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

Addison SchonlandPartnerAirInsight

Yapping on Ryanair coming soon

September 29, 2008

Analysis of:Ryanair to allow mobile phones on flights | www.guardian.co.uk

So people wonder what the impact will be when Ryanair starts allowing phone calls. For me this is not so far fetched.

Brian FoleyPresidentBrian Foley Associates

Business Aviation Downturn to be Deeper/Longer Than Generally Believed

September 23, 2008

Analysis of:Analysts Warn of Rising Pre-Owned Business Jet Inventories | www.ainonline.com

There are clear signals that the business aviation sector has begun its cyclical decline. There are a multitude of factors which drive this market, with the availability and pricing of used aircraft one of them. While backlogs are currently fat, are they really large and solid enough to carry manufacturers and vendors through the downturn? Investors need color on how long and deep the correction can go, and how long it will take to recover to pre-slowdown delivery rates.   OEMs like to assure investors not to be overly concerned as big backlogs and a strong international demand component will carry them through the downturn unscathed. We're not so sure.

Addison SchonlandPartnerAirInsight

Fuel hedges start to bite

September 22, 2008

Analysis of:Dropping Oil Prices Hurting Airlines. Huh? | blog.wired.com

As fuel prices fall, what happens with all those pricey hedges at well over $100/barrel? Can this industry get anything right?  Maybe circumstances are beyond any human comprehension.

Brian FoleyPresidentBrian Foley Associates

What happened to the VLJ and Air Taxi "revolutiion"?

September 22, 2008

Analysis of:DayJet Parks VLJ Fleet for "Economic Reasons" | www.ainonline.com

Air taxi provider DayJet is now sidelined while VLJ manufacturer Eclipse remains on life support.  It appears that a successful wide-scale air taxi business model has yet to be developed.  This has implications for other start-up air taxi operations and the OEMs who are to supply the equipment.

Addison SchonlandPartnerAirInsight

The New York meltdown

September 16, 2008

Analysis of:Stocks volatile amid uncertainty | news.bbc.co.uk

The damage is immense. The downstream impacts have not yet hit with full force. But a global tsunami has started.

Addison SchonlandPartnerAirInsight

How about the whole story?

September 5, 2008

Analysis of:Airlines Set To Lose USD$5.2 Bln In 2008 - IATA | news.airwise.com

IATA rightly assigns much of its members' travails to the oil spike. How quickly we forget. Before the oil spike we had a situation where many airlines were struggling - especially in the US - with rising labor demands. The truth is that the industry had a brief moment of profitability. There were exceptions of course; some airlines can't help themselves for making money. These would be the ones that charge a fair price AND deliver on customer expectations. Ther are precious few unfortunately.

Addison SchonlandPartnerAirInsight

Its worse than we think

August 22, 2008

Analysis of:TSA Snafu Grounds Nine Planes at O'Hare Field | www.abcnews.go.com

The story speaks of a few planes at O'Hare, but its worse than that. This was not an isolated event.

Stanley AltermanPresidentAlterman Associates

"All of the Above" Policy for Oil Exploration and Development, Dr. S.B. Alterman

August 11, 2008

Analysis of:What's so bad about foreign oil? | www.latimes.com

Let's consider some interesting information on drilling for oil and allowing oil shale leases.  In my opinion, we need an “all of the above” strategy to energy with the goal to make US independent of foreign energy sources as soon as possible.  This includes, conservation, CAFÉ standards, solar, wind, research into new technologies, drilling (including off-shore), oil shale, and clean coil conversion.  We need the equivalent of JFK’s 10 year goal for a man on the moon, with a 10 year goal for energy independence.  It seems like many of our politicians are beholden to environmental ideologues who misuse information to achieve their own narrow objectives and ignore the strategic implications and hidden costs of our energy dependence on unstable sources of supply. Visualize the USA, in 10 years time, being independent of ALL foreign energy sources. We will focus be able to focus on the problems of anti-terrorism, health care, democratization, food supplies and clean environments.      

Addison SchonlandPartnerAirInsight

BA and Iberia

August 6, 2008

Analysis of:Iberia y British Airways se fusionan | www.elpais.com

This "merger" is not of equals but is necessary for both airlines.

Addison SchonlandPartnerAirInsight

Culture is only one aspect of the problem

August 6, 2008

Analysis of:Airbus is hampered by cultural differences | www.ft.com

Airbus' employees are from across Europe and now stretches as far as China.  The cultures these people come from cannot be ignored or papered over.

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