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13-02-2018, 02:35 PM
#12891
Great that there hasn't been any more Trent 1000 engine failures this summer so far. Hopefully Rolls Royce are making steady progress working through the overhaul program. AIR are well positioned to compete with oil at the current level with these aircraft once all the engines have been overhauled and all Dreamliners are up and flying again.
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
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13-02-2018, 06:03 PM
#12892
still dealing with the fall out though, I was looking at flying to perth this week at short notice, see the direct flight is a hifly one as replacement planes, no business class, alternative is to take two flights with a stopover, one with airnz the other with virgin...... not looking good for my preference to airnz
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14-02-2018, 07:50 AM
#12893
Know a couple who just flew back from Perth on one of those Hifly. Some AirNZ crew, but some things did not work, limited content on entertainment side, some screens not working at all, personal light hanging down.
Sooner they get their Dreamliner's back in the AIR the better.
On the plus side - article in NZ Herald Travel lift out yesterday, praising the way AIR handled a delay due to fault - delayed 6 hours, were kept informed, given meal vouchers etc
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15-02-2018, 09:06 PM
#12894
beagle told us all this about Qantas's fleet a while ago
http://www.smh.com.au/business/aviat...15-p4z0gd.html
At the top of every bubble, everyone is convinced it's not yet a bubble.
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16-02-2018, 09:56 AM
#12895
Domestic passenger numbers were up 7.7% to 4.6 million,
https://www.nzx.com/announcements/314316
Above from the Auckland Airport Result. Surely this has to be good for AIR.
Last edited by RTM; 16-02-2018 at 09:58 AM.
Reason: Additional info
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16-02-2018, 01:08 PM
#12896
Yes you would think it would be considering AIR generates most of its profits from the domestic market and even with jet star operating a domestic service it hasn't really impacted greatly over the years. Not sure what the financial impact of the engines issue and the fuel crisis at AIA but the stats are looking good for a favourable year.
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17-02-2018, 06:33 AM
#12897
Ramses pa
Simply Wall St has a DCF valuation of $4.60
Do or do not. There is no try. ~ Yoda
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17-02-2018, 09:32 AM
#12898
Analysts are starting to pick up on the potentially quite substantial free cash flow in the early 2020's after AIR has ostensibly completed its fleet upgrade.
That valuation is at a very wide divergence to other valuations though.
Last edited by Beagle; 17-02-2018 at 09:36 AM.
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
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17-02-2018, 09:33 AM
#12899
Originally Posted by Seti
Wow ....that’s pretty bullish
Last edited by winner69; 17-02-2018 at 09:55 AM.
At the top of every bubble, everyone is convinced it's not yet a bubble.
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17-02-2018, 09:49 AM
#12900
Originally Posted by winner69
Wow ....that’s pretty bull Sh eh
I'm starting to hope that this Trent 1000 engine fiasco might be brought to a conclusion earlier than first envisaged. Every engine that Rolls overhaul with the new fan blade design and every week that passes without another engine failure is one step closer to this unfortunate saga drawing to a conclusion. I don't think there's any question about the degree of free cash flow in the early 2020's.
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
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