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Search: Posts Made By: moa999
Showing results 1 to 35 of 264
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Forum: Australia, New Zealand & the Pacific
11th Jul 2020, 06:18
Replies: 1,145
Views: 424,330
Posted By moa999

Bain Capital and Bain & Co are separate (Bain...

Bain Capital and Bain & Co are separate (Bain Capital was spun out many years ago, although many employees are former Bain (and other) consultants).
I'm sure VA has had more than an army of...
Forum: Australia, New Zealand & the Pacific
12th Jan 2018, 04:26
Replies: 61
Views: 34,089
Posted By moa999

Stupid metrics. I daresay most peoples...

Stupid metrics.

I daresay most peoples mortgage is greater than cash on hand.

The amount of debt you can have is measured according to your income, Debt/EBITDA or Interest Cover ratios
Forum: Australia, New Zealand & the Pacific
11th Jan 2018, 07:43
Replies: 61
Views: 34,089
Posted By moa999

Any analyst/ investor worth their salt in...

Any analyst/ investor worth their salt in airlines always effectively brought leases back on balance sheet anyway. (same with the big retailers who often have long term leases)

You'd compare...
Forum: Australia, New Zealand & the Pacific
13th Oct 2017, 14:22
Replies: 63
Views: 27,787
Posted By moa999

I'm struggling to see why people think that QF...

I'm struggling to see why people think that QF would want to transition staff away from JetConnect with its cheaper labour rates and ideal position for greater aircraft utilisation
Forum: Australia, New Zealand & the Pacific
17th Jul 2016, 02:01
Replies: 49
Views: 17,222
Posted By moa999

Tesla.. Note they refer to the car control...

Tesla..
Note they refer to the car control software as 'beta' and is only meant to be used on major highways with good lane markings... and the driver is meant to have hands on the steering wheel...
Forum: Australia, New Zealand & the Pacific
4th Jul 2016, 02:08
Replies: 18
Views: 9,772
Posted By moa999

First question in due diligence So you have...

First question in due diligence
So you have some very old planes. What's the plan to replace them?
Crickets
Forum: Australia, New Zealand & the Pacific
3rd Jul 2016, 16:47
Replies: 4
Views: 3,105
Posted By moa999

QF431 on Thu 7/7 is showing as a 737. Only 330...

QF431 on Thu 7/7 is showing as a 737.
Only 330 around that time is QF439 which is currently showing a refurb, but obviously subject to swap.

For public access to this info - with a free account...
Forum: Australia, New Zealand & the Pacific
10th Jun 2016, 12:35
Replies: 58
Views: 46,868
Posted By moa999

Albeit Virgin's structure is a little too 'cute'...

Albeit Virgin's structure is a little too 'cute' imho.

Reportedly the shareholding structure was 'grandfathered' before the foreign airlines bought in when it still was 51% Australian owned.
...
Forum: Australia, New Zealand & the Pacific
30th Apr 2016, 06:16
Replies: 191
Views: 84,002
Posted By moa999

https://www.youtube.com/watch?v=XG0gW4ITi7Y

https://www.youtube.com/watch?v=XG0gW4ITi7Y
Forum: Australia, New Zealand & the Pacific
29th Apr 2016, 09:29
Replies: 191
Views: 84,002
Posted By moa999

As per the PR - RMs were only 'showcased' for the...

As per the PR - RMs were only 'showcased' for the reveal.
QANTAS TEAMS UP WITH ICONIC AUSTRALIAN BRAND R.M.WILLIAMS - Qantas News Room...
Forum: Australia, New Zealand & the Pacific
21st Apr 2016, 06:26
Replies: 44
Views: 20,482
Posted By moa999

Things are a bit slower... QF is choosing to...

Things are a bit slower...

QF is choosing to grow a little slow - 0.5% rather than 2%

Reality is the larger part of QF hasn't done much new aircraft growth for a while
Last 737 - Nov 2014...
Forum: Australia, New Zealand & the Pacific
4th Mar 2016, 02:43
Replies: 82
Views: 54,039
Posted By moa999

Yet Scoot also runs 787s

Yet Scoot also runs 787s
Forum: Australia, New Zealand & the Pacific
29th Feb 2016, 04:07
Replies: 310
Views: 227,517
Posted By moa999

OJM/OEB have to go in late 2017. Even with...

OJM/OEB have to go in late 2017.

Even with the 'refresh'
they still have SkyBed Mk I (the sloper) in Business (if you miss out on old First)
and the crappy tiny fragile continually needs to be...
Forum: Australia, New Zealand & the Pacific
22nd Feb 2016, 21:50
Replies: 82
Views: 54,039
Posted By moa999

2 out of 5 aint bad I guess... And with almost...

2 out of 5 aint bad I guess... And with almost 100% leased aircraft EBIT here is better than EBIT at Qantas.

Based on the supplementary slides
Jetstar International...Profitable record result...
Forum: The Pacific: General Aviation & Questions
24th Nov 2015, 04:37
Replies: 3
Views: 2,386
Posted By moa999

Public (paid) sources show: J9 ...

Public (paid) sources show:
J9 ...
Forum: Australia, New Zealand & the Pacific
5th Nov 2015, 01:22
Replies: 10
Views: 10,342
Posted By moa999

On the other side, the former ugly stepchild...

On the other side,
the former ugly stepchild Jetstar Pacific seems to have turned the corner, with some growth plans and profitability

Qantas and Vietnam Airlines unveil big growth plans for...
Forum: Australia, New Zealand & the Pacific
7th Oct 2015, 07:04
Replies: 6
Views: 5,178
Posted By moa999

Pattern actually commences in SYD/MEL Jetstar...

Pattern actually commences in SYD/MEL
Jetstar announces NZ - Rarotonga flights - Business - NZ Herald News (http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=11525248)
...
Forum: Australia, New Zealand & the Pacific
10th Sep 2015, 00:22
Replies: 89
Views: 52,572
Posted By moa999

The 4 remaining global operators are all bidding...

The 4 remaining global operators are all bidding the price up

Boeing sales-flop 717 now a hit as secondhand jetliner | The Seattle Times...
Forum: Australia, New Zealand & the Pacific
31st Aug 2015, 01:07
Replies: 702
Views: 293,137
Posted By moa999

Not sure if you've seen the most recent seat...

Not sure if you've seen the most recent seat maps,
but this map for EBS and EBV lists an Intl Config (albeit not sure where the 5th designated seat is)
...
Forum: Australia, New Zealand & the Pacific
21st Aug 2015, 00:46
Replies: 53
Views: 18,867
Posted By moa999

ANA and JAL where the only ones who went 8-across...

ANA and JAL where the only ones who went 8-across (and the first two operators).

Everyone else - LCC and full service (inc BA, Etihad, United, Air NZ) has gone 9-across.
Forum: Australia, New Zealand & the Pacific
19th Aug 2015, 23:10
Replies: 702
Views: 293,137
Posted By moa999

More interesting is how the 8 is made up. - 5...

More interesting is how the 8 is made up.
- 5 from Group options
- 3 converted from 787-8 orders that were destined for Jetstar Intl

So sometime between July-December 2017 for #1.

Interesting...
Forum: Australia, New Zealand & the Pacific
13th Aug 2015, 02:49
Replies: 62
Views: 10,231
Posted By moa999

OK.... So lets take a plane full of 50kg...

OK....

So lets take a plane full of 50kg people flying SYD-MEL each paying $150 for their ticket.
And lets take a second plane of 100kg people only half occupied each also paying $150.
Same...
Forum: Australia, New Zealand & the Pacific
13th Aug 2015, 01:28
Replies: 62
Views: 10,231
Posted By moa999

No. The key constraint in an aircraft is the...

No.

The key constraint in an aircraft is the cubic area available for sale.

For a passenger, given we haven't yet managed to have a design that stacks people, that comes down to floor space --...
Forum: Australia, New Zealand & the Pacific
12th Aug 2015, 03:19
Replies: 84
Views: 29,234
Posted By moa999

And XT - Indonesia Air Asia X has just announced...

And XT - Indonesia Air Asia X has just announced SYD-DPS from 17-Oct
Forum: Australia, New Zealand & the Pacific
2nd Jul 2015, 01:17
Replies: 5,414
Views: 3,713,382
Posted By moa999

Cheap flight issue, seemingly less to do with...

Cheap flight issue, seemingly less to do with leap second, and more to do with the rolling in of fuel surcharges to base fares on 1 July.

Seemingly fuel surchages were removed, before the base...
Forum: Australia, New Zealand & the Pacific
30th Jun 2015, 23:58
Replies: 42
Views: 16,957
Posted By moa999

Would have been more effective by rerouting the...

Would have been more effective by rerouting the rail line, or building an umanned shuttle, to go along with this 10yr deal
Forum: Australia, New Zealand & the Pacific
26th Jun 2015, 07:48
Replies: 702
Views: 293,137
Posted By moa999

Or maybe its the greater fuel capacity

Or maybe its the greater fuel capacity
Forum: Australia, New Zealand & the Pacific
7th May 2015, 06:20
Replies: 702
Views: 293,137
Posted By moa999

Given LAN is already flying its 787 on AKL-SCL,...

Given LAN is already flying its 787 on AKL-SCL, it would be an obvious regulatory disadvantage if Qantas was not able to do substantially the same route in a similar aircraft
Forum: Australia, New Zealand & the Pacific
5th May 2015, 23:32
Replies: 20
Views: 11,755
Posted By moa999

the Dalian based Wanda Group is bankrolling...

the Dalian based Wanda Group is bankrolling construction of The Jewel on the Gold Coast, a $1bn hotel/apartment complex.

This helps them fill it with a captive market.
Forum: Australia, New Zealand & the Pacific
28th Apr 2015, 08:46
Replies: 42
Views: 16,957
Posted By moa999

Complete urban legend

Complete urban legend
Forum: Australia, New Zealand & the Pacific
27th Apr 2015, 05:18
Replies: 42
Views: 16,957
Posted By moa999

10-yr deal. Govt kicking in $12m Linfox some...

10-yr deal.
Govt kicking in $12m
Linfox some too.

Adding two new routes over next 18 months
Increase daily flights from 5 to 7

Avalon Airport victory: Jetstar adds destinations under 10-year...
Forum: Australia, New Zealand & the Pacific
26th Apr 2015, 02:22
Replies: 702
Views: 293,137
Posted By moa999

Any view on the 787-10 v 787-9 More pax...

Any view on the
787-10 v 787-9
More pax versus a lower range (7000nm v 8500nm)

Both can seemingly reach JNB, DXB, LAX, SCL (albeit just for DXB on the -10)
Only existing destination that the...
Forum: Australia, New Zealand & the Pacific
22nd Apr 2015, 03:24
Replies: 43
Views: 28,880
Posted By moa999

FRRTAS - You mean VN-A198 which is leased from...

FRRTAS - You mean VN-A198 which is leased from AWAS - so not gifted to BL as they don't own it.
Jetstar Pacific VN-A198 (Airbus A320 - MSN 4459) | Airfleets aviation...
Forum: Australia, New Zealand & the Pacific
9th Apr 2015, 09:38
Replies: 130
Views: 69,849
Posted By moa999

Still 20% cheaper currency in from 1.22 to 1.02...

Still 20% cheaper
currency in from 1.22 to 1.02 so say 20%
Forum: Australia, New Zealand & the Pacific
28th Feb 2015, 07:24
Replies: 23
Views: 9,358
Posted By moa999

If you read the results, Singapore (ie. Jetstar...

If you read the results, Singapore (ie. Jetstar Asia) made money in 2Q, but lost money in 1Q... And it has previously made small profits -- in both 2013 and 2014

The Asian losses are coming from...
Showing results 1 to 35 of 264
 
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