AIR - Air NZ.

[Waltzing]

Tourism share in AUS plus others are up on the ASX with the new opening border date for AUS.

AIR up..its never going to crash ... they are never going to do a cap raise..just add more debt..

The government hates stock markets and wants your jewels (letters to the 400) but they dont want to be seen to crash saving of ordinary voters..

[mikelee]

Very hard for airlines around the world the make $ too with fuel prices so high atm.

[Sideshow Bob]

Very hard for airlines around the world the make $ too with fuel prices so high atm.

Sure AIR wouldnt have much in the way of hedges in place either....???

[Maxtrade]

Tourism share in AUS plus others are up on the ASX with the new opening border date for AUS.

AIR up..its never going to crash ... they are never going to do a cap raise..just add more debt..

The government hates stock markets and wants your jewels (letters to the 400) but they dont want to be seen to crash saving of ordinary voters..

Many of this threads comments are valid on any business fundamental level, yet the belief in Air New Zealand not "crashing" seems to be enough for many to forgo logical assessment. In turn seeing SP rallying to 1.7, most investors following investment theology would be turning away from this stock. Yet belief seems to govern markets these days, such as with Crypto. All it takes is enough who believe in an idea and everything else goes to the sidelines. SP should be continuing a downtrend not rallying simply on a few less boarder restrictions etc. Still a long long way off before there is even a dent in the debt. Still with limited travel, airfares will be much higher in times to come and overall the travel era has peaked for our lifetimes at least. Will wait and see what prevails with a Cap Raise, and loaded debt. Any logic would still have to say SP should still plummet. However the fact SP is rallying quite strongly off the back of recent news goes to show investing is more and more becoming calculated gambling. Following technicals and metrics seem to almost become irrelevant. AIR is almost being treated as a growth stock at current SP, however following technicals indicate it is not a bargain price for the stock nor a positive future growth outlook off almost 1.7

[Beagle]

Tourism share in AUS plus others are up on the ASX with the new opening border date for AUS.

AIR up..its never going to crash ... they are never going to do a cap raise..just add more debt..

The government hates stock markets and wants your jewels (letters to the 400) but they dont want to be seen to crash saving of ordinary voters..

Oh yes they are and its going to be very highly dilutive. Only a question of "when" not "if"

If things go well AIR might be marginally profitable in FY24 or FY25...maybe even make a few cents a share on the vastly expanded capital base but anyone chasing dividend yield is going to need to have extreme level's of patience.

Totally un-investable in my view but I do agree with some other comments earlier in this thread that those that choose to fly in the future will be looking at much, much higher ticket prices as airlines try desperately to claw their way out of a very deep and dark abyss of extremely high debt.

[mikelee]

Don't forget the cost of airport testing can be sky high too, depending on where you're flying to. So even without MIQ and home quarantine, budget tourist is likely to suffer.

[Waltzing]

"Oh yes they are"

well may be new fuel mixes will drive the profit through the floor adding the dilution of future profits...

Yes but those who can afford business class will still fly it. Aircraft will be reconfigured with large ECO and smaller business class.

There were some already published design changes on international mags on line.

2023 looks like the year to restart those trips.

[Marilyn Munroe]

... much higher ticket prices as airlines try desperately to claw their way out of a very deep and dark abyss of extremely high debt.

There is a flaw in established airlines plan to claw back balance sheet black holes with higher fares; new entrants. You can probably get a Boeing 777-200 for a small margin above scrap from an aircraft lessor.

Maybe Sand State airlines can get fuel at mates rates.

The Bain Capital spreadsheet jockeys who own Virgin(Under Arm Bowlers Division) have access to cheap money which could be used to fund a combat air patrol stuffed with cheap over the ditch seats reducing Robertson Airlines to smoking wreckage.

Boop boop de do
Marilyn

[Waltzing]

"Robertson Airlines to smoking wreckage"

new entrants. Interesting and no shortage for local pilots but there is a shortage going forward in US and Europe apparently.

[Waltzing]

rubbing it in to AIR?

Jetstar sale offers domestic fares for $25 each way (msn.com)