AIR - Air NZ.

[sb9]

Have they invented the bubble craft yet? Sorry couldn't resist, better go and do SUM work, getting behind a bit.

Whatever it is, happy with my more than 50% capital gain excl those juicy special and normal divvies.

[Zaphod]

Have reduced my holding a bit, due to being overweight and the recent gains in SP. I'm certainly still confident in the company's ability to perform for the foreseeable future though.

[Bobdn]

Still holding mine. I sold all my HBL shares for $1.54 to buy AIR at 2.19 to take advantage of the 35 cent dividend.

I hated selling HBL but appears to have worked out ok (at this point in time). Could have just as easily gone the other way

Kind of wish AIR wasn't rising so quickly because now "sell" thoughts are creeping in and this was supposed to be a nice little earner for the next 5 years or so.

[winner69]

Wasn't buying sub $2 not that long ago good

At this rate could be doubling me money in less than a year (including dividends)

No worries

[Beagle]

Still holding mine. I sold all my HBL shares for $1.54 to buy AIR at 2.19 to take advantage of the 35 cent dividend.

I hated selling HBL but appears to have worked out ok (at this point in time). Could have just as easily gone the other way

Kind of wish AIR wasn't rising so quickly because now "sell" thoughts are creeping in and this was supposed to be a nice little earner for the next 5 years or so.

I'm find it very relaxing just focusing of my medium term, (5 year) investment case of 5 times 20 cps annual fully imputed dividends and 3 x 25 cps special dividends in FY20-FY22 when there's that massive multi year rest from capex...more than happy to stick with it and let the SP find its own level wherever that may be. I think there's about $1.75, possibly as much as $2.00 in dividends coming back over the next five years so whether its $2.00, $3.00 or even $4.00 with a dividend yield outlook like that what does it really matter
Remember there's probably about 90-100 cps free cash flow per annum in those years when there's next to no capex so 25 cps average special is pretty conservative on top of a 20 cps annual dividend in my opinion. The risk is to the upside to that for those not holding

[winner69]

Beagle - hate your new name

It's associated with DOG stocks - and bound to bring bad fortune

[stoploss]

Beagle - hate your new name

It's associated with DOG stocks - and bound to bring bad fortune

Bit like a dodgy backdoor listing that name change

[Eval]

Whatever individuals, Analysts think.....

IMO AIR future is very bright,

- Top class management and business model
- New 19+ entrance, higher fuel price then fy16 and still on track to 2nd best profits in AIR history
- CAPEX are failing in 2-3 years
- John Key aka Sir is on-board, may have hated as PM but he is business Ace and ex.investor banker

[Beagle]

Beagle - hate your new name

It's associated with DOG stocks - and bound to bring bad fortune

Very likeable animals with a relentless enthusiasm for sniffing out trouble and opportunities for food.
Stoploss... Dog-gone-it, there's no pleasing everyone so you might as well please yourself
No point hounding me about it, for reasons I am not at liberty to go into the cute canine pseudonym is here to stay.

[peat]

whats the estimate of the possible cost for the Aussie collusion charges.
I reckon about $20m fine could be placed on them.