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Chicke Fitzgerald, Chief Executive Officer

Chicke FitzgeraldChief Executive OfficerSolutionz Group International, Inc. 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.

What is the real value of mapping and content aggregation players?

October 1, 2007

Nokia to buy Navteq for $8.1b, Take on TomTom | www.bloomberg.com

In July of this year TomTom acquired TeleAtlas for $29.39 per share or $2.7b USD (28x EBITDA).  Today, Nokia paid $78 USD per share or $8.1b for Navteq (35.7x EBITDA). What value can they both now extract?   With mapping services like GoogleMaps, Mapquest, Yahoo!Maps and even AAA's TripTik available via web enabled phones of all brands, what kind of differentiation is possible for Nokia in making this move.  Who is the real competition and what is the size of the pie that they are all after. Like any acquisition, the proof will be in the integration post transaction and the plans to make their tools ubiquitous.   The other challenge is to tap into the 88% of all Americans (and untold international users of Nokia's platforms) that use a car for the $1 trillion in leisure travel spending annually.  Less than $100b of this spending in the US is currently done by traditional online travel sites, such as Orbitz, Expedia and Travelocity. 

Chicke Fitzgerald, Chief Executive Officer

Chicke FitzgeraldChief Executive OfficerSolutionz Group International, Inc. 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.

Is content king, or is it relevant content that matters?

October 1, 2007

BBC Acquires Lonely Planet | www.bbc.co.uk

BBC Worldwide bought Lonely Planet in a deal that insiders value at over $203m.  The question is whether content alone is enough to propel BBC Worldwide into the forefront of the $2.8 trillion global leisure travel market? Founders, Maureen and Tony Wheeler, will keep a 25% stake and presumably have been given a reason to stay around long enough to help BBC Worldwide figure out how to integrate it into their media empire.   Their take from the sale is reportedly  $143m.  This is the BBCs first major foray into the travel industry, but interestingly enough, they see themselves as just being in the content business, which could sell them short on monetizing the investment.  The deal will help the BBC become "one of the world's leading content businesses," BBC Worldwide Chief Executive John Smith said. The broadcaster also aims to grow online brands and to increase its operations in Australia and North America, Smith said.

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.

British Airways tantalizes both Boeing and Airbus with its first orders

October 1, 2007

British Airways Order For Superjumbo Jetliners Gives Airbus Needed Boost | online.wsj.com

BA is keeping a dual supplier strategy for its fleet supporting both Airbus and Boeing The decision not to include the Airbus A350XWB nor the Boeing 747-8 Intercontinental does not mean both are out of the running BA will make further decisions and holds out hope for large orders for other aircraft GE is a big loser in this decision

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.

Air Berlin - New European Hybrid Value Carrier (HVC) King

September 24, 2007

Air Berlin to buy airline from Thomas Cook | www.iht.com

Air Berlin to take over Arcandor’s (formerly Karstadt Quelle) airline interests in exchange for 30% shareholding from the Retailing Conglomerate. The deal is a win all round for the players – Thomas Cook, Lufthansa and Air Berlin itself There will be more consolidation in Europe and elsewhere as economic reality sets in  

 

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.

FAA and airlines both at fault in ATC mess

September 13, 2007

Outgoing Blakey calls on airlines to change scheduling, equip for Next-Gen | www.atwonline.com

For the long suffering among us (that would be most of the readers of GLG News), the current US Air Traffic Control mess is frustrating and a drain on ourselves and the economy in general. The responsibility for the current predicament must be shouldered by Airlines and the FAA equally. Solutions to the issue must also come from both sides.

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.

787 delays already causing significant impact

September 10, 2007

Boeing's 787 Faces Less Room for Error | online.wsj.com

The 787 is likely to be late to the point where airline operating decisions are impacted. A recent boom in air travel has been thwarted by the lack of mid-size capacity aircraft. The runaway success of the 787 has transferred pent up demand in the market for 767/787 sized aircraft. However with new orders going to the lower operating cost aircraft the market has caused a significant boom in the second hand market for 767s particularly the -300/300ER models.

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.

The US Air Traffic is bumping up against capacity constraints.

September 10, 2007

Airlines Apply Lessons of Bummer Summer | online.wsj.com

Total air traffic (planes in the air and at the airports) is expanding faster than passengers and as we have seen this past summer - faster than the system can handle it. The ATC system and the airports connected to it are in poor shape and about to take a further hit from increased traffic of a non-commercial passenger nature. Very Light Jets or VLJs

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.

LCC big boys vs the also rans. End game yet?

August 31, 2007

Are European low-cost carriers entering maturity in their revenue and profit generation? | www.ft.com

Top 3 LCCs now clear water between them and the rest Emergence of strong HVC – Hybrid Value Carriers Long Haul LCC starting to have impact

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.

Yes and if not LHR will become a 3rd world airport - worse than it already is

August 31, 2007

Welcome to London: Your Luggage Is Missing | online.wsj.com

LHR has terrible reputation among business travelers. It is loosing out to CDG, FRA, MUC and AMS as the connecting airport of choice New competition is emerging for the Kangeroo route with DXB, and its like becoming great alternative options for travel.

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.

Halfway through the summer of our miscontent - Mixed results for airlines

July 30, 2007

A dreadful summer to fly | www.oregonlive.com

All airlines should be benefitting from the record airfares and tight capacity. For once the airlines have the market in sync for supply side control. BUT, there are clouds on the horizon are coming from different sources, chiefly: 1. Labor unrest due to heavy givebacks from the Unions which they now want to claw back as the times are getting better; 2. Competition is emerging; Southwest needs to expand into the Majors territory, new competition coming from Skybus and Virgin America 3. The air traffic system is creaking to the point of breaking but blame lies with the airlines and the Government alike.

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