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Old 6th Apr 2020, 02:36
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The Socialists pushing global extinction, global warming, climate change etc etc would love to see QF/JS prosper without VA. Even here in Vic we have a Labor Premier who would love to see the private hospital network collapse and then take them over.
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Old 6th Apr 2020, 06:17
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Originally Posted by B772
The scientists pushing global extinction, global warming, climate change etc etc r.
There fixed that for you 772, must have been that damn autocorrect again.
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Old 6th Apr 2020, 07:00
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Originally Posted by f1yhigh
Rumour spreading that Cobham to grow and become new domestic competition for QF if VA goes under? I don't see Cobham 737s being a thing but it's just a rumour after all...
An 80 year old defence contractor all of a sudden wants in on RPT you suggest?
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Old 6th Apr 2020, 07:22
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Originally Posted by Lapon
An 80 year old defence contractor all of a sudden wants in on RPT you suggest?
It's something I heard from someone else, which is why I came here to see if anyone in the know can shed more light on it. Clearly I have been fed horses**t.

As for JQ running a diminished international network, would that be the end of the 787s (over to QF?)?
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Old 6th Apr 2020, 08:14
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An 80 year old defence contractor all of a sudden wants in on RPT you suggest?
Cobham already operate somewhere between 10% and 20% of the QF domestic (RPT) schedule on behalf of Qantas. Whether Qantas intend to expand that operation to absorb any under supply is doubtful, Network would be the obvious choice.
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Old 6th Apr 2020, 10:39
  #86 (permalink)  
 
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Very true Blitz, rather I roll my eyes at the suggestion of operating (in a business sense) RPT vesus operating (actual flying) RPT under contract with Qantas.

I dont think Cobham or Alliance have any desire to put thier own skin in the Australian RPT game - a sensible decision in my opinion.
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Old 7th Apr 2020, 00:45
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Originally Posted by blow.n.gasket
Would a post COVID19 predicted secular Bear market environment , be conducive for the breaking up of the Qantas / Jetstar bastardised Union ?
A perfect excuse to fend off accusations of a monopoly in the event of Virgin not existing if and when the forced shutdown of the Worlds economy is finally reversed .
If QANTAS needs a bailout, I would expect that one of the conditions would be a 'structural separation' of QANTAS & JetStar. That's because if QANTAS needs a bailout, Virgin Australia will already have gone under.
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Old 7th Apr 2020, 01:51
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Originally Posted by Lapon
An 80 year old defence contractor all of a sudden wants in on RPT you suggest?
That's no longer the case. Cobham was taken over by Advent, a private equity company, earlier in the year. https://www.adventinternational.com/...ver-of-cobham/

A private equity company would want a return on its investment so where Cobham goes from here is anyone's guess, but it will surely depend on market forces post Covid-19.
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Old 7th Apr 2020, 03:33
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Originally Posted by angryrat
If post lockdown in China is any indication of how people are going to react, I see a surge of people wanting to escape, to holiday, to experience, to adventure and to just live life.

I see a strong rebound in tourism, the business side maybe the issue. With trillions being pumped into the economy, that doesn’t just disappear, it’s where it ends up that will be the deciding factor of the business rebound.
Which begs the question, and I hope everyone can be honest about this... who is considering switching to Cargo ops after the dust settles? I could see a mass exodus from mainline to EFA.
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Old 7th Apr 2020, 06:02
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A private equity company would want a return on its investment so where Cobham goes from here is anyone's guess, but it will surely depend on market forces post Covid-19.
Not withstanding the fact that anything in the universe is possible, a return on its investment would hardly come from deviating into Australian RPT, even before considering Qantas own the B717s anyway.

I suspect any rumour stemmed from a momentary thought of 'I wonder who the next biggest operator after VA is?' and decided 'oh Cobham!' (or Alliance I dont know).

Hopefully VA stays put, but I suspect that in the worse case the probable outcome would be a foriegn investor rebuilding VA in a new brand in and under a different business model.
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Old 7th Apr 2020, 06:11
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If post lockdown in China is any indication of how people are going to react, I see a surge of people wanting to escape, to holiday, to experience, to adventure and to just live life. I see a strong rebound in tourism,
I agree. I think there will be a great deal of pent up demand. Families isolated at home are spending very little money (assuming they are receiveing an income) when they are permitted to travel again people will want to "reward" themselves with a holiday, preferably overseas. Someone made the point on another thread that Bali could rebound early. I totally agree. The Indonesians can just sweep Bali clean and it matters not what happens elsewhere in Indonesia so long as they can say "Bali is safe". People have not had much choice in where to spend their discretionary spending (delivered food) so those with jobs will be keen to spend. Of course money is going to be very cheap for the next five years at least. Cheap money (debt) and pent up demand, what could go wrong?
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Old 7th Apr 2020, 06:41
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Whilst a vaccine is a long way off, if at all, a return to a more normal life in the near future will be dependent upon improvements in testing, treatments and tracking.

No doubt more sophisticated and timely tests will become available that will enable travel to open up again. It’s probably more up to how society will react to such measures. Would you accept being screen tested before you got on a flight? Disembarking? Test positive and you are taken to quarantine (perhaps paid for by ticket levies). Would you be willing to be tracked so that contact tracing could be done efficiently? Lots of big brother stuff here.

Treatments should also improve significantly over the coming months, as long as the health system doesn’t get overloaded, treatments will improve outcomes with better facilities, equipment and new drugs.

I do have confidence that life will return to a new normal in around 6mths and that will include the ability to travel and enjoy life.






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Old 7th Apr 2020, 07:21
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Bali will go nuts. Agree. My 18 Year old Son and his entire year level are on standby to head there right when the thing dies off. They were originally going in May, so got the travel credits and accommodation vouchers for future use.

There would have been tens of thousands possible more, bookings and plans canceled, refunded, or vouchers which people need to use.

Jetstar did not refund anyone also, so there are millions with travel credits and they have to use these within a tight timeframe.
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Old 7th Apr 2020, 07:48
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I do have confidence that life will return to a new normal in around 6mths and that will include the ability to travel and enjoy life.

My judgement 2 months if everyone I mean everyone took a flu shot everyday. That consists of garlic, ginger, onion,Vitamin C fruits & veggies
little bit of sun Vit D, little bit of fermented food good bacteria, 8 glasses of water, exercise, calcium etc ...
We go to the expense of using the correct grade of fuel/oil for you car, protecting your computer with the best anti-virus, though people
forget how to look after the human body.

Last edited by Turnleft080; 7th Apr 2020 at 09:10.
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Old 7th Apr 2020, 09:18
  #95 (permalink)  
 
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Originally Posted by Turnleft080
My judgement 2 months if everyone I mean everyone took a flu shot everyday. That consists of garlic, ginger, onion,Vitamin C fruits & veggies
little bit of sun Vit D, little bit of fermented food good bacteria, 8 glasses of water, exercise, calcium etc ...
We go to the expense of using the correct grade of fuel/oil for you car, protecting your computer with the best anti-virus, though people
forget how to look after the human body.
You should definitely be advising the medical experts with such wisdom.
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Old 7th Apr 2020, 09:46
  #96 (permalink)  
 
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https://airwaysmag.com/airlines/qant...post-covid-19/
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Old 7th Apr 2020, 13:02
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Originally Posted by Turnleft080
I do have confidence that life will return to a new normal in around 6mths and that will include the ability to travel and enjoy life.

My judgement 2 months if everyone I mean everyone took a flu shot everyday. That consists of garlic, ginger, onion,Vitamin C fruits & veggies
little bit of sun Vit D, little bit of fermented food good bacteria, 8 glasses of water, exercise, calcium etc ...
We go to the expense of using the correct grade of fuel/oil for you car, protecting your computer with the best anti-virus, though people
forget how to look after the human body.
If that’s what floats your boat, knock yourself out.

But none of those things will prevent you from catching and spreading a virus like Covid-19. They won’t even reduce the likelihood.

So keep your crap to yourself, please.

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Old 7th Apr 2020, 13:31
  #98 (permalink)  
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Sounds a bit far fetched, early retirement for A380s that haven't had the refurbishment? I don't think so.
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Old 7th Apr 2020, 13:44
  #99 (permalink)  
 
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Mr Derferd
I preach what I say haven't caught the flu in 30 years still jog 2 hours at 60 years young.
I am so sorry for being healthy. I really am.
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Old 7th Apr 2020, 14:06
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Sorry folks, I think the demand for holidays and travel will be very low for some time.
The economies of the world have effectively stopped. Prior to this mess starting the world economic growth was the slowest since the GFC. Numerous industries have been decimated from this virus - Retail, tourism, education and I dare say the housing market isn't too far away.
Very big employers. We are still dealing with the health issue of this virus. The economic issue has really just started.
Anyone who was a casual or a contractor is applying for benefits. Guess what those who have been stood down are doing? Burning through their annual leave. The rest of us who still have jobs and leave balances are too **** scared and will hang onto the dollars.
If you're a self funded retiree well you have just taken a 30% hit to your super - sort of dampens the spirit to spend cash even when the balance of the account starts to recover.
The call is out for governments of the world to spend big to get the wheels turning again - so where is all of this money coming from? I suspect increased taxation, cancellation of projects, goodbye tax free super. All of this kills discretionary spending.
Sure it will bounce back but my guess is it will be far different to what it was 8 weeks ago.
I hope I am wrong but this is a 1-100 year event - nobody really knows what is behind door number 2.
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