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How Do You See The Future Of German Airlines?  
User currently offlineTobias2702 From Germany, joined Sep 2008, 701 posts, RR: 0
Posted (4 years 11 months 2 weeks 3 days 6 hours ago) and read 3948 times:

Hi, I am curious to get some thoughts on the following topics:

1) What do you think of AB: Will they further grow, or have they gone too far when bying LTU? Will they one be bought by someone else or even join an alliance?

2) What about TUIfly -- how long will they still be around?

3) Which airports will grow/decline? Will the new Berlin Airport (due to open in 2011) chenge anything?

Thanks for your remarks

Tobias


PA, AF, UK, BA, AB, DL, LH, FR, BD, A3, EZY, DY //// A319/320/346, B733/735/73G/738/744/763, AT4, 146, CR2, DH4
8 replies: All unread, jump to last
 
User currently offlineWAC From United States of America, joined Nov 2008, 275 posts, RR: 0
Reply 1, posted (4 years 11 months 2 weeks 3 days 5 hours ago) and read 3860 times:
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1) AB is a competant airline though I see them as an aquisation for either a legacy carrier group such as AF/BA or even LH or EZY or even a russian/arab group.
2)TUIfly will survive as it is a big international group or LH will acquire it.
3) None of the major ones apart from Frankfurt Hahn (just cos there are better airport for FR to make bases both in Germany and Europe), and Brandenburg will be a huge success and either LH or the new owner of AB will benefit hugely or even both.


User currently offlineAirCanadaA330 From Canada, joined Aug 2008, 276 posts, RR: 0
Reply 2, posted (4 years 11 months 2 weeks 2 days 19 hours ago) and read 3598 times:



Quoting WAC (Reply 1):
TUIfly will survive as it is a big international group or LH will acquire it.

LH seems to be "acquiring" a lot these days!



Cheers;
User currently offlineHaggis79 From Germany, joined Jun 2006, 1096 posts, RR: 1
Reply 3, posted (4 years 11 months 2 weeks 2 days 19 hours ago) and read 3580 times:



Quoting WAC (Reply 1):
1) AB is a competant airline though I see them as an aquisation for either a legacy carrier group such as AF/BA or even LH or EZY or even a russian/arab group.

I agree that AB looks to be a prime takeover candidate... more likely to be bought by AF than by BA in my opinion, as AF is going more after the market ex Germany than BA is. However, an acquisition of AB by LH will never get past the authorities... those two combined make I guess more than 80% of the intra-German market.

Quoting AirCanadaA330 (Reply 2):
LH seems to be "acquiring" a lot these days!

I think this is going to be the most interesting topic about German aviation in the next few years.... LH/LX worked (works) well.... but LH is going to have a lot of new toys in the near future (BD,OS,SN,LH Italia) - will be interesting to see what they do with all those.



300 310 319/20/21 332/3 343 AT4/7 143 B19 732/3/4/5/G/8/9 742/4 752/3 763/4 77E/W CR2/7/9 D95 E45/70 F50 F70 100 M11 M90
User currently offlineAirCanadaA330 From Canada, joined Aug 2008, 276 posts, RR: 0
Reply 4, posted (4 years 11 months 2 weeks 2 days 19 hours ago) and read 3568 times:



Quoting Haggis79 (Reply 3):
but LH is going to have a lot of new toys in the near future (BD,OS,SN,LH Italia) - will be interesting to see what they do with all those.

I'm curious to see if all this "shopping around" comes back to bite them! I mean with the global economy in the ditch right now, wouldn't it be better for LH to save the money and have a nice little nest egg? Last I heard they are still buying out BMI, yet didn't BMI have a loss this quarter?


Cheers;



Cheers;
User currently offlineHaggis79 From Germany, joined Jun 2006, 1096 posts, RR: 1
Reply 5, posted (4 years 11 months 2 weeks 2 days 19 hours ago) and read 3557 times:



Quoting AirCanadaA330 (Reply 4):
Last I heard they are still buying out BMI, yet didn't BMI have a loss this quarter?

well with BMI the situation is different in that regard that AFAIK Sir Micheal Bishop can basically force them to buy his remaining shares due to a contract from a few years ago, i.e. if he wants to sell, they have to take (and pay) the shares. Of course they could just re-sell those shares to someone else, but obviously they think it's better for them to keep them....



300 310 319/20/21 332/3 343 AT4/7 143 B19 732/3/4/5/G/8/9 742/4 752/3 763/4 77E/W CR2/7/9 D95 E45/70 F50 F70 100 M11 M90
User currently offlineAirCanadaA330 From Canada, joined Aug 2008, 276 posts, RR: 0
Reply 6, posted (4 years 11 months 2 weeks 2 days 19 hours ago) and read 3549 times:



Quoting Haggis79 (Reply 5):
Sir Micheal Bishop can basically force them to buy his remaining shares due to a contract from a few years ago

Interesting....smart move on his part, well providing BMI is having money problems.

Does LH have any plans for BMI fleet and/or route changes as of yet?

Any chance Skyteam or Oneworld might flirt with AB? They seem to be doing very well for themselves.

Cheers;



Cheers;
User currently offlineHaggis79 From Germany, joined Jun 2006, 1096 posts, RR: 1
Reply 7, posted (4 years 11 months 2 weeks 2 days 18 hours ago) and read 3528 times:



Quoting AirCanadaA330 (Reply 6):
Does LH have any plans for BMI fleet and/or route changes as of yet?

I'm sure they do.... they would be quite stupid if they hadn't. But none of their plans seem to be public  Wink

Quoting AirCanadaA330 (Reply 6):
Any chance Skyteam or Oneworld might flirt with AB? They seem to be doing very well for themselves.

I doubt it, unless AB is taken over by AF or BA.... AB as it stands right now has too much of a leisure/low cost structure to be of much value for an alliance. Kind of like JetBlue and Frontier not being part of an alliance, either.



300 310 319/20/21 332/3 343 AT4/7 143 B19 732/3/4/5/G/8/9 742/4 752/3 763/4 77E/W CR2/7/9 D95 E45/70 F50 F70 100 M11 M90
User currently offlineAirCanadaA330 From Canada, joined Aug 2008, 276 posts, RR: 0
Reply 8, posted (4 years 11 months 2 weeks 2 days 18 hours ago) and read 3523 times:



Quoting Haggis79 (Reply 7):
unless AB is taken over by AF or BA

Im kinda surprised that they dont try to get a foot hold into the German market, since LH is huge and part of the Star Alliance. Wouldnt BA or AF be able to compete better if they owned say AB.

Quoting Haggis79 (Reply 7):
AB as it stands right now has too much of a leisure/low cost structure to be of much value for an alliance

With their long haul growth plans, do they plan to change their structure or are they doing well enough not to bother?



Cheers;
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