Some really extreme weather in August, more extreme by far than the usual August weather e.g multiple days of dense fog at Auckland shutting flights down left right and center. Expecting Sept stat's to be likewise affected by current fuel crisis but should be clear skies after that
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
You are an optimistic Beagle to see clear skies ahead. Good on ya. Its great how real life events can come out of nowhere who knows what will pop up next.
National landslide win woot.
Trump goes after the rocketman boo.
You are an optimistic Beagle to see clear skies ahead. Good on ya. Its great how real life events can come out of nowhere who knows what will pop up next.
National landslide win woot.
Trump goes after the rocketman boo.
I think the forward PE of only 9.2 accounts for all known current and perceived risks more than adequately and see the shares as slightly under priced at the current level. I have a high level of confidence regarding the management and board and you've got to "put them" on the line now and again and be optimistic about something...all companies face challenges and risks mate
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
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
Can't say the pictures give much confidence ... so it is really just one more than 30 years old steel pipe buried in corrosive mud which stands between highly inflammable aviation fuel and the environment? And they are welding in the mud - and the connections are supposed to be like new afterwards?
But that's probably a discussion for some other thread ...
----
"Prediction is very difficult, especially about the future" (Niels Bohr)
From those stats yesterday AIR won't be making more money from long haul v last year
Competition still prevails?
I sense softening demand..my main AIR flights have no/limited competition for most of this year. My AIR long haul flights have not been full to LAX anytime this year vs last year always full. Also empty premium space seats between passengers at the the front of domestic flights to CH to AKL for the last two months..I fly koru hour so expect all seats to be full...this even includes the period of canceled flights over the past week....unusual.
Reply With Quote
Originally Posted by Fatboyj
Bookmarks