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Search: Posts Made By: 1A_Please
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8th Sep 2014, 23:32
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

An A330 can do PER-DXB easily. QR and EY have...

An A330 can do PER-DXB easily. QR and EY have both used A332s on services between PER and their respective hubs.
2nd Sep 2014, 22:13
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I've seen Terry at MEL in the past quietly...

I've seen Terry at MEL in the past quietly exiting the Chairman's Lounge:D
28th Aug 2014, 02:08
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

If they'd known this, they should've reported a...

If they'd known this, they should've reported a $10Bn loss. The share price could've doubled.
22nd Aug 2014, 05:29
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

Qantel, do QF pay Qantas Angels by the post or a...

Qantel, do QF pay Qantas Angels by the post or a flat rate? :O
21st Aug 2014, 04:49
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I've told you 1,000,000 times not to exaggerate. ...

I've told you 1,000,000 times not to exaggerate. The oldest QF A332 is just coming up to 12 years old and the oldest A333 is 11 years old.
:=
19th Aug 2014, 22:23
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

The problem is the votes of mum and dad...

The problem is the votes of mum and dad shareholders at AGMs count for nothing. The institutions have given their proxy to the chairman before the meeting and the decisions are all locked away. On...
19th Aug 2014, 01:03
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

The 77Es are not an excellent product for...

The 77Es are not an excellent product for trans-continental. They are too heavy, witness the number of Asian airlines who have ditched their 777s for A330s for regional operations. The A332s are...
18th Aug 2014, 22:54
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

The flaw in this argument is that, in the...

The flaw in this argument is that, in the meantime, VA would've become infinitely more stronger and the domestic franchise of QF would've lost massive value. It also pre-supposes that the privatised...
13th Aug 2014, 23:49
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

In the lead up to the release of QF's results in...

In the lead up to the release of QF's results in the next couple of weeks, I thought it'd be interesting to put forward a few stats of QF's performance during AJ's reign

Profit before Tax...
13th Aug 2014, 22:10
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

It is fairly normal that an ASX listed board meet...

It is fairly normal that an ASX listed board meet a couple of times before results are announced. There is the formal side including a meeting with the audit partner as well as getting the comms...
11th Jul 2014, 04:38
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

If you go down this path, you realistically have...

If you go down this path, you realistically have to break up the whole group into Domestic, Int'l, Jetstar, FF Scheme, Engineering, Catering etc. This would be incredibly complicated and would throw...
3rd Jul 2014, 03:33
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

If AJ does eat onboard QF flights I assume he...

If AJ does eat onboard QF flights I assume he always goes for the steak and avoids the soup. There are much fewer acts of defilement available with a steak.
2nd Jul 2014, 02:57
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

VA have released their May stats and have shown a...

VA have released their May stats and have shown a general improvement in both LF and RPKs. Both are suffering but VA are showing that it can be managed and they can see a way out. QF stumbles...
1st Jul 2014, 02:39
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

Nope, part of the super pricing deal with Boeing...

Nope, part of the super pricing deal with Boeing precludes the trading of options or the selling of the purchased aircraft within 4 years (maybe 5??) of delivery. They don't want good customers...
30th Jun 2014, 01:34
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I believe EK have no further rights into MEL,...

I believe EK have no further rights into MEL, SYD, BNE or PER but can add flights to other ports.

They can upscale from 77Ws to A380s at their will provided the airport can provide them with the...
22nd Jun 2014, 22:42
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I'm afraid it looks like Strategic Aero Research...

I'm afraid it looks like Strategic Aero Research is little more than a blog published by a Boeing fanboy. They appear to have no customers and have written 4 articles in their history, all in the...
5th Jun 2014, 22:24
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I defy anyone to find a fare on your suggested...

I defy anyone to find a fare on your suggested route cheaper than what JQ/VA or QF are offering on BNE-PER. The various airport charges alone would make this very hard.


Me too!! Their results...
5th Jun 2014, 05:36
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

They have also announced it will take 2 years!!!...

They have also announced it will take 2 years!!! to complete the fleet upgrade. This will be fine as long as they can convince all of their competitors to do absolutely nothing for 2 years.
31st May 2014, 07:06
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I assume Alan is less than happy again today with...

I assume Alan is less than happy again today with former News Corp heavy describing him as a misfit in an article in the AFR. He also describes the BoD as being poor questioners that have allowed AJ...
21st May 2014, 23:33
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I doubt JQ will be sold though amalgamating it...

I doubt JQ will be sold though amalgamating it with mainline domestic is very possible (though keeping 2 brands). This would suit the Board hugely who could use the merged JQ to drive down mainline...
21st May 2014, 01:50
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I don't know that this is the end of the war but...

I don't know that this is the end of the war but it is definitely the beginning of the end.

Finally, it appears that someone has woken up that the S-curve needs to go down the s-bend. It was...
18th May 2014, 01:09
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

JQ NZ is obviously loss making. God knows that...

JQ NZ is obviously loss making. God knows that if it was profitable, AJ would sing it from the roofs.

QF know there is only one way to attract the business passenger and to do that they would...
16th May 2014, 03:57
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

Even if what the article says is correct, and...

Even if what the article says is correct, and given it is written by the Jetstar HK CEO who maybe be out of a job soon it is hardly an unbiased account, no where in the article does he address the...
12th May 2014, 23:44
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

7.75% is an excellent return for investors but...

7.75% is an excellent return for investors but also shows the risk premium that QF must now pay since its downgrade. VA would also have to pay similar rates...no wonder it went to its shareholders...
5th May 2014, 02:55
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

QF, either publicly owned or private, will never...

QF, either publicly owned or private, will never again get anywhere near 50% in int'l traffic. The only way it could happen is the creation of a massive protectionist system that neither ALP or Libs...
30th Apr 2014, 05:21
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

So we've lowered our prices and still can't fill...

So we've lowered our prices and still can't fill the seats. ipso facto, we have too many seats in the market...the 65% line in the sand is killing us :ugh:
11th Apr 2014, 01:27
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

Speaking of Jetstar Hong Kong, does anyone have...

Speaking of Jetstar Hong Kong, does anyone have any info on how their TLS hub is performing??:ok:
10th Apr 2014, 02:54
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

Are you married to Bob Carr??? I thought...

Are you married to Bob Carr???

I thought PER-SIN was A320 hence no J class/Star Class whatever!!!
7th Apr 2014, 03:04
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

No, once you are over 20% you can only increase...

No, once you are over 20% you can only increase your shareholding by 3% each months without launching a formal takeover. This is the same method that SQ,NZ and EY are currently increasing their...
27th Mar 2014, 21:39
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

.....Yes, but that makes you a travel agent not...

.....Yes, but that makes you a travel agent not an airline and Flight Centre do travel agencies much better than Qantas ever will!!!!
27th Mar 2014, 05:28
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

I'm convinced the 5000 was just a figure dreamt...

I'm convinced the 5000 was just a figure dreamt up to frighten the government (which it didn't) and please the market (which it hasn't) and QF management have no idea how they are going to get there...
2nd Mar 2014, 22:45
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

JQ's 788s don't have the legs to go trans-Pacific...

JQ's 788s don't have the legs to go trans-Pacific without restrictions. You would need 789s for that.

You can't have spare fleet waiting around to be used on days when bookings don't justify a...
2nd Mar 2014, 22:08
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

Surely trying to sell it would be the better...

Surely trying to sell it would be the better idea. It will have some residual value and the last thing QF needs is more fleet to find a home for.

Maybe reduce some of the wingtip flying against...
2nd Mar 2014, 21:33
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

There are many things that need to be done by the...

There are many things that need to be done by the business to repair the airline and, yes, reducing staff is amongst these. The issue is the current CEO and senior management team have lost the...
27th Feb 2014, 05:03
Replies: 5,414
Views: 3,718,332
Posted By 1A_Please

You definitely aren't the smartest guy in the...

You definitely aren't the smartest guy in the room. You seem to be confusing buying an asset for $250M with making a loss. When you buy an asset you expect to earn money from that asset for years...
Showing results 1 to 35 of 56
 


 
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