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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.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

Big-Foot YRC Drops the Other Shoe on Shareholders

November 3, 2009

YRC is Seeking Big Concession by Shareholders | www.google.com

Embattled trucking giant YRC Worldwide is asking its shareholders to give up 95 percent ownership in the trucking company to lenders in what it calls a "final step" in its recovery plan. One analyst called the deal a "train wreck hitting the school bus full of kids and nuns" for shareholders, who caused a massive selloff in the stock in one day of more than 60 percent to $1.32 a share.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

Transports Telling Different Story Than 3.6% GDP Blip!

November 2, 2009

Why the Lagging Transports Are Worrying | www.minyanville.com

Some stock technicians who compare numbers from the past to today are throwing more red flags regarding the recent quarters’ very positive numbers because the transports are not showing it. Transports are a good leading indicator in real time when real tonnage grows or shrinks. Shipper planning leads that of course led by true economic activity. History tells us a number of things.

Ryanair Trades New 737s For Dividends

November 2, 2009

GLG Expert Contributor

Ryanair signals halt to aggressive growth | www.telegraph.co.uk

Ryanair may not order 737s just yet, but it is, as usual, looking out for its own interests and shareholders have every right to be pleased.

John Schulz, Independent Analyst - Contributing Editor

John SchulzIndependent Analyst - Contributing EditorLogistics Management Magazine 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.

YRC's Spin May Be Positive, But the Operating Numbers Are Not

October 30, 2009

YRC Worldwide Reports Significant Sequential Improvement in 3Q 2009 Results | www.google.com

YRC Worldwide, the nation's largest trucking company by volume, reported a $158.7 million loss in the third quarter on sharply declining revenue of  $1.3 billion, compared with a net loss of $720 million on $2.38 billion revenue in the year-ago quarter. Despite the huge losses, YRC Chairman and CEO Bill Zollars says the company "gained significant momentum" in the third quarter and some progress in new credit agreements with its consortium of lenders.

Mike Riegel, Owner

Mike RiegelOwnerAviation IQ 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.

Recovery In Business Jet Demand - A Few Simple Truths

October 29, 2009

Business-Jet Demand Likely to Skid Before Regaining Lift | online.wsj.com

1) A brief historical review will show any casual observer that new jet deliveries lag wider economic recovery by some 12 months. 2) Demand heading into the current downturn was already dominated by international demand. 3) What most forecasts fail to highlight is who the winners will be as the business jet market recovers. Unlike prior cycles, some demand sources will be late to the party, and demand will not be evenly distributed across all OEMs and service providers.

Mike Riegel, Owner

Mike RiegelOwnerAviation IQ 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.

Business Jet Recovery - The Road Ahead

October 28, 2009

Textron Barely Posts a Profit | online.wsj.com

The business jet cycle has certainly hit rock bottom, but will not show clear signs of recovery for at least six months. This recovery will be unique, in that there is significantly more competition, in virtually all major business aviation segments. As a result, understanding who will recover more quickly, and more sustainably, will require much more detailed analysis than before.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates 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.

Mega-Dealer Rush’s Numbers Give Insight Into Truck Sales & Service Marketplace

October 27, 2009

Rush's Third Quarter Impacted By Weak Sales Market | www.truckinginfo.com

Rush Enterprises, Inc. is the largest heavy & medium duty truck sales and service organization in the US. Their numbers allow us a look at the marketplace from ground level including new and used trucks, along with parts and service.

British Airways Cabin Crew Make Bad Move

October 26, 2009

GLG Expert Contributor

British Airways faces Christmas walkout after union ballots cabin crew | business.timesonline.co.uk

A ballot leading to potential industrial action will only harden British Airways executives to go further for cost cutting. For all the jobs the union wants to protect, do they realise that they’ve pressed the “self-destruct” button?

Anand Sharma, Director

Anand SharmaDirectorMantrana Maritime Advisory Pvt. 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.

Indian Shipping Requests, Shipping Ministry Would Consider it Temporarily

October 26, 2009

Delhi signals willingness on shipping aid package | www.tradewinds.no

Shipping Industry requested Shipping Ministry for financial aid and cargo support. It is unlikely to be accepted in the current economic scenario.

Anand Sharma, Director

Anand SharmaDirectorMantrana Maritime Advisory Pvt. 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.

Greenfield Shipyards in India, Should be Left to Private Sector

October 26, 2009

Government Changes Track on Plan to Build New Shipyards | www.livemint.com

Cochin Shipyard and Hindustan Shipyard have been asked to carry out feasibility studies and help build two new shipyards, but being government organisation they may not have enough freedom to do justice to the project.

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