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Thread: AIR NZ

  1. #13606
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    Recently a dairy farmer told me his cows were individually monitored monthly with KPI's around their individual milk production (vol, fats etc) .As soon as any cow's KPI's dropped below a certain level, due to old age, foot rot, or any illness or infection, off they were sent to the works to basically mushed up with all the others, turned into hamburger meat ( pumped full of additives) which was then shipped off to the US to be sold as grass fed prime beef hamburger patties. I guess there's a difference between perception & reality, & an Impossible Burger using natural plant products sounds much healthier to me, for both human consumption & the planet. There's no doubt it's the future & good on forward thinking Air NZ for leading the way by offering alternatives. Although this is a little off topic, it's another small example in my book, of why Air NZ is one of the world's best airlines.
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    Last edited by Blue Skies; 05-07-2018 at 11:20 AM.

  2. #13607
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    Quote Originally Posted by Beagle View Post
    LOL I actually agree with them on this one. I think its a disgrace that they're actively promoting a red meat substitute and it is a slap in the face for beef farmers in N.Z.
    Remember this...they said this was the wonder drug that solves all ills and it was really good for you https://www.theguardian.com/society/...asbestos-drugs
    Eat real meat and tell em they're dreaming with their lab concocted synthetic rubbish. (Disc: Not the start of a new campaign, I'm too old to be bothered with campaign's anymore).
    Wouldn’t want to help save the planet, might offend those beef farmers!

  3. #13608
    ShareTrader Legend Beagle's Avatar
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    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
    No butts, hold no mutts, (unless they're the furry variety).

  4. #13609
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    Quote Originally Posted by Blue Skies View Post
    Recently a dairy farmer told me his cows were individually monitored monthly with KPI's around their individual milk production (vol, fats etc) .As soon as any cow's KPI's dropped below a certain level, due to old age, hoof disease or any illness or infection, off they were sent to the works to basically mushed up with all the others, turned into hamburger meat ( pumped full of additives) which was then shipped off to the US to be sold as grass fed prime beef hamburger patties.
    Dead right - all the milk sucked out of them and end of their economic dairy life, off to the works, into a box and sold to a burger maker - usually mixed with US domestic trimmings - high in fat to balance the lean NZ product. Need fat for succulence in burgers! But hardly 'premium'.

    NZ First are just poking their head to make some noise. Mark Patterson is a farmer so always going to come out against it - just reminding everyone that he is in parliament, for his annual media headlining. Winnie says that he wouldn't eat one. But everyone knows he lives on just whiskey right?

    Back to flying around metal tubes jammed full of people.....

  5. #13610
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    Very surprised at the concern over air NZ offering a vegetarian alternative when there is a clear link between regular burgers and bowel cancer. Are you all similarly concerned that air NZ are selling products with a well established link to a deadly disease? Note that Australia and New Zealand are world leaders in terms of bowel cancer incidence.

  6. #13611
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    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
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  7. #13612
    Senior Member Marilyn Munroe's Avatar
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    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?

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  8. #13613
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    Synthetic meat burgers are AIR's contribution to offset all those nasty fumes emitted from their aircraft!


  9. #13614
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    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 04:16 PM. Reason: clarification
    ----
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  10. #13615
    ShareTrader Legend Beagle's Avatar
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    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 05:29 PM.
    No butts, hold no mutts, (unless they're the furry variety).

  11. #13616
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    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

  12. #13617
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    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.....

  13. #13618
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    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


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  14. #13619
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    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 ...
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  15. #13620
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    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.
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

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