Mr. Karl Drusch

Chief Executive Officer, PSG Turbines

GLG News by Mr. Karl Drusch, Chief Executive Officer

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

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Get ready the fun has only just begun!

January 21, 2009

Analysis of:So where is the money going to come from? | www.aviationindustrygroup.com

We can all agree that no matter what the reason, 2009 is going to be ugly on the global scale. The US airlines may be in a little better shape then those in the rest of the world, but not by much. The question is, how ugly and for how long will we need to endure the pain.

Are flights run low on fuel? Is the 757 being "over" used?

April 24, 2008

Analysis of:Continental transatlantic flights run low on fuel | www.guardian.co.uk

The media is once again counting on scare tactics to get the readers or viewers they need. With the last few days of dismal airline "loss" reports, how can we blame the operators to try and run a more efficient operation?

Fuel Prices Won't Push Airbus, Boeing on Narrowbody Successor

March 28, 2008

Analysis of:Fuel Prices Won't Push Airbus, Boeing on Narrowbody Successor | www.atwonline.com

Boeing and Airbus agree that the narrowbody replacement won't arrive any earlier than 2017. At least we found something they agree on.

Airline Mergers, Necessary Evil

February 6, 2008

Analysis of:Airline Merger could bring anything | news.enquirer.com

Its not a matter of is it good or bad for the airline, I think we all agree its never good, but rather most mergers today are born from necessity. Either both airlines merger or one or both will almost certainly fail. In the old days airlines merged to get bigger and stronger, today its one of the survival modes in a very delicate industry.

Has the Airline industry peaked?

January 29, 2008

Analysis of:Airlines watch for recession, but report no signs | www.dallasnews.com

Much of what is highlighted by the interviewed for this article is generally accurate. However, the question of what does affect the airline industry the most is still being sidestepped. Is fuel, capacity or the economy giving the airlines the biggest problems?

Why did Macquarie by Goodrich?

October 11, 2007

Analysis of:Goodrich sells MRO facility to Macquarie | www.atwonline.com

Its not always the straight forward dollars and cents that drive transactions like this. You need to evaluate mutiple factors on why a deal like this is transacted. 1 - Where are does Macquarie fall against their competition. 2 - What are their competitors doing? 3 - What are the driving factors i.e. revenue vs yield 4 - How does an acquisition complement the balance of their businesses.

Alitalia :AZA Flying Dead

October 1, 2007

Analysis of:'Comatose' Alitalia Can't Repay Debt - Chairman | news.airwise.com

Alitalia has been in deep trouble for many years. It has major labor issues, corruption and an aging fleet. They are under continued pressure form existing LCC from within Italy and around Europe. Lets we forget, they are a national carrier.

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