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November 19, 2008Aircraft Values ARE Holding...
Analysis of: AMR, UAL Struggle to Sell Idle Jets as Market Slides | www.bloomberg.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
If Boeing ceo Carson is right, longer-term oil prices will settle at roughly 50-60% above the $54.95 or so November 17 Nymex close. So talk of aircraft values sliding today because airlines can't realise the book value they're carrying is like saying it's going to get drier because umbrella sales...
October 10, 2008
Bombardier Either Uninformed or in Denial
Analysis of: Bombardier Predicts Continued Growth | www.avweb.com
Author: GLG Expert Contributor
Analysis of: Bombardier Predicts Continued Growth | www.avweb.com
Author: GLG Expert Contributor
Some business jet manufacturers seem clueless to the impending industry downturn. Denying the inevitable not only does shareholders a disservice but also delays the company from taking positive steps to minimize the economic impact.
October 10, 2008Aerospace Opportuntiies Abound Today
Analysis of: Bombardier Predicts Continued Growth | www.avweb.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
Nodoby likes to be overly optimistic, especially these days, but strangely, many people looking in on the aerospace industry (especially those on the periphery -- and I don't just mean the BBC) can't see the wood for the trees. And in their little worlds, those trees are all falling down. Strange i...
October 7, 2008Airline Financing Won't Dry Up Tomorrow
Analysis of: Boeing expects to weather economy | seattlepi.nwsource.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
Though understandable, it's a bit of a stretch to draw a straight line between tightening credit markets and the ability of airlines to finance new aircraft. There's a connection of course, but it's a geared one. Liquidity isn't the real problem here, it's profitability...
September 29, 2008No panic in 787 supply chain
Analysis of: Boeing strike triggers subcontractor layoffs | www.komonews.com
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
Tier I/II suppliers and subcontractors to Boeing on the 787 are reacting to the current strike's implications by variously revising guidance, cutting back on worksheets, temporarily laying-off workers or rescheduling rotas. What they are not doing, is panicking.
September 23, 2008
Business Aviation Downturn to be Deeper/Longer Than Generally Believed
Analysis of: Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com
Author: GLG Expert Contributor
Analysis of: Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com
Author: GLG Expert Contributor
There are clear signals that the business aviation sector has begun its cyclical decline. There are a multitude of factors which drive this market, with the availability and pricing of used aircraft one of them. While backlogs are currently fat, are they really large and solid enough to carry manufacturers...
September 23, 2008Aircraft Leasing is Here to Stay
Analysis of: AIG draws up list of assets for sale in attempt to prevent nationalisation | business.timesonline.co.uk
Author: Doug McVitie, Founder & Chief Consultant, Arran Aerospace
The aerospace industry today is depressingly replete with rent-a-quote, doomsday merchants who're only ever capable of worst-case rather than more useful, objective speculation. "AIG was near-collapse, so ILFC's business is in danger and therefore the entire aerospace industry is at risk..."....
September 22, 2008
What happened to the VLJ and Air Taxi "revolutiion"?
Analysis of: DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com
Author: GLG Expert Contributor
Analysis of: DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com
Author: GLG Expert Contributor
Air taxi provider DayJet is now sidelined while VLJ manufacturer Eclipse remains on life support. It appears that a successful wide-scale air taxi business model has yet to be developed. This has implications for other start-up air taxi operations and the OEMs who are to supply the equi...
September 15, 2008
The Race to the Bottom, Which Airline can be the Worst, First
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Expert Contributor
Analysis of: Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com
Author: GLG Expert Contributor
The race to the bottom of the heap is symptomatic of lack of leadership. The lack of leadership is not lost on the public or personnel who see morale and situational ownership as nonexistant. Shear numbers are seen by management as the excuse while loyalty programs are the only retention tool.
August 7, 2008
Fact Or Misleading Fiction?
Analysis of: Oil prices push to drill on U.S.-owned lands | www.iht.com
Author: GLG Expert Contributor
Analysis of: Oil prices push to drill on U.S.-owned lands | www.iht.com
Author: GLG Expert Contributor
The article is very one sided and quotes a lot of baseless information. When you base your facts purely on fiction you have nothing but a dream. The real issues and problems are not even discussed, they are touched upon and presented as problematic, as opposed to actually being something good. Why do...
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