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January 2, 2008
Airports should be added to ETS - Emission Trading Schemes
Analysis of: Going Green: Minimizing Aviation's Environmental Footprint at Airports | www.trb.org
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airports should be added to ETS - Emission Trading Schemes
Analysis of: Going Green: Minimizing Aviation's Environmental Footprint at Airports | www.trb.org
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Airports have a major impact on Aviation's efficiency Airports are a very scarce resource Airports need to be added to Emissions Trading Schemes now.
December 21, 2007
Search goes Legit. Kayak buys Sidestep for $180 Million
Analysis of: Breaking: Kayak Raises $196 Million, Buys Rival SideStep | www.techcrunch.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Search goes Legit. Kayak buys Sidestep for $180 Million
Analysis of: Breaking: Kayak Raises $196 Million, Buys Rival SideStep | www.techcrunch.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Two leading search players combine in the US market Costs will be slimmed so that two marginally profitable companies will become nicely profitable Challenge to Google is timely
December 17, 2007
US Majors in for a rough ride as traffic slows
Analysis of: Airlines predict flat traffic over Christmas | www.msnbc.msn.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
US Majors in for a rough ride as traffic slows
Analysis of: Airlines predict flat traffic over Christmas | www.msnbc.msn.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
US Majors and all US based carriers in general face a series of threats to the growth of consumer spending in Travel. The long decline of the dollar is making the players attractive to overseas based investors particularly other airlines based outside of the USA. Unless you are a big gambler - the US...
December 14, 2007
Lufthansa becomes jetBlue's White Knight
Analysis of: Lufthansa JetBlue scene | us.ft.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Lufthansa becomes jetBlue's White Knight
Analysis of: Lufthansa JetBlue scene | us.ft.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Lufthansa rescues jetBlue from its malaise. Watch out United - time to get your house in order Does this really mean a chance for the British Airways and American Airlines to consumate their union?
December 12, 2007
India: Great Market Unless You Want To Make Money
Analysis of: Kingfisher Airlines posts Rs 577 cr loss on cost flap | economictimes.indiatimes.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
India: Great Market Unless You Want To Make Money
Analysis of: Kingfisher Airlines posts Rs 577 cr loss on cost flap | economictimes.indiatimes.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Kingfisher one of the largest airlines now in India and clearly destined to be a survivor has just announced a whopping big loss. They have now absorbed Air Deccan the original LCC but the yields are just not there. What does this mean for the market in general and for India as a whole?
December 11, 2007
Heathrow to US Airlines: Please park your planes in the remote parking lots.
Analysis of: SkyTeam duo take on BA to Seattle | www.telegraph.co.uk
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Heathrow to US Airlines: Please park your planes in the remote parking lots.
Analysis of: SkyTeam duo take on BA to Seattle | www.telegraph.co.uk
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
LHR will become extremely crowded starting in March of 2008. Clear winners are likely to be the Skyteam Alliance. Will there be significant revenue impact on the incumbents?
December 7, 2007
Only the gods can save Olympic
Analysis of: Olympic Airlines' Future in Question | biz.yahoo.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Only the gods can save Olympic
Analysis of: Olympic Airlines' Future in Question | biz.yahoo.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
No reasonable solution is left for the ailing Greek Carrier The only option appears to be the "Sabena" Solution.
December 7, 2007
Will this be the last in the saga?
Analysis of: Air France, Air One lead charge for Alitalia; Lufthansa opts out | www.atwonline.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Will this be the last in the saga?
Analysis of: Air France, Air One lead charge for Alitalia; Lufthansa opts out | www.atwonline.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Alitalia is still a very sick company with endemic problems across the whole organization. Bloated Labor, Ageing fleet and lots of competition. What chance for a successful outcome of this auction?
November 26, 2007
jetBlue - ripe for something
Analysis of: More US Airline Consolidation Only A Matter Of Time: Analysts | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
jetBlue - ripe for something
Analysis of: More US Airline Consolidation Only A Matter Of Time: Analysts | online.wsj.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
jetBlue was the darling of the market in 2003 Q3. Now it is one of the dogs languishing at all time lows. This was not meant to happen, this analysis looks at the airline and options for its future.
November 12, 2007
Massive Orders on Opening Day of Dubai Airshow
Analysis of: Gulf airlines place massive aircraft orders at Dubai air show | www.iht.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Massive Orders on Opening Day of Dubai Airshow
Analysis of: Gulf airlines place massive aircraft orders at Dubai air show | www.iht.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
Emirates chooses A350XWB. Qatar shifts to Boeing with large order for 787 NAS orders 20 A320s
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