GLG News by Airline Consultants: GLG Leaders and Scholars (US)

Boeing has not handled the 787 program news well.  Obfuscation has enabled others to frame the news; invariably putting Boeing in a bad light.

Losing skilled pilots is a problem

Do no tough questions mean no insight?  Or does it mean the market has already started to write off this experiment?  The truth for me is that it may be more likely that analysts are as in love with this industry as the rest of us. For them, that's a scary place to be.  At least we have...

The attempts at transparency may be fleeting. Silverjet is not as strong as it seems to be.

Air transportation and the economy will suffer if we can not break this gridlock.

Northwest needs a merger. Its staff fight with management virtually all the time. It is an airline passengers have to fly rather than choose to fly. Management and staff see a merger as a way to get rid of each other and they embrace the chance to do so.  But on the way to the merger they need...

Where do the fleet planners start? Rationalizing this airline's fleet is going to be a really tough job.

BA is tremendously loyal to Rolls Royce.  How does this impact the next round of BA's orders?  Is there a trickle down impact for other sirlines which are influenced by BA?

Ryanair's results have people worried.  That is an appropriate reaction - but rather than knock down Ryanair share price, other EU airlines are at greater risk.

The pilots leaving the industry are not doing so beause they have to. This should scare US airline managements.