sharetrader
Page 1 of 3 123 LastLast
Results 1 to 10 of 21
  1. #1
    Member
    Join Date
    Jun 2009
    Location
    Auckland
    Posts
    74

    Default QAN - Qantas Airways

    Share price went up today, pushing through the $3.00 mark, high volume too.

    And just a few months ago its sp was below $2.00.

    Forecast earnings for the current year and the next year are not attractive.

    Do buyers think a few years ahead.....

  2. #2
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    7,289

    Default

    This is more a comment on International Accounting Standards than on QAN's profit forecast of '$50m - $150m'.

    Interesting, nevertheless.

    http://www.businessspectator.com.au/...cument&src=kgb

  3. #3
    Reincarnated Panthera Snow Leopard's Avatar
    Join Date
    Jul 2004
    Location
    Private Universe
    Posts
    5,853

    Smile Covered in cobwebs

    Had to descend into the deepest catacombs on the Sharetrader server to find this.
    There are things down there you best not know about.

    Luckily I tied one end of the Air New Zealand thread to the door-knocker and was able to find my way back here.

    Anyways much as I am not a fan of investing in Airlines I note that
    S&P no longer regard Qantas as junk
    which puts it back among the elite tin-can (and these day) plastic bottle flyers.

    Qantas themselves are saying this about their future.

    Best Wishes
    Paper Tiger

    PS: Also found an historical Virgin Blue discussion
    Last edited by Snow Leopard; 17-11-2015 at 06:31 PM.
    om mani peme hum

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

    Question Best result ever but is it any good

    A$921M Underlying Profit Before Tax - up 151%
    A$983M Statutory Profit Before Tax - up 240%
    A$688M Statutory Profit After Tax - up 234%

    $0.319 Earnings Per Share - well that is up a lot as well.

    And that is with a few 'one-off' expenses and the great transformation project is not done yet.

    Another $500M share buy back - wonderful


    But...

    Look into the crystal ball, assume that pump price of a liter of av-gas will increase and that there will be another Indonesian Volcano (or similar) and I don't see how this can worth more than $4.05.

    Best Wishes
    Paper Tiger
    om mani peme hum

  5. #5
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    For quite some time I haven't seen it being worth any more than an AIR share. Yes they're doing especially well right at the minute with dirt cheap oil helping them with their older fuel hungry fleet.

    Still running a bunch of those thirsty maintenance hungry 747's (Accountants nightmare when fuel goes up). Good to see the Roo wagging its tail, (had too really after that truly shocking recent $2.8 billion loss). At least AIR made profits throughout the GFC.
    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

  6. #6
    Reincarnated Panthera Snow Leopard's Avatar
    Join Date
    Jul 2004
    Location
    Private Universe
    Posts
    5,853

    Exclamation Never let facts cloud your prejudices

    Quote Originally Posted by Roger View Post
    For quite some time I haven't seen it being worth any more than an AIR share. Yes they're doing especially well right at the minute with dirt cheap oil helping them with their older fuel hungry fleet.

    Still running a bunch of those thirsty maintenance hungry 747's (Accountants nightmare when fuel goes up). Good to see the Roo wagging its tail, (had too really after that truly shocking recent $2.8 billion loss). At least AIR made profits throughout the GFC.
    So what is the average ago the AIR fleet and what is the average age of the QAN fleet?

    Best Wishes
    Paper Tiger
    om mani peme hum

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

    Default

    8 Years for QAN with light future capex and AIR are 7 point something, see tomorrow's release and heading into the six point something range in next couple of years.
    Last edited by Beagle; 24-02-2016 at 01:50 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

  8. #8
    Reincarnated Panthera Snow Leopard's Avatar
    Join Date
    Jul 2004
    Location
    Private Universe
    Posts
    5,853

    Question Can we get Qantas into the thread title - please

    First quarter information / Half year guidance is out here.

    Expecting NPBT of $800-850M down from an actual $921M from the last 1H.

    With all the shares they have been buying back, then at an EPS level it would not appear to be such a decline.

    Best Wishes
    Paper Tiger

    Disc: Do not hold any airlines.
    om mani peme hum

  9. #9
    Reincarnated Panthera Snow Leopard's Avatar
    Join Date
    Jul 2004
    Location
    Private Universe
    Posts
    5,853

    Exclamation An awful long time in a piece of flying tupperware

    Qantas have announced that they are going to fly Perth to London direct from 2018 in one of those 787-9 thingies.

    I will presume that they will also fly back as well.

    That is even further than Auckland/Dubai .

    Best Wishes
    Paper Tiger
    om mani peme hum

  10. #10
    Senior Member
    Join Date
    Nov 2001
    Location
    , , New Zealand.
    Posts
    1,185

    Default

    It's gotta be a stunt for publicity and to show that they are now buying the latest technology aircraft (at least that Boeing can provide but that they should have bought years ago)

    But, perhaps yet again they are behind the game......
    Wouldn't surprise me if AIR end up with some of these.

    Singapore Airlines (SIA) has selected Airbus’ newly launched Ultra-Long Range version of the A350-900 for non-stop flights to the US. Under an amendment to the carrier’s existing order for 63 A350-900s, seven of the aircraft will now be delivered with an Ultra-Long Range capability for flights of up to 19 hours. In addition, the carrier has placed an additional order for four A350-900s, taking its total firm orders for the A350 XWB Family to 67.
    Optimised for non-stop flights to the US, the aircraft, designated A350-900ULR (Ultra-Long Range), will ‎include a modified fuel system to increase the fuel carrying capacity, an increase in Maximum Take-Off Weight, plus aerodynamic improvements, enabling service to the US West Coast, as well as to New York.
    Representing a distance of some 8,700 nautical miles, the New York service will be the world’s longest commercial passenger route, with an expected flight time of up to 19 hours. Moreover, the unique flexibility offered by the A350 XWB allows operators to reconfigure their A350-900ULR to the standard long-haul A350-900 specification should they require it.
    Last edited by biker; 11-12-2016 at 08:03 PM.

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
  •