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Old 20th Feb 2016, 16:14
  #4292 (permalink)  
Shed-on-a-Pole
 
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access to the UK for east Europeans in particular.
As you know, MAN significantly underperforms the market with its present offering to destinations in Eastern Europe. And many of the passengers MAN does serve to that region are British tourists visiting destinations such as Krakow and Prague. This demand will remain, whatever is decided on migration status for guest-workers. If the worst-case scenario were to happen, MAN is only marginally exposed to this market segment ... MAG actually needs to rectify that hole as a priority and expand its Eastern Europe portfolio.

If MAN were to lose all its current customers to Eastern Europe overnight, the hit would be far smaller than that resulting from the issues affecting Egypt and Tunisia as we speak. Bookings to Turkey are way down also. But none of these market-specific hits have negated the need for infrastructure renewal and expansion of facilities at MAN. Changes in traffic flows to Eastern Europe alone certainly won't determine that need either. DSA and LPL are exposed to the Eastern European market sector to a far greater extent than MAN.

EDIT: Just seen that the EU in/out referendum will be held on June 23rd. So any planning tweaks required as a consequence of the outcome can be taken into account afew weeks from now anyway, well before detailed work on the TP becomes apparent.

Last edited by Shed-on-a-Pole; 20th Feb 2016 at 17:19.
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