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Thread: AIR - Air NZ.

  1. #6001
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    Quote Originally Posted by workingdad View Post
    I'm interested in seeing where it goes in the next couple of days
    why? Are you desperate to enter or exit in the next couple of days?

  2. #6002
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    Quote Originally Posted by couta1 View Post
    Well positioned comes to mind,certainly no reason for the recent price drop in this presentation.
    Not to sure couta1, read this bit specially the last part.

    Benefit of FX hedges in 2016 not
    expected in 2017
    8
    Key factors support sustainable
    profitability through the cycle…
    Increased competition
     Continued inbound tourism strength
    Corporate brand and employee  engagement has never been stronger
     Scale efficiencies from fleet programme
     Leveraging alliance partnerships
    Fuel price outlook continues  to be favourable
    We see further opportunity for growth, but recognise
    the environment will be different
    …with some near-term
    challenges ahead
    2017
    Impact
    Unknown
    ~$120M
    Expect 2017 earnings will be solid,
    while not at the level of 2016
    Last edited by forest; 03-05-2016 at 09:41 AM.

  3. #6003
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    Quote Originally Posted by OldGuy View Post
    why? Are you desperate to enter or exit in the next couple of days?
    Top up again to mitigate some of the losses but in the medium term get rid of them again. I bought back in thinking it was oversold only to see it decline considerably further and wonder about some of the unknowns, in particular the VAH situation.

  4. #6004
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    why adopt such a short timeframe? Why not wait a year and see what happens? At current prices, this stock is so far underpriced its incredible.

  5. #6005
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    Quote Originally Posted by workingdad View Post
    Top up again to mitigate some of the losses but in the medium term get rid of them again. I bought back in thinking it was oversold only to see it decline considerably further and wonder about some of the unknowns, in particular the VAH situation.
    Caution : Top up to mitigate losses - similar to averaging down.

  6. #6006
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    Quote Originally Posted by OldGuy View Post
    why adopt such a short timeframe? Why not wait a year and see what happens? At current prices, this stock is so far underpriced its incredible.
    I have concerns about the medium to long term economics/fundamentals of ours and international markets and cashed up my holdings over the last few months. I bought back into AIR for a quick turnaround as earnings season in the US wasn't the catalyst it could have been so happy to play a short term game and not be tied up in a buy and hold. The market has been like a bipolar person off medications.

    That's my take on things and as per the black Monday thread there are those on either side of the fence.

  7. #6007
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    with an expected gross dividend yield > 10%, I am very happy to hold. But each to their own!

  8. #6008
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    Quote Originally Posted by Balance View Post
    Caution : Top up to mitigate losses - similar to averaging down.
    Yes it is, but at least buying more as it is coming back up is better than buying more as it was coming down

    I don't think there would be a shortage of us on here that don't think AIR has been unjustifiably punished and no one can say with any certainty what will happen to any stocks SP in the future but its not a stretch to think AIR was going to bounce back a bit.

  9. #6009
    Speedy Az winner69's Avatar
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    Were these presentations yesterday? Or today
    Last edited by winner69; 03-05-2016 at 10:07 AM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #6010
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    just released this morning, winner. Not sure if there was any corresponding meeting etc

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