GLG News by Airline and Aerospace Industry Experts: GLG Leaders and Scholars

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.

Mike RiegelOwnerAviation IQ

Gulfstream & General Dynamics Miss A Golden Opportunity With Netjets

March 1, 2011

Bombardier Aerospace have stolen the march by landing a key order from fractional leader, Netjets. With an order for 50-120 Global business jets, Bombardier have finally realized the benefit of the technologies and risks they took, fifteen years ago, when they launched the Global Express business jet program. With a mature Global Express program, and a product family that still boasts state-of-the-art operating economics, Bombardier have put Gulfstream in a weak position in a key market segment

Addison SchonlandPartnerAirInsight

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

January 24, 2011

Analysis of: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.  

Addison SchonlandPartnerAirInsight

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?

Mike RiegelOwnerAviation IQ

Forecasting Business Jet Demand By Aircraft Model & OEM. Easy, Right?

November 4, 2010

Forecasting in business aviation is popular: Honeywell, Rolls-Royce, Bombardier, PWC. Most forecasts have failed to predict the timing or magnitude of market shifts, making their predictions of limited use. They are even worse at predicting aircraft program volume or market share, the Holy Grail of bizjet forecasting. We have combined thirty years of consumer research, and the industry's leading analyst to create an index that can predict aircraft volume and market share.

Addison SchonlandPartnerAirInsight

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.

Mike RiegelOwnerAviation IQ

Can Cessna win a war against Embraer?

October 19, 2010

Textron and Cessna have made some decidedly questionable decisions bout new aircraft programs. In recent years, they launched, and then canceled the Columbus. Today, we have heard news regarding an upgrade to the Citation X. During a week when Embraer took an order for 50-125 of their freshly-certificated Phenom 300 light jet, are Cessna diverting yet more resource they desperately need to refresh their light and super-light jets?

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