Qantas Results rumours
Thread Starter
Qantas Results rumours
Pure rumour. Add, debunk or clarify as you will.
Well over One billion dollars for the full year. More 787 orders to come, with the transfer of some other group assets (read 787-8 or 717 ?) from other entities into QF. About time👏
Well over One billion dollars for the full year. More 787 orders to come, with the transfer of some other group assets (read 787-8 or 717 ?) from other entities into QF. About time👏
Join Date: May 2005
Location: oz
Posts: 307
Likes: 0
Received 0 Likes
on
0 Posts
Billion $ plus for the year - check. It should be close to 1 billion for the half year!
More 789 - check, though possibly not announced till later in the year.
Transfer of assets - There are certainly some opportunities in mainline if the right "assets" can be found. But I'm hearing something unexpected involving EFA is on the cards.
More 789 - check, though possibly not announced till later in the year.
Transfer of assets - There are certainly some opportunities in mainline if the right "assets" can be found. But I'm hearing something unexpected involving EFA is on the cards.
Close to a billion
Nothing earth shattering announcement wise, just some carefully chosen words which will lead to bigger changes down the track. 717 is a dead duck, another type between 737/330 (and something smaller than 737.....Airbus anyone?) all in house. anyone expecting massive changes will be disappointed.....
Nothing earth shattering announcement wise, just some carefully chosen words which will lead to bigger changes down the track. 717 is a dead duck, another type between 737/330 (and something smaller than 737.....Airbus anyone?) all in house. anyone expecting massive changes will be disappointed.....
Jetstar International...Unprofitable
Jetstar Asia...Unprofitable
Jetstar Pacific...Unprofitable
Jetstar Japan...Unprofitable
Jetstar Kiwi...Unprofitable
Jetstar Asia...Unprofitable
Jetstar Pacific...Unprofitable
Jetstar Japan...Unprofitable
Jetstar Kiwi...Unprofitable
Nunc est bibendum
The number to keep an eye on is how much debt is retired. That can often influence the declared profit. I suspect high 800 to low 900 million for the half depending on that debt number.
I reckon further 787 orders will be at the full year at the earliest when the lead time comes due for the subsequent slots to the first 8 already ordered. If they do announce extra airframes then that means an accelerated arrival schedule and all hell will break loose in training and recruiting.
Still reckon it's too early to announce 737 replacement or A320 family (particularly A321s for trunk routes or A319s for regional stuff) in the medium term.
Less than a week and we'll know.
I reckon further 787 orders will be at the full year at the earliest when the lead time comes due for the subsequent slots to the first 8 already ordered. If they do announce extra airframes then that means an accelerated arrival schedule and all hell will break loose in training and recruiting.
Still reckon it's too early to announce 737 replacement or A320 family (particularly A321s for trunk routes or A319s for regional stuff) in the medium term.
Less than a week and we'll know.
From April QF B787 slots disappear at a rate of one a month. At the price secured for these jets they would be mad not to take them up. As for the profit, A monkey could make money at the moment and after writing off the B747s there is a clear run(for 2 years at least!) for blue skies. Time to clean up on bonuses and head back to Ireland. A320/321s for domestic and B717 gone, more B787s and B788s elsewhere in the Group.
I heard he was going to DXB
Join Date: Jan 2012
Location: Brisbane.
Posts: 27
Likes: 0
Received 0 Likes
on
0 Posts
DXB
No chance of him working anywhere in the Middle East due to his personal life.
I would have thought that Asia would also prove difficult for the same reason.
Both regions not as tolerant as in the West.(understatement)
That leaves North America. If they looked at his record prior to the oil price plunge then he'd have to spin a pretty good yarn as to why he's the man for the job.
He's going no where.
I would have thought that Asia would also prove difficult for the same reason.
Both regions not as tolerant as in the West.(understatement)
That leaves North America. If they looked at his record prior to the oil price plunge then he'd have to spin a pretty good yarn as to why he's the man for the job.
He's going no where.
He doesn't need to go anywhere.
The LTIP expires next year and it looks like he'll pocket excess of $30M from it and then you add his normal salary & bonuses, he'll have around $45M in that year alone.
He'll happily retire from QF with his ill-gotten gains, be appointed to a number of lucrative board positions and live an extremely comfortable life.
The LTIP expires next year and it looks like he'll pocket excess of $30M from it and then you add his normal salary & bonuses, he'll have around $45M in that year alone.
He'll happily retire from QF with his ill-gotten gains, be appointed to a number of lucrative board positions and live an extremely comfortable life.
Join Date: Jul 2008
Location: south pacific vagrant
Posts: 1,334
Likes: 0
Received 0 Likes
on
0 Posts
Jetstar International...Unprofitable
Jetstar Asia...Unprofitable
Jetstar Pacific...Unprofitable
Jetstar Japan...Unprofitable
Jetstar Kiwi...Unprofitable
Jetstar Asia...Unprofitable
Jetstar Pacific...Unprofitable
Jetstar Japan...Unprofitable
Jetstar Kiwi...Unprofitable
The current crewing arrangement of the 717 will cease in the next few years, once a decision has been made about which aircraft will eventually replace the 737. Currently qf are so short of domestic capacity, if indeed another 3 are 'being inspected' it is a temporary measure. I highly doubt it though....
The other issue we have in the short term is crewing....we are (unbelievably) short of crew. Once the numbers are right, the 717 will be sold off (still a strong market for them in the US). We already have a wholly owned subsidiary (network) so if they decide to keep a dedicated regional jet (unlikely....airbus anyone?) why pay another mob of contractors. So...sorry, but cobham has a limited lifespan...
The other issue we have in the short term is crewing....we are (unbelievably) short of crew. Once the numbers are right, the 717 will be sold off (still a strong market for them in the US). We already have a wholly owned subsidiary (network) so if they decide to keep a dedicated regional jet (unlikely....airbus anyone?) why pay another mob of contractors. So...sorry, but cobham has a limited lifespan...