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Search: Posts Made By: ebt
Showing results 1 to 35 of 227
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Forum: Australia, New Zealand & the Pacific
26th Apr 2024, 03:18
Replies: 962
Views: 369,502
Posted By ebt

These sort of comms start to come out when there...

These sort of comms start to come out when there is the sense of blood in the water. Remember Ansett's "Absolutely" campaign, and a certain CEO at the time stating that he could go down to the ATM...
Forum: Australia, New Zealand & the Pacific
19th Apr 2024, 01:42
Replies: 962
Views: 369,502
Posted By ebt

I don't think it's a huge leap of logic to say...

I don't think it's a huge leap of logic to say that KordaMentha are in there to assess the viability of Bonza and/or their affiliates as a going concern. Can't imagine it's going to be a resounding...
Forum: Australia, New Zealand & the Pacific
10th Apr 2024, 01:53
Replies: 962
Views: 369,502
Posted By ebt

There are some interesting moves happening over...

There are some interesting moves happening over in the US that have implications for Bonza. AIP Capital, which was set up last year to manage 777 Partners' 737 Max leases, has taken over the orders...
Forum: Australia, New Zealand & the Pacific
8th Apr 2024, 07:28
Replies: 962
Views: 369,502
Posted By ebt

Everything in context: Alliance's model is built...

Everything in context: Alliance's model is built on having a whole stack of spares available, which is what they had huge success with in buying the Fokkers from Austrian years ago. The ones that are...
Forum: Australia, New Zealand & the Pacific
8th Apr 2024, 06:30
Replies: 962
Views: 369,502
Posted By ebt

Allegiant has managed just fine moving into...

Allegiant has managed just fine moving into midlife A320s, which was necessitated by parts availability with the Maddogs. Their fixed costs will go up again with the new-build Maxes, but they got a...
Forum: Australia, New Zealand & the Pacific
8th Apr 2024, 01:15
Replies: 962
Views: 369,502
Posted By ebt

Their CEO has said that they are close to...

Their CEO has said that they are close to breakeven, but the recent tech issues, wet leases etc would likely have blown that out of the water. That is probably also impacting their ability to wring...
Forum: Australia, New Zealand & the Pacific
9th Feb 2024, 00:11
Replies: 11
Views: 3,188
Posted By ebt

Correct - at a recent MRO event, chiefs at HAECO...

Correct - at a recent MRO event, chiefs at HAECO and other MROs were saying that airlines are asking for dedicated lines in offshore shops, and the peak demand is all-year round, not just northern...
Forum: Australia, New Zealand & the Pacific
4th Feb 2024, 23:53
Replies: 2,839
Views: 1,099,440
Posted By ebt

Between five lessors there are 48 Q400s stored at...

Between five lessors there are 48 Q400s stored at the moment, out of 151 of the fleet stored, including ex Horizon birds and other fleet retirements, so there is no shortage of frames. NJE lease all...
Forum: Australia, New Zealand & the Pacific
22nd Dec 2023, 00:50
Replies: 962
Views: 369,502
Posted By ebt

You are the one comparing maple syrup to bananas....

You are the one comparing maple syrup to bananas. The Bonza arrangement is temporary, and although I am no expert, I would be confident in saying that Transport Canada's "regulatory burden" is as...
Forum: Australia, New Zealand & the Pacific
20th Dec 2023, 00:58
Replies: 2,839
Views: 1,099,440
Posted By ebt

It's ex GOL, while most of the others are in...

It's ex GOL, while most of the others are in Virgin or SilkAir layouts. I doubt that they will be able to get any job-lot deals on 737NGs in the near term, so it seems they are going to have to get...
Forum: Australia, New Zealand & the Pacific
28th Nov 2023, 01:53
Replies: 51
Views: 16,958
Posted By ebt

And at the moment it is a seller's market for...

And at the moment it is a seller's market for second hand A320ceos, given hundreds of GTF-powered neos will be grounded at any one time over the next couple of years. Lease rates and values are...
Forum: Australia, New Zealand & the Pacific
21st Nov 2023, 08:57
Replies: 51
Views: 16,958
Posted By ebt

I get where you're coming from, but it's just...

I get where you're coming from, but it's just business, mate. Funny thing is nobody told Perth Airport about it until the press release was issued, so I hope the WA government is getting some value...
Forum: Australia, New Zealand & the Pacific
14th Nov 2023, 03:24
Replies: 47
Views: 14,604
Posted By ebt

And let's be honest, things may change...

And let's be honest, things may change considerably between now and when the first frames go in for their refit. The plan back in 2007 was that the -8s were a stopgap until the lower seat-km cost...
Forum: Australia, New Zealand & the Pacific
7th Nov 2023, 00:02
Replies: 2,839
Views: 1,099,440
Posted By ebt

I just got served up this ad for Rishworth hiring...

I just got served up this ad for Rishworth hiring Saab drivers on the global market, including visa sponsorship:...
Forum: Australia, New Zealand & the Pacific
2nd Nov 2023, 03:55
Replies: 2,839
Views: 1,099,440
Posted By ebt

More like Project MotherF***er, am I right?

More like Project MotherF***er, am I right?
Forum: Australia, New Zealand & the Pacific
27th Oct 2023, 00:54
Replies: 1,578
Views: 494,764
Posted By ebt

Just to push back, give her a chance rather than...

Just to push back, give her a chance rather than just assuming that because she's a woman that it won't work. You get all bent out of shape on "virture signalling" in one line, then in the next say...
Forum: Australia, New Zealand & the Pacific
19th Oct 2023, 01:11
Replies: 2,839
Views: 1,099,440
Posted By ebt

They'll always be together, however far it seems,...

They'll always be together, however far it seems, together in electric dreams.
Forum: Australia, New Zealand & the Pacific
11th Oct 2023, 04:17
Replies: 159
Views: 71,429
Posted By ebt

It's weird that their EBIT margin is only 8.8%...

It's weird that their EBIT margin is only 8.8% compared to Qantas's 18% target which they reckon they can keep going for a while. Sure, oil is higher, but it seems that the cost benefits of the...
Forum: Australia, New Zealand & the Pacific
26th Sep 2023, 00:53
Replies: 65
Views: 29,781
Posted By ebt

The comment around startups being short lived...

The comment around startups being short lived could raise an interesting possibility. If you're doing a type rating with them, maybe there is a bit of a gamble that if they were to go under, you...
Forum: Australia, New Zealand & the Pacific
31st Aug 2023, 08:15
Replies: 2,839
Views: 1,099,440
Posted By ebt

OK sure it's good, but it is all being driven by...

OK sure it's good, but it is all being driven by the revenue coming back as it ramped back up of operations, and that as we know hit a bit of a pothole. Rex lost focus on their core regional business...
Forum: Australia, New Zealand & the Pacific
30th Aug 2023, 02:28
Replies: 2,839
Views: 1,099,440
Posted By ebt

Worth noting too that the NJE "fair value gain"...

Worth noting too that the NJE "fair value gain" of $44.5 million came despite the unit contributing losses of $6.3 million to the bottom line.

I want some of what they're smoking.
Forum: Australia, New Zealand & the Pacific
21st Aug 2023, 01:47
Replies: 2,839
Views: 1,099,440
Posted By ebt

Agreed, and I will add in point (c) - they will...

Agreed, and I will add in point (c) - they will not be able to get 737NGs as cheaply and as quickly as they originally thought they would.

Lease rates on NGs are going up month by month, and it is...
Forum: Australia, New Zealand & the Pacific
27th Jul 2023, 01:32
Replies: 23
Views: 17,463
Posted By ebt

It probably doesn't need to be said, but I will...

It probably doesn't need to be said, but I will anyway - just be aware that the foreign pilots are the first to get stiffed if there is a surplus or things start to go t*ts up. That won't likely...
Forum: Australia, New Zealand & the Pacific
23rd Jun 2023, 01:08
Replies: 12
Views: 3,680
Posted By ebt

Network's F100 replacement plan was probably QQ's...

Network's F100 replacement plan was probably QQ's E190s, but with that project delayed by the ACCC, they will keep them on as long as they can get the parts to support them - and indications are that...
Forum: Australia, New Zealand & the Pacific
21st Jun 2023, 08:11
Replies: 2,839
Views: 1,099,440
Posted By ebt

XR was doing FIFO for Rio Tinto's Argyle Diamond...

XR was doing FIFO for Rio Tinto's Argyle Diamond mine before QQ came west - that was what got them into F100s in the first place. When QQ came west, they wanted to be able to tap XR's parts store.
...
Forum: Australia, New Zealand & the Pacific
16th Jun 2023, 01:17
Replies: 47
Views: 24,305
Posted By ebt

It was quite nice of them to put it back on the...

It was quite nice of them to put it back on the state Department of Transport when they are the ones who caused the issue. The tender for RPT services closed late last year but as nothing has been...
Forum: Australia, New Zealand & the Pacific
10th May 2023, 04:16
Replies: 159
Views: 71,429
Posted By ebt

Dude, take a chill pill. This would have been one...

Dude, take a chill pill. This would have been one of her comms team, and fair enough. In the current circumstances as they await an IPO all sorts of rubbish would swirl as to why she's not in the...
Forum: The Pacific: General Aviation & Questions
14th Apr 2023, 06:29
Replies: 28
Views: 6,063
Posted By ebt

WA government are in a bit of a bind on this one....

WA government are in a bit of a bind on this one. They hailed Troy as a legend of tourism at the time of the accident, but this sad accident shows he was just another yahoo. At least they can throw...
Forum: Australia, New Zealand & the Pacific
14th Apr 2023, 02:17
Replies: 159
Views: 71,429
Posted By ebt

The original piece that Aston references was a...

The original piece that Aston references was a pure glow-up for Bain Jayne. It portrayed her as the slayer of costs when in reality Scurrah started that process off before he was knifed by the new...
Forum: Australia, New Zealand & the Pacific
6th Apr 2023, 03:56
Replies: 10
Views: 3,178
Posted By ebt

Except that the Shire is not the State...

Except that the Shire is not the State Government, which is where the KDC fits. This is really an extension of an ongoing service that has been running with a KingAir for a couple of years, that has...
Forum: Australia, New Zealand & the Pacific
16th Mar 2023, 02:22
Replies: 294
Views: 149,120
Posted By ebt

LIkely it will take a while to get all the T's...

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...
Forum: Australia, New Zealand & the Pacific
27th Feb 2023, 03:40
Replies: 687
Views: 364,691
Posted By ebt

Simple economics - the ownership costs are low...

Simple economics - the ownership costs are low compared to new build, and that means you don't need to work them as hard as the new jets, ie A220s. Alliance perfected the model by buying Fokkers for...
Forum: Australia, New Zealand & the Pacific
20th Feb 2023, 02:01
Replies: 28
Views: 12,175
Posted By ebt

The whole Skywest/Virgin deal was a certain...

The whole Skywest/Virgin deal was a certain Skywest major shareholder's Alan Bond moment. He did the deal for XR to operate the ATRs, leased on ridiculous rates from his leasing company, then sold...
Forum: Australia, New Zealand & the Pacific
5th Jan 2023, 00:37
Replies: 460
Views: 112,166
Posted By ebt

Home Affairs changed the regulations in 2020. If...

Home Affairs changed the regulations in 2020. If an airport handles over 30,000 RPT pax per annum that it needs screening for aircraft operations of 40 seats or more. Seems very convenient that the...
Forum: Australia, New Zealand & the Pacific
5th Dec 2022, 01:59
Replies: 185
Views: 91,115
Posted By ebt

Although it's not a fait accompli, but if Qantas...

Although it's not a fait accompli, but if Qantas gets the ACCC over the line to take over Alliance then it will play the NJS, Network and Alliance drivers off each other to get the best deal for the...
Showing results 1 to 35 of 227
 
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