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Texas Cities vs. PCLN, EXPE, OWW et al: A Draw at Best

November 3, 2009

GLG Expert Contributor

Texas Cities Win $20M Verdict in Tax Case | dallas.bizjournals.com

Late last week, a jury in San Antonio delivered a verdict on a class-action suit against the major OTAs that was brought by around 170 cities in Texas. The verdict against Expedia, Orbitz.com, Travelocity and Priceline.com is for $20M plus court imposed penalties and interest.

Choice Hotels International and Expedia: We've Seen This Movie Before

October 19, 2009

GLG Expert Contributor

Growing Tension Between Hoteliers, OTAs | www.hotelsmag.com

Choice Hotels International and Expedia are in a tiff resulting in Choice brands not displaying on Expedia and Hotels.com

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

As goes Austrian - So will go many other carriers UNLESS they change.

September 26, 2009

Austrian Airlines to cut more jobs | news.moneycentral.msn.com

Austrian has lost its independence. it is now firmly a part of the Lufthansa group of companies. Are there lessons here for other airlines? Who is next for the spotlight, Aer Lingus, SAS Scandinavian Airlines,  Japan Airlines? Is the consolidation inevitable? This analysis tries to address these  fundamental...

Wynn Resorts becoming "more Chinese" with Hong Kong IPO

September 24, 2009

GLG Expert Contributor

Wynn Resorts upbeat about Hong Kong IPO | www.ft.com

By floating the Wynn Resorts Macau IPO on the Hong Kong Stock Market, Steve Wynn hopes to become more tightly integrated with the Chinese gaming and financial communities.  The Financial Times reports that the offering makes Wynn Resorts the first American-based company to establish a presence on the...

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

BA - Short Sellers Favorite Airline

September 21, 2009

British Airways pension tension | ftalphaville.ft.com

British Airways' pension deficit is the matter of much conjecture. It is shortly to be revalued. Why then is there a significant influx of short players into BA? And what does this mean for BA's global ambitions?

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Does 4 Sick Airlines Make One Healthy One?

September 20, 2009

American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

All legacy carriers bar a few special cases are suffering at the hands of the GFC.So it would seem illogical that in an industry that has significantly underperformed as well as facing an uncertain future would want four fairly sickly players to come together.

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

BA Too Poor To Shell Out For JAL - Needs Sugar Daddy Fast

September 20, 2009

British Air Says Trying To Keep JAL In Alliance | online.wsj.com

British Airways needs all the friends it can get these days. So while it has been so far left out of the global realignment of the airline industry. Is this the right time? Is this even possible given their rather weak balance sheet these days? What are the issues and risks associated - read on ifyou...

Timothy O'Neil-DunneManaging PartnerT2Impact Ltd. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Which Keiretsu For JAL? Skyteam or OneWorld

September 20, 2009

American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

JAL's somewhat precarious state has fueled a frenzy for control of the number two Japanese Carrier. With Star Alliance firmly entrenched with ANA - a win for either remaining consortium could significantly alter the balance of global airline alliances - indeed possibly the make up of the Global Airline...

US Hotel Industry Recession Enters New Rate Erosion Phase

September 1, 2009

GLG Expert Contributor

Five-Star Hotel Rates to Drop, Hotwire’s Bason Says | www.bloomberg.com

2009 will likely rank as one of the worst years for the United States hospitality industry in modern history. The week of June 27, this drop off entered a dangerous new phase – when compared to the same week, year over year, the national hotel average room rate began to fall more rapidly on a percentage...

Chambers of Commerce Are Going into The Travel Business

July 21, 2009

GLG Expert Contributor

Chambers of Travel | www.travelweekly.com

Why are the Chambers going into the travel business?The biggest player is Citslinc Inc., Chamber Discoveries and Collette Vacations. Citslinc is a cash basis company and does not provide documentation. Is this company even bonded especially since they are on a cash basis?How to the chambers in California...

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