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Search: Posts Made By: PlasticFantastic
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12th Oct 2019, 11:30
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Sorry! Didn't mean to steal your name. Shall do.

Sorry! Didn't mean to steal your name. Shall do.
12th Oct 2019, 04:12
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

This is an excellent post. Very long single...

This is an excellent post. Very long single sectors or TODs are fatiguing. There's no way around that. But, crew numbers and mix, and decent rest areas can make it possible. The much, much bigger...
11th Oct 2019, 06:02
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

I'm curious why you think that Qantas should have...

I'm curious why you think that Qantas should have ordered more aircraft by now. Do you think that there are aircraft, currently in service, that Qantas should already have replaced (other than the...
11th Oct 2019, 04:42
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

https://www.irishtimes.com/business/economy/quanta...

https://www.irishtimes.com/business/economy/quantas-boss-confident-about-boeing-max-1.4046897

Interesting.
27th Sep 2019, 07:45
Replies: 59
Views: 35,111
Posted By PlasticFantastic

These kind of clauses make more sense for smaller...

These kind of clauses make more sense for smaller changes to how a company operates, where it is genuinely possible and a good idea to consult affected employees.

They don't really work for...
19th Sep 2019, 04:24
Replies: 49
Views: 14,374
Posted By PlasticFantastic

I'd focus on maximising QF's comparative...

I'd focus on maximising QF's comparative advantages, which I see as:

dominant position domestically
unique geography, that means QF can build a sizeable LH/ULH fleet
customer loyalty for...
11th Sep 2019, 12:47
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

Agreed! I would have assumed that the starting...

Agreed! I would have assumed that the starting point for AIPA would be 787 + X.
11th Sep 2019, 09:24
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

Rated, Qantas has consistently stated that it...

Rated, Qantas has consistently stated that it would make a decision by the end of the year, once it had an answer on all of these questions. It has the answer on Airbus and Boeing's offer, and...
5th Sep 2019, 13:01
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

If they order, QF would be one of the first to...

If they order, QF would be one of the first to operate the -8X model. And, I'd call first 10 airlines in the world to operate a type 'one of the first', since there are a heck of a lot more than...
5th Sep 2019, 11:34
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

Qatar has an amazing product, and Etihad's is...

Qatar has an amazing product, and Etihad's is pretty good (their First is amazing as well).

But Emirates is pretty average in every class, and is the only one of the three that seems to have...
5th Sep 2019, 11:29
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

Sure, if you go back far enough, to the 2000...

Sure, if you go back far enough, to the 2000 decision on the A380, that might have worked. Although, the transcript that CurtainTwitcher quoted shows that the A380 has its benefits for QF too.
...
5th Sep 2019, 09:34
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

And those four daily flights were loss-making....

And those four daily flights were loss-making. Now Qantas' LHR flights are profitable. What would you have done differently, to turn that around?
31st Aug 2019, 01:45
Replies: 274
Views: 246,902
Posted By PlasticFantastic

But, it has about $1b in bonds coming due in the...

But, it has about $1b in bonds coming due in the near future.
29th Aug 2019, 01:57
Replies: 274
Views: 246,902
Posted By PlasticFantastic

I'm not sure that's quite right. Qantas invested...

I'm not sure that's quite right. Qantas invested heavily in setting up Jetstar to 'pincer' Virgin Blue with an even lower cost product, leaving Qantas itself free to specialise as a full service...
25th Aug 2019, 09:23
Replies: 2,093
Views: 1,084,433
Posted By PlasticFantastic

Rated, you'd be more persuasive when you call for...

Rated, you'd be more persuasive when you call for Qantas and CASA to take a rigorous, evidence-based approach, if you even pretended to do the same yourself.
22nd Aug 2019, 00:56
Replies: 84
Views: 62,027
Posted By PlasticFantastic

True, but I don't think anyone should read...

True, but I don't think anyone should read anything into that. QF has fixed dates by which it has to decide whether to confirm each of its 787 options and rights. QF has consistently stated that it...
15th Aug 2019, 12:09
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Yeah, the Reuters article says that Boeing made...

Yeah, the Reuters article says that Boeing made an interim offer to Qantas (what was offered was not stated), to keep Boeing in the game for the Sunrise order despite the delay. So, Boeing appears to...
14th Aug 2019, 13:13
Replies: 84
Views: 62,027
Posted By PlasticFantastic

Also, I'm not sure whether BA would get good...

Also, I'm not sure whether BA would get good yields from its First cabin on the route, so it might actually not be as good a money maker.
14th Aug 2019, 10:18
Replies: 84
Views: 62,027
Posted By PlasticFantastic

Yeah, I agree. There are very few airlines that...

Yeah, I agree. There are very few airlines that operate as many longhaul or ULH flights, as a proportion of their network, as Qantas. That means that Qantas can readily purchase and configure its...
8th Aug 2019, 09:20
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Rated, the kinds of taxes quoted in the article...

Rated, the kinds of taxes quoted in the article (flat per-passenger taxes by travel class, in France and the Netherlands) would give Qantas a competitive advantage, and have absolutely no bearing on...
7th Aug 2019, 02:10
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Are they? Qantas flies the A380 to and from a...

Are they? Qantas flies the A380 to and from a number of congested airports (SYD, LHR, HKG etc) and on routes where its range and payload are important (DFW, potentially SCL and JNB once the 747s go,...
11th Jul 2019, 12:40
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Do I get a maiden, or maybe Chairman's Lounge...

Do I get a maiden, or maybe Chairman's Lounge access for that?
11th Jul 2019, 10:17
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

The first line of the required actions in the AD...

The first line of the required actions in the AD says "unless accomplished previously" - i.e. if an airline had already undertaken the required inspection (and any corrective action) then it isn't...
10th Jul 2019, 09:53
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

That's true, but Qantas wrote off the value of...

That's true, but Qantas wrote off the value of its 747 fleet, so hasn't benefitted from depreciation on that fleet for years.
10th Jul 2019, 09:17
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Presumably EASA, Airbus and the very small number...

Presumably EASA, Airbus and the very small number of affected airlines have been talking about this for a little while, and EASA is satisfied that the checks Qantas did during scheduled maintenance,...
10th Jul 2019, 08:38
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

https://www.flightglobal.com/news/articles/asias-o...

https://www.flightglobal.com/news/articles/asias-older-a380s-subject-to-wing-spar-check-459561/

So, turns out Qantas has already checked two of their six affected A380s, and they are both fine. We...
9th Jul 2019, 22:05
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Yes, I suppose if you ignore the single largest...

Yes, I suppose if you ignore the single largest factor that contributes to Qantas holding aircraft for longer than its international competitors, then it is pretty easy to criticise its strategy.
...
9th May 2019, 12:19
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

For lots of reasons. The top one would be if you...

For lots of reasons. The top one would be if you can put that same money into more productive assets to get an even higher return, which shouldn't be hard.
9th May 2019, 08:17
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

What point are you trying to make? Qantas have...

What point are you trying to make? Qantas have announced that they will exclude the proceeds of the sale from their underlying profit figures, because it is a one-off, the same as in previous years....
1st May 2019, 11:23
Replies: 29
Views: 27,971
Posted By PlasticFantastic

I'll leave 1-4 for others who know the answers...

I'll leave 1-4 for others who know the answers beyond doubt. I've heard plenty of credible opinions about them, but I'm sure someone here will know the answer.

Qantas is still keen on PER-JNB and...
17th Apr 2019, 06:31
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

Clearly, Qantas, CASA, EASA, FAA etc would have...

Clearly, Qantas, CASA, EASA, FAA etc would have to be satisfied that Boeing has fixed the issues with the 737MAX, and that it is safe to fly. That is kind of a threshold issue, and it is pretty clear...
24th Feb 2019, 02:37
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

V-Jet, if you're trying to argue that QF should...

V-Jet, if you're trying to argue that QF should have bought the 77W instead of the A380 back in 2000, then sure, I agree with you. But that's ancient history. You seem to be arguing that QF should...
24th Feb 2019, 01:51
Replies: 107
Views: 96,222
Posted By PlasticFantastic

Agree, up to a point. It depends on how quickly...

Agree, up to a point. It depends on how quickly they replace the fleet. A fair part of the B737 and A330 fleets are fairly young, and the A380s still have 7-12 years of life in them. So, I think they...
24th Feb 2019, 00:35
Replies: 107
Views: 96,222
Posted By PlasticFantastic

Agreed, capex will have to increase quite a bit...

Agreed, capex will have to increase quite a bit over the next decade. But, I'm not as concerned about that as some.

Qantas has paid back about $3b in debt over the past few years, giving it room...
24th Feb 2019, 00:04
Replies: 1,323
Views: 806,054
Posted By PlasticFantastic

I actually wanted to steer clear of the IR side...

I actually wanted to steer clear of the IR side of things, because it's such a hot topic! But, despite any payroll disadvantage, and a definite fuel burn disadvantage, Qantas International is doing...
Showing results 1 to 35 of 49
 


 
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