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Search: Posts Made By: ebt
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5th Nov 2020, 01:18
Replies: 3,905
Views: 537,400
Posted By ebt

While I don't disagree with your conclusion, you...

While I don't disagree with your conclusion, you fail to pick up that the key factor in all of this is government support. The USA's CARES Act provided a level of support for airlines provided they...
29th Oct 2020, 02:06
Replies: 359
Views: 109,518
Posted By ebt

Difference being that Alliance has a lot more of...

Difference being that Alliance has a lot more of its own organic business, compared to Cobham. The VA work will increase, but Alliance knows its core business is in resource charter, and they will...
26th Oct 2020, 02:41
Replies: 2,536
Views: 897,441
Posted By ebt

Can't see them selling much more than they...

Can't see them selling much more than they already have. The A380s will have no buyers apart from parts breakers, who do not pay a premium and will have too much supply for the next few years anyway....
24th Aug 2020, 06:06
Replies: 2,536
Views: 897,441
Posted By ebt

At the risk of going down a rabbit hole, I recall...

At the risk of going down a rabbit hole, I recall that the intention was to fully separate them, then some bright spark realised that having two sets of AOCs and officeholders to run them would just...
21st Aug 2020, 05:10
Replies: 70
Views: 19,214
Posted By ebt

It's already receiving it under the RANS and DANS...

It's already receiving it under the RANS and DANS programs, although the support is going on fewer routes as time goes on. It is route specific and aimed at ensuring a minimum level of connectivity,...
7th Aug 2020, 08:16
Replies: 1,229
Views: 378,188
Posted By ebt

To those pilots who are facing job losses, let me...

To those pilots who are facing job losses, let me tell you an important home truth: You are not a pilot, you are a person.

You may be a father, a mother, a son or a daughter. You are a mate,a...
7th Aug 2020, 04:25
Replies: 135
Views: 44,857
Posted By ebt

FNP is up on MyAirTrade for sale, has been for a...

FNP is up on MyAirTrade for sale, has been for a while. Virgin bought it off Avation a couple of years ago when it came to end of lease, probably to avoid the (reportedly) tough end-of-lease...
3rd Aug 2020, 08:14
Replies: 359
Views: 109,518
Posted By ebt

Unlikely - QQ's management got blindsided when QF...

Unlikely - QQ's management got blindsided when QF bought in, and I would say that there is a decent chance that the ACCC will force them to sell once their investigation is concluded.
23rd Jun 2020, 02:55
Replies: 7
Views: 4,950
Posted By ebt

From memory, these have already been with...

From memory, these have already been with Hevilift for a while, having been sub-leased from Virgin, so I guess Avation is now just taking over the contract. Even if they weren't in administration, VA...
28th Apr 2020, 03:51
Replies: 60
Views: 21,463
Posted By ebt

Gobble, gobble! Fokkers are great aircraft,...

Gobble, gobble!

Fokkers are great aircraft, no doubt, but they were never designed to do 12-14 hours of utilisation per day flying up and down the east coast, with the occasional...
24th Apr 2020, 04:13
Replies: 60
Views: 21,463
Posted By ebt

That supposes that QQ actually want to touch RPT,...

That supposes that QQ actually want to touch RPT, which I can imagine they wouldn't want to do unless somebody was handling the distribution or underwriting it. Their biggest opportunity would be to...
9th Apr 2020, 02:13
Replies: 26
Views: 9,534
Posted By ebt

Re DL, that is old news from a couple of years...

Re DL, that is old news from a couple of years ago, and that was for aircraft due D-checks with little engine hours, so not directly comparable. With widebody financing, the banks aren't primarily...
8th Apr 2020, 01:46
Replies: 26
Views: 9,534
Posted By ebt

Alliance said in an ASX release in March that VA...

Alliance said in an ASX release in March that VA has requested to reduce the minimum hours under their wetlease agreement, which could see their activity down by 2000 hours per year. No detail on how...
24th Dec 2019, 02:16
Replies: 70
Views: 94,657
Posted By ebt

Yes, this is what I meant to say - my bad for not...

Yes, this is what I meant to say - my bad for not spotting it before posting.

I imagine that splitting up Cobham along the government and defence against airline lines would make the most sense....
23rd Dec 2019, 01:51
Replies: 70
Views: 94,657
Posted By ebt

Advent is going to hold Cobham Australia for long...

Advent is going to hold Cobham Australia for long - the sale was announced at the same time as Advent made their takeover offer, so it's clear that they see no value in continuing to hold it. Still...
25th Nov 2019, 03:01
Replies: 32
Views: 10,305
Posted By ebt

Simple - it's part of a deal with the state...

Simple - it's part of a deal with the state government for cheaper fares - https://www.mediastatements.wa.gov.au/Pages/McGowan/2019/05/Perth-to-Broome-Qantas-special-fares-to-continue.aspx.

I may...
19th Sep 2019, 02:51
Replies: 46
Views: 36,710
Posted By ebt

But don't expect that to slow the sale of Cobham...

But don't expect that to slow the sale of Cobham Australia. Any way you look at it, the regional ops and Qantas contract are good to have but don't fit with Cobham's core business, no matter who owns...
19th Sep 2019, 02:46
Replies: 24
Views: 12,601
Posted By ebt

Qantas will keep their options open for 737-800...

Qantas will keep their options open for 737-800 replacement and are waiting on the NMA so they can compare it with the A321LR/XLR. Still, given how hard JQ is going on the A321, the NMA is going to...
16th Sep 2019, 08:17
Replies: 276
Views: 231,713
Posted By ebt

I'm nominating this one for post of the year. S&P...

I'm nominating this one for post of the year. S&P have said that the balance sheet can handle it, even with around A$1.1bn in debt due over the 2020 fiscal year. Yes, VA are paying a pretty penny to...
10th Sep 2019, 03:13
Replies: 276
Views: 231,713
Posted By ebt

In theory she stays around until the end of the...

In theory she stays around until the end of the year to "assist with the transition" to the new CCO and the new EGM of Tiger, but likely she'll be on gardening leave for large part of it.
28th Aug 2019, 09:44
Replies: 276
Views: 231,713
Posted By ebt

How long can they survive? Looking at the...

How long can they survive? Looking at the financials, for while longer yet. They had $1.7 billion in the bank at the end of June, but do have just over $1 billion in debt repayments due in 2020. But...
16th Aug 2019, 08:16
Replies: 50
Views: 48,728
Posted By ebt

Why bother buying an operation when you can wait...

Why bother buying an operation when you can wait for it to collapse and step in and do it on your own anyway without paying a premium? Rex doesn't want to deal with E-Jets, but they sense opportunity...
13th Aug 2019, 03:45
Replies: 65
Views: 44,708
Posted By ebt

Yes, EFW (Airbus & ST Engineering JV) has done...

Yes, EFW (Airbus & ST Engineering JV) has done A330P2Fs and is developing the Airbus program for A320/321P2F. Precision Conversions is working on the A321PCF.

I believe both companies are putting...
6th Aug 2019, 03:38
Replies: 87
Views: 75,354
Posted By ebt

Just to be clear, it wasn't AJ who said that, it...

Just to be clear, it wasn't AJ who said that, it was JB when he was Qantas Group Exec. AJ was still running a little carrier in Melbourne with an orange star on the tail at that stage.
26th Jul 2019, 05:27
Replies: 46
Views: 36,710
Posted By ebt

With what I know of Qantas procurement, a...

With what I know of Qantas procurement, a non-negotiable in most of their contracts is a "majority control" clause which gives QF the ability to walk away if majority control of the contracting party...
Showing results 1 to 25 of 181
 


 
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