sharetrader
Page 983 of 2019 FirstFirst ... 4838839339739799809819829839849859869879931033108314831983 ... LastLast
Results 9,821 to 9,830 of 20182

Thread: AIR - Air NZ.

  1. #9821
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default Couta1's secret method to keep calm and carry on ?

    Quote Originally Posted by winner69 View Post
    Those Koru lounges more of a den of iniquity than the poker machine floor at Sky Casino
    That sounds a little licentious, what are you suggesting goes on in there mate ?

    Bobdn - that cuts both ways though. I think Couta1 did exceptionally well to hold his nerve when the SP was taking in the low 170's a while back.
    I must follow him up on which brand of calming herbal tea he drinks.
    Last edited by Beagle; 30-11-2016 at 04:43 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

  2. #9822
    Senior Member
    Join Date
    Oct 2013
    Posts
    1,276

    Default

    Haha yes, too true.

  3. #9823
    Senior Member
    Join Date
    Feb 2015
    Posts
    514

    Default

    Quote Originally Posted by Roger View Post
    That sounds a little licentious, what are you suggesting goes on in there mate ?

    Bobdn - that cuts both ways though. I think Couta1 did exceptionally well to hold his nerve when the SP was taking in the low 170's a while back.
    I must follow him up on which brand of calming herbal tea he drinks.
    Is bourbon herbal? Close enough

  4. #9824
    Reincarnated Panthera Snow Leopard's Avatar
    Join Date
    Jul 2004
    Location
    Private Universe
    Posts
    5,853

    Thumbs up Look out for Clear Air Turbulence

    Day 3 in the green on a dividend adjusted basis and now poking it's head above the downtrend line if you are a pure capital value based line drawer.

    Also perilously close to consensus broker values if you think 4-traders.com is the definitive source.
    But still a little height before it hits the Tiger Valuation Target ($2.32) though.

    Must be time to unbuckle the seat belts and start serving drinks with accompanying nuts.

    Best Wishes
    Paper Tiger
    om mani peme hum

  5. #9825
    Senior Member
    Join Date
    Feb 2015
    Posts
    514

    Default

    OPEC agree to cut oil production and accept Iran's increase in production.

    Two points to consider, when oil prices rise a bit shale production will ramp up and maybe all those oil rigs cod stacked throughout the world will start coming back on line. I cant see prices reaching past highs anytime soon.

    https://www.bloomberg.com/news/artic...soften-on-iran
    Last edited by workingdad; 01-12-2016 at 05:26 AM. Reason: wording

  6. #9826
    Advanced Member
    Join Date
    Oct 2001
    Location
    chch, , New Zealand.
    Posts
    2,494

    Default

    Quote Originally Posted by Paper Tiger View Post

    Also perilously close to consensus broker values if you think 4-traders.com is the definitive source.
    But still a little height before it hits the Tiger Valuation Target ($2.32) though.

    Best Wishes
    Paper Tiger
    What a great website, the financials graphs are terrific. How did I miss this one.

  7. #9827
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    Quote Originally Posted by workingdad View Post
    OPEC agree to cut oil production and accept Iran's increase in production.

    Two points to consider, when oil prices rise a bit shale production will ramp up and maybe all those oil rigs cod stacked throughout the world will start coming back on line. I cant see prices reaching past highs anytime soon.

    https://www.bloomberg.com/news/artic...soften-on-iran
    Agreed. Here's how CNBC are reporting it.
    http://www.cnbc.com/2016/11/30/the-o...kets-next.html
    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. #9828
    Investor
    Join Date
    Jul 2014
    Posts
    5,643

    Default

    http://www.nzherald.co.nz/business/n...ectid=11758195

    Another nice touch from AIR's marketing team....

  9. #9829
    Guru
    Join Date
    Feb 2010
    Posts
    3,809

    Default

    if all the shale rigs come on line it will kind of defeat the purpose of an OPEC cutback and may just PO them enough to ditch the effort.
    Also its winter in the states and cold as, in the Bakken area.(alot easier to carry on than to restart) And so far we are not seeing much growth to use all that oil--there are countries that desperately need to sell more oil that arent in OPEC.
    So far its been an easy ride for the new admin in the US--Lets see how they do with their first real test economically--(whatever that may be)

  10. #9830
    Member
    Join Date
    Dec 2007
    Location
    Christchurch
    Posts
    240

    Default

    Quote Originally Posted by Roger View Post
    Thanks for sharing mate. Quite an interesting development, what do you make of it ?

    Implications for their existing code share arrangements ?
    Code shares, interline agreements, revenue or non-revenue sharing arrangements and other cooperative agreements inside or outside alliances make it all very confusing for the travelling public. The rates of earning airpoints, airmiles etc may or may not change when changing from one airline to another. Even that can change depending on what airline is actually flying that particular route. Baggage may or may not be routed through to the final destination depending on the particular agreement. So for the travelling public it is an increasing nightmare when flights have to be booked on two or more airlines to your final destination. Check the bewildering number of posts on flyertalk.com to see the variety of opinions - even though you might think the posters there have a reasonable knowledge of airlines.

    For the airlines it's all about 'protecting your patch' and 'spreading the risk' to minimise the chances of a competitor suddenly eating into your market share. The ANZ / United deal from AKL to LAX is a case in point. Bookable on ANZ with usual airpoints earnings and revenue sharing. So ANZ lose some marketshare but retain some revenue so 'frees up' a plane to send somewhere else, hopefully retaining profit margin. United fly everywhere in USA and due to the alliance, bookings can be made straight through and the airlines take responsibility for getting you and your baggage to your final destination.

    The ending of the QF/AA code share reduces the convenience factor and brings in the uncertainty of 'co-operation' so for the travelling public it's increased the risk factor and introduced some inconvenience to get somewhere in the USA that Qantas does not fly direct to. I suspect that is why ANZ introduced the 'Dave the Goose' campaign to entice travellers to destinations that QF does not go directly to (Vancouver, San Francisco [at present] and Houston) and with the surety of seamless code share with United.

    However, the numbers of travellers swapping to ANZ/United from Australia are likely to be small so I would not think it is going to have much impact on ANZ profitability. It will be worthwhile as even a percentage point in load factor is good for the bottom line.

    I was surprised to read another post on this thread that the ending of QF/AA code share would increase ANZ SP by up to 10c. It did go up 6c yesterday but most of that has been lost today. It will be an interesting question to ask at the next AGM, exactly what effect the ending of QF/AA had and if the load factors of Aussies transferring through Auckland to North America did increase as a result.

    In the end, slightly good news for Air New Zealand I thought. Dave the Goose was well positioned to take advantage of that!
    Last edited by Robomo; 01-12-2016 at 12:39 PM. Reason: Spelling and grammar

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •