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Feb 21 - Qantas due to release its first-half results today has been caught off guard

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Feb 21 - Qantas due to release its first-half results today has been caught off guard

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Old 8th May 2013, 01:36
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TIMA9x,
Any chance you can create video copy from 4.55-5.23 and post it express to AJ.
Perhaps title it "The winning strategy."
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Old 8th May 2013, 11:50
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Market Share

interesting aside from Tim Clark
Emirates-Qantas Deal Not A “Reaction” To Competition – Clark


Emirates president Tim Clark said the airlines were not influenced by Etihad's partnership with Virgin Australia.

The recent partnership between Dubai’s Emirates Airlines and Australia’s Qantas was not a reaction to competition and materialised purely because of mutual gains, according to Tim Clark, president of Emirates.
Speaking at the Arabian Travel Market (ATM) event in Dubai, Clark said that the decision to partner with the Australian carrier was not influenced by Etihad’s partnership with Virgin Australia that was announced in 2010.

“That agreement was done two years ago and was very different… Our partnership is not a reaction, it’s simple maths where it’s a win-win for both the parties,” he said. “[For us,] it’s not a question of what Etihad was doing or not,” he added.
Emirates and Qantas first announced the 10-year partnership in September last year, but received final approval for a five-year alliance from Australia’s competition regulator in March.

“The process of getting approval was not easy. We had to work hard to demonstrate that the move would also benefit consumers,” said Clark.
The arrangement includes changing Qantas’ hub from Singapore to Dubai for European flights, and the two airlines will offer a combined total of 98 flights a week between Australia and Dubai.

Industry experts say the impact of the relationship is already being felt in Dubai, with hotels reporting a rise in Australian tourists.
Emirates-Qantas Deal Not A "Reaction" To Competition - Clark » Gulf Business
.

Last edited by TIMA9X; 12th May 2013 at 14:34. Reason: weekend special video
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Old 13th May 2013, 10:05
  #63 (permalink)  
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why isn't QF any more profitable
I think J*'s performance in Asia is showing signs of distress (now published figures are available since the Feb 21 announcement) hence my growing feeling the focus returning to Q mainline.
The only trouble with this, Q mainline has been concentrating on the new Emirates deal which has nothing to do with Asia.... go figure.. we were told at the time 3K Asia was an amazing business.
Jetstar misses another opportunity in Singapore as it reduces focus on China market | CAPA - Centre for Aviation

Mainland China has accounted for the entire decrease in North Asia capacity, which is rather surprising given the importance Jetstar Asia previously placed on the Chinese market. Jetstar Asia is currently offering only about 5,000 weekly return seats in the Singapore-China market compared to about 8,000 weekly seats one year ago.

interesting
A stock market disclosure that AirAsia X is bringing forward its Australia expansion plans poses a much sharper attack on the Jetstar franchise in Asia than a mere doubling of capacity to Sydney and Melbourne sooner than originally expected. Jetstar in pincer attack from AirAsia X, Scoot | Plane Talking
I am pretty sure now the market has completely changed since this thread started back in Feb, in fact changed so much I fear both Jetstar and Q mainline are now under huge pressure.
It's good to revisit what AJ said live on ABC news 24 back in Feb followed by The Business the same day.






It is also important to note SQ's profit figures in decline over the past three years. Will be interesting to see SQ's next results by comparison to see if Scoot has cannibalised SQ's core business.

.
It appears now, more than ever, there is a growing argument for Qantas mainline to get as a priority whatever new metal that is on order for the Qantas group, to go to the LH operations to build on what Bruce Buchanan had planned back in July 2011 for Jetstar. I am convinced that the Qantas brand is the way forward for Asia, not Jetstar which appears to be floundering amongst its rival LCC models in Asia.

Jetstar's new North Asia focus leaves room for Qantas Singapore expansion to Europe and India | CAPA - Centre for Aviation

Jetstar's new North Asia focus leaves room for Qantas Singapore expansion to Europe and India
Let's hope so, although India would be questionable under the Qantas branding in my view. Joyce did say recently
Joyce predicted the airline next financial year would reap the benefits of moves to modernise operations, maximise partnerships, reduce costs and upgrade its product and service.
Suggests a keener "focus" back towards Qantas mainline?
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Old 15th May 2013, 04:11
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I recall Sunfish saying a while back to watch for the arrival of former EK execs into Qantas as a sign of a potential takeover by stealth.

Lo and behold:

QANTAS'S high-profile head of corporate and government affairs, Olivia Wirth, will move away from government lobbying and take on marketing role in what the airline has labelled a "strategic refresh".

Ms Wirth, whose partner is Australian Workers' Union national secretary Paul Howes, will take on a newly-created role of group executive brand, marketing and corporate affairs. The role incorporates her existing responsibilities for communications and adds responsibility of the Qantas brand.

Emirates executive Andrew Parker will join Qantas in the newly-created role of group executive, government and international affairs.

Qantas also said it would consolidate its market intelligence and customer insight function, currently spread between different business units, into its existing strategy division.

The airline said the changes would implemented by July and would mean the position of its current executive general manager of marketing, Lewis Pullen, would no longer exist and he would leave the company.
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Old 15th May 2013, 05:30
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Wirth rebranded, internal shuffling.

Livvy has a new role in QF. She is now boss lady of Group Executive Brand, so she still stays at QF.
I enjoyed the photo in today's Australian, there has always been something about her that puts my flag at full mast!
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Old 15th May 2013, 06:09
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Keg - I had _exactly_ the same thoughts. Thanks for digging up the reference.

A moron of that calibre shouldnt be allowed near anything more complicated than a mouse trap - let alone an airline. Makes me sick contributing to her $1m+ benefits salary...
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Old 15th May 2013, 06:49
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There's sweet fa for mainline career progression but at least Olivia got some. What's the salary now? $1M?
Maybe the next step will be CEO?
We've got the six million dollar man now, perhaps wonder woman could do a better job.

Last edited by hotnhigh; 15th May 2013 at 06:50.
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Old 16th May 2013, 10:43
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My German Shepherd could do a better job.

And he works for Pal!
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Old 14th Jun 2013, 01:46
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Grrr Qantas closes frequent-flyer loophole

Travellers wanting to fly economy from Australia to London return had been able to escape paying $610 in fuel surcharges by redeeming their frequent-flyer points on an Emirates flight rather than Qantas. They could also pay $290 less for a return economy with Emirates to an Asian destination.
Qantas cannot raise the total cost of a ticket considerably higher than its rivals because it would make it uncompetitive. But it can try to recoup the cost of fuel by imposing fuel surcharges on passengers who are using frequent-flyer points to pay for their fare.
A step in the right direction, what took them so long? For me, not a well thought out plan at the time of forming the alliance, must have hit the bottom line for Q since April..


Last edited by TIMA9X; 14th Jun 2013 at 02:06. Reason: add 3 month share chart
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Old 14th Jun 2013, 04:29
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Look at that share price. I think it may be time to announce another alliance with Emirates!?
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Old 15th Jun 2013, 00:28
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What's the betting that QF will fly only to/from the East and not to Dubai/Europe shortly?
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Old 15th Jun 2013, 00:51
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Or maybe just to Dubai, until everyone realizes that they may as well just book on Emirates. Not going to London, considering the history involved, would be a major loss of face for senior management.
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Old 15th Jun 2013, 01:01
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would be a major loss of face for senior management
No it wont. Just throw another party celebrating what a great job they are doing in their own minds.
Invite clingons from both sides of politics, the big end of town and media personalities from all major networks and fire out the free champers and grange and the problem solved.
"The management team have been developing strategies to compete in the difficult global aviation market...blah,blah, blah. Inefficient work practices from the unions blah, blah, blah"

And lets not forget to have the hangar party on a friday night so that they can close down the first 3 domestic bays so it will completely stuff the domestic network for the evening, but at least the management team and clingons wont be put off the grange, by aircraft noise from aircraft that were suppose to be using gate 1, but are now holding abeam taxiway f for another bay to become available.

Last edited by hotnhigh; 15th Jun 2013 at 01:02.
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Old 12th Aug 2013, 02:22
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At $1.19/share has the market already factored in the latest profit, errr loss?
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Old 12th Aug 2013, 07:54
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Livvy reminds me of the narcissist I wasted Two years of my life on. I would hate to work for her. I would imagine that the marketing group will now get a "clean out" of anyone she regards as a threat to her omnipotence.

The happy couple will now get "A List" status in Sydeny(sic). Expect Howe to get a safe Labor seat next election. Livvy will knife Joyce a few years from now.

Last edited by Sunfish; 12th Aug 2013 at 07:54.
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Old 12th Aug 2013, 08:52
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Folks,
A microcosm of what is going on in Qantas, and who makes what decisions.

An offspring of mine is not just a frequent flyer, but a very frequent flyer. If there was such a thing, he would be a "double platinum with diamond borders and inset black opals" Oneworld frequent flyer, I have now idea how much his tickets are worth every year, but it is well into 6 figures. The travel budget he controls is many times that.

On a recent trip BA, LON to BKK, onwards with QF to SYD, booked months in advance, he was bumped in BKK???

He wound up coming the last leg with Emirates, some hours later.

And, guess what, they lost all his bags!! They all turned up in Sydney three days later??

As long as Qantas longhaul does not have a fuel efficient fleet, it cannot make money with the available yields, even with a 100% load factor, and many sectors from observation, are close to that.

Tootle pip!!

Last edited by LeadSled; 12th Aug 2013 at 08:53.
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Old 14th Aug 2013, 07:46
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Qf fy 12/13 profit

2 weeks to go til Qf reports on the financial year. No profit( or loss)guidance. What r re guesses and probability of dividends?
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Old 14th Aug 2013, 09:06
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Small profit,times are tough, fuel very expensive due to weak $Aus,no dividend however international has turned the corner due to the difficult decisions taken by management and hence we have awarded ourselves massive bonuses once again. Sound familiar?
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Old 14th Aug 2013, 16:36
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It must be really tough for them this year, because after years of bagging LH International, this time they have to paint International as being "saved" by the tie-up with Emirates. To do otherwise would be to admit failure, and we know that this lot never fail!

So how will the buckets of money be divvied up? Jetscum, of course, will continue to be the Golden Child, but since Domestic is knee-deep in an ongoing EBA, my tip is that the former cash-cow will suddenly be drying up.
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Old 14th Aug 2013, 23:44
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Partnership transition costs. Jetstar HK and JP start-up costs - these will be some of the excuses for this current year.

Forward projections will be trimmed due to the strengthening dollar and increased competition to the EK/QF "partnership" from others who had managed to trim their own costs better in an ever more volatile industry.

All of the above have already been dropped into the pond, just need to wait for the ripples to hit the final report.

But wait: there will be a glittering new project to look at and wonder about ... maybe RedQ reappearing at SIN to tap that premium market - something to throw a lazy $50m at to distract the audience and from which the plug will be pulled after a suitable period.

It's all become soooo predictable.

Regards,

BD
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