AIR - Air NZ.

[johnluangco]

Emirates has decided to cut it's daily Airbus A380 flights between Auckland and Sydney, in turn Qantas will upgrade some of it's Boeing 737 flights to Airbus A330.

Whilst this is not good news for consumers, it's probably good for Air NZ...?

https://www.ausbt.com.au/emirates-ax...s-a380-flights

[iceman]

Intensity of competition continues to ease http://www.nzherald.co.nz/business/n...ectid=11866931

[BlackPeter]

Emirates has decided to cut it's daily Airbus A380 flights between Auckland and Sydney, in turn Qantas will upgrade some of it's Boeing 737 flights to Airbus A330.

Whilst this is not good news for consumers, it's probably good for Air NZ...?

https://www.ausbt.com.au/emirates-ax...s-a380-flights

Still remember the 10 hours I had to wait some years ago in Sydney for my Emirates flight (which had been delayed in Dubai) to hop back over the ditch. I'd say that doing this last mile with Qantas must be a win-win for everybody and given my recent experience with Qantas - they significantly managed to improve their standards. I think this is good for everybody and if demand increases I am sure that Qantas can easily throw in another plane ...

[Arbroath]

Profit upgrade as expected in the investor day presentation...the question is do they deliver $530m or $550m+

Maybe can push past $3 next month or two

[Learning slowly]

It is out already - >$525 million is the revised forecast.

Profit upgrade as expected in the investor day presentation...the question is do they deliver $530m or $550m+

Maybe can push past $3 next month or two

[winner69]

That previous guidance was always a load of codswallop. Roger and myself saw through that when they came out with it. No way was H2 going to be as bad as they implied.

The market per se saw through it as well - that's why the share price is close to $3

Now AIR have actually come clean certainty prevails and yes $3 plus soon

I'm still sticking to my forecast $550m to $600m (including Virginngain)anything

[winner69]

Will be 2nd best year in their long history

[winner69]

Who would want to be an analyst / investor - must be really hard work to sit and fully concentrate for 3 hours listening to Chris and his team rave on. Even the pretty slides wouldn't keep me awake. Chris will love it though - gets to use all the buzzwords

They probably get a decent lunch at the end of it to make it worth while - and it's a good excuse to get out and meet their peers.

Get an invite Roger?

[babymonster]

Anything else could push the sp apart from the upgrade?

[Learning slowly]

Anything else could push the sp apart from the upgrade?

There are a few goodies.

1-2 new destinations being worked on
Delay in A320/321
Cost management on track