AIR - Air NZ.

[winner69]

Seems a bit weird - a AIR advisor wanting to discourage people flying to New Zealand

But we must save the planet sobeit


https://www.stuff.co.nz/environment/...air-nz-adviser

[winner69]

For plane buffs

short film about the restoration of RNZAF Mosquito NZ2384...done in NZ

Rolls Royce engines sound cool. ...prob better than RR engines of today

youtu.be/C0q5dahIuXU

https://www.youtube.com/watch?v=C0q5dahIuXU

[nztx]

Where are the Spectator seats to watch the bunnies hopping .. until the painful CR becomes
a real steal not to be missed .. ?

[Habits]

Seems a bit weird - a AIR advisor wanting to discourage people flying to New Zealand

But we must save the planet sobeit


https://www.stuff.co.nz/environment/...air-nz-adviser

Could be a trojan horse ... start with slightly higher fares and then add a bit

[BlackPeter]

Amazing - SP up to $1.80. It appears punters just can't wait for the promised CR. Wonder which sort of CR premium they expect for this sick puppy?

But then - Share clarity DCF is still $1.85 (haven't really checked their underlying assumptions, but they must be amazing), while market screener analyst consensus is a still whooping $1.36 with a buy recommendation between Underperform and Sell.

I think market screener is still ways too optimistic :

Anyway - what an amazing opportunity to still exit for anybody who sees the signs on the wall.

[Blue Skies]

How is current SP 180?
Can't just be based on small retail shareholders surely.
Curious how so many of us got this wrong & expected it to go as low as 40c or 50c which doesn't look like ever happening.

I sold half my holding at 303 after seeing how cyclical SP was & just before Covid hit, then after Covid hit on the way down ¼ at 160 & then thinking the co was un-investable remaining ¼ at 90 which hurt a bit.

[herbert240]

You didn't do too badly Blue Skies....my wifes investment adviser (Craigs) who she follows without question got her to sell at 83.5 cents! Don't know what they were bought at as she inherited her fathers investment portfolio but am guessing it was MUCH higher than

83.5 cents!

[LaserEyeKiwi]

Price rising on news about OZ travel bubble likely opening in April, which would return AirNZ operations back to a state of near normalcy. Tasman & Pacific Islands operations normally account for two thirds of non-domestic passenger numbers.

[LaserEyeKiwi]

what are everyones assumptions on the size of the capital raise? $500 million? $1 Billion?

[mikelee]

might even be close to 2 billion? basically as much as the market can swallow I suspect
I doubt the Oz bubble will make much difference as tourist will still largely stay away until they're vaccinated. Who wants to end up not being able to return home huh?