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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.

Things seem to be looking up for Navios Maritime Partners

September 23, 2009

Navios offers | www.tradewinds.no

The New York-listed company (NMM) announced recently that it would sell 2.8m units to help fund its fleet expansion. The sale of 2.8m units would bring in $34.18m at the offer price. The company has attracted a lot of attention for its opportunistic Capesize purchases of four units in June and two additional units with long term charters in August.  Whilst the parent Navios Maritime Holdings reported recently a 56% decline in earnings, Navios Maritime Partners had a 34% increase in revenues.

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.

BA - Short Sellers Favorite Airline

September 21, 2009

British Airways pension tension | ftalphaville.ft.com

British Airways' pension deficit is the matter of much conjecture. It is shortly to be revalued. Why then is there a significant influx of short players into BA? And what does this mean for BA's global ambitions?

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.

Does 4 Sick Airlines Make One Healthy One?

September 20, 2009

American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

All legacy carriers bar a few special cases are suffering at the hands of the GFC.So it would seem illogical that in an industry that has significantly underperformed as well as facing an uncertain future would want four fairly sickly players to come together.

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.

BA Too Poor To Shell Out For JAL - Needs Sugar Daddy Fast

September 20, 2009

British Air Says Trying To Keep JAL In Alliance | online.wsj.com

British Airways needs all the friends it can get these days. So while it has been so far left out of the global realignment of the airline industry. Is this the right time? Is this even possible given their rather weak balance sheet these days? What are the issues and risks associated - read on if you want to see if BA can support JAL's survival fight.

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.

Which Keiretsu For JAL? Skyteam or OneWorld

September 20, 2009

American, BA, Qantas eye joint offer to JAL-sources | news.yahoo.com

JAL's somewhat precarious state has fueled a frenzy for control of the number two Japanese Carrier. With Star Alliance firmly entrenched with ANA - a win for either remaining consortium could significantly alter the balance of global airline alliances - indeed possibly the make up of the Global Airline Market.

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.

So FedEx is Confident. What, Exactly, Does That Mean?

September 18, 2009

FedEx is Upbeat, Despite a 53 Percent Drop in Quarterly Profit | www.nytimes.com

FedEx is suddenly bullish about the international economic climate despite a 53 percent drop in its profit for its quarter ending Aug. 31. Revenue plunged 20 percent to just over $8 billion while net earnings fell to $181 million. FedEx is first to raise overall rates with a planned international and domestic rate increase of $5.9 percent on Jan. 4. That  is offset by a 2 percent cut in its fuel surcharge, plus any further discounts that shippers rate.

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.

Navistar Without A Big Pre-2010 Cummins Stockpile Could Be A Problem

September 18, 2009

Navistar CEO Peppered With Questions About Truck Engines | www.nasdaq.com

The proposed US Environmental Protection Agency (EPA) rule limiting the number of pre-2010 Cummins engines that Navistar can stockpile has many asking what it means. From our perspective, it means problems for Navistar and Cummins. From a customer perspective with Navistar, there are the advanced-EGR questions, a 13 v. 15-Liter decision and then product performance. Then there is the question of what is next.

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.

Heavy Duty Truck Manufacturing: Where and When to Invest?

September 17, 2009

ACT Research: Weak truck sales until 2010’s second half | fleetowner.com

When will heavy truck sales return to North America and Western Europe, the world’s two leading markets for heavy duty trucks? What manufacturers will be the winners when sales return? Will the recovery be V-shaped or U-shaped?Since heavy truck sales lag all other economic indicators, North American truck sales will continue to fall this year and next year. Unemployment is the lagging economic indicator to watch. It will grow into the low double digits in the U.S. this year and remain high next year. Heavy truck sales will follow the inverse trend of unemployment.

John SirautEconomist and Policy AdvisorCOLIN BUCHANAN & PARTNERS LTD What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Future of Eurotunnel - steady as she goes

September 17, 2009

Goldman funds take 21% stake in Eurotunnel | www.ft.com

Eurotunnel is in a mature market whose growth will broadly be line with wider economic growth.

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.

Grand Union - Aries (RAMS) merger: where is the value?

September 17, 2009

GrandUnion in big | www.tradewinds.no

This reverse merger is one of the strangest shipping deals ever done. Aries (RAMS) is an ailing NASDAQ-listed company with nine product tankers, two container ships and big financial problems. The deal is a barter where Aries acquires three middle-age Capesize bulk carriers in return for a complicated share exchange agreement as well as management and debt restructuring. Whilst the deal may be attractive to major shareholders, it not so clear whether investors are getting much of deal.

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