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Search: Posts Made By: QAN_Shareholder
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25th Aug 2011, 10:48
Replies: 1,197
Views: 402,155
Posted By QAN_Shareholder

Xenophon Speech

This is beyond delusional, to paraphrase this argument:

Qantas international is hugely profitable, and there is a queue of foreigners desperate to buy it, but they can't because of the Qantas...
17th Aug 2011, 11:04
Replies: 2,834
Views: 746,151
Posted By QAN_Shareholder

ST, The meaning of Take five's post...

ST,



The meaning of Take five's post was quite clear, raise defects when you wouldn't have otherwise done so with the objective of disrupting flights. So yes, I do 'seriously consider' this...
16th Aug 2011, 10:45
Replies: 2,834
Views: 746,151
Posted By QAN_Shareholder

Take five, Have you ever considered...

Take five,



Have you ever considered that this lack of professionalism could be part of the reason for the layoffs?
31st Jul 2011, 01:51
Replies: 223
Views: 45,515
Posted By QAN_Shareholder

Condition 1, I think you have been...

Condition 1,



I think you have been given false hope, in my view it is highly improbable. ASIC have a tough enough job getting traction in the most blatant cases. With Fortescue it was an...
28th Jul 2011, 11:38
Replies: 223
Views: 45,515
Posted By QAN_Shareholder

Sunfish And this is the view of...

Sunfish




And this is the view of someone who it seems has never had to do an exercise like this. Your 'contribution analysis' would fall down straight away since indirect costs are very...
27th Jul 2011, 11:58
Replies: 12
Views: 3,372
Posted By QAN_Shareholder

'holic, I think Virgin, Tiger,...

'holic,



I think Virgin, Tiger, Easyjet, Ryanair all operating lease much of their fleet. Don't know why JQ lease some from QF, could be tax related or maybe they are intending to sell to an...
27th Jul 2011, 11:47
Replies: 223
Views: 45,515
Posted By QAN_Shareholder

Bazza, Over a decade I think Dixon...

Bazza,



Over a decade I think Dixon would have been some distance behind the highest paid airline CEO - check Delta for a start, I'm not defending his pay though it was bordering on criminal....
27th Jul 2011, 11:05
Replies: 12
Views: 3,372
Posted By QAN_Shareholder

600ft-lb, Jetstar's fleet is almost...

600ft-lb,

Jetstar's fleet is almost entirely operating leased and so depreciation and capital charges are included within the operating lease charge. For an airline where aircraft are owned no...
27th Jul 2011, 10:50
Replies: 223
Views: 45,515
Posted By QAN_Shareholder

Fed sec, I'm assuming you're serious...

Fed sec,



I'm assuming you're serious here and not just grandstanding but what you are looking for is implausible. For an organisation as complex as Qantas it would take a qualified...
18th Jul 2011, 22:09
Replies: 31
Views: 5,132
Posted By QAN_Shareholder

holic, Any JQ widebody pilots like...

holic,



Any JQ widebody pilots like to contribute on whether they think their pay is only 'single digits' lower than Qantas widebody pilots! I think the comparison needs to be done in terms...
18th Jul 2011, 12:15
Replies: 31
Views: 5,132
Posted By QAN_Shareholder

Cool names, It may well only be 5%...

Cool names,



It may well only be 5% of operating cost but airlines have fairly thin margins and this could equate to 60% of profit. Now Qantas widebody pilots would be paid what, 40% more...
12th Jul 2011, 04:42
Replies: 249
Views: 58,745
Posted By QAN_Shareholder

Yes, traffic figures for international are...

Yes, traffic figures for international are published monthly but I think they show GT is right. The last published traffic figures for this year showed YTD for May 2011 International carried 5.534m...
5th Jul 2011, 03:51
Replies: 39
Views: 7,123
Posted By QAN_Shareholder

Skyscanner, A good spot but a few...

Skyscanner,



A good spot but a few flaws with this. Firstly it is based off European debt rates which are structurally lower than Australia. The Lufthansa annual report claims a risk free...
5th Jul 2011, 02:02
Replies: 39
Views: 7,123
Posted By QAN_Shareholder

holic, 7% is a cost of debt, not a...

holic,



7% is a cost of debt, not a cost of capital. The textbook calculation of cost of capital includes a number of variables including cost of debt, risk free rate, equity risk premium and...
4th Jul 2011, 11:44
Replies: 39
Views: 7,123
Posted By QAN_Shareholder

Ampclamp, You're probably right,...

Ampclamp,



You're probably right, however, International does seem to have been a dog for the last decade and doing something about it is long overdue. The fleet reconfiguration looks like a...
4th Jul 2011, 10:57
Replies: 39
Views: 7,123
Posted By QAN_Shareholder

ampclamp, I think the comment was...

ampclamp,



I think the comment was that International had only made an adequate return on capital 3 times in 15 years, not profit. If International has $5bn of capital employed it needs to...
3rd Jun 2011, 12:18
Replies: 330
Views: 58,111
Posted By QAN_Shareholder

Packrat, So, a justification for a...

Packrat,



So, a justification for a valuation of $1.75 without quoting a single number?

Arnold,

I'll give my view once I see Packrat's valuation!
3rd Jun 2011, 11:51
Replies: 330
Views: 58,111
Posted By QAN_Shareholder

Arnold, My point is that Packrat has...

Arnold,



My point is that Packrat has probably not looked at any data and not done any sums, I suspect he has pulled a number out of thin air. But perhaps he has done the work and if so I'd...
3rd Jun 2011, 10:51
Replies: 330
Views: 58,111
Posted By QAN_Shareholder

Packrat, I wonder if you could...

Packrat,



I wonder if you could enlighten me as to which 'data and sums' you use to get to $1.75.
3rd Jun 2011, 08:15
Replies: 330
Views: 58,111
Posted By QAN_Shareholder

Rumour has it that Qantas have been talking down...

Rumour has it that Qantas have been talking down their profit guidance.
27th May 2011, 02:52
Replies: 423
Views: 80,212
Posted By QAN_Shareholder

Could someone explain what the real story is...

Could someone explain what the real story is here? The union claims the change is less than 1%, the above suggests it isn't. I don't know any better so I assume it is somewhere in between.
23rd May 2011, 07:15
Replies: 70
Views: 12,647
Posted By QAN_Shareholder

Ohforsure, Replied by PM, proving...

Ohforsure,



Replied by PM, proving too difficult to comment without being taken out of context.
23rd May 2011, 01:47
Replies: 70
Views: 12,647
Posted By QAN_Shareholder

Peuce, I think you have, I hope...

Peuce,

I think you have, I hope inadvertently, left off the first half of my sentence in your quote.



My point is that in the circumstances I mention you could fairly unequivocally say it...
22nd May 2011, 22:36
Replies: 70
Views: 12,647
Posted By QAN_Shareholder

Ohforsure, I'm very interested in...

Ohforsure,



I'm very interested in evidence of management blunders however, I'm not convinced this is a valid example. Let's assume that the increased failure rate is due to change in...
22nd May 2011, 11:25
Replies: 70
Views: 12,647
Posted By QAN_Shareholder

Anthill, The failure of both engines is the...

Anthill,

The failure of both engines is the scenario I was thinking of with the equivalent disaster scenario being the failure of 3 engines on a 4 engine jet. I know the following is very much...
22nd May 2011, 07:38
Replies: 70
Views: 12,647
Posted By QAN_Shareholder

Anthill, Ok, happy to stand corrected on...

Anthill,

Ok, happy to stand corrected on the engine failure. But, whether a twin engine is just as safe as a 4 engine jet is not the point. Under normal operating circumstances I entirely agree...
22nd May 2011, 06:50
Replies: 70
Views: 12,647
Posted By QAN_Shareholder

So if there are question marks over safely...

So if there are question marks over safely operating a four engined jet across the pacific with outsourced maintenance, wouldn't operating a twin engined jet across the pacific with outsourced...
20th May 2011, 06:40
Replies: 423
Views: 80,212
Posted By QAN_Shareholder

breakfastburrito, Apologies for my...

breakfastburrito,



Apologies for my skepticism but it sounds like an urban myth to me, but if you're convinced it's true I'd like to know who the 'senior management' were, any chance you can...
20th May 2011, 06:23
Replies: 423
Views: 80,212
Posted By QAN_Shareholder

'holic, In 2005 the $A bought about...

'holic,



In 2005 the $A bought about 42 pence today it is 65 pence. So all else being equal a Qantas pilot would be getting 55% more in GBP, this undoubtedly has closed a lot of the gap to BA...
20th May 2011, 04:34
Replies: 423
Views: 80,212
Posted By QAN_Shareholder

'holic, Just to reiterate I think...

'holic,



Just to reiterate I think Australian CEO salaries are way too high but if you want some figures...

The median remuneration for CEOs of the 20th to 50th largest companies in the...
19th May 2011, 11:39
Replies: 423
Views: 80,212
Posted By QAN_Shareholder

Captain South, AJ's contract was...

Captain South,



AJ's contract was detailed in an ASX release when he became CEO and the senior execs remuneration is summarised in the annual report every year.

And yes they are very...
18th May 2011, 06:01
Replies: 249
Views: 58,745
Posted By QAN_Shareholder

Jet-A-one I never said anything...

Jet-A-one



I never said anything about the fairness of it, my point is that giving the impression of an income of $113k as an absolute maximum when really it is 40%+ higher is misleading. To...
18th May 2011, 04:46
Replies: 249
Views: 58,745
Posted By QAN_Shareholder

But the following implies it is normal to get...

But the following implies it is normal to get shift penalties :

"A level 13 multiple licensed Qantas LAME working the Domestic 12 hour roster earns $134,300 including shift penalties."

and...
18th May 2011, 04:30
Replies: 249
Views: 58,745
Posted By QAN_Shareholder

Isn't this a bit misleading Quoting...

Isn't this a bit misleading



Quoting from the following

http://www.alaea.asn.au/CMS/plainText/Notices/files/20080428_QF%20EBA%20update%2028%20April%20Late%20Edition.pdf

"A level 13...
30th Mar 2011, 01:48
Replies: 41
Views: 15,389
Posted By QAN_Shareholder

gobbledock, So maybe we agree on one...

gobbledock,



So maybe we agree on one thing, cut the size of the international network since it is the least decent part of a company you claim is not a 'decent investment opportunity'?

...
Showing results 1 to 35 of 67
 


 
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