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GLG News by Experts in the Leisure & Lodging Council

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August 18, 2008
Its all in the economy
Analysis of: STATION CASINOS REPORT A 2Q FALL IN REVENUE | www.lasvegassun.com
Author: GLG Expert Contributor
For years it was believed that gaming companies were immune to the ravages of the economy and in the past they had been, but not now.  Stations problems stem from a weak economy, high gas prices, lower housing and stock prices, nothing else.
August 18, 2008
STATION CASINOS SHOULD BE ABLE TO OVER COME THE SHORT FALL IN BUSINESS
Analysis of: STATION CASINOS REPORT A 2Q FALL IN REVENUE | www.lasvegassun.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Having been an avid fan of Station Casinos for quite a long time, it always distresses me to see negative reports concerning them. Their second quarter reported loss does not seem to be outlandish. They have many thing on their plate at this time. The cost of doing business continues to rise as the...
August 14, 2008
And now the end is near, and so I face the final curtain...
Analysis of: Travelport Announces Second Quarter 2008 Results | www.examiner.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
The GDS model has sustained the neutral travel distribution model for a very long time. From its less than humble beginings with IBM and American Airlines to the peak years of the mid- 1990s to to twilight zone it now finds itself in. So the time has come to accept its short comings and move forward...
August 13, 2008
Ryanair and the EC. Time for a Truce?
Analysis of: Commission targets 'rip-off' air ticket sites | www.euractiv.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
The EC and Ryanair are at constant loggerheads over the 3 main issues of fare displays, Subsidies from cities wanting service and of course the Aer Lingus acquisition. Given the economic climate and benefits that air transportation provides, the EC should perhaps consider rethinking at least one of...
August 13, 2008
No surprise that survey shows Americans plan to travel abroad in '08
Analysis of: Americans still plan to travel abroad in '08 | www.latimes.com
Author: GLG Expert Contributor
First, the survey was conducted among a market segment most likely to be able to afford to travel abroad and most likely to have the desire to do so. The survey is not representative of the US populations as a whole. Equally important, the relatively low cost destinations of Canada, Mexico,...
August 13, 2008
The winter of Discontent will blow cold winds at United.
Analysis of: United's pilots want Tilton out | www.chicagotribune.com
Author: Timothy O'Neil-Dunne, Managing Partner, T2Impact Ltd.
United's management is now embattled in both a legal and commercial fight with its pilot's the very people who brought in Tilton in the first place. United must cut more heads and deeper across the board to match the fleet reductions
August 7, 2008
Where is the substance?
Analysis of: Obama: 1 million plug-in hybrid vehicles by 2015 | www.autobloggreen.com
Author: GLG Expert Contributor
Is he saying anything that provides real substance?
John MacalusoAugust 1, 2008
Late hours Cause Heartburn for BK FRanchisees!
Analysis of: Burger KIng Franchisees Sue Over late Hours | www.miamiherald.com
Author: John Macaluso, President & Chief Executive Officer, Cornell Management Group
Burger King Franchisees face internal cost pressures and profit erosion at a critical time.On top of commodity increases and declining sales patterns, BKC mandate could drive several franchises into BK.BKC show indifference to profit and survival of their franchisees.
July 28, 2008
We better get used to this
Analysis of: MACAU HOTEL LIFTS WYNN RESORTS PROFITS - CHINA POPERTY HELPS RESULTS SURPASS FORECAST | www.lvrj.com
Author: William Sherlock, Former President and CEO, Mashantucket Pequot Tribal Nation
The results that ahve been produced by WYNN for the last quarter is going to be indicative of what we see in the near term future.
July 28, 2008
DURANGO STATION CASINO WILL BE BUILT - WILL IT BE STARTED IN 2009 ???
Analysis of: AT LAST, DURANGO STATION DETAILS - (NEW PROPERTY IN LAS VEGAS) | www.lvrj.com
Author: Ron Lodge, Former Senior Marketing Executive (former), Venetian Casino Resort Inc
Money has a way of raising concerns for most new construction in Las Vegas. Colony Capital will have to make the decision along with their partners ( the Fertita family) if the timing is right for early 2009. The money is there, however, will they pay the inflated price to get financed? 

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