Mr. Timothy O'Neil-Dunne

GLG News by Mr. Timothy O'Neil-Dunne, Managing Partner

As goes Austrian - So will go many other carriers UNLESS they change.

September 26, 2009

Analysis of:Austrian Airlines to cut more jobs | news.moneycentral.msn.com

Austrian has lost its independence. it is now firmly a part of the Lufthansa group of companies. Are there lessons here for other airlines? Who is next for the spotlight, Aer Lingus, SAS Scandinavian Airlines,  Japan Airlines? Is the consolidation inevitable? This analysis tries to address these  fundamental questions

BA - Short Sellers Favorite Airline

September 21, 2009

Analysis of:British Airways pension tension | ftalphaville.ft.com

British Airways' pension deficit is the matter of much conjecture. It is shortly to be revalued. Why then is there a significant influx of short players into BA? And what does this mean for BA's global ambitions?

Does 4 Sick Airlines Make One Healthy One?

September 20, 2009

Analysis of:American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

All legacy carriers bar a few special cases are suffering at the hands of the GFC.So it would seem illogical that in an industry that has significantly underperformed as well as facing an uncertain future would want four fairly sickly players to come together.

BA Too Poor To Shell Out For JAL - Needs Sugar Daddy Fast

September 20, 2009

Analysis of:British Air Says Trying To Keep JAL In Alliance | online.wsj.com

British Airways needs all the friends it can get these days. So while it has been so far left out of the global realignment of the airline industry. Is this the right time? Is this even possible given their rather weak balance sheet these days? What are the issues and risks associated - read on if you want to see if BA can support JAL's survival fight.

Which Keiretsu For JAL? Skyteam or OneWorld

September 20, 2009

Analysis of:American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

JAL's somewhat precarious state has fueled a frenzy for control of the number two Japanese Carrier. With Star Alliance firmly entrenched with ANA - a win for either remaining consortium could significantly alter the balance of global airline alliances - indeed possibly the make up of the Global Airline Market.

Orbitz - Could It Be Crisis?

January 7, 2009

Analysis of:Orbitz Names Harford CEO, Plans More Cost Cuts | online.wsj.com

For the second time in 60 days - Orbitz has announced a major cut back. This time the cuts are even greater than those of December. A new CEO to replace ousted Steve Barnhart - Barney Harford comes in from Expedia.

Expedia restructures - tough times ahead

November 17, 2008

Analysis of:Expedia shuffles executives, brands | www.bizjournals.com

Expedia is caught between a number of not very nice pressures. Global shrinking transactions, reduced ad expenditures, lack of blockbuster new global markets and increased competition from other OTAs as well as Suppliers. Expedia has to outperform its peers, this time however its bulk may not help it.

September US airline traffic results will not be pretty - more capacity cuts to come

October 6, 2008

Analysis of:Continental Airlines Reports September 2008 Operational Performance | www.tradingmarkets.com

CAL is the first to report September traffic and it is NOT pretty, while capacity was cut - traffic declined even further. There will be more cuts to come as load factors fall across the US System. CAL is one of the airlines better positioned to handle the downturn so their numbers are likely to be at the better end of the results.

Airlines Selling "Free" Air

September 18, 2008

Analysis of:Airline Stocks Fly Through the Downturn | www.thestreet.com

Airlines have been milking their frequent flyer programs and essentially selling something for nothing. But with IFRIC13 there is now a significant impact on their balance sheets. Are airlines opening themselves up for a problem that will haunt them for the future?

A Mature Virgin Desires an Old Midland

September 2, 2008

Analysis of:Virgin Atlantic ready to take on BA | www.telegraph.co.uk

The proposed commercial alliance of British Airways, Iberia and American - lets call it BAAABI represents a strong consolidation on the most lucrative part of the Transatlantic market - UK-USA. Virgin Atlantic and its chairman have been waging a "BA-AA No Way" battle for years. Now its very intense. But rather than rail against the establishment - Virgin is striking now at the possibility of a hook up with BMI. Andwhat of BMI's other suitors?

Austrian struggles as deadline approaches

August 25, 2008

Analysis of:Austrian struggles to find strategic partner | uk.biz.yahoo.com

Today all interested parties must submit their expressions of interest to acquire the Austrian Government's 43% shares in the former national carrier Austrian Airlines. Any party can express interest but it has been made clear that Lufthansa is the preferred family member to win. There is a small chance a minor player may make it but who really needs vs who can cause an upset seems to be the politics of this game.

And now the end is near, and so I face the final curtain...

August 14, 2008

Analysis of:Travelport Announces Second Quarter 2008 Results | www.examiner.com

The GDS model has sustained the neutral travel distribution model for a very long time. From its less than humble beginings with IBM and American Airlines to the peak years of the mid- 1990s to to twilight zone it now finds itself in. So the time has come to accept its short comings and move forward with a new set of technologies and service models more accurately reflecting the value of the players and the services they provide.

Ryanair and the EC. Time for a Truce?

August 13, 2008

Analysis of:Commission targets 'rip-off' air ticket sites | www.euractiv.com

The EC and Ryanair are at constant loggerheads over the 3 main issues of fare displays, Subsidies from cities wanting service and of course the Aer Lingus acquisition. Given the economic climate and benefits that air transportation provides, the EC should perhaps consider rethinking at least one of these policies. the issue of stimulus packages to entice airlines to fly to particular airports.

The winter of Discontent will blow cold winds at United.

August 13, 2008

Analysis of:United's pilots want Tilton out | www.chicagotribune.com

United's management is now embattled in both a legal and commercial fight with its pilot's the very people who brought in Tilton in the first place. United must cut more heads and deeper across the board to match the fleet reductions

The Coming Winter of Discontent

May 20, 2008

Analysis of:How satisfied are travelers with their services? | www.usatoday.com

Service metrics are at a significant low for US airlines. While other airlines - particularly in emerging markets are powering ahead with superlatives and solid quality at all parts of the Spectrum, the same cannot be said of the US products. The US airlines are sowing the seeds of long term brand value erosion.

Do we have to suffer Airport hassle?

May 5, 2008

Analysis of:Heathrow Terminal 5 users refused insurance | www.telegraph.co.uk

Airports are the gateway to the transportation system, also a retail paradise and a security nightmare. How to reconcile this can be a disaster as LHR T5 has shown. But perhaps we should remember that an airport is really about passenger movement and we should look for better ways to move passengers.

Hurray! Sanity at last – Continental decides there are no suitable dance partners.

April 28, 2008

Analysis of:Continental Rejects Mergers,Scuttling Talks With United | online.wsj.com

Continental decides while it is open to new alliances, it does not want to marry. Rejecting both United and US Airways creates concern for the industry's weakest links. AMR will sit this dance out.

Eos a victim of circumstances and time.

April 28, 2008

Analysis of:Eos Airlines Files for Bankruptcy | online.wsj.com

Eos was a fine airline a pioneer in the service model for premium traffic. The ability of the airline to survive the current financial crisis on both sides of the atlantic became obvious very quickly. Is there a message for other airlines at this point?

Time to speak the unthinkable – Regulation

April 17, 2008

Analysis of:Airline Deal Isn't Done Yet | online.wsj.com

The airline free market has been a mixed blessing at best. With the air transportation system so vital the the economic welfare of the USA, it is time to evalute alternative solutions to the airline pricing mess. Airlines must not be subsidized by their shareholders to act irresponsibly with capital. The responsibility for ensuring pricing rationality has to be with the reguatory body. That means the government must start with a rational policy on taxation!

Fix Heathrow now before its too late.

April 7, 2008

Analysis of:Heathrow’s older terminals still a disgrace, travellers say | travel.timesonline.co.uk

While BA is grappling with its baggage woes at its supposed showpiece Terminal 5 – let’s not think that everything is rosy for everyone else at Heathrow. What to do about London Heathrow (LHR)  and its disgraceful Terminals should be of major concern to the UK Government and the airport tenants of LHR, probably for the whole UK Economy. Before  there is a knee jerk reaction by the UK parliament seeking to break up BAA’s current monopoly of London’s 3 major airports, lets look at a solid solution to address the chronic ills of Heathrow and BAA.

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