AIR - Air NZ.

[Jaa]

http://www.nzherald.co.nz/business/n...ectid=11365415

Chicago, one of the busiest airports in the world would make for a good destination.

Houston or Dallas would also be good options (though Qantas flies to Houston) but Air NZ would need to work on code sharing and alliances south of the border.

Star Alliance partners Copa Air and Avianca would be a good start. A tie up with Aeromexico even better.

[Robomo]

Qantas flies to Dallas/Fort Worth, not Houston.

Interesting to compare fares to Dallas from Sydney.
Qantas: Sydney-Dallas return (mid-Dec - mid-April) is AU$3092, direct flight.
Air NZ: Sydney-Dallas return same dates is AU$2557 ($535 cheaper!) SYD-AKL-SFO-DFW. If AirNZ can undercut Qantas by that much even with three sectors (higher airport fees, less efficient planes than Qantas's A380, etc) just imagine what they could do with SYD-AKL-DFW on the 787-9 (less landing fees, much better fuel economy). And AirNZ can still make lots of money and Qantas can't!

I've just come back from Melbourne and spoke to a couple of Aussies who were flying onto San Francisco - much cheaper with AirNZ than Qantas.

[h2so4]

One of the most well respected brokers has upgraded, (as I suggested they would yesterday). 12 month price target $2.64. Gross dividend yield of 7.2%.
Recommendation BUY. I expect all the other analysts will be upgrading if they haven't already. EPS forecast for 2015 29.26 cps.

That's more like it. I'm happy buying under $3

[Poet]

Certainly running along nicely. Big thanks to Modandm for alerting me to this, I only paid attention and got in at $1.28 - doubled up before special divi at $1.93.

So now got a big truckload, when to exit?

[BFG]

Awesome news for AirNZ!

http://mobile.reuters.com/article/id...41127?irpc=932

[Beagle]

http://www.cnbc.com/id/102222286

[dingoNZ]

Great news for AIR, expect some positive movements in the price today on the back of the ~6% fall in oil

[winner69]

Plunging oil prices often leads the world into recession, not always good for airlines

[Master98]

Plunging oil prices often leads the world into recession, not always good for airlines

not real this time, it is a political issue which is American made to give pressure to Russian.

[Beagle]

The conspiracy theory that the American's and Saudi's are conspiring to maintain production level's to create a glut and stick it to the Russians appears to be gaining some credibility.
Either that or the Saudi's are playing the long game to maintain market share and are prepared to ride out what could be a considerable period of low prices to nobble the oil sands industry in North America.
Either way or whatever other theory you subscribe too this is very good for AIR.

Further good news. AIR and Tony Carter Chaiman win honours at N.Z.'s premier business awards. Simon Challis from Ryman receives top executive award.
http://www.nzherald.co.nz/business/n...ectid=11365647