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Search: Posts Made By: crosscutter
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17th Jun 2019, 05:05
Replies: 1,323
Views: 804,019
Posted By crosscutter

ROIC is correct...thanks. My point I guess,...

ROIC is correct...thanks.

My point I guess, is QF need to generate a certain ROIC for any investment. For Mainline that ROIC seems a lot higher than for JQI. No JQ bashing here, just pointing out...
17th Jun 2019, 03:37
Replies: 1,323
Views: 804,019
Posted By crosscutter

A good question. Best answered by AJ. And...

A good question. Best answered by AJ.

And while he’s answering, ask if the return of capital employed on the Jetstar 787’s has justified their allocation? Was it an allocation decision based on...
14th Jun 2019, 00:13
Replies: 1,323
Views: 804,019
Posted By crosscutter

That is the last thing Qantas want. Nothing...

That is the last thing Qantas want. Nothing better for business than a weak competitor in a duopoly.
4th Jun 2019, 04:44
Replies: 1,323
Views: 804,019
Posted By crosscutter

That makes sense and has been suggested by many....

That makes sense and has been suggested by many. The training/crewing costs incurred atm might have opened a few eyes.
27th May 2019, 23:56
Replies: 1,323
Views: 804,019
Posted By crosscutter

Even worse...it’s not just the pilots but also...

Even worse...it’s not just the pilots but also those representing the pilots that seem unsure of legislation and its ramifications. Hence the scare campaign isn’t countered by those negotiating on...
21st May 2019, 04:21
Replies: 1,323
Views: 804,019
Posted By crosscutter

I’m sure the A350’s in Jetstar colours will look...

I’m sure the A350’s in Jetstar colours will look as good as any other. Whether the required seat config and premium pricing requirement will suit the Jetstar business model is another question.
21st May 2019, 02:42
Replies: 1,323
Views: 804,019
Posted By crosscutter

If I said straight out QF won’t be setting up...

If I said straight out QF won’t be setting up another operation to fly project sunrise people would say what about this, what about that.

I tried to to create a hypothetical scenario to prove how...
21st May 2019, 02:15
Replies: 1,323
Views: 804,019
Posted By crosscutter

Indeed. It all sounds so obvious and...

Indeed.



It all sounds so obvious and simple yet if only that pesky legislation wouldn’t get in the way again. Qantas want pilots to have that fear. Reality though, QF can’t employ in one...
10th May 2019, 07:18
Replies: 1,323
Views: 804,019
Posted By crosscutter

Yeah...you can only laugh at the prospect of a...

Yeah...you can only laugh at the prospect of a future capital raising when the impending capex mountain has to finally be climbed. You just feel Alan has a bulldozer in front of him to keep the path...
22nd Nov 2018, 01:15
Replies: 1,323
Views: 804,019
Posted By crosscutter

The graph shows how investor sentiment has gone...

The graph shows how investor sentiment has gone south since the Iberian engine shutdown. Of course the worlds share market have all gone down so read into it what you will but note the decline in RR...
21st Nov 2018, 19:30
Replies: 1,323
Views: 804,019
Posted By crosscutter

https://cimg3.ibsrv.net/gimg/pprune.org-vbulletin/...

https://cimg3.ibsrv.net/gimg/pprune.org-vbulletin/750x1235/e23a1ba2_6055_492f_8ee1_40ec63e638a1_276c519272a9912dfaaae38867243c0ac372ff09.jpeg

Excellent question! Perhaps it’s better to be asked of...
21st Nov 2018, 09:33
Replies: 1,323
Views: 804,019
Posted By crosscutter

Not with RR engines 👍

Not with RR engines 👍
19th Nov 2018, 21:09
Replies: 1,323
Views: 804,019
Posted By crosscutter

With a decision becoming closer I wonder how...

With a decision becoming closer I wonder how carefully QF are watching the Rolls Royce engine problems on the A350? I’m betting after the global 787 Trent engine disaster and combined with a...
28th Apr 2018, 06:11
Replies: 1,323
Views: 804,019
Posted By crosscutter

That last RC post is a truism. If the business...

That last RC post is a truism. If the business case is sound they will get them but they don’t need to get them? What if we said to make the business sound a new fleet is needed? The board and exec...
27th Apr 2018, 09:27
Replies: 1,323
Views: 804,019
Posted By crosscutter

Here’s some international economics. Supply...

Here’s some international economics.

Supply and demand. The endless global supply of gluttonous executives behaving badly and the increasing demand for executive accountability. Bank’s first, and...
Showing results 1 to 15 of 15


 
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