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GLG News by Defense Industry Consultants (EU)

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Doug McVitieApril 19, 2007
What exactly can you buy for $105 billion?
Analysis of: Boeing sells 30 more 787s | www.atwonline.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
You can do an awful lot with $105 billion. About 150 countries today actually have a lower GDP than Boeing has in list-price backlog for its two new models, with much more to come. Result? Ultra-strong supply chains.Looks like being an OEM today can have more upside than running some countries...
Doug McVitieApril 18, 2007
Lufthansa keeps the fleet-policy faith with dual-source regional order
Analysis of: Lufthansa Orders 45 Planes From Embraer, Bombardier | news.airwise.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
 In a move which could become increasingly indicative of major carriers' desires to obtain the best out of the commercial-airplane industry's two manufacturing duopolies, Lufthansa has confirmed it will buy regional jets from both Embraer and Bombardier.
Doug McVitieApril 16, 2007
Will US Airways be swayed by $89 million of ‘forgiveness’?
Analysis of: US Airways stays on profit track despite first-quarter disruptions | www.atwonline.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
 US Airways is on the verge of a major fleet announcement, marking the second stage of US Majors’ re-equipment moves after American’s recent B737-800 deal. The stakes are not as high for either Airbus or Boeing as most reports suggest, but the US Airways decision will still be significant.
Doug McVitieApril 16, 2007
Will Bell Helicopter or Cessna soon have new homes?
Analysis of: Osprey to be deployed to Iraq with Marines in September | www.signonsandiego.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
Product diversity in a company like Boeing is a bottom-line enhancer but go down the scale and that diversity can be read as a lack of focus. Is Textron showing such signs? Are Bell Helicopter and Cessna still ok under the same umbrella? Who keeps an Abrams tank and a Mini Metro in their...
Doug McVitieApril 16, 2007
Flying a transatlantic LCC kite, Ryanair-style…
Analysis of: Rivals pour cold water on Ryanair chief's plan for £7 flights to United States | www.guardian.co.uk
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
Irish low-cost carrier (LCC) Ryanair has long been a trailblazer. Led by its off-the-wall ceo, Michael O’Leary, Europe’s leading low-fares operator is never far from the headlines. This week’s latest offering is vintage O’Leary – cheap flights across the Atlantic, from about 2010. That's 2010, A.D…
Doug McVitieApril 13, 2007
Is Airbus about to lose its senior salesman, John Leahy?
Analysis of: Executive moves at Airbus | www.flightglobal.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
April 16 could mark the beginning of the end for Airbus’ top salesman, John Leahy, when Charles Champion becomes exec vp Customer Services. Leahy has overseen Airbus’ best sales years but the outlook is now far from rosy and he is understood to be re-evaluating his future, partly for health reaso...
Doug McVitieMarch 28, 2007
Will British Airways and Emirates endorse the Airbus A350XWB?
Analysis of: Airbus Rescues $16 Billion Qatar Order for A350 Jets | www.bloomberg.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
British Airways, Emirates, Aeroflot, Qatar Airways, Finnair and US Airways all have at least one thing in common -- the proposed Airbus A350XWB. But underneath this commonality lies a wide world of differences...
Doug McVitieMarch 26, 2007
Open Skies' -- What it means for European airlines
Analysis of: Fasten your seatbelts | scotlandonsunday.scotsman.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
'Open Skies' is either the opportunity to fly where you want, landing slots permitting, or a free-for-all that will lead to unregulated chaos, service fragmentation and even more travel headaches. For most European airlines, however, the scent of opportunity is in the air...  
Doug McVitieMarch 21, 2007
What you think you see isn't always what you get
Analysis of: Airbus exec hints at tardy 787, plays up A350 | archives.seattletimes.nwsource.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
In today's aerospace boardrooms, What You See Isn't Always What You Get... The names in the following little vignette have been left out because they're of secondary importance to the message which, as the title suggests, has deeper implications...  
Doug McVitieMarch 15, 2007
British Airways lining up $ billions for Boeing...
Analysis of: BA contract 'dogfight' intensifies as Boeing meets Walsh | business.timesonline.co.uk
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
Following European rival Lufthansa, British Airways is preparing to order the new Boeing 747-8i as its future baseline North Atlantic long-haul airplane. A 'side order ' for B787s is considered a strong possibility too. And BA has $1bn+/year to spend over the next 12-15 years...

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