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Search: Posts Made By: moa999
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12th Jan 2018, 05:26
Replies: 61
Views: 29,771
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
11th Jan 2018, 08:43
Replies: 61
Views: 29,771
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...
13th Oct 2017, 15:22
Replies: 63
Views: 23,466
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
17th Jul 2016, 03:01
Replies: 49
Views: 16,030
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...
4th Jul 2016, 03:08
Replies: 18
Views: 9,495
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
3rd Jul 2016, 17:47
Replies: 4
Views: 2,940
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...
10th Jun 2016, 13:35
Replies: 58
Views: 45,483
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.
...
30th Apr 2016, 07:16
Replies: 191
Views: 76,407
Posted By moa999

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

https://www.youtube.com/watch?v=XG0gW4ITi7Y
29th Apr 2016, 10:29
Replies: 191
Views: 76,407
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...
21st Apr 2016, 07:26
Replies: 44
Views: 19,124
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...
4th Mar 2016, 03:43
Replies: 84
Views: 51,576
Posted By moa999

Yet Scoot also runs 787s

Yet Scoot also runs 787s
29th Feb 2016, 05:07
Replies: 323
Views: 216,110
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...
22nd Feb 2016, 22:50
Replies: 84
Views: 51,576
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...
24th Nov 2015, 05:37
Replies: 3
Views: 2,308
Posted By moa999

Public (paid) sources show: J9 ...

Public (paid) sources show:
J9 ...
5th Nov 2015, 02:22
Replies: 10
Views: 10,222
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...
7th Oct 2015, 08:04
Replies: 6
Views: 5,027
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)
...
10th Sep 2015, 01:22
Replies: 94
Views: 50,049
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...
31st Aug 2015, 02:07
Replies: 716
Views: 271,971
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)
...
21st Aug 2015, 01:46
Replies: 53
Views: 17,065
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.
20th Aug 2015, 00:10
Replies: 716
Views: 271,971
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...
13th Aug 2015, 03:49
Replies: 63
Views: 8,760
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...
13th Aug 2015, 02:28
Replies: 63
Views: 8,760
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 --...
12th Aug 2015, 04:19
Replies: 84
Views: 27,542
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
2nd Jul 2015, 02:17
Replies: 5,464
Views: 3,509,821
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...
1st Jul 2015, 00:58
Replies: 42
Views: 15,851
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
Showing results 1 to 25 of 268
 


 
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