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Qantas Results rumours

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Old 24th Feb 2016, 05:37
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bdcer, Gareth Evans was asked if the original plan to transfer the JQ B788's to Mainline Domestic with JQ upgrading to B789's was still going to happen. I'm not allowed to give the details of his response on this forum, but I'm in no doubt, from his wording, that JQ will not be getting any -9's. It also looks like JQ will not get the additional three B788's that were planned.
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Old 24th Feb 2016, 07:45
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I believe the last 3 -8s were converted to -9 options for mainline.
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Old 24th Feb 2016, 08:38
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Thanks Goeing Boeing. Also heard a rumour that Qantas might take the A320 NEOs as well?
 
Old 24th Feb 2016, 09:01
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If I remember correctly Jetstar had 15 788, and Qantas group had 50 789

Jetstar dropped to 14 a couple of years ago the with the last announcement QF took the last 3 and converted to 789 and confirmed 5 of the Qf orders leaving 45 options( although who knows what's firms and not )9

With the initial 738 order 15 were announced and 60 options perhaps? Best I can tell all 60 options were taken its just done quietly.

Best I can read some more firmed up later this year and next and that's 25 ish and if the world don't fall apart the rest will replace 744/330/380 into mid 2020.

Are there still any options on the 380? 777 type sometime?
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Old 24th Feb 2016, 13:22
  #65 (permalink)  
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Thumbs up

777X to replace the 744s from about 2022/23 I reckon. The 787 is a great machine but it's not a 744 replacement. I said that before QF announced them and the current fleet announcement has borne that out.

A320s for mainline gained serious consideration when JQ HKG was finished off. I reckon 75% chance the NEOs will appear in mainline colours from late 2018 onwards.

QF announced the 787s two years in advance. If they want any beyond the first 8 they'll need to firm them up around the end of this year. Expect them to be announced probably at the Full year results or AGM*.

* Presumes no WWIII or significant financial crisis.
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Old 24th Feb 2016, 18:26
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Joyce has told many staff that he wants all options exercised. He wants all 50. Don't forget the price is heavily discounted. The 787 will become the main stay of the international fleet and the domestic fleet will retain the 737 based on cost of operation and maintenance. I have it on good authority from a very senior engineer that the 737 fleet is the most reliable of all types currently flying at QF. After 5 years from new it's cheaper to operate a 73 over an A320. The training cost alone would be mind boggling to change types, not to mention trying to integrate both types during transition into the schedule. The result could be a total cluster ** ck during any sort of delay or weather event. 737, 787, 777X makes a hell of a lot of sense!
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Old 25th Feb 2016, 02:36
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The result could be a total cluster ** ck
... which is why I wouldn't be surprised to see it happen.

Since when has the board listened to very senior engineers?
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Old 25th Feb 2016, 02:45
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Right aeroplane, right route? Doesn't look like it to me.
Keg, that's not the only difference, is it? Perhaps the balance of the variance between the two is attributable to the punter's perception about the value and quality of the service offering.
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Old 25th Feb 2016, 08:40
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Trivial as it may be, but a symbolic QF tail sits proudly on the inside of the 787 line hangar door at Everett, next to a JQ tail and amongst 25 or so others, even though there's not yet a real 787 in mainline livery yet. The four 787 on the line yesterday were KLM, Norwegian, something unrecognisable, an obscure african mob, in the four line positions. Plus a BA tail already with rego on the ground near position four, but with seemingly with nothing yet to be attached to.
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Old 25th Feb 2016, 14:16
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On the same note, there is a 743 parked at the end of 34L in Jeddah with the faded remains of QF on its tail. Far more interesting story with this one.
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Old 25th Feb 2016, 23:32
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On the same note, there is a 743 parked at the end of 34L in Jeddah with the faded remains of QF on its tail. Far more interesting story.

I think that aircraft has appeared on several videos taken from aircraft transiting Jeddah.

Keg was on the mark with his comment about WW3 or another financial meltdown.
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Old 28th Feb 2016, 10:09
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Whatever happend to those grand plans for Jetstar to operate a 787 base from SIN? They tried two routes and gave up. Should have gone to China and India not Auckland.

Talk about missed opportunity. Scoot just posted Q3 profit of $18m.
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Old 28th Feb 2016, 15:37
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The 78's have enough trouble running as it is, another day another broken 787 or 3
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Old 4th Mar 2016, 01:39
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New a330 destination to be announced shortly, apparently.
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Old 4th Mar 2016, 01:41
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Angel

Related to the rumour of the JQ 787 coming off BNE- HNL?

Define 'shortly' sixdemonbag.
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Old 4th Mar 2016, 02:43
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Originally Posted by LeeJoyce
The 78's have enough trouble running as it is, another day another broken 787 or 3
Yet Scoot also runs 787s
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Old 4th Mar 2016, 06:01
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Ain't no rumour Keg! Announced yesterday, but not for another 8 months.
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Old 4th Mar 2016, 06:05
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Originally Posted by Keg
Related to the rumour of the JQ 787 coming off BNE- HNL?

Define 'shortly' sixdemonbag.
JQ BNE-HNL getting the chop- to be replaced with BNE-HKT.
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Old 9th Mar 2016, 01:10
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In an interview in today's Australian once again Alan Joyce talks about the wonderful deal he did with the great leadership of AIPA to deliver the company a 38% productivity gain on the 787. Now, I'm only a simple pilot. Could someone help me out here and explain how where this productivity came from? I sure as hell cant see it! Thanks in advance.
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Old 9th Mar 2016, 01:31
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Could someone help me out here and explain how where this productivity came from? I sure as hell cant see it!
Joyce has never told the truth in the past - why would he start now?

These statements are made for the consumption of the masses who don't know that they are lies. It's probably aimed at the institutional shareholders as well - their researchers have NFI about anything operational and will take it at face value.
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