Yep not bad! On track for possibly their second best full year result.
Direct service up to 5 times a week to Taipei from this November was a bit of a surprise. All the talk has been on Obama coming to help launch flights to Chicago
Yes second half outlook better than I expected and yes you are right mate, they're starting the 777-200 replacement program earlier than I expected in 2022. Have to re-gauge my expectations regarding special dividends in the early 2020's. That said their new liquidity policy looks like they trying to drive their balance sheet a little harder which is possibly a good thing. Hope they get some thoroughly deserved absolutely whopping discounts on the Trent engines on those A350's if they choose to go that way,
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
Bit harsh winner. They're trying to tell the story of how they've offset fuel cost increases; they're not trying to excuse it. Hence my comment on "self-help".
Still a gross misrepresentation - so early in the presentation
And isnt that 27% in the circle pretty big - all you see really
Beagle says creative ....I say misleading and disappointing
Even worse than Sky City excluding any above average winnings by the high rollers
At the top of every bubble, everyone is convinced it's not yet a bubble.
Yes mate. No point getting one's tail in a spin over how they talk about jet fuel price differences, in my opinion. Get your snout into the rest of it and let us know your thoughts. Pretty resilient result I reckon but that said I'm not sure how they'll cope in FY19 when they don't have such attractive fuel hedging in place ?
Last edited by Beagle; 22-02-2018 at 09:38 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
Yes mate. No point getting one's tail in a spin over how they talk about jet fuel price differences, in my opinion. Get your snout into the rest of it and let us know your thoughts. Pretty resilient result I reckon.
Just hate companies, esp those who tout high levels of governance and transparencies, who misrepresent things so badly...they could have just used Page 9 ...more honest
If they had just said fuel costs were up a lot but we managed to recover most of that from blah blah all the good ...but touting a 27% increase in earnings come on.
Sent my feelings to Luxon anyway ...but he probably won’t listen
Won’t say anymore
Last edited by winner69; 22-02-2018 at 09:49 AM.
At the top of every bubble, everyone is convinced it's not yet a bubble.
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Originally Posted by Benny1
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