Plane Talking has another piece of Qantas today, no two, as the other is about more seats and less dunnies on the reconfigured A380s which sounds more like pissing on the customers than pissing them off.
Qantas A380 refit means more seats less toilets | Plane Talking
I cut this out of the second item looking on what other analysts think of Qant.
this analysis is a reminder that if Qantas continues to reduce its exposure to international operations in order to somehow become better placed to expand it in the future, it is toast. Every time Qantas retreats, whether in terms of modern fleet acquisitions, or physical network, or through a failure to address by whatever means, new fast growing city pairs, its competitors advance.
There is nothing like a Qantas vacuum to attract alternative carriers. And once they are in place, like Emirates, or Cathay Pacific/Dragonair to Hong Kong or China, future dislodgement is problematical. Opportunities in air transport can’t just be put in the ‘fridge for future use. They have to be taken when they arise, or forever lost.
At the end Ben hints Qantas was late telling the ASX about its loss because a deal with Emirates fell through at the last minute. .