Bozzor's Archive

August 2006 - Articles & Seeds

India's Air Sahara to buy 30 more Boeing planes, but overcapacity looms

10 + 30: a very nice bonus for Boeing for its NG 737 type.

Scrap that rumour: A.P.Møller-Mærsk denies possible acquisition of Hapag-Lloyd

It was doing the rounds a few weeks ago despite jaw dropping incredsulity on the part of anyone in the know, but know A.P.Møller-Mærsk's CEO Jess Søderberg has categorically ruled out the Danish giant's interest int aking over Hapag-Lloyd.

Back to the future: Lockheed wins $3.9 billion NASA spaceship contract

The road to the stars - well, at least the planets in our solar system - is now in the hands of Lockheed Martin, as the company beat out a joint Boeing / Northrop Grumman consoritum for the next generation of manned space vehicles.

Fairchild A-10 Warthog ground-attack aircraft to get new wings in 20-year extended life upgrade

If the F-22 is Charlize Theron, then the A-10 is definitely Roseanne Barr / Arnold. Not the prettiest of planes, but this tough and unique plane is every tank commander's nightmare and fulfills a role that will be hard to match.

Lockheed Martin to help develop a supersonic bizjet

Good news if it happens, but this type of business jet has been mooted for over 15 years with nothing to show. However, Lockheed Martin has now been asked to help develop a Mach 1.8 cruise speed 12 seat jet with around 4,500 mph range. This is tricky but certainly possible.

Macquarie Bank divests stake in Goodman real estate trust

If MacBank does something like this, you can rest assured the transaction generates a nice profit, will produce some lucrative transaction fees and the overall surplus will be used to go into an even more lucrative project.

Boeing's Spirit Aerosystems spinoff slashes labor costs

Great news for investors, not so great news for employees. Spirit Aerosystems has had a dream launch as a company, but employees of Boeing's Wichita based spinoff have seen a not insignificant degradation in their pay and conditions.

DP World to draw up shortlist for US ports sale this week

It ha staken a while, but DP World will soon be disposing of its US Port assets. This is a sad indictment on the state of hysteria in America that anythign associated with Arab states automatically must be perceived as a threat to the US.

Russians take stake in EADS

It's not just the arab states on a spending spree thanks to the might of their petro-dollars. With the days of post-Soviet poverty long behind it, Russia is makign some very strategic investments across the world but especially in Europe.

A380 lands safely after flight aborted

Hiccups like this are to be expected in any flight test program, but given the other problems of the A380, you can rest assured that the likelihood of this incident being blown out of all proportion is quite high.

AP Moeller-Maersk still sees FY sales of DKR 270 billion, net profit DKR 16 billion

All in all, not a bad result for the Danish conglomerate, with pessimistic analyst expectations being bettered by results which are nevertheless still below the demanding standards of the company.

Boeing board OKs $3 billion share buyback

Interesting that Boeing chose this time to make the announcement, just after a small pause in military business has seen Boeing's share price soften after the highs of May.

Maersk accused of playing with New Zealand ports

With a population barely over 4 million but with over 10 ports capable of handling container ships, consolidation is desperately needed in New Zealand for lines such as Maersk who need to cut costs in a competetive market.

Boeing hydrogen plane set to lift off

Any plane that tops out at 70 mph has to make you wonder why they don't just make a car, but this pioneering fuel cell aircraft may point the way to the future.

Boeing wins $700m order from India's Air Sahara

Whilst overshadowed by the ever expanding PRC market, India also has a rapidly growing demand for aircraft and both Boeing and Airbus are keen to exploit this high growth area.

Macquarie Airports keeps raking in revenue

Macquarie Airports has done well, but the future holds some dark clouds on the horizon, as public and industry anger over increasing fees may translate into increased regulatory scrutiny over possible abuse of monopoly power.

American electronic warfare experts in Israel to find out how Hizballah's Iranian systems neutralized Israeli EW

So much for American and Israeli EW capability: the Iranian's have over the past few years invested heavily in electronic warfare, with the end result the assumed Israeli supremacy in this regard during the recent Lebanon war was severely degraded.

Airbus compensation to Qantas for A380 delays tops $A100 million

This is a brutal number and one which other airlines will use as a baseline for their own negotiations.

Boeing to sell 12 747-8Fs to Atlas Air

A huge win for Boeing in the lucrative freighter market, the 747-8F has now gained significant support from Atlas Air, one of the most important airfreight companies in the market.

Korean Air to seek $12 million from Boeing for Connexion expenses

The total charges Boeing may incur from carriers and other supporting infrastructure providers may be in the $100 million dollar range for pulling the plug on Connexion.

Emma Maersk may be as big as a containership can get - for now...

The Emma Maersk may well be the limit for containership size for a few years - not because the ships themselves can't be made bigger, but because some key ports may not have channels deep enough to accommodate anything much larger.

Lockheed Martin touts JSF drone

A very unusual proposition: turning a manned fighter - and one that is yet to enter service - into a drone.

It's not easy to diversify -- just ask Boeing

Specialization vs. diversification: a never ending argument for MBA students that has no right or wrong answer. Boeing's Connexion service was wound up recently, despite actually working and being fairly reasonably priced for business users.

Investor groups question Macquarie's infrastructure assets

Sour grapes are a vital incredient in a recipe for envy, and Macquarie Bank's successful infrastructure model has certainly created a lot of green faces at rival investment houses as Macquarie Bank raked in massive profits over the past few years by simply being smarter and more …

Macquarie and Deutsche Bank battle for a stake in Peel Ports

Despite questions being raised about Macquarie Bank's exposure to transport infrastructure - and the prices being paid in general for such assets lately - it seems that they and Deutsche Bank are willing to go toe-to-toe for Britain's second biggest ports operator.

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