AIR - Air NZ.

**skid** · 02-09-2016, 10:52 PM

Originally Posted by couta1

Have you been drinking King? Should read Ex 8th Sept, record is 9th Sept so all good to sell on Thurs 8th Sept.

dont worry ..you will know when it is past the divy time---just look at the SP

Only then will we know if the divi is ''free money''

Actually a more relevant question may be ''how do I make sure I am at the beginning of the que to sell after the divi cutoff (if that is the plan)

**see weed** · 03-09-2016, 12:47 AM

Originally Posted by skid

dont worry ..you will know when it is past the divy time---just look at the SP

Only then will we know if the divi is ''free money''

Actually a more relevant question may be ''how do I make sure I am at the beginning of the que to sell after the divi cutoff (if that is the plan)

Would it be the people in control of selling the shares are the first in line (brokers etc.)? Or put in a stop loss of $2.27c with a 1000 other people. IMO I think most sh don't want sp to drop too much and there will be plenty of buyers looking to get a good yld. bargain price of $2 to $2.10. And then back up to $2.20 by end of day

. Noticed PGW held up good on ex div yesterday on a 7% yld.

**Snow Leopard** · 03-09-2016, 02:57 AM

Originally Posted by BC_Doc

Have had great flights with air nz in the last week. Auckland-Sinagpore-Auckland-Christchurch.....Just an interesting note......Had a good chat with a relative whilst I was in Singapore who works as a senior engineer for Singapore airlines.

Asked what his view on investment in dreamliners.......he said the were economical because they were so dam light. The caveat to that being they were composite therefore, and small piece of damage meant an expensive replacement. Long term maintenance cost could escalate as a result. Which is why Singapore airlines passed ALL their dreamliners on to their budget carrier Scoot and opted for the new A350s instead.

Anyone got any thoughts on this from an engineering perspective?

Firstly, A350s, like B787s, make extensive use of composite materials.

Secondly, it is all about the total cost of ownership, so while it may be true that some repairs could be more expensive, hopefully the design engineers have got it right and the pros outweigh the cons.

Thirdly, each aircraft type has it's own peculiarities and maintenance requirements, an airline hopes that no show stoppers suddenly appear.

Fourthly, I took the bus to Singapore a week ago and will take the bus home again.

Best Wishes
Paper Tiger

**Hectorplains** · 03-09-2016, 09:21 AM

Originally Posted by see weed

Would it be the people in control of selling the shares are the first in line (brokers etc.)? Or put in a stop loss of $2.27c with a 1000 other people. IMO I think most sh don't want sp to drop too much and there will be plenty of buyers looking to get a good yld. bargain price of $2 to $2.10. And then back up to $2.20 by end of day

. Noticed PGW held up good on ex div yesterday on a 7% yld.

PGW is popular 'evidence' for all sorts of theories as to how AIR's share price will behave.

All this talk of averaging down, heavily overweighting a portfolio with one stock and, now, dividend stripping... it sounds like gambling.

**Beagle** · 03-09-2016, 11:33 AM

As the cat said, A350's mostly composite too. Maintenance on composite aircraft could be higher in the long run but that needs to be considered in the context of how many billions of litres of fuel each aircraft type will burn in its lifespan. AIR seem pretty keen on the Dreamliner's. From a perspective of their slightly smaller size than a 777-300 or an A350 but with not dissimilar range they're probably a bit easier for AIR to operate profitably. "Goldilocks" size and efficiency for an airline AIR's size, perhaps ?

Yeap PGW trading most of the week at 52 and then most of Friday ex divvy at 52 certainly adds weight to the validity of dividend stripping as a supplementary investment strategy.
Some cunning hound probably stripped a good sized dividend there

**couta1** · 03-09-2016, 12:46 PM

Originally Posted by Hectorplains

PGW is popular 'evidence' for all sorts of theories as to how AIR's share price will behave.

All this talk of averaging down, heavily overweighting a portfolio with one stock and, now, dividend stripping... it sounds like gambling.

Welcome to NZs favorite casino, only unlike sky city you get a lot more say on the outcome.

**winner69** · 03-09-2016, 12:52 PM

Originally Posted by couta1

Welcome to NZs favorite casino, only unlike sky city you get a lot more say on the outcome.

You don't get guaranteed wins at Sky City like you do here

**RGR367** · 03-09-2016, 12:52 PM

Originally Posted by Hectorplains

PGW is popular 'evidence' for all sorts of theories as to how AIR's share price will behave.

All this talk of averaging down, heavily overweighting a portfolio with one stock and, now, dividend stripping... it sounds like gambling.

Why? Don't you need to have a gambling streak of some sort to play the Market? IMO, innately we all do

**skid** · 03-09-2016, 01:24 PM

Originally Posted by Hectorplains

PGW is popular 'evidence' for all sorts of theories as to how AIR's share price will behave.

All this talk of averaging down, heavily overweighting a portfolio with one stock and, now, dividend stripping... it sounds like gambling.

it is gambleing--and anyone who thinks you can buy monday and get a div ,but would buy for the same price on Thurs with no div IMO is seriously misguided and probably one of those who is overweight in AIR--Its wishful thinking