Thursday, February 27, 2014

Cargolux: Blogging over blogging in a Blog by Wort.lu

















My Orchids in a Blog. Photo ET

Cargolux: Blogging over blogging in a Blog by Wort.lu


This is a story that is a bit dated.  But it is interesting to note that the argument in favor of standalone and of potential financial partners gets some place in the light. Though the piece assumes an essentially anti-Chinese bias, I wouldn't assume that it places the writer in an unconditional pro-Chinese bias either. This is about a sustainable strategic orientation, and partnerships have ALL had their difficulties: Lufthansa, Swissair, Qatar Airways.

With HNCA, the good news is, it IS the standalone option, though only for several years, until internal competition builds up through the famous JV. Unfortunately the standalone in this case is conceived in a way that it carries obligations that are forecast to generate significant losses.

If and when the deal is finalized. Which is not yet the case.























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