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Jim
08-03-2014, 09:38 PM
I think the aviation related companies shares will have a drastic correction on Monday due to the Malaysia Airlines disaster.....

slimwin
08-03-2014, 09:46 PM
I doubt it. Unless I've missed some recent news, it'll be a while till blame can be apportioned to manufacturers, operators, etc...

silverblizzard888
08-03-2014, 10:21 PM
First of all we don't have all the details on the incident yet. Second this is a matter in relation with Malaysian Airlines as oppose to NZ airlines or others in the world, so as much as it has a negative connotation for flying, you could say its strengthens AIR NZ who is rated one of the safer airlines in the world. Its almost like saying a milk powder company in Malaysia has sold milk powder contaminated with a dangerous substance and caused deaths, it doesn't exactly mean a correction for other milk companies in NZ or the world. Thats my view on that anyway. You may be right or wrong, I cannot say either because there is a chance it may happen, but I don't feel it would. We'll find out come Monday I guess.

Bjauck
09-03-2014, 07:54 AM
I understand that this tragedy involved a 777 (oil slicks have been found). So depending on the investigation outcome all airlines (including Air NZ) operating the aircraft may suffer some disruption. I believe two stolen passports (Italian and Austrian) featured in the manifest which could raise the spectre of terrorism or incompetent passport control (pretty bad in itself!). I would say the immediate effects would be felt by Boeing. MAS and Malaysian tourism.
Disc: AIR holder

Addendum: The (tabloid) Daily Mail (UK) have claimed that the plane had been involved in a ground collision with another plane resulting in serious wing damage two years ago. Most speculation seems to be centred on a terrorist bomb. That may result in a more general loss of confidence in aviation and tourism stocks.

Valuegrowth
16-03-2014, 06:52 PM
This incident could affect negatively on airlines stocks in the short run. Even Boeing share prices fell after missing Malaysian Airlines. Now it has settled down and went up again. Boeing should do well in the long run due to demand for their aircrafts from China and other Asian countries.

Competitive Airlines might benefit in the short run.

Please see following link.

http://www.news.com.au/world/malaysia-airlines-flight-mh370-diverted-by-deliberate-action-pilots-under-scrutiny-amid-hijack-fears/story-fndir2ev-1226855986042


Dis: I don’t have any Airline stocks including Boeing shares.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

Joshuatree
10-08-2018, 12:28 PM
Another great result from Alliance AQZ
Financial Results Presentation - FY18 (https://hotcopper.com.au/threads/4348230/)

percy
10-08-2018, 01:37 PM
Another great result from Alliance AQZ
Financial Results Presentation - FY18 (https://hotcopper.com.au/threads/4348230/)

And the outlook looks great.

percy
30-10-2018, 01:38 PM
Very positive speeches from The Chairman,MD,and CEO at today's agm.
Fleet being increased from 33 aircraft to 42 over the next year.
Dividend set to be increased to use up franking credits, rather than a share buy back.

Joshuatree
30-11-2018, 12:04 PM
AQZ BHP Nickel West Contract Extension (https://hotcopper.com.au/threads/4558825/)
"we are experiencing growth of up to 17 charters per week as economic conditions continue to improve. As with our other resources customers throughout Australia, we are seeing growth in the number of charters as the current demand for resources is maintained and production increases"

Joshuatree
21-06-2019, 08:20 AM
I see percy has started an AQZ thread ,great. Have bought back in on results, still holding PTB too.

Joshuatree
30-08-2019, 08:20 PM
PTB happy to wait for the market to dawn on this little Gem.
Ann: Full Year Results Presentation (https://hotcopper.com.au/threads/ann-full-year-results-presentation.4939492/)

percy
31-08-2019, 08:19 AM
PTB happy to wait for the market to dawn on this little Gem.
Ann: Full Year Results Presentation (https://hotcopper.com.au/threads/ann-full-year-results-presentation.4939492/)

A good result for you JT, and you will enjoy the great dividend yield.

GTM 3442
02-09-2019, 05:51 PM
There's some US aviation exposure to be had through one of the SPDR ETFs - SPDR S&P Aerospace & Defense ETF - ticker XAR.

Joshuatree
31-01-2020, 12:13 PM
PTB Up 18% on this news with a cap raise i intend to participate in. D/Y according to ASB 7.65% . X div (franked)7th feb
Download Document 240.97KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4ge1w BPwv%2Bdt%2FbFiGug%3D)

percy
31-01-2020, 12:36 PM
PTB Up 18% on this news with a cap raise i intend to participate in. D/Y according to ASB 7.65% . X div (franked)7th feb
Download Document 240.97KB (https://hotcopper.com.au/documentembed?id=uOMxKKzFkiWRTLKhOROKAxjvSDYL4ge1w BPwv%2Bdt%2FbFiGug%3D)

Well done,off like a rocket.

Joshuatree
12-02-2020, 10:54 AM
In my sell down and out of most of my stocks recently ive reluctantly sold PTB but am taking up the rights. A solid ly performing and growing company which has been under the radar maybe due to its tiny mkt cap. This cap raise will or almost will put PTB into the $100 market cap space and this will bring more attention from funds etc.

'The US will be the major focus.....50% of global PT6 powered aircraft resides in the USA."

Ann: Acquisition of Prime Turbines and Equity Raising (https://hotcopper.com.au/threads/ann-acquisition-of-prime-turbines-and-equity-raising.5199019/unread)

percy
12-02-2020, 11:40 AM
In my sell down and out of most of my stocks recently ive reluctantly sold PTB but am taking up the rights. A solid ly performing and growing company which has been under the radar maybe due to its tiny mkt cap. This cap raise will or almost will put PTB into the $100 market cap space and this will bring more attention from funds etc.

'The US will be the major focus.....50% of global PT6 powered aircraft resides in the USA."

Ann: Acquisition of Prime Turbines and Equity Raising (https://hotcopper.com.au/threads/ann-acquisition-of-prime-turbines-and-equity-raising.5199019/unread)

I have brought a few.
My friend who worked as an engineer at Air NZ, was most impressed with the Prime Turbines acquisition,and sees a good future for PTB.

Joshuatree
12-02-2020, 11:55 AM
So many engines and now including helicopters.
(https://hotcopper.com.au/threads/ann-acquisition-of-prime-turbines-and-equity-raising.5199019/#post-42743771)


(https://hotcopper.com.au/threads/ann-acquisition-of-prime-turbines-and-equity-raising.5199019/#post-42743771)
Thread (https://hotcopper.com.au/threads/ann-acquisition-of-prime-turbines-and-equity-raising.5199019/#post-42744071)




Thread (https://hotcopper.com.au/threads/ann-acquisition-of-prime-turbines-and-equity-raising.5199019/#post-42744571)

Benny1
12-02-2020, 06:29 PM
I've been watching this for a while and may jump on board soon as well.
Good divi and a growth company with some good opportunities to continue growing both in the future.