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GLG News by Airline Industry Experts (EU)

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August 30, 2007
Russia and its Energy
Analysis of: Russia Will Build Floating Nuclear Power Plants | www.energy-daily.com
Author: GLG Expert Contributor
The floating nuclear powerplant (NPP) will be an old technology in a new suit. So why build it? The answer is: it is cheap energy for a long time. Plus: on an efficiency level, Natural Gas simply cannot provide this quantity of power at such a low price. Plus: it is CO2 neutral. The idea is born out...
August 1, 2007
Utility of Premium Services.
Analysis of: British Airways May Start All-Premium Services Between U.S., EU | www.bloomberg.com
Author: GLG Expert Contributor
Is it really worth investing in a competitive Premium Service? Are these lounges used?
August 1, 2007
Terror threat in the transportation industries
Analysis of: BOMB SCARE STOPS FERRIES | edmontonsun.com
Author: GLG Expert Contributor
Necessity of security control at all levels. Governements use of terror threat to scare people. 
David JarachJuly 23, 2007
Alitalia case as a minor actor in a major European airline industry shakeout
Analysis of: Italian Government has to find another solution for Alitalia | www.ft.com
Author: David Jarach, Managing Partner, Diciottofebbraio Srl
After the collapse of the Alitalia's sale process, with the last one of original 10 bidders having abandoned the game, it's now time for tough choices for the Italian Government. The past months showed that there is really little financial interest on the international market for Alitalia, most definitely...
July 23, 2007
Terminal terminated...
Analysis of: Italian Government has to find another solution for Alitalia | www.ft.com
Author: GLG Expert Contributor
Union intervention - Mismanagement - weak government The crux about Alitalia's misery basically hinges on a few straight points: Firstly, the unions basically call the shots behind the scenes. Secondly, these unions have constantly been protected by the prevailing governments - mostly of socialist flavour;...
July 20, 2007
Highway Stars
Analysis of: EU Looks to Cargo Trains to Ease Load on Trucking | online.wsj.com
Author: GLG Expert Contributor
Trucking has always been a problem in the EU. Now that the environmental concern has been put on top of the agenda, the hyperactive EU commission is seeking ways out of the dilemma. If you take a closer look, however, this problem is split west-to-east. Western haulage companies carry a much higher...
July 12, 2007
Should a publicly owned airport be sold off in lieu of a road congestion scheme?
Analysis of: UK's Manchester Airport faces calls for sell down | www.centreforaviation.com
Author: GLG Expert Contributor
Privatisation of airports and the pros and cons thereof Alternative funding mechanisms to pay for a wholesale surface transport infrastructure scheme
David JarachMay 7, 2007
US Military budget improves Boeing profitability
Analysis of: Boeing earnings 12% above expectations | www.bloggingstocks.com
Author: David Jarach, Managing Partner, Diciottofebbraio Srl
- Boeing is performing better than direct competitor Airbus in the civilian market, where B777s and B787s are winning competition over the A350 and where B747ng is also promising better than A380;- In the military market, Boeing is benefiting from improvement of US military budget;- MRO business and...
David JarachOctober 30, 2006
airports as major sources for investors' focus
Analysis of: airport marketing | www.aerlines.nl
Author: David Jarach, Managing Partner, Diciottofebbraio Srl
. airports are traditional local monopolies;. improved competition from either new comers or reconverted sites have taken innovators to reengineer their value proposition;. state-of-the-art managerial solutions have a dramatic impact over EBITDA values;. this transtion may be easily supported with advisory...
David JarachOctober 27, 2006
positive outlook for the airline industry
Analysis of: Bullish Outlook For Airline Industry | www.forbes.com
Author: David Jarach, Managing Partner, Diciottofebbraio Srl
. the industry should turn all positive in 2006 instead than 2007. the industry seems to be quite immune from terroristic threats. further consolidation might be on the road

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