sharetrader

Thread: AIR - Air NZ.

  1. #13611
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,739

    Default

    When Z starting selling vegan pies they were ‘embarrased’ when it was revealed that they included an ingredient that was basically ground up poultry feathers
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  2. #13612
    Senior Member Marilyn Munroe's Avatar
    Join Date
    May 2010
    Location
    Hollywood
    Posts
    920

    Default

    Cullen Airlines and AIA are sniping at one another over landing charges before the Transport and Infrastructure Select Committee.

    Of course Cullen Airlines could use the alternative of more international routes via the Peoples Republic of Christchurch airport, feeding lower North Island travelers through there to bolster bums on seats.

    Or is Cullen Airlines top managements vision limited to the Waitemata and the Sky Tower they can see out their office window?

    Boop boop de do
    Marilyn
    Diamonds are a girls best friend.

  3. #13613
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    7,289

    Default

    Synthetic meat burgers are AIR's contribution to offset all those nasty fumes emitted from their aircraft!


  4. #13614
    always learning ... BlackPeter's Avatar
    Join Date
    Aug 2007
    Posts
    9,497

    Default

    Quote Originally Posted by Beagle View Post
    https://www.forbes.com/sites/quora/2.../#473f20276aa9
    Hmmm FDA disapproves of one of the key ingredients. Thankfully nobody has a gun to your head making you be the Guinea Pig and eat this experiment. Good luck Raz
    Not sure this is an AIR discussion, but given that some posters here seem to promote the consumption of unhealthy carcinogenic red meat including hormones and antibiotics over the consumption of plant materials ... I think it would be fair to say that the FDA didn't approve to eat the meat either (and didn't had to - same thing as with the impossible burger).

    I really think we should take this discussion out of this thread ... and try to stay objective independent from personal diet habits. While I personally enjoy as well from time to time to eat a good steak, am I aware of the risks of eating (particularly red) meat. No reason to assume that the impossible burger carries more health risks than the meat ...

    Good luck to all meat eaters ;
    Last edited by BlackPeter; 05-07-2018 at 03:16 PM. Reason: clarification
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  5. #13615
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Fair enough BP, lets get back to discussing AIR's record forthcoming profit

    http://www.sharechat.co.nz/article/f...cket-costshtml
    Last edited by Beagle; 05-07-2018 at 04:29 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

  6. #13616
    Member
    Join Date
    Jun 2016
    Posts
    485

    Default

    Can someone please help me on these questions about the link between the oil price and share price of Air NZ?

    July 6th 2017 the sp was $3.41 and today it is $316.5 vs Jet Fuel price was about $53/barrel(2017 July) and now about $85 now.

    I am aware AIR NZ does fuel hedging but does it have a direct link to profitability? as the oil price is unpredictable...and how does the sp react negtively despite the airline performing stupendously in terms of increasing passenger numbers both YTD and MTD.In short does the oil price have such impact?

    http://www.iata.org/publications/eco...ges/index.aspx

    https://www.investopedia.com/article...gainst-oil.asp

  7. #13617
    Senior Member
    Join Date
    Feb 2015
    Posts
    514

    Default

    Quote Originally Posted by winner69 View Post
    ...and plenty of pretty reasonably comfortable seats outside for the plebs .....and nice and quiet as well
    Actually I was thinking Christchurch domestic general seating area looked pretty alright too. The other benefits outside of lounge access with frequent flyer or Koru are pretty hard to ignore though.

    That article in the papers recently about how AIR's lounge access is not as exclusive as it once was certainly has me thinking though. A week or two ago I had to fly with a few hours notice on Samoa Airways, their business class wasn't too bad, nice meal, decent seats (no entertainment but I always have my laptop so no issue there) and it came with a strata club lounge pass, only half a dozen people in there and although the food selection wasn't as good the peace and quiet did cause me to wonder a bit.....

  8. #13618
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,739

    Default

    Quote Originally Posted by carrom74 View Post
    Can someone please help me on these questions about the link between the oil price and share price of Air NZ?

    July 6th 2017 the sp was $3.41 and today it is $316.5 vs Jet Fuel price was about $53/barrel(2017 July) and now about $85 now.

    I am aware AIR NZ does fuel hedging but does it have a direct link to profitability? as the oil price is unpredictable...and how does the sp react negtively despite the airline performing stupendously in terms of increasing passenger numbers both YTD and MTD.In short does the oil price have such impact?

    http://www.iata.org/publications/eco...ges/index.aspx

    https://www.investopedia.com/article...gainst-oil.asp
    Beagle says fuel prices and yield are inextricably linked. I agree with him


    Simply put fares tend to rise as fuel prices rise. And the hedging gives some time to puch through the fare increases.


    But fuel isn't anything and if they can fly more passengers etc without spending that more more (other than fuel) all the better. Things change a bit if fuel raeches say US$100

    Share price generally driven by sentiment rather than actual earnings performance so share price movements are impacted by both.

    Somebody (probably my mate Hoop) once posted a chart of AIR share price v fuel ....wasn't much of a correlation at all


    T
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #13619
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,739

    Default

    Carrom -- this is interesting

    https://crucialperspective.com/risin...irline-stocks/

    Even though it says

    INVESTORS TEND TO AVOID AIRLINE STOCKS WHEN OIL PRICES RISE – NEARLY 90% OF THE ASIA PACIFIC AIRLINE STOCKS HAVE HISTORICALLY BEEN NEGATIVELY CORRELATED WITH SPOT JET FUEL PRICES

    it also says

    AUSTRALIA/NEW ZEALAND AND JAPANESE CARRIERS HAVE THE MOST DEFENSIVE EARNINGS AGAINST HIGHER OIL PRICES

    and the bottom chart shows AIR has only a slightly negative correlation (not significant) between share price and fuel -- as Hoops old chart showed



    Let me know if you are now a lot wiser ...
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #13620
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,739

    Default

    Carrom, don’t forget that AIR have absorbed $100m plus extra fuel costs and still maintain guidance to achieve second highest profit ever .....that’s being resilient eh and no doubt a big part of why share price is holding up so well.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •