Mr. David Beatson

Chief Executive Officer, Ascent Advisors, LLC

GLG News by Mr. David Beatson, Chief Executive Officer

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

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Airline Consolidation - Who wins?

November 29, 2006

Analysis of:Continental keeps wary eye on merger bids | www.chron.com

US Air's plan to Acquire Delta will likely lead to a new round of consolidation and mergers in the airline industry.

Concurrently, American, Continental, Northwest and United will evaluate their strategic options and determine next steps.

Further consolidation will reduce competition while enhancing shareholder value, but create less options and therefore likely higher prices for travelers.

Concerns about the Future of the A380.

November 10, 2006

Analysis of:Airbus loses its first A380 customer | iht.com

Losses of Virgin and FedEx highlight difficult challenges for Airbus.

Cargo is growing faster than passenger traffic and the loss of 10 orders from FedEx brings uncertainty to the suitability for the cargo industry.

Boeing's 777 and 787 will likely gain market share as a result until the issue is successfully resolved.

Idling away profits.

November 10, 2006

Analysis of:Limiting truck idling time | www.pennlive.com

The trucking industry needs to address the idling issue and resolve the matter in a positive way.

This will have positive bottom line implications.

In addition, reduction in idling time will improve air quality.

Airline Capacity Challenges

October 26, 2006

Analysis of:American Airlines Pushes Capacity Constraints | www.thestreet.com

-Airlines have reduced capacity significantly in the post 9/11 environment

-Load Factors have improved significantly

-Low cost start up airlines provide constant competition

Intermodal growth impacts LTL carriers

October 4, 2006

Analysis of:Big Board gains give trucker’s stocks boost | www.nwanews.com

The decelerating growth in the LTL industry is a reflection of the increased trends by manufacturers to seek low cost sourcing vendors in international, particularly Asian locations.

Such trends will continue to impact the LTL industry in North America for the next decade and longer.

3PL, forwarding and logistics firms will benefit from such trends.

What does Apollo's investment in TNT signal for 3PLs and private equity in the sector?

September 5, 2006

Analysis of:Dutch postal firm sells logistics unit for $1.9 billion | www.kansascity.com

Apollo's investment in TNT demonstrates the increased emphasis on invesments in the logistics and transportation industry by both private equity firms and strategic investors.

This strong appetite for investment is driven by long term trends in the industry, which include globalization, outsourcing, consolidation, increased use of information technology, and convergence of 3PL and forwarding services. These trends are responding to the needs of shippers for an seamless end-to-end global supply chain solution including freight forwarding, customs brokerage and a wide range of value added warehousing and logistics solutions.

Companies that pull such solutions together will have strong opportunities to expand their product offerings with their customer bases and it is likely that Apollo will add additional products and services to this core platform.

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