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Thread: AIR NZ

  1. #14386
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    Quote Originally Posted by value_investor View Post
    I expect a result in the lower end of the range and perhaps a dividend cut while we maneuver through this engine issue. Interesting to see what they say on the forward bookings considering that passenger growth is not where it should be.

    We went through a small goldilocks period there of impressive tourist numbers as well as really cheap oil and I think this is more a reversion to the mean.
    looks like they might be trying to stimulate forward bookings .....

    https://www.stuff.co.nz/business/110...omestic-routes

  2. #14387
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    Quite a bit of chat on Duncan Garners show about big reductions - 50% - coming on domestic airfares to regions. Jacinda seemed to be well in the loop as well in a subsequent interview........

  3. #14388
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    Quote Originally Posted by RTM View Post
    Quite a bit of chat on Duncan Garners show about big reductions - 50% - coming on domestic airfares to regions. Jacinda seemed to be well in the loop as well in a subsequent interview........
    Sounds like ALL regional fares to be slashed by 50% ....a game changer

    I think excitement has got the better of Garner et al

    https://www.newshub.co.nz/home/trave...e-regions.html
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

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  4. #14389
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    Quote Originally Posted by winner69 View Post
    Sounds like ALL regional fares to be slashed by 50% ....a game changer

    I think excitement has got the better of Garner et al

    https://www.newshub.co.nz/home/trave...e-regions.html
    Only real change if Government has influence behind this. Not great for the minority shareholders if the case. This current AIR management, if allowed their own way, it will be more like smoke and mirrors resulting in a marketing pitch at best.

  5. #14390
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    Quote Originally Posted by Raz View Post
    Only real change if Government has influence behind this. Not great for the minority shareholders if the case. This current AIR management, if allowed their own way, it will be more like smoke and mirrors resulting in a marketing pitch at best.
    As I said....Jacinda seemed to be well in the loop on the changes. Even tho it is a publicly owned company. She would have been better to have “not known”. IMO.

  6. #14391
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    Quote Originally Posted by RTM View Post
    As I said....Jacinda seemed to be well in the loop on the changes. Even tho it is a publicly owned company. She would have been better to have “not known”. IMO.
    And if it is correct that the government, thru their share holding in AIR have bought pressure on domestic fares...then I wonder what happens when they turn their attention to power prices ?
    Could this happen ?

  7. #14392
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    Quote Originally Posted by RTM View Post
    And if it is correct that the government, thru their share holding in AIR have bought pressure on domestic fares...then I wonder what happens when they turn their attention to power prices ?
    Could this happen ?
    Govt have come out this morning said they have nothing to do with this. Electricity review has already reached conclusions that doesn't support any fear of your latter suggestion.
    I'm with Raz that this is mostly a marketing stunt. I will be looking for signs from Chris Luxon at the annual result that they are taking the relentless cost creep this company faces seriously and taking the appropriate actions. Very sad that a few years ago QAN and AIR share prices were the same and now QAN is more than double. They're doing some things that AIR clearly are not.
    No butts, hold no mutts, (unless they're the furry variety).

  8. #14393
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    Quote Originally Posted by Beagle View Post
    Govt have come out this morning said they have nothing to do with this. Electricity review has already reached conclusions that doesn't support any fear of your latter suggestion.
    I'm with Raz that this is mostly a marketing stunt. I will be looking for signs from Chris Luxon at the annual result that they are taking the relentless cost creep this company faces seriously and taking the appropriate actions. Very sad that a few years ago QAN and AIR share prices were the same and now QAN is more than double. They're doing some things that AIR clearly are not.
    I suppose they would. I think we would be naive to think that they have not had some input. No matter what they say.
    https://youtu.be/WuJQD-wTvUA

  9. #14394
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    Quote Originally Posted by RTM View Post
    I suppose they would. I think we would be naive to think that they have not had some input. No matter what they say.
    https://youtu.be/WuJQD-wTvUA
    Normally I'd agree with you mate but I think bulldog Jones has been too busy running multiple lolly scrambles throughout the country to bother.
    No butts, hold no mutts, (unless they're the furry variety).

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    Quote Originally Posted by RTM View Post
    I suppose they would. I think we would be naive to think that they have not had some input. No matter what they say.
    https://youtu.be/WuJQD-wTvUA
    No doubt people will think what they want to think - depends on their conspiracy setting.

  11. #14396
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    At least in part will be trying to fill otherwise empty seats I would have thought, so not necessarily losing money as such.

  12. #14397
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    http://nzx-prod-s7fsd7f98s.s3-websit...125/295736.pdf
    Looking at operating stat's for January and year to date load factors and RPK's you'd be forgiven for wondering why AIR cut their forecast so much
    No butts, hold no mutts, (unless they're the furry variety).

  13. #14398
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    Quote Originally Posted by Beagle View Post
    http://nzx-prod-s7fsd7f98s.s3-websit...125/295736.pdf
    Looking at operating stat's for January and year to date load factors and RPK's you'd be forgiven for wondering why AIR cut their forecast so much
    Short haul not that strong ...or as strong as previous months
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  14. #14399
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    Quote Originally Posted by winner69 View Post
    Short haul not that strong ...or as strong as previous months
    Must be time to bait a few people with a few cheap domestic fares
    No butts, hold no mutts, (unless they're the furry variety).

  15. #14400
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    That yield looks pretty worrying. 0% growth in short haul RASK, while there was growth in load factor and with the announcement of the cheapest fares dropping.

    Could be in for a wild ride.

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