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All GLG News Analyses Filed Under: Transportation

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: Ryanair interested in Stansted Airport bid | www.reuters.com
Ryanair hits financial problems for the first time in over a decade; faces full year loss Many 'remedies' open to question CEO beggars belief with recent comments Proposal to buy Stansted Airport goes beyond 'PR'    
Analysis of: Ryanair interested in Stansted Airport bid | www.reuters.com
LOL could technically stand for London O'Leary Airport, if MOL gets his way and secures ownership of Europe's biggest low cost and charter airport and one of the UK's most important airports. The woes should be with the 31 other airlines serving this airport and some are in heavy competition with Ryanair...
August 11, 2008
What a welcome Armada!
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
Consolidation in Europe is continuing. Air France and KLM started it for fear of loosing out in the end and Lufthansa has gained control of Swiss and brought some sparkle back to it. The other major in Europe who has been silent on the merger/takeover front was BA - much due to lack of a suitor. Enter...
John Schulz, Independent Analyst - Contributing Editor
John Schulz, Independent Analyst - Contributing Editor
Logistics Management Magazine
Analysis of: Schneider National Owner-Operators Now Paying Just $1.085 for Diesel | www.wisbusiness.com
 Schneider National is betting on an innovative way to attract and retain owner-operators at a time when other large truckload carriers are reducing their over-the-road capacity. One way is this fuel subsidiary program that is popular with owner-operators used by Schneider, one of the largest privately...
Analysis of: Airbus is hampered by cultural differences | www.ft.com
    Since the Conception of the AB380 SuperJet, the idea has lacked in planning, logic, and failure to see the turning aviation trends. Any business that lacks in strategic management  is quick to blame their short fall on someone else as opposed to taking responsibility and...
Addison Schonland, Partner
Addison Schonland, Partner
Innovation Analysis Group
August 6, 2008
BA and Iberia
Analysis of: Iberia y British Airways se fusionan | www.elpais.com
This "merger" is not of equals but is necessary for both airlines.
Addison Schonland, Partner
Addison Schonland, Partner
Innovation Analysis Group
Analysis of: Airbus is hampered by cultural differences | www.ft.com
Airbus' employees are from across Europe and now stretches as far as China.  The cultures these people come from cannot be ignored or papered over.
Toby Kolstad, President
Toby Kolstad, President
Rail Theory Forecasts
Analysis of: FreightCar Skids On High Costs | www.forbes.com
Railcar builder Freightcar America reported a quarterly loss of $0.08/share due to high material costs impacting fixed price contracts and the need to restrain prices in a very slow market for coal cars. Management expressed confidence that demand for coal cars will remain strong in the future, especially...
Analysis of: Chinese courier companies struggle to deliver | www.chinadaily.com.cn
In the face of reduced fuel subsidies’ in China, domestic couriers are finding the international competition challenging. Struggling to swallow a 16 percent increase in fuel prices since late June, many of the estimated 100,000 private couriers are finding price hikes difficult.
Analysis of: In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com
1.  The introduction of Ethanol as an additive was welcomes at first but we are now seeing the repercussions in other areas like food prices that are not welcome. 2.  The US might not feel the pinch here but this will cost the developing countries.
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