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

Addison SchonlandPartnerAirInsight

Secret Sauce - Better Defined

May 27, 2009

Analysis of:UK rules help Virgin Atlantic profit | www.ft.com

Yesterday I noted that Virgin's Secret Sauce is taking care of premium customers. Today we find out more about that sauce.

Addison SchonlandPartnerAirInsight

Is there a secret sauce?

May 26, 2009

Analysis of:Virgin nearly doubles profit | www.travelmole.com

The UK's long haul travel market is of great interest to the industry because of the crucial role played by it at Heathrow, the world's most import hub airport. If the UK's airlines are doing well, that news is a barometer of sorts and means the industry is also expected to follow.

Jim HaynesFounderAVIATION GROUP LLC

When Business Aviation Rebounds

May 25, 2009

Analysis of:When Business Aviation Rebounds | www.aviationweek.com

Recently a group of “luminaries and experts” were assembled by the editors of Business & Commercial Aviation magazine to discuss the outlook for business aviation.  Most are longtime friends for whom I have a great deal of respect.  Reflecting on the past, the group glanced at their crystal balls for a look at the future.  The report of the meeting was titled When Business Aviation Rebounds.  The key word is When, and not If.

Addison SchonlandPartnerAirInsight

GE has the money to stay ahead

May 21, 2009

Analysis of:GE's GEnx and Leap-X engines | iagblog.podomatic.com

Developing a new aero engine is massively expensive. Typically it will cost $1bn and take years to go from idea to flying on a wing. Even once developed, the manufacturer has to get over the huge hurdle of persuading the airplane manufacturer of the engine's efficiency and effectiveness. A mistake has implications that stretch over decades.

Brian FoleyPresidentBrian Foley Associates

Worst of Market Shocks Behind Business Aviation - Ripple Effect Then Long, Slow Recovery

May 20, 2009

Analysis of:European Business Aviation Convention Attendance High | www.ainonline.com

Business aviation has been one of the hardest hit industries during the economic downturn.  It seems the worst of the market shocks are over and there will be a long, slow recovery ahead.  Who will recover first?

Addison SchonlandPartnerAirInsight

The one fee you will be happy to pay an airline

May 14, 2009

Analysis of:In-Flight Internet - its time has come | iagblog.podomatic.com

Airlines have embraced the concept of "unbundling". This has led to fees fr everything - baggage, meals and on Ryanair, even printing out your own boarding pass will cost you €5, which you will pay because if you don't they will charge you €40 at the airport. Reports indicate that US airlines could generate $3.5bn in 2009 from bag fees alone. We line in a time when every dollar an airline can take you for, they will.

Addison SchonlandPartnerAirInsight

Is the sky falling in Ireland?

April 29, 2009

Analysis of:Aer Lingus issues third profit warning this year | www.breakingtravelnews.com

Aer Lingus is in deep trouble. The state has rebuffed takeover offers from Ryanair twice. Now it is unlikely to find a buyer at all.

Jim HaynesFounderAVIATION GROUP LLC

Business Aviation Outlook for Cessna, Gulfstream, Embraer, Bombardier, Hawker-Beechcraft, Dassault-Falcon

April 16, 2009

Analysis of:Outlook for Business Aviation | www.ainonline.com

The downturn in deliveries for business jets by the major aircraft OEMs, Cessna (Textron), Gulfstream (General Dynamics), Embraer (ERJ), Bombardier, Hawker-Beechcraft, and Dassault-Falcon, in particular, will affect not only these manufactures and their suppliers, but the business jet service industry as well.  The service industry is made up of thousands of FBOs, MROs, charter and aircraft management companies, part suppliers, component repair stations, aircraft resale companies, etc.

Brian FoleyPresidentBrian Foley Associates

Make or Break Year for Some Bizav Companies

April 14, 2009

Analysis of:Outlook for Business Aviation | www.ainonline.com

Describing the business aviation industry as in a “repression” (a cross between a recession and depression), Brian Foley Associates (BRiFO) president Brian Foley still sees light at the end of the tunnel -- but not before unavoidable turnover in the business aviation industry. 

Jim HaynesFounderAVIATION GROUP LLC

Is the Bailout Really Innovation?

April 14, 2009

Analysis of:After the Panic of '08 | money.cnn.com

Glenn Hutchins one of the founders of the highly successful private equity firm Silver Lake, after studying and outlining how we got into this mess, sees the way out - Innovation.

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