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Qantas buys Alliance

Old 2nd Mar 2023, 04:43
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Originally Posted by tiger-palm
Crystal ball gazing or insider knowledge
Nah, just a rumour network prediction from my Crystal Ball.

Btw, my Crystal Ball is now for sale, only $50...but I can see you will haggle me down to $35
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Old 2nd Mar 2023, 05:46
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Originally Posted by RealSatoshi
That right there is the recipe that buys the cheese

By 2026, if not earlier, Network will be a single fleet (A320) operation with all F100 work moved across to the Alliance (QantasLink) E190's - let's see how this one matures...
This rumour has been floating around for years. Heck I think I may have hypothesised this to crews myself. I still think there is a chance it could happen though.

It'll be interesting to see what the ruling from ACCC is. Very odd that they've delayed the ruling too. Who says yay and who says nay?
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Old 2nd Mar 2023, 06:48
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Originally Posted by RealSatoshi
That right there is the recipe that buys the cheese

By 2026, if not earlier, Network will be a single fleet (A320) operation with all F100 work moved across to the Alliance (QantasLink) E190's - let's see how this one matures...
Could also be the reason to start bringing in the A319ís. Not sure if they perform better than the A320ís but it could all be part of the ďright plane, right rootĒ crap they keep peddling out.
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Old 2nd Mar 2023, 09:41
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You will find the specific mining work/contracts will need to be Network operated, not operated by Alliance for network. I understand some contracts do specify that QF and VA mainline are able to conduct some of the mining work alongside its subsidiary, if required, generally in the form of a 737NG.

The ACCC clearly delayed the decision as Rex put in a late submission, endorsing the deal, while everyone else had lengthy submissions against it. No doubt that intrigued the commission. Rex will be doing what works for itself, so clearly that supportive submission works for itself, who cares about Qantas. I expect nothing less from them.
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Old 3rd Mar 2023, 01:43
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RealSatoshi - $50... ? Surely you must be joking. I drive a hard bargain and can only offer you $80!

Townsville Refueler tells me a lazy 10 of the Sampa-Vans are to be parked in Perth by years end...

Happy Landings.
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Old 3rd Mar 2023, 05:26
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For those of us not hip and down with lingo, what is a Sampa Van?
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Old 3rd Mar 2023, 05:34
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Originally Posted by Icarus2001
For those of us not hip and down with lingo, what is a Sampa Van?
Isn't Sampa a Zambian rapper?
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Old 3rd Mar 2023, 09:37
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Sampa is a nickname for S„o Paulo, which is the head office of Embraer.
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Old 7th Mar 2023, 06:06
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Would anybody know if there is some Alliance 190's based in Perth ??? Or is it only Fokkers ???

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Old 7th Mar 2023, 06:12
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Originally Posted by volare_737
Would anybody know if there is some Alliance 190's based in Perth ??? Or is it only Fokkers ???
There arenít any based in Perth, and from what Iíve heard wonít be for a while. Believe some F100ís have been moved from East Coast to Perth.

That could change with the recent increase in E190ís for the QF flying.
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Old 7th Mar 2023, 09:32
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Originally Posted by itchy_feet
There arenít any based in Perth, and from what Iíve heard wonít be for a while. Believe some F100ís have been moved from East Coast to Perth.

That could change with the recent increase in E190ís for the QF flying.

Thanks !!!
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Old 15th Mar 2023, 22:58
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Anyone heard any rumblings on the upcoming ACCC announcement? How would it work if the ACCC allow the acquisition in terms of the recent wet lease arrangement for E190s? Would this arrangement simply be filed in the waste paper basket or would it take x months before the real acquisition goes through?
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Old 16th Mar 2023, 02:22
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LIkely it will take a while to get all the T's and C's ticked off, especially if the ACCC puts conditions on the acquisitions. If they block, Qantas will likely to go to the National Competition Tribunal to overrule the ACCC. I expect that the mining companies will do their best to either extract significant concessions from Qantas or possibly block it, unless they can find another way to get some competitive tension. Rio Tinto particularly is at risk of ending up with Qantas holding most of its charter/RPT contracts, and they will want to ensure there is some competition in the market.
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Old 16th Mar 2023, 02:58
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With the Alliance share price still at under $3.45 compared with the QF offer of $4.75, it seems the unemotional aribritagers in the stock market are still thinking the takeover won't be approved. If there was a belief that it was likely to succeed, the share price would be tracking very closely to the offer price.
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Old 16th Mar 2023, 03:56
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Qantas Group needs to refocus and stick to its core. Mainline, Jetstar, and regional. Freight to the side. Alliance will be a huge distraction for the group.

I donít believe all those above are currently running smoothly, with a new fleet type due soon (A220, 330F), a low cost arm that is currently in my view, operationally underperforming with very questionable recent managerial appointments, 717s that are proving troublesome. The list goes on. Alan will want to play with Alliance before he goes, if successful, meanwhile other parts of the business are falling apart. Jetstar will continue to slide should this get approved. The focus is in the wrong areas.

Alan again trying to takeover the world. A reporter recently raised concerns in a presser with him re Jetstar performing poorly. Completely wasnít interested and advised a new great team underway. Couldnít be further from the truth.

Last edited by PoppaJo; 16th Mar 2023 at 08:15.
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Old 16th Mar 2023, 15:34
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Originally Posted by PoppaJo
Qantas Group needs to refocus and stick to its core. Mainline, Jetstar, and regional. Freight to the side. Alliance will be a huge distraction for the group.

Alan again trying to takeover the world. A reporter recently raised concerns in a presser with him re Jetstar performing poorly. Completely wasnít interested and advised a new great team underway. Couldnít be further from the truth.
The JQ folks need to realise they are yesterdays shiny toy. Alliance are the new vehicle.
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Old 18th Mar 2023, 02:36
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An interesting take on scope clauses.

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Old 18th Mar 2023, 10:11
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Originally Posted by chimbu warrior
An interesting take on scope clauses.
https://www.youtube.com/watch?v=ifz8mXHtvH0
Australian pilot groups have a lot ro learn!
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Old 19th Mar 2023, 03:33
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Originally Posted by FKNFKRFKD
Australian pilot groups have a lot ro learn!
As said before....any EBA that does not include SCOPE as well as CPI+ is not worth the paper it is written on

It is the only way to stop the rot and put a hard floor under what is transpiring here...

Last edited by RealSatoshi; 19th Mar 2023 at 04:15.
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Old 19th Mar 2023, 06:37
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Originally Posted by RealSatoshi
As said before....any EBA that does not include SCOPE as well as CPI+ is not worth the paper it is written on

It is the only way to stop the rot and put a hard floor under what is transpiring here...
You'll never ever be getting that on an Australian contract.
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