swallowed-up by one of the Class 1's. Nobody at the time thought the coal market would crash like it did. The pressures of somebody getting direct access into the PRB might have created some strange bedfellows, but we may never know what was actually going on behind the scenes. The engineering side of the equation was very competent, the operating side a little less so.

The stuff in the green bottles and cans, not to be confuzed with Rolling Rock is still out there. Shoenling Little Kings is still out there as well from the bad old days. Folks in the east half of the country probably recognize the name. Kinda funny to see how Trader Joes and others pass off eastern beer as something special(?)...never were what is passed-off as microbreweries today. 

(Does Electroliner remember seeing Arte Johnson's commercials for Hudepohl?)

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Posted by MMLDelete on Thursday, November 12, 2020 10:26 PM

Larry, is Genesee beer still a going concern? I lived in Syracuse from like '77 to '80, and that's all we drank.

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Posted by tree68 on Thursday, November 12, 2020 10:18 PM

JEN-uh-SEE.  

LarryWhistling
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Posted by MidlandMike on Thursday, November 12, 2020 9:41 PM

Somebody would probably been eating the loan.

I have always heard it pronounced JEN-uh-see

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Dakota, Minnesota & Eastern railroad coal expansion.
Posted by Murphy Siding on Thursday, November 12, 2020 8:52 PM

      On February 26, 2007, the FRA rejected a proposed $2.3 billion loan to DM&E. The railroad never did find the money to do the expansion into the Powder River Basin of Wyoming to haul coal. Eventually the railroad and it's sister line the IC&E were sold to CP. Later selling to Genesee* and Wyoming Railroad company. It operates now as the Rapid City, Pierre and Eastern Railroad.

     Thinking over what's happened in the world in the last 13 years, where would DM&E be now, if it had gotten the $2.3 billion FRA loan?

*How is Genesee pronounced? juh-NIECE? or jen-UH-see?

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