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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.

Diran Majarian, Managing Director

Diran MajarianManaging DirectorAmalia Tankers 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.

BLT-Eitzen Merger: too big to fail or too unmanageable to succeed?

October 8, 2009

BLT eyes CECO | www.tradewinds.no

The ailing Camillo Eitzen Group astounded the market with a merger announcement with the Indonesian-based Berlian Laju (BLT) by share exchange to comprise the world’s largest and most modern chemical tanker fleet. Yet neither company is financially strong and both companies suffer from over leverage and aggressive expansion at top of the market prices during the boom times. Fitch promptly put acquiring company BLT as "B" on rating watch negative while its $400m bond issue is "CCC", also RNW.

Geared Turbofan Hyperbole

October 8, 2009

GLG Expert Contributor

JAPAN'S FIRST PASSENGER JET, A GEARED TURBOFAN, WINS FOREIGN ORDER | www.avweb.com

It has been reported on many occasions since 2007 that P&W's Geared Turbofan (GTF) would have Specific Fuel Consumption (SFC) improvements of 30%, but is this true?

John Oltesvig, President

John OltesvigPresidentOEM SERVCO 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.

Commercial Diesel Truck Sales: "It's Cheaper to Keep Her"

October 8, 2009

Truck Orders Continue to Rise | www.truckinginfo.com

Smart investors in truck manufacturers' stocks know when to buy, short, hold or fold at a time when stock prices may be significantly ahead of the truck market.

Addison Schonland, Partner

Addison SchonlandPartnerInnovation Analysis Group 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.

Another side of the tanker story

October 8, 2009

Pentagon in the Tanker | spectator.org

This acquisition is going to be political before it is anything else. Congress cannot stay out of it and the vendors are lining up their supporters. No matter what the SecDef says. Which is why he was clever to hand back the decision to the Air Force. Who would want to be in the midst of this?

Addison Schonland, Partner

Addison SchonlandPartnerInnovation Analysis Group 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 struggle with in-flight Internet

October 7, 2009

Row44 opens the door for BYOI | www.flightglobal.com

This space has been the promised land of airline ancillary revenue from way back before 9/11, when Boeing brought us their Connexion service.Boeing's product worked as promised, but the economic model did not. Boeing canned the service just as, many would argue, it was starting to gain momentum. The loss of Connexion hampered the in-flight entertainment industry - but two new firms are offering in-flight WiFi now with mixed success.

Unions Must Understand British Airways’ Position

October 7, 2009

GLG Expert Contributor

Emergency meeting for BA unions | news.bbc.co.uk

The business model of yesteryear is something that won’t be coming back – unions have to support management efforts to retune British Airways’ corporate strategy in order to survive. Confrontation will yield very little in the long term.

The Coming Commercial Aerospace Market Squeeze

October 6, 2009

GLG Expert Contributor

Report: Upstarts will slash Airbus and Boeing Market Share | blog.seattlepi.com

The 100-200 seat aircraft market is currently shared by Airbus, Boeing and Embraer, with Boeing and Airbus taking 88% of the market.  10 new models from 5 new competitors are currently on the drawing board, all aiming to take share from Boeing and Airbus.Chinese and Russian manufacturers will focus on both home and export markets for the first time, and can certainly take a significant share in their home markets.Change in the industry capacity will negatively impact margins from 2015 onward. 

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.

Update: Mini-Truck Prebuy Continuing In September - Showing Up In All Classes

October 5, 2009

Truck Orders Continue to Rise | www.truckinginfo.com

Premier freight & truck sales forecasting firm FTR Associates is showing us North America Class 8 truck orders were 10,817 trucks - increasing month-to-month since May’s 7,400. As we noted a month ago, our financing work shows it’s more of a mini-prebuy in front of 2010-compliant engine full introduction.

Toby Kolstad, President

Toby KolstadPresidentRail Theory Forecasts 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.

Freightcar America has a strong balance sheet; but that’s all!

October 3, 2009

FreightCar America: A Long-Term Bargain Today | stocks.investopedia.com

Freightcar America is a fine company with an old pedigree and a reputation for producing some of the best coal cars in America. Although the company has no debt, it also has few prospects for growth, since it seems that almost everyone, want to decrease coal usage in the future. While it has designs for other car types, it has never produced any of these in sufficient quantities to offset any substantial decline that it may be facing in its coal car business.

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.

Hardball on the Highways: Paccar Closing Strike-Hobbled Peterbilt Plant

October 2, 2009

Peterbilt Closing Plant in Madison | www.google.com

Paccar's Peterbilt Motor Co. unit is closing its Madison, Tenn., permanently on Dec. 1. The news comes after the plant stopped manufacturing heavy duty Class 8 trucks in mid-20908. The company and the United Auto Workers Local 1832 were unable to agree on a new contract.

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