All GLG News Analyses Filed Under: Industrial

Doug McVitieFounder & Chief ConsultantArran Aerospace

A Frenchman's Word is His Bind

September 5, 2009

Analysis of:US lawmaker says WTO ruling faults Airbus subsidies | us.mg2.mail.yahoo.com

1) EADS chief confident ahead of WTO ruling

Xi Fan (Alan) ZhongManaging DirectorShanghai SMT Management Consulting

Mitsubishi Chemical Wants to Leap Ahead

September 4, 2009

Analysis of:Mitsubishi Chemical in talks to buy rival | www.ft.com

In Mitsubishi Chemical's mid-term plan, Shift to high performance products and high value-added business and investment in alliances and M&A are listed as basic strategies to grow the business. The deal talk seems exactly on the right track; No matter whether it is Mitsubishi Rayon or others, one thing seems certain: Mitsubishi Chemical is ready to invest M&A to leap ahead.

Doug McVitieFounder & Chief ConsultantArran Aerospace

"Sauve Qui Peut!" Udvar-Hazy's on a Mission

September 4, 2009

Analysis of:Airbus May Produce Two Versions of Future A320, Tribune Says | www.bloomberg.com

There have been thousands more stupid stories written about Airbus than there were episodes of "Here''s Lucy!" (144), but at least the latter were funny. However, this outwardly dumb idea has some merit despite its "Loony Tunes" provenance (Udvar-Hazy). Interesting too that Bloomberg's aerospace reporting is sharpening up after their Paris Air Show fiascoes.

Doug McVitieFounder & Chief ConsultantArran Aerospace

Spirit's Turner Opens the Door for Slight 737 Reduction in 2010

September 3, 2009

Analysis of:Spirit Chief Executive: Production Cuts Could Be On The Way | www.kake.com

Does this apple taste better than that orange? If we temporarily lower production rates by a couple of aircraft a month on our narrowbodies (not the 30% the original Mini-Me Udvar-Hazy advocated), will it matter? Will the apple taster better than the orange?

Singapore Airlines Succumbs To Reality By Deferring A380s

September 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:Singapore Airlines delay deliveries | www.capitalfm.co.ke

2010 hasn’t even arrived yet and A380 production is giving Airbus a headache that no magic pills can cure.

Airbus A320 Replacement – Show Me The Money

September 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:The project to replace the Airbus A320 | www.latribune.fr

The ageing A320 may be in line for a replacement with perhaps two models, but slice behind the marketing double-speak and you find that Airbus will be lucky if it could even fund just one.

Boeing Rings Positive Management Changes

September 1, 2009

Analysis by: GLG Expert Contributor

Analysis of:Boeing Executive Scott Carson Announces Retirement; Albaugh Named Commercial Airplanes Leader | boeing.mediaroom.com

The issue should not be why Scott Carson elected to retire, but rather the emphasis should be on how Boeing has selected a near-perfect replacement for its Commercial Airplane division.

Boeing 787 – Big Rewards, But Not Before Big Risks

September 1, 2009

Analysis by: GLG Expert Contributor

Analysis of:787: Where we stand | boeingblogs.com

The long awaited new schedule for first flight and service entry has been announced by Boeing, but challenges remain on this ground-breaking airplane.

Ian DavenportPresidentDavenport Associates

Demand May Stay Weak, but it is Not Sensitive to Prices of Polymer Dispersions

September 1, 2009

Analysis of:BASF to increase prices for polymer dispersions and powders | www.yourpetrochemicalnews.com

Price increases are supported by rapidly increased costs for building block monomers.Inventories are low following summer holidays in Europe.End markets such as housing and publishing are driven by the economy and are not sensitive to these changes in raw material costs.

Doug McVitieFounder & Chief ConsultantArran Aerospace

North Carolina Gets Serious on Attracting Defense Business

August 30, 2009

Analysis of:Committee seated to bolster defense aerospace industry | www.enctoday.com

"A new committee was seated by North Carolina’s Eastern Region in Kinston this week to help North Carolina attract defense-related aerospace industry." Defense-related aerospace industry? What else bar the putative second 787 production-line, yet in a masterful piece of strategic business thinking, the already existent Defense/Aerospace Advisory Committee does not once mention the 787 in its communiqué. It has the USAF tanker on its mind... These people know what they're at.

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