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Old 1st Sep 2012, 21:34
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What a happy chap you are AnQraKa. The world cannot possibly unravel, not after our esteemed PM has tied herself and us to the EU economy with her brainsnap over the carbon tax. As for the new ship, if it is going to be based here, and JQ has the guensey at the moment, then it is reasonable to expect it to be crewed by both Australian pilots and CC. As for QF, it is already struggling long haul, but like our esteemed PM, Mr Joyce has possibly found the answer by handing over the whole box and dice to the Arabs. So at the present time we downunder find ourselved hitched to a EU economy that is failing and our National Carrier at risk at being run by Sheiks, so perhaps your right to feel a little down if you are a expat.
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Old 2nd Sep 2012, 15:10
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I'll go one step further & predict that JQ ops will be an A320 operation only within a few years.

AJ & Co are about the only airline executives on this planet that believe LCC can make money on long haul Widebody operations.

Air Asia X retreated from Europe & redeployed to Australia where they can make some coin from the high Aussie dollar.

Scoots a tit for tat reaction to AJ's wet dream of sending JQ wide bodies to Asia.

BB saw the writing on the wall & packed his bags for the Skin Cream industry where the customers & investors can see positive results.

Hrdlicka's just declared to the Aviation Industry at large that she'd rather be packing school lunches & stuck in the school drop off line than playing hardball in Asia.

A hook up with Emirates might force AJ to change his view as to how to run an airline with two great brands. Or is that now three airlines with two great brands, oh hold on. I missed Jetconnect make that four.

Last edited by Mstr Caution; 2nd Sep 2012 at 15:41.
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Old 2nd Sep 2012, 20:17
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Originally Posted by Mstr Caution
I'll go one step further & predict that JQ ops will be an A320 operation only within a few years.

AJ & Co are about the only airline executives on this planet that believe LCC can make money on long haul Widebody operations.

Air Asia X retreated from Europe & redeployed to Australia where they can make some coin from the high Aussie dollar.

Scoots a tit for tat reaction to AJ's wet dream of sending JQ wide bodies to Asia.

BB saw the writing on the wall & packed his bags for the Skin Cream industry where the customers & investors can see positive results.
Agreed with most of that except BB was sacked. Joyce handed BBs head on a platter to the board. BB was stabbed by his mate, Joyce, and took the fall for all of Joyce's poor decisions. It gave the Irishman about 8 months to save his reputation - not his job.

AJ & co are now very aware of the limits of the jetstar model. However they will prob need something with a bigger range, than the 320, to link up Asia
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Old 3rd Sep 2012, 00:11
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Rumor has it BB went behind AJ's back & spilt the beens to the board regarding the LCC long haul ops.

Problem is the LCC ops works ok in the short range flying where fuel is a lower expense as a proportion of operating costs. The issue then becomes how do you link the geographically distanced LCC business units with an operation that burns fuel at a higher proportion to operating costs.

BB had blabbed and from that point he was walking the green mile as far as AJ was concerned.

You just have to look at AJ's past performance. He's working towards a November 2nd Qantas AGM & looking to pull another rabbit out if the Ether.

He needs a plan to take to the AGM to keep his forward vision theory of growth & profitability intact. Otherwise he's joining BB on the same walk.
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Old 3rd Sep 2012, 00:51
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AJ & Co are about the only airline executives on this planet that believe LCC can make money on long haul Widebody operations.
But then, AJ & Co are about the only airline executives on this planet who believe a LCC offshoot carrier can be run without severely damaging the Host.

Why do you think BA sold their shares and exited the Board? They knew from Go what a bad move it would be. Not a bad price they sold out for, in retrospect.
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Old 3rd Sep 2012, 01:08
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You just have to look at AJ's past performance. He's working towards a November 2nd Qantas AGM & looking to pull another rabbit out of the Ether
Interesting time line and dates aligning.
Andrew Finch the new Legal Council for Qantas takes over from Brett Johnson on Nov 1st.
Andrew Finch, from Allens Arthur Robinson is the one and same behind the Qantas-British Airways merger talks and had a lot to do with the APA deal.
His forte, Mergers, Aquisitions & Take-overs.

So we have the Emirates announcement on Sept 12th and a Lawer who's expertise is mergers and take-overs coming on board at Qantas before the year ends.
No wonder the Institutional Investors are staying put for the time being.

What are the bets for a Private Equity bid to be announced when all the Fair-work Australia determinations have been handed down.
Would just before X-mas be a reasonable guess??
Knowing Qantas Management the redundancies will be announced to inflict the most pain and suffering ,so I'm guessing just before X-mas sounds about right!

Last edited by blow.n.gasket; 3rd Sep 2012 at 01:15.
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