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Qantas Fleet Order Speculation

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Qantas Fleet Order Speculation

Old 8th Aug 2015, 12:15
  #641 (permalink)  
 
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So, yeah, about that fleet order instead of an argument about the various virtues of LRC vs. MRC...

This pilot body is desperately due for some good news with the pending announcement of yet another RIN, this time off the 380.

It may well see another bunch of FOs with 15+ years service demoted.
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Old 8th Aug 2015, 22:06
  #642 (permalink)  
 
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A380 FO to A380 SO? crikey

Last edited by crosscutter; 8th Aug 2015 at 22:27.
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Old 8th Aug 2015, 22:25
  #643 (permalink)  
 
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Popgun, going to have to call you on this one:

There are ZERO commercial seats available on today's JQ HNL flights! (Try making a booking on any number of travel websites if you don't believe )
The reason there appear to be zero seats to HNL today on JQ is that JQ Intl do not accept same day bookings. To anywhere.
Go to JQ's commercial site and try to book any Intl flight for the same day.

Look further out and you will see plenty of JQ fares one way to HNL as low as $399. Not indicative of full flights.

Back to Fleet Order Speculation, shall we?

Actually, I'll edit to say that this side debate is not as 'off topic' as it may first appear. IF the travel market to the US has softened, and it seems it has, it will be because the low Aussie dollar is finally starting to bite for outbound travel to the US. In my own experience, going to HNL next month, hotel prices etc. look ridiculously expensive in AUD now. (I'm mostly staying with friends).

Now, if you take into account that the shiny new Dreamliners are paid for in USD, then the 'bargain prices' are not such a bargain any more in AUD. And there will have been a shift in the minds of the Mathematicians.

Of course, what is needed is to 'reach out' to the US market, who have new spending power Downunder and let them know it would be a good time to come over for some barbecued shrimp. Of course the Smartest Guys in the Room, in a classic Dummy Spit, have severed their ties with Australian Tourism, who would be the very people you'd need for this campaign.

Last edited by Captain Gidday; 8th Aug 2015 at 23:13.
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Old 8th Aug 2015, 23:20
  #644 (permalink)  
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fish

Friday next week. QF showing 27 empty to HNL. 89%. JQ 122. 64%.
Saturday next week. QF showing 54. 78%. JQ 125. 63%.

Anyway, point made by both sides. Statistics, lies, yield, etc.

No announcement at results publication I reckon. They want to give market time to see and savour their genius of big profit, dividend, before they then disappoint market by ordering a few billion worth of aeroplanes. I'd love it if they went the other way.
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Old 9th Aug 2015, 00:47
  #645 (permalink)  
 
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Surely if the board has signed off on a purchase, then an announcement to the market would directly follow? ASIC rules and all that?
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Old 9th Aug 2015, 03:53
  #646 (permalink)  
 
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QF will be working hammer and tongs to offload the 380/744 - even if just to force the huge pay drop on those pesky pilots. The lockout worked on the pilots, AJ is a genius Heard that from a broker...
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Old 9th Aug 2015, 04:46
  #647 (permalink)  
 
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QF will be working hammer and tongs to offload the 380/744 - even if just to force the huge pay drop on those pesky pilots. The lockout worked on the pilots, AJ is a genius Heard that from a broker...
Must be true then. Brokers know everything!

How about you ask him to cure cancer while you're at it?

Give me a break!

I hope your tongue is firmly planted in your cheek VJ. That's the biggest load of rot I've heard in a long time.
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Old 9th Aug 2015, 05:09
  #648 (permalink)  
 
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Heard that from a broker...
Is that why the airline is going broker!
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Old 9th Aug 2015, 12:04
  #649 (permalink)  
 
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No. The airline is going 'broker' from incompetent management. It is being saved (from previous and current inanities) short term by the $AUD and Texas sweet crude - as almost anyone with half a brain knows. But that vote seemingly allowed wee-man big boasting rights. And much as it galls me to hear it, I can but report what was heard. And that was 'We told you so, the lockout worked'... Admittedly only 3rd hand but that's what I heard from someone who has no idea I had anything to do with QF. Nor, I hasten to add, would I trust them to look after a bicycle, but that's not the issue. What's disturbing is the presentation of the data to the market. More chocolate rations for everyone (as long as you are a Party Member of course)
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Old 9th Aug 2015, 13:35
  #650 (permalink)  
 
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I think the HNL loads this week for JQ would also be in error for 'off season' as all the Bali Pax not able to fly due ash cloud were offered change of destination with less cost than normal etc.
Many people with a beach holiday week or two planned would have taken the offer up I'm sure.

A question is where is the Brand competing for low cost business on the HNL sectors other than its self or Hawaiin?

FFRATS
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Old 9th Aug 2015, 19:49
  #651 (permalink)  
 
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A question is where is the Brand competing for low cost business on the HNL sectors other than its self or Hawaiin?
Answer: Fiji Airways.
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Old 9th Aug 2015, 23:18
  #652 (permalink)  
 
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The The

I don't know. Do they need to tell the market as soon as they make a decision, or is it that they just can't tell anybody else before informing the market?

I've heard that Delivery positions are locked in (been hearing that for 6 months)

There must be a reason the LH EA is about the 787 and not a NEW TYPE (ie decision made long ago, just putting the pieces in place) and that the negotiators had to sign non disclosure statements.
I guess if the board says NO, somebody else can have them.
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Old 9th Aug 2015, 23:35
  #653 (permalink)  
 
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ASX listing rules CONTINUOUS DISCLOSURE: LISTING RULES 3.1 – 3.1B
See the flow chart on page 5 - "incomplete proposal or negotiation" DOES NOT require the market to be informed.
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Old 10th Aug 2015, 08:02
  #654 (permalink)  
 
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Of course, *everything* remains in an incomplete state until it is finalized, and then the market is immediately informed. That is the loophole right there.
"I did not have sexual relations with that woman, Miss Lewinsky"
-- Bill Jefferson Clinton
"There was a lot of planning in advance but there was nothing of it actioned until we made a decision [to lockout staff]."
-- Alan Joyce
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Old 17th Aug 2015, 00:00
  #655 (permalink)  
 
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We will have to wait and see what happens I guess. Again, this is all galley gossip. (sort of)

Heard a new one. QF back to Mumbai. Via Singapore using the 737 is the rumour. anybody heard that one?
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Old 17th Aug 2015, 00:10
  #656 (permalink)  
 
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Heard a new one. QF back to Mumbai. Via Singapore using the 737 is the rumour. anybody heard that one?
Seriously? How could that work?
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Old 17th Aug 2015, 07:04
  #657 (permalink)  
 
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PER-SIN is currently 737, I suppose the aircraft could come from there?
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Old 17th Aug 2015, 07:56
  #658 (permalink)  
 
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Singapore - Mumbai

That 30 inch pitch in economy (minus the inch or two taken up by the magazine pocket) should be a real selling point! How on Earth will Singapore Airlines compete!? They'd be shakin' in their boots I tells ya!

Lets not get started on that Premium Econom… ahem, 'Business' Class.


In all seriousness, if true, it'd be great news (expansion, yahoo!). But for crying out loud, stick a 330 on it (and Ph - Sin) and get the marketing team to fill it up instead of pi$$ farting around with Miranda Kerr and co.

Leave the 73's to the domestic runs where the competition isn't going to beat you up with multiple flights a day using 777's and A380's.
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Old 17th Aug 2015, 09:47
  #659 (permalink)  
 
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MEL-BOM would be a winner with the 787-9.
Every second person in Melbourne these days seems to be from the Sub Continent.
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Old 17th Aug 2015, 10:41
  #660 (permalink)  
 
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I guess it might work. (737 on SIN-BOM)

The current 737 flight comes in from Perth in the evening, so if the departure ex SIN times in with transit pax from SYD/MEL/BNE, then filling it shouldn't be too hard. Then do the same in reverse. Not sure what the yields would be like though.

QF currently codeshare with Jet Airways on the route and they use a 738, so what's the difference? Surely the QF product is an improvement on that!
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