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19th Sep 2019, 02:51
Replies: 44
Views: 29,749
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: 21
Views: 6,219
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: 280
Views: 216,085
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: 280
Views: 216,085
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: 280
Views: 216,085
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: 45
Views: 42,492
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: 38
Views: 26,674
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: 83
Views: 62,225
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: 44
Views: 29,749
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...
10th Jun 2019, 03:31
Replies: 19
Views: 6,156
Posted By ebt

They haven't yet, but the lease is up this year,...

They haven't yet, but the lease is up this year, so what is sold is all the improvements that Qantas made to the terminal over that time. PAPL took back the lease on T4 ages ago, and QF bullied them...
22nd May 2019, 04:44
Replies: 32
Views: 14,873
Posted By ebt

[/left] Brett Godfrey did mention transcons...

[/left]
Brett Godfrey did mention transcons when he was in the driver's seat as to why they went for the AR variant. Of course, it was probably more of an option if the market tanked and they needed...
17th May 2019, 09:46
Replies: 32
Views: 14,873
Posted By ebt

Some people I have spoken to say the problem with...

Some people I have spoken to say the problem with the E-Jet is that it needs a little more love and won't go up and down all day like a 737, which is what VOz ops was used to. There is also the issue...
6th May 2019, 05:45
Replies: 13
Views: 5,121
Posted By ebt

Hope they're getting paid on time, and not...

Hope they're getting paid on time, and not through Clive Mensink...
8th Apr 2019, 02:38
Replies: 74
Views: 74,182
Posted By ebt

The F100s will still be the go-to for most new...

The F100s will still be the go-to for most new customers for Network on the charter side, and the intrastate RPT work. Only a few sites (mostly FMG) take the A320s, and the weekend work to Broome is...
7th Mar 2019, 08:32
Replies: 169
Views: 148,477
Posted By ebt

As I said, machtuk, I'm just an outsider looking...

As I said, machtuk, I'm just an outsider looking in at the absolute hash that VA have made of TT, so can't comment on what happens on the inside. But put it this way, if what we see on the outside...
7th Mar 2019, 03:15
Replies: 169
Views: 148,477
Posted By ebt

From memory, the later builds had some...

From memory, the later builds had some aerodynamic clean-ups, but the difference to operating costs is probably the width of a bee's appendage. Apart from getting closer to C or D check intervals,...
14th Feb 2019, 08:40
Replies: 96
Views: 80,470
Posted By ebt

If they were to buy a stake, they would want to...

If they were to buy a stake, they would want to take at least 10%, which would stop Qantas getting to 90% and thus being able to force a compulsory acquisition of Alliance. Or they could put their...
12th Feb 2019, 03:24
Replies: 96
Views: 80,470
Posted By ebt

Which would be fine, except that they made clear...

Which would be fine, except that they made clear that they plan to take control of Alliance if/when given the green light by the ACCC. Not wanting a board seat "yet" is their way of being able to...
11th Feb 2019, 01:29
Replies: 96
Views: 80,470
Posted By ebt

I wouldn't be so sure. ACCC first proposed...

I wouldn't be so sure. ACCC first proposed rejecting the VARA-Alliance tie-up, and Alliance had to bend over backwards and get other competitors to say that the contract charter market is still...
6th Feb 2019, 06:37
Replies: 23
Views: 12,921
Posted By ebt

I'm wasting my time here, but hey, I have a...

I'm wasting my time here, but hey, I have a little on my hands.


Or, perhaps, just consolidate it all in Sydney? Interestingly, with Scurrah based in Brisbane I expect he will be seen at the...
5th Feb 2019, 04:25
Replies: 96
Views: 80,470
Posted By ebt

All five are owned by Avolon, with some showing...

All five are owned by Avolon, with some showing under the trustee (Wells Fargo) which I suspect is because they are part of an ABS deal. From that data I see, they are in storage in Nashville and...
14th Jan 2019, 03:49
Replies: 579
Views: 202,897
Posted By ebt

You're assuming that doesn't get re-charged onto...

You're assuming that doesn't get re-charged onto Jetstar, minus adjustments for inter-company transactions. If you can prove that, I'd be interested to see it. And surely any other provider would...
9th Jan 2019, 01:43
Replies: 579
Views: 202,897
Posted By ebt

While I'm not going to defend every action of QF...

While I'm not going to defend every action of QF management, this statement seems to deny reality. How can a company be more profitable if its costs keep rising above CPI and competition is...
7th Jan 2019, 08:59
Replies: 83
Views: 62,225
Posted By ebt

Really it depends on the mine. FMG's Christmas...

Really it depends on the mine. FMG's Christmas Creek, Solomon and Cloudbreak mines regularly received A320s/737s, but most others were built to take an F100 or 146 at the most. The bigger aircraft...
7th Jan 2019, 01:47
Replies: 169
Views: 148,477
Posted By ebt

Well, Tiger's closed down the Phlippines and...

Well, Tiger's closed down the Phlippines and Indonesia operations a few years ago and the Tiger brand at home has Scooted off. So there's not sentimentality in the SQ Group around the Tiger brand.
...
Showing results 1 to 25 of 165
 


 
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