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Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

September 26, 2009

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

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

BA - Short Sellers Favorite Airline

September 21, 2009

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?

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Does 4 Sick Airlines Make One Healthy One?

September 20, 2009

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.

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

September 20, 2009

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.

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Which Keiretsu For JAL? Skyteam or OneWorld

September 20, 2009

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.

Christopher Dane, President-HRG Afilliates, LLC

Christopher DanePresident-HRG Afilliates, LLCHOGG ROBINSON GROUP P L C What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hotels RevPar decline - It is more than just the economy coming out of recession

July 20, 2009

Reservations Mount Over Hotel Stocks | www.businessweek.com

While the economy plays a significant role in hotel RevPar results, their is much more to it than just that. "Events and Meetings Management" (EMM)-still no signs of life. Corporate travel budgets are typically built in the fall for following calendar year-so no growth until next year at the absolute earliest...MAYBE! If you have a decline in air service you are going to have a decline in RevPar...it is that simple...and the hotels should have seen it when airlines first announced those cuts.

Christopher Dane, President-HRG Afilliates, LLC

Christopher DanePresident-HRG Afilliates, LLCHOGG ROBINSON GROUP P L C What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cuba is not the "end all, be all" for the cruise industry

July 20, 2009

Cruise companies rise on sector's surge, U.S.-Cuba talks | www.reuters.com

1. Cuba will create a boom for the cruise industry....not really.2. If passed if will be several years before implemented.3. Cuba needs a lot of infrastructure work to support this potential move.4. Benefits other than cruise lines...entire Cuban economy, local hotels and building industry will have the biggest positive impact...could also lead to the demise of Castro and socialism.

Christopher Dane, President-HRG Afilliates, LLC

Christopher DanePresident-HRG Afilliates, LLCHOGG ROBINSON GROUP P L C What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Top Ten reasons to use a travel agent

June 25, 2009

Why Use A Travel Agent? | www.travelagentcentral.com

A David Letterman, tongue in cheek approach at why "use a travel agency".  Hopefully you wail see both the humor and the "deeper meaning" As travel becomes more "unbundled" it becomes more complicated (read: fees for everything...including checking in, using the lavatory on airplanes, a "resort fee" for a resort hotel etc.)  It is only going to get worse...so let someone else sort through it for me (and you)!

Christopher Dane, President-HRG Afilliates, LLC

Christopher DanePresident-HRG Afilliates, LLCHOGG ROBINSON GROUP P L C What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

If it did not work before in better economic times, what makes you think in will work now?

June 8, 2009

Jet America Airlines to fly for 9 dollars | www.freshnews.in

This model will fail...again. Cannot believe someone would invest in the person (Weikle) that started Skybus... a company that failed within months of startup.  At least Donald Burr and Freddie Laker enjoyed years of success before going out of business This is not another Allegiant model...unfortunately...if it were and done by someone else...it just  might make it. 

Christopher Dane, President-HRG Afilliates, LLC

Christopher DanePresident-HRG Afilliates, LLCHOGG ROBINSON GROUP P L C What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

AF-KLM eyes CSA and now purchased 25% interest in Alitalia

March 26, 2009

Air France-KLM eyes CSA, crisis ongoing | www.reuters.com

AF-KLM seems to have taken their eye off of the core AF/KLM airline. There is a point of diminishing returns when it comes to economies of scale and they have reach that point! EU may take a greater interest should their be anymore consolidations. This assumes that Iberia remains a separate entity or does something with BA. Lufthansa done a better job of acquisitions, investments and starting new business and seems to be more strategic in their approach.

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