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Thread: AIR - Air NZ.

  1. #14581
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by stoploss View Post
    Maybe a new car ��
    LOL, not going there again for quite SUM time !
    Quote Originally Posted by winner69 View Post
    Thought of you beagle when I saw this cartoon this morning
    Definitely not in "Dire Straights" lol...but thank you for the idea...one of my daughters "borrowed" a couple of my Dire Straights CD's and of course I've never seen them again.
    Last edited by Beagle; 29-03-2019 at 12:35 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  2. #14582
    ShareTrader Legend Beagle's Avatar
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    Just had a thought Winner. $60m in annual savings = $43m after tax. At a mid cycle PE of 10 capitalised that's worth $430m or about 38 cents per share on the share price. Pretty cool eh. Market is pretty clever and is in the process of putting that 38 cents onto the share price. Back to $3 + next year if not sooner.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  3. #14583
    Speedy Az winner69's Avatar
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    Quote Originally Posted by Beagle View Post
    Just had a thought Winner. $60m in annual savings = $43m after tax. At a mid cycle PE of 10 capitalised that's worth $430m or about 38 cents per share on the share price. Pretty cool eh. Market is pretty clever and is in the process of putting that 38 cents onto the share price. Back to $3 + next year if not sooner.
    Market is easily conned eh Beagle

    Just some nebulous number that cant be measured and if by some mircle they did it will be shown as CASK improvement anyway.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #14584
    Go The Warriors "This Year!"
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    Chris's replacement just been hired????

    http://nzx-prod-s7fsd7f98s.s3-websit...699/297643.pdf

  5. #14585
    Speedy Az winner69's Avatar
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    Analysts (including the highly respected FNZC as Beagle described them the other day) not overwhelmed with yesterdays news

    What did Licoln say 'You can fool all the people some of the time, and some of the people all the time, but you cannot fool all the people all the time.'

    https://www.nzherald.co.nz/business/...ectid=12217467
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #14586
    Speedy Az winner69's Avatar
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    VIRGIN AUSTRALIA STRUGGLES POST BREAKUP
    https://traveltalk.nz/news-opinion/v...-post-breakup/
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #14587
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by Benny1 View Post
    Chris's replacement just been hired????

    http://nzx-prod-s7fsd7f98s.s3-websit...699/297643.pdf
    LOL mate, their last so called big digital hire only lasted a couple of years before getting homesick.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  8. #14588
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by winner69 View Post
    Analysts (including the highly respected FNZC as Beagle described them the other day) not overwhelmed with yesterdays news

    What did Licoln say 'You can fool all the people some of the time, and some of the people all the time, but you cannot fool all the people all the time.'

    https://www.nzherald.co.nz/business/...ectid=12217467
    That Wade Gardiner from Craigs was a real sour puss on the call yesterday. Is he one of your mates Snow Leopard ?
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  9. #14589
    Reincarnated Panthera Snow Leopard's Avatar
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    Quote Originally Posted by Beagle View Post
    That Wade Gardiner from Craigs was a real sour puss on the call yesterday. Is he one of your mates Snow Leopard ?
    Well, unlike the gullible round here he can see the announcement for what it actually is.

    A mix of what they were doing anyway and what they should have been doing anyway.

    I still maintain my recommendation to only buy this flying circus at a considerable discount to fair value.
    om mani peme hum

  10. #14590
    ShareTrader Legend Beagle's Avatar
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    You and Winner are just a sour you couldn't steal some off others at under $2. If you didn't trip over your own bias you could have had some at $2.23 and been up 13% in less than ten days
    Last edited by Beagle; 29-03-2019 at 05:18 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

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