Bill Gates reckons half of business travel will never return
I can say for a fact that remote access solutions and the likes of MS HoloLens is saving the Taranaki hydrocarbons industry untold $$ this year. The flipside maybe slightly less consumption of their downstream product by way of av gas haha.
''This may sound fanciful, yet a number of recent US airlines have used their loyalty schemes as collateral in recent funding events.'' The airline will raise capital in the first half of 2021.
Note the bit in bold, seems a bit out of the blue and I'm not sure who's actually saying that, I guess the Herald journalist (Grant Bradley). It's a fair assumption there will be a cap raise in the NY I guess and may only be that, an assumption.
The old saying the market is right until its wrong... its a trade until they cap raise and i think that has been in NZHerald articles before that the CAP raise was slated for april may but that was probably just a mightmare i cant recall...
Forbar apparently recently out with a note saying their airpoints loyalty scheme is very valuable and earnings from it deserve a higher multiple.
Disc: No position and CERTAINLY NOT interested in establishing a long one at this price
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
Forbar apparently recently out with a note saying their airpoints loyalty scheme is very valuable and earnings from it deserve a higher multiple.
Disc: No position and CERTAINLY NOT interested in establishing a long one at this price
A long time ago, I advocated selling part of the loyalty programme to release capital, but that's not my position anymore given this is probably the largest key drivers of revenue the airline! That's a change that I didn't envisage.
A long time ago, I advocated selling part of the loyalty programme to release capital, but that's not my position anymore given this is probably the largest key drivers of revenue the airline! That's a change that I didn't envisage.
$1.85...it seems to me this one is flying on fumes and hope and little else.
Last edited by Beagle; 24-11-2020 at 01:53 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
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