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

Mike RiegelOwnerAviation IQ

Bombardier's New Global Express 7000 & 8000

October 17, 2010

There is much excitement surrounding today's announcement from Bombardier Business Aircraft. In all of the excitement, however, very little thought has been given to market potential for the new Bombardier and Gulfstream products. New variants may well sell at the expense of existing programs, and neither player has presented a strong argument that new designs will enlarge the overall pie. These new designs might also force both companies to offer generous trade-ins for existing designs.

Mike RiegelOwnerAviation IQ

New Aircraft and New Players Coming To Business Aviation

September 30, 2010

Analysis of:Bombardier Launches It's New Global Express Family | www.streetinsider.com

Over the last forty years, Bombardier, General Dynamics Gulfstream division, Textron's Cessna and Hawker Beechcraft have dominated business aviation. North America has 20,000 of the worldwide fleet of 30,000 business aircraft in service, with many existing players assuming that life would remain the same. Embraer have helped change the game, with SOCATA, Piaggio and at least 2-3 new manufacturers close to committing. Now, legacy players are announcing new programs, hoping to retain their lead.

Addison SchonlandPartnerAirInsight

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.

Addison SchonlandPartnerAirInsight

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.    

Addison SchonlandPartnerAirInsight

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.

Addison SchonlandPartnerAirInsight

Airline connectivity

July 16, 2010

Analysis of:Airwaves vs. Airlines | fudge.org

The answer to your question is simple - Yes.

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

Mergers- The best solution for network airlines

June 1, 2010

Excess capacity and the need to satisfy consumers and Wall Street Bob Crandall’s suggestion to change bankruptcy and labor laws should result in less destructive fare competition. However, mergers still work best for the network airlines because profitability will still be inadequate even if the laws are changed. Mergers allow the network airlines to divert from a slow liquidation path that ultimately end in failure and it allows the scale and scope economies required to compete globally.

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

Opposition to airline mergers is based on three premises - Crandall + Oberstar

May 26, 2010

Former AMR CEO Bob Crandall and Congressman Oberstar have publicly stated their opposition to airline mergers. Three key themes emerge and are discussed. The following commentary by three leading airline experts further fleshes out the pros and cons of allowing network airline mergers.

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

DOT's Aviation Advisory Committee: Government or market solutions?

May 16, 2010

Today the DOT released the Mission Statement and Objectives of Secretary Lahood's Advisory Committee. More information can be found at: http://www.dot.gov/faac/index.htmlLooks like a great group, and the objectives of the Commission appear to be perfectly politically correct! Obama should be happy. A critical question is will the DOT allow the market work its magic and naturally restructure the industry.

Vaughn CordleCEO/Chief Analyst AirlineForecasts, LLC

United + Continental: A big win for all stakeholders - US/AA next?

May 9, 2010

Analysis of:United + Continental: A big win for all stakeholders - is AA + US next | www.airfinancejournal.com

AirlineForecasts, investment research firm, says mergers provide a market-driven restructuring solution that allows network airlines to compete with the emerging low-cost carrier business model. AirlineForecasts investment research firm released a white paper by Paul Mifsud, Carlos Bonilla and Vaughn Cordle. The three industry experts argue that network airlines that provide access to global markets are in danger of slowly liquidating if they are not allowed to merge.

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