GLG News by Airline Consultants: GLG Leaders and Scholars (US)
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October 10, 2008
Bombardier Either Uninformed or in Denial
Analysis of: Bombardier Predicts Continued Growth | www.avweb.com
Author: GLG Expert Contributor
Analysis of: Bombardier Predicts Continued Growth | www.avweb.com
Author: GLG Expert Contributor
Some business jet manufacturers seem clueless to the impending industry downturn. Denying the inevitable not only does shareholders a disservice but also delays the company from taking positive steps to minimize the economic impact.
October 8, 2008Another view
Analysis of: Airlines to Face Difficulty Getting Aircraft Financed | www.bloomberg.com
Author: Addison Schonland, Partner, Innovation Analysis Group
Today our fellow GLG colleague Doug McVitie made a great case for the the industry being able to keep going - he believes there is finance out there to fund the airlines and their huge orders. This post is not to argue with his cogent thesis - merely to provide readers with another view.
September 29, 2008Airline brand destruction - Qantas
Analysis of: Qantas devours its own | www.businessspectator.com.au
Author: Addison Schonland, Partner, Innovation Analysis Group
When you read the first three words above, you would normally think a US carrier world you not? Apparently the airline service contagion has now reached Australia's shores. What a pity.
September 29, 2008Yapping on Ryanair coming soon
Analysis of: Ryanair to allow mobile phones on flights | www.guardian.co.uk
Author: Addison Schonland, Partner, Innovation Analysis Group
So people wonder what the impact will be when Ryanair starts allowing phone calls. For me this is not so far fetched.
September 23, 2008
Business Aviation Downturn to be Deeper/Longer Than Generally Believed
Analysis of: Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com
Author: GLG Expert Contributor
Analysis of: Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com
Author: GLG Expert Contributor
There are clear signals that the business aviation sector has begun its cyclical decline. There are a multitude of factors which drive this market, with the availability and pricing of used aircraft one of them. While backlogs are currently fat, are they really large and solid enough to carry manufacturers...
September 22, 2008Fuel hedges start to bite
Analysis of: Dropping Oil Prices Hurting Airlines. Huh? | blog.wired.com
Author: Addison Schonland, Partner, Innovation Analysis Group
As fuel prices fall, what happens with all those pricey hedges at well over $100/barrel? Can this industry get anything right? Maybe circumstances are beyond any human comprehension.
September 22, 2008
What happened to the VLJ and Air Taxi "revolutiion"?
Analysis of: DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com
Author: GLG Expert Contributor
Analysis of: DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com
Author: GLG Expert Contributor
Air taxi provider DayJet is now sidelined while VLJ manufacturer Eclipse remains on life support. It appears that a successful wide-scale air taxi business model has yet to be developed. This has implications for other start-up air taxi operations and the OEMs who are to supply the equi...
September 16, 2008The New York meltdown
Analysis of: Stocks volatile amid uncertainty | news.bbc.co.uk
Author: Addison Schonland, Partner, Innovation Analysis Group
The damage is immense. The downstream impacts have not yet hit with full force. But a global tsunami has started.
September 16, 2008
The "right to fail" has always been a basic tenet of capitalism.
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Expert Contributor
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Expert Contributor
The article says airlines are set to lose a lot of money this year and next. The questioner asks how much of the damage is self inflicted? I'll interpret that to mean "Are there steps that can be taken to eliminate the loses? * Can one giant airline lose less money than 2 very large ones? * Do...
September 5, 2008How about the whole story?
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: Addison Schonland, Partner, Innovation Analysis Group
IATA rightly assigns much of its members' travails to the oil spike. How quickly we forget. Before the oil spike we had a situation where many airlines were struggling - especially in the US - with rising labor demands. The truth is that the industry had a brief moment of profitability. There were exceptions...
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