Addison Schonland

Mr. Addison Schonland DBA

Partner, AirInsight


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GLG News by Mr. Addison Schonland DBA, Partner

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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Airbus NEO win at Virgin America was not a loss for Bombardier

January 24, 2011

Virgin America and the Airbus NEO - Straight from the CEO | iagblog.podomatic.com

Pundits and even a few analysts have taken the view that Virgin America's decision to become a launch customer for the Airbus NEO is a loss for Bombardier.  On the face of it, that seems an unassailable view.  

Concerns with Bombardier’s Supply Chain

December 20, 2010

In light of the experience with supply chain challenges at Airbus and Boeing, the markets have been eyeing the CSeries development program at Bombardier with a well deserved jaundiced view. After all, if the big OEMs can’t get it right, how could a smaller OEM?

Can Boeing hold on to Southwest Airlines?

November 1, 2010

This past week we were part of Media Day at Southwest Airlines.   It was a most pleasant visit.  However, news reports coming out of the event bear some scrutiny.

Southwest's Master Stroke

September 27, 2010

In a real tectonic shift, Southwest today announced it is buying AirTran.  The implications of this move are significant for the US airline industry and the travel industry in general.

Another 787 Delay?

August 30, 2010

Boeing very late August 26 announced yet another delay of its newest airplane, the 787.  Some are trying hard to say this is no surprise – but there is no way any further delays are welcomed by Boeing or its customers.  The 787 program has become a source of management embarrassment and a program that has billions of dollars in cost overruns and customer penalties, aggregating $20 billion by some estimates.    

Pratt does "last bolt" on new engine

August 26, 2010

Yesterday Pratt & Whitney undertook the ceremonial process of tightening the last bolt on the first of 8 engines it will be doing its tests on for the Bombardier CSeries.

Airline connectivity

July 16, 2010

Airwaves vs. Airlines | fudge.org

The answer to your question is simple - Yes.

JAL gets reprieve

December 7, 2009

JAL To Get $7.8bn In State Guarantee | www.financierworldwide.com

JAL has been under a cloud for months.  This company has a proud history, in a nation with a fine appreciation for history. The struggle at JAL does not sit well with the Japanese people. It is not a proud moment to see a "national champion" go through this type of battle. But there is more to the struggle than a proud corporation being humbled.

London gets the competition it deserves

November 30, 2009

New Gatwick owner to eliminate queues | www.breakingtravelnews.com

For years Londoners have had to suffer under the clumsy hand of its sole airport operator, BAA. Fortunately this hegemony is over.

JAL is playing poker

October 24, 2009

JAL faces $8.8 billion excess debt if liquidated: source | www.reuters.com

The airline is in trouble, with what you would think is a weak hand. But it is inscrutable and playing a weak really well.

The 200 plane desire

October 14, 2009

Ryanair hopes to order 200 aircraft by year-end | www.reuters.com

Ryanair's loquacious leader is great for zingers.   His oft expressed desire for an effective doubling of the fleet has analysts pondering the decision process constantly.

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?

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.

The Chunnel is working

September 13, 2009

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

After many fits and starts, the Chunnel seems to have found its stride.

Plane shrinks don't work well

September 11, 2009

THAI fails to transfer four long-range jets | www.bangkokpost.com

OEMs have often tried to offer a plane that is a shrink of the original and invariably this does not work. Even if the idea is to offer a niche plane that technically does the job, airlines that buy these planes seem to live to regret the decision.

Aer Lingus still on the skids

August 27, 2009

Aer Lingus Plans Cost Review After Loss Quadruples | www.bloomberg.com

The shareholders in Aer Lingus must wish they could turn the clock back to the original offer from Michael O'Leary. Hanging tough has proven an utter waste of resources and time.

IFEC gets a major boost

August 23, 2009

Southwest's massive 737 fleet to be equipped with Row 44 Wi-Fi | www.flightglobal.com

The US was the pioneer in in-flight connectivity, but lost that lead after 9/11 when only non-US airlines decided to exploit Boeing's Connexion service.

Republic won the auction - now what?

August 16, 2009

Frontier seeing clear skies | www.denverpost.com

It was no sure once Southwest Airlines entered the bidding. Then Southwest upped its bid to $170m compared to Republic's $108. Most analysts and media expected a Southwest win.

A split buy is quite possible

August 11, 2009

Experts : Tanker dual buy sensible | www.al.com

Despite the vociferous statements by some that the USAF will not see a split tanker buy, it should be noted that people who track the issue closely are not so convinced.   

There is no good news here

June 23, 2009

Boeing's 787 delay news | www.iag-inc.com

No matter how one decides to look at this news, Boeing just took another serious hit. Its credibility is once again called into question.

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