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So you need a new fleet Leigh?

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So you need a new fleet Leigh?

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Old 1st Dec 2018, 06:23
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But the energy and shipping industries are ill-prepared, say analysts, with refiners likely to struggle to meet higher demand for cleaner fuel and few ships fitted with equipment to reduce sulfur emissions.
In January this year, Lightweight Leigh Clifford sat straight faced claiming the QSA1992 was the reason for the lack of a new fleet. Thai Airways didn't struggle for 'capital' their A350 fleet is operational. Instead QF chose to spend over $ 2 billion buying on market their own shares.

10 years Little Napoleon has sat in the big chair. Not a solitary aircraft ordered for QF (other than those Mr Dixon ordered well over a decade ago!)

In the same period JQ have had a 110 aircraft order, to replace a fleet substantially younger than that from which it borrows so much. Generating 31% of the revenue, flying 48% of the ASK is hardly efficient. Accounting fudges aside, JQ grew to be larger than the parent. Yet it can't generate more than one third of the revenue.

It is worth noting that Little Napoleon's tenure has coincided with the GFC. With emergency interest rates persisting for a decade, is it any wonder that QF can get away with it?
Low interest rates remove the necessity for strategic thinking. Companies do not need to be disciplined, as the risk of error is low (in terms of interest)

Is it just dumb luck that saw a lightweight chairman (self confessed) and his side kick at the helm?

Whether it is shortage of middle distillates, pollution or simple fuel expense, Qantas is vulnerable.


10 years in the job and a vocal SSM campaign is hardly the stuff of legend, no matter what he tells himself looking in the mirror.

Qantas need a new fleet.
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Old 1st Dec 2018, 07:22
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Thai Airways didn't struggle for 'capital' their A350 fleet is operational
The same airline that is 51% owned by the government and has sustained losses in the last six out of ten years, with those total losses amounting to over AUD$3 billion? Seriously?
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Old 2nd Dec 2018, 01:31
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Originally Posted by T-Vasis
The same airline that is 51% owned by the government and has sustained losses in the last six out of ten years, with those total losses amounting to over AUD$3 billion? Seriously?
Isn't that precisely the point, even they have a new fleet!

.

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Old 2nd Dec 2018, 03:42
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If we are changing this fleet what would we get (similar in type for each) and what would be the saving?

Airbus - A330 - 28 frames - average age 12 years

Airbus - A380 - 12 frames - average age 9.3 years

Boeing - 737 - 80 frames - average age 12 years

Boeing - 747 - 9 frames - average age 17.7 years

Boeing - 767 - 1 frames - average age 12 years

Boeing - 787 - 8 frames - average age 0.6 years

* I would suggest we either go A380 or B747 for the total 21 frames in this market.
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Old 2nd Dec 2018, 04:16
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I think two new fleets are needed - the cost (& time) for the A380 wing crack repairs is so prohibitive that one of the considerations being looked at is permanently retiring four A380’s and trying to bring ahead B787 deliveries. Would probably mean that the B747’s would have to stay in service for a few more years as well.
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Old 2nd Dec 2018, 04:27
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Originally Posted by Going Boeing
I think two new fleets are needed - the cost (& time) for the A380 wing crack repairs is so prohibitive that one of the considerations being looked at is permanently retiring four A380’s and trying to bring ahead B787 deliveries. Would probably mean that the B747’s would have to stay in service for a few more years as well.
As Mr Roger Montgomery astutely pointed out the CAPEX is well behind the curve. The tin ear(s) in Coward Street won't listen. They will simply repeat the number and hope nobody does the arithmetic.
Rather like 'saving' 535,000kg of fuel with the amazing fuel saving initiatives. The same initiatives IATA threw at member airlines years ago.

Annually, 535,000kgs sounds a lot of fuel and hence expense. But it is just on three Pacific crossings in the B747. A B777, A350 or even a B787 halves the fuel expense and burn. Qantas would save that a week!

Rumours circulating at EADS were suggestive that the QF fleet of A380s were working at too high a utilisation rate to be sustained.
It could well be to such points Mr Meyer tried to warn Little Napoleon before being shown the door?


Qantas need a new fleet.

Sitting from afar it appears the QF strategy is to lever the aircraft with the 'negotiation' phase of contracts. Penny wise pound moronic.
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Old 2nd Dec 2018, 05:44
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Originally Posted by Going Boeing
I think two new fleets are needed - the cost (& time) for the A380 wing crack repairs is so prohibitive that one of the considerations being looked at is permanently retiring four A380’s and trying to bring ahead B787 deliveries. Would probably mean that the B747’s would have to stay in service for a few more years as well.
An interesting comment about the 787 as I have been told the training section have been told they will be doing 8 commands on it a month next year. I feel that chickens and roost are coming into vogue.
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Old 3rd Dec 2018, 00:43
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Bad Buybacks

Insert Qantas into this article, one can certainly see how it might fit.
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Old 3rd Dec 2018, 00:53
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Originally Posted by ExtraShot


Bad Buybacks

Insert Qantas into this article, one can certainly see how it might fit.
Precisely.
Concentrate the EPS, which in yet another amazing coincidence is a KPI.
In excess of $2 billion spent. Management could not find one thing better to do with the money?

Take Little Napoleon to the woodshed.
Qantas need management.

Qantas need a new fleet
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Old 6th Dec 2018, 18:28
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While Little Napoleon plays My Kitchen Rules in anticipation of a family Christmas, bigger issues appear to be confronting Fort Fumble.

Rumours abound that a problem is apparent in the A380 fleet.
Connections at EADS suggest there MAY be issues with some early build A380

Qantas are among the early adopters.

Thus it may well be that work needs to be done.
Spread by management pilots to the herd it could simply be another disinformation campaign as part of the usual game of contract season.

If true, Little Napoleon might want to stop lacing his plum pudding with brandy and ponder where, at short notice (if this is actually the case) will Qantas 'find' a new fleet?
Rather like the parents of the child whose birth is celebrated at this time of year, everywhere is full!

Boeing and Airbus have no room at the Inn.

Qantas may need (more) new fleet stat.
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Old 6th Dec 2018, 18:47
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To answer Rated De, whatever games are being played in QCC the answer is very simple, there are literally a dozen of each A380 & 777 that have been parked by their sandpit buddy that cant be crewed.
In the same manner that a bunch of QF drivers went and played in the sandpit to help them out, its pretty obvious that if they have plenty spare metal then its an easy answer.

My bet however is its disinformation, EBA time, Christmas where everyone is a bit stressed and wants things to be settled, divide and concur is the usual tactic. If there is an issue then EK and SQ would also be facing the same. Food for thought.
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Old 6th Dec 2018, 19:36
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Originally Posted by TWOTBAGS
To answer Rated De, whatever games are being played in QCC the answer is very simple, there are literally a dozen of each A380 & 777 that have been parked by their sandpit buddy that cant be crewed.
In the same manner that a bunch of QF drivers went and played in the sandpit to help them out, its pretty obvious that if they have plenty spare metal then its an easy answer.

My bet however is its disinformation, EBA time, Christmas where everyone is a bit stressed and wants things to be settled, divide and concur is the usual tactic. If there is an issue then EK and SQ would also be facing the same. Food for thought.
It might well be.
QF IR have latched onto levering pilots at contract time with promises that a new aircraft type is considered.
It is this time last year (as highlighted in this thread) that the activity of a former union president and skill shortage visas was mentioned.

This has been heard in Haute-Garrone which is why it was referenced that there may be a wider issue than simply a Qantas one. Qantas do hold some of the very early build A380.
Given the contract season and the historically dark divide and conquer tactics employed, it might simply be something to further startle the herd.

They do need a new fleet.
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Old 13th Dec 2018, 03:58
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https://www.smh.com.au/business/comp...26-p50icy.html

That would translate to $40 million saving, based on this year's expected fuel bill of $4 billion.
Picking up pennies in front of a steam roller.

Qantas need a new fleet.
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Old 13th Dec 2018, 04:18
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My own personal experience is that to and from the USA I’m getting longer flight times and hence fuel burn than the old system. Any one else?
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Old 13th Dec 2018, 09:43
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I love the comments section at the bottom of the last SMH article!
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Old 13th Dec 2018, 12:02
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Originally Posted by dragon man
My own personal experience is that to and from the USA I’m getting longer flight times and hence fuel burn than the old system. Any one else?

How many “Galvins” per sector , “above and beyond” are you seeing loaded , Dragon?
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Old 13th Dec 2018, 13:27
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That might explain a ( 5 hours late ) QF10 Perth - Melbourne almost doing an Ayers Rock scenic a few weeks ago. That appeared to take chasing the best tailwinds to a whole new level.

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Old 13th Dec 2018, 18:33
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Little Napoleon, there is a rather more fruitful way to save a considerable amount of fuel and expense.

That is right, look around all those other airlines have already done it: They evaluated, they purchased and now operate new equipment.

However let us be frank. Young Patrick Hatch is an affable chap and column inches in the newspapers keep the young fellow employed. It also allow you to scrapbook all the 'amazing' press coverage.

https://www.smh.com.au/business/comp...22-p4zz42.html

https://www.smh.com.au/business/comp...23-p50hyy.html

So while that may be eye pleasing to you, the reality is as the ICCT correctly stated that your fuel expense makes Qantas the worst airline across the Pacific. After ten years and lots of limericks Qantas are yet to order an aircraft. Mr Dixon was kind enough over a decade ago to reserve some 787 places.With much fanfare a nice junket to Seattle, with all the usual suspects, paid for by shareholders to welcome the first 787 for Qantas. Of course in arrival Sydney, people needed to look the other way not to notice many of the 787 already operating in and out of the airport. No doubt even a few sitting around painted up to look like Jetstar. The now (thankfully) relegated to history Leigh Clifford,waxed lyrically that somehow it was legislation and the QSA 1992 that stopped Qantas re-equipping as capital was scarce.
Qantas has splashed largess on share buy backs, well over $2 billion. JQ have a shiny new order for 110 A320 NEO, yet a handful of 787 for Qantas are it.

A bigger mirror to admire the reflection may well be good use of shareholder funds, while admiring the reflection, perhaps the cause of most of Qantas' problems will be staring back.

Qantas need a new fleet.

Last edited by Rated De; 13th Dec 2018 at 19:46.
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Old 14th Dec 2018, 02:50
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QF needs a new aircraft every ten weeks just to keep the fleet average age pegged in the yellow. And by the time project sunrise is technically possible there will be a long (five years? more?) waiting list. By the time project sunrise is possible there may be pesky crew duty hurdles remaining too.

i'm glad to be past peak caring.
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Old 14th Dec 2018, 06:22
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Originally Posted by Rated De
The now (thankfully) relegated to history Leigh Clifford,waxed lyrically that somehow it was legislation and the QSA 1992 that stopped Qantas re-equipping as capital was scarce.
Qantas has splashed largess on share buy backs, well over $2 billion. JQ have a shiny new order for 110 A320 NEO, yet a handful of 787 for Qantas are it.

Qantas need a new fleet.
Don't forget the sizeable order of A321 NEO LR's that was made for Jetstar this year - Lil Napoleon had no trouble finding the cash for them.
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