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Thread: AIR - Air NZ.

  1. #12491
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    Air New Zealand takes top spot in ratings site awards

    http://www.nzherald.co.nz/index.cfm?...99&ref=twitter

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    Quote Originally Posted by Justin View Post
    Air New Zealand takes top spot in ratings site awards

    http://www.nzherald.co.nz/index.cfm?...99&ref=twitter

    Great marketing sound bite however hard to believe how they came up with that one..young age of aircraft must be heavy weighted as innovations they mentioned are years old and in most cases being phased out on newer planes !

  3. #12493
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    Quote Originally Posted by Raz View Post
    Great marketing sound bite however hard to believe how they came up with that one..young age of aircraft must be heavy weighted as innovations they mentioned are years old and in most cases being phased out on newer planes !
    It's all 'spin' Raz, as you know. The share trader promoters of AIR could make a meal of it, but are strangely silent. Might be the uncertainty in the SP for the past few months.

  4. #12494
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    Maybe shareholders have got blasé about all these awards they're winning, after all there's so many of them its hard to keep count...and its like, yeah AIR has won yet another airline of the year award..so what, just another regular weekly occurance
    https://www.msn.com/en-nz/money/busi...cid=spartandhp
    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

  5. #12495
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    Quote Originally Posted by Beagle View Post
    Maybe shareholders have got blasé about all these awards they're winning, after all there's so many of them its hard to keep count...and its like, yeah AIR has won yet another airline of the year award..so what, just another regular weekly occurance
    https://www.msn.com/en-nz/money/busi...cid=spartandhp
    As a shareholder and all whites supporter I happy with this customer service :-)

    https://www.stuff.co.nz/sport/footba...lights-to-peru

    Then again you can always do better:

    http://www.nzherald.co.nz/sport/news...ectid=11940066
    Last edited by Raz; 04-11-2017 at 05:57 AM.

  6. #12496
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    Jet fuel up to about us$73 a barrel

    That’s not even mentioned on the chart in AIRs preso showing impact of fuel costs relative to their forecast us$60 (inclusive of all hedging)

    Looks like fuel bill going to $70m/$80m more than forecasted.
    Last edited by winner69; 05-11-2017 at 07:12 PM.
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  7. #12497
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    Quote Originally Posted by winner69 View Post
    Jet fuel up to about us$73 a barrel

    That’s not even mentioned on the chart in AIRs preso showing impact of fuel costs relative to their forecast us$60 (inclusive of all hedging)

    Looks like fuel bill going to $70m/$80m more than forecasted.
    No doubt about it, fares are going to have to go up because the $Kiwi is lower than forecast too. Sure they have great currency and fuel hedging in place that gives them time to adjust their business model but it will need some adjustment in the months ahead that's for sure and customers will need to be prepared to pay more.
    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

  8. #12498
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    Their marketing team not taking any notice just got an email for one way fare to LA for $529.

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    Quote Originally Posted by Fatboyj View Post
    Their marketing team not taking any notice just got an email for one way fare to LA for $529.
    Enjoy cheap air fares while they last. Oil is now in a clear breakout of its recent trading range and it appears the MK2 Opec, (much closer collusion with Russia now), seem intent on sticking with production cuts and driving prices higher. Might be a good time to revisit AIR's hedging strategy. From memory they are about 80% hedged for the rest of FY18 which gives AIR plenty of time to tweak their business model. Travelers have had golden weather for a few years now with super cheap airfares on the back of very cheap oil. A reminder that AIR have often mentioned that yield and oil costs are inextricably linked so over time you would expect yields will need to increase to cover the extra cost.
    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

  10. #12500
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    Quote Originally Posted by Fatboyj View Post
    Their marketing team not taking any notice just got an email for one way fare to LA for $529.
    Off season spare seats..sea fog makes it yuk in LA during Winter...mid afternoon before it burns off..still premium price over the "others"

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