AIR - Air NZ.

[Snow Leopard]

Moving the discussion that got as far as this post on the ATM thread too a more appropriate place.

Taking the 22-Feb-2016, the day before Qantas announced their HY results and the first of a series of buy backs and going forward until today, 10-Oct-2017 and the total dividend adjusted returns for Qantas amounts to a

63.1% gain

and for AIR the equivalent figure is a

63.9% gain

Spooky eh possums?

Best Wishes
Paper Tiger

PS: Your tax situation may affect these figures.

[Beagle]

That could be a simple coincidence but based on that evidence you could form the preliminary view that in this case the QAN buy-backs appear to have had little impact on the SP with the caveat that you'd need to look at the relative growth in the EPS of those two companies over that timeframe. I would be interested to know if there's been any studies done on the buy-back subject with a wider representation of anecdotal evidence.

I'm happy to concede that a $40m buy-back being less than one day's volume traded is very unlikely to have a material effect on helping the SP of ATM gain altitude, (not that it appears to need any help) but what it would do would be to send the market a useful signal that the directors still believed the shares are a compelling investment proposition for the company itself to buy-back notwithstanding the recent meteoric rise. This might give shareholders grounds not to sell, or to continue buying / holding so perhaps the real value of the buy-back is the downstream effect on shareholders propensity to own the shares thereby providing indirect further support for the share price ?

[Raz]

http://www.nzherald.co.nz/business/n...ectid=11931831

Good for me a shareholder although not so great as a customer...


say what they like via their PR this is Emirates retrenching..

[Beagle]

http://www.nzherald.co.nz/business/n...ectid=11931831

Good for me a shareholder although not so great as a customer...


say what they like via their PR this is Emirates retrenching..

Yeap AIR have seen them off. By my count that's about 7 different airline retrenchments in the last 12 months. No wonder Chris Luxon is felling confident.
(For the life of me I could never understand having 4 A380's in Auckland at the same time).

[Beagle]

http://www.nzherald.co.nz/business/n...ectid=11932087

http://www.nzherald.co.nz/business/n...ectid=11931733

[Beagle]

http://www.nzherald.co.nz/business/n...ectid=11932150

A little peak into Raz's usual digs. Feeling a little sorry for Raz, must be a terrible conflict of interest. On one hand those nice showers and gold embossed trim and service level's going but on the other more returns for AIR shareholders of which he is one. Talk about a conflict of interest !

[peat]

Thats a hat-trick Roger!

[Marilyn Munroe]

News items from NZ Herald[/url]

Item below suggests sand state airlines are at a cross-roads;

https://blogs.crikey.com.au/planetal...irates-etihad/

My disappointment as a tax payer is John Key and his successor, the Double Dipper from Dipton, have likely lost the opportunity to sell our share of Cullen Airlines to Etihad for silly money.

Boop boop de do
Marilyn

[Beagle]

Thats a hat-trick Roger!

lol couldn't help myself, feeling sorry for Raz having to "slum it" now in AIR's business class. Has some pretty pictures of A380's in that link though...suppose its allowable for AIR shareholders to dream of one day flying first class on Emirates A380 to London, have to be through Dubai now though.

[Oliver Mander]

lol couldn't help myself, feeling sorry for Raz having to "slum it" now in AIR's business class. Has some pretty pictures of A380's in that link though...suppose its allowable for AIR shareholders to dream of one day flying first class on Emirates A380 to London, have to be through Dubai now though.

The hound can still go on an Emirate A380 first class out of Christchurch of course...having to slum it on Jetstar to fly AKL - CHC is only a slight turn-off... :-)