GLG News by Aircraft Component Experts

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

American Airlines' dilemma: Creditors in the captain's seat, Part 1

November 29, 2011

American Airlines has too much debt and costs that are much too high, given the ever-more competitive environment. The company has reported over $12 billion in losses over the last ten years and is on track to lose $1.1 billion in 2011 and another $500 million to $1 billion in 2012. New labor contracts are past due and it’s showdown time in Texas. It’s a labor shoot-out with a management that, in theory at least, still works for AA shareholders. Part one of a four-part insight.

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

American Airlines' dilemma: Creditors In the captain's seat, Part 2

November 29, 2011

American Airlines has too much debt and costs that are much too high, given the ever-more competitive environment. The company has reported over $12 billion in losses over the last ten years and is on track to lose $1.1 billion in 2011 and another $500 million to $1 billion in 2012. New labor contracts are past due and it’s showdown time in Texas. It’s a labor shoot-out with a management that, in theory at least, still works for AA shareholders. Part two of a four-part insight.

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

American Airlines' dilemma: Creditors in the captain's seat, Part 3

November 29, 2011

American Airlines has too much debt and costs that are much too high, given the ever-more competitive environment. The company has reported over $12 billion in losses over the last ten years and is on track to lose $1.1 billion in 2011 and another $500 million to $1 billion in 2012. New labor contracts are past due and it’s showdown time in Texas. It’s a labor shoot-out with a management that, in theory at least, still works for AA shareholders. Part three of a four part insight.

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

American Airlines' dilemma: Creditors in the captain's seat, Part 4

November 29, 2011

American Airlines has too much debt and costs that are much too high, given the ever-more competitive environment. The company has reported over $12 billion in losses over the last ten years and is on track to lose $1.1 billion in 2011 and another $500 million to $1 billion in 2012. New labor contracts are past due and it’s showdown time in Texas. It’s a labor shoot-out with a management that, in theory at least, still works for AA shareholders. Part four of a four-part insight.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Investors, Traders, Private Equity Listen Up- Are Federal Contractors Ready?

June 5, 2011

Analysis of:Federal Acquisition Regulation; Sustainable Acquisition | www.gpo.gov

DoD, GSA & NASA are driving the Federal Government's Environmental Performance Program.  A sustainability procurement interim rule was issued last week which will impact 600,000 Federal Contractors and hundreds of investment portfolios. This rule impacts at least 95 percent of future Federal contracts. 

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

California AB 32; This Decades Global Supply Chain Game Changer

January 24, 2011

Analysis of:California Assembly Bill 32: Global Warming Solutions Act | www.arb.ca.gov

Since 2006 the State of California has been aggressively provided national leadership on the Global Warming challenge.   The California Air Resources Board has developed an 2020 implementation plan that has North American and Global Supply Chain implications.  Firms including Dell, Wal-Mart, Whole Foods and Office Depot are among a select group of business climate change leaders that are defining how global supply chains will operate in the near future.    

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Retailers, Consumers, Gen Y shapes Dow Transports

October 9, 2010

Analysis of:What the Heck is a Sustainable Supply Network Anyway? | www.reuters.com

A Sustainable Supply Chain Network is comprised of raw materials as they flow from source to product to disposal/reuse.  Transporters are slowly changing and adjusting to retailer calls to go green.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Green is the Outlook for Apparel Brands and Retailers, Nike, REI, Adidas, Amazon

August 12, 2010

Analysis of:Green Global Supply Chain Continues at Consumer’s Doorstep | www.trade-compliance.org

How Green are your Sneakers and Outdoor Apparel?   Will the Outdoor Retail Trade, Eco Index fuel Q4, 2010 industry growth?  

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Retail Leaders Wal-mart, Lowes, Office Depot named to Top Renewable Energy List

August 10, 2010

Retailers are listening to consumers and planning for long term cost control. Leading edge sustainability leaders; Kohl’s, Starbucks, Safeway and others are named to U.S. Environmental Protection Agency (EPA) list.  

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

BNY Mellon, HSBC, Dell, Washington, DC share one Common Business Strategy

August 9, 2010

Analysis of:EPA Announces Nation’s Top 50 Green Power Organizations | yosemite.epa.gov

Public sector visionaries; cites of Houston, Portland & Dallas as well as industry leaders Kohl’s, Johnson & Johnson, Whole Foods and Bloomberg all share an important business strategy, a long term commitment to the environmental and cost control. Little known leading metric for mid term energy investors is more than six years young. 

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