Best to compare like for like
Quote:
Originally Posted by
Roger
...Surely QAN wouldn't expect people to put up with a 30 inch seat pitch on a 17 hour flight :eek2:
Of course not.
They are going to fit 236 seats into their 787-9 for London/Perth, as opposed to the 302 that AIR have on their 787-9 fleet.
Best Wishes
Paper Tiger
Only for newly wed's and nearly dead's
I never forget the face and never remember the name
Quote:
Originally Posted by
Grimy
I'm pretty sure it's Tane Mahuta.
Te Matua Ngahere is the shorter, fatter one a bit further down the road.
Sadly both looking a lot sicker last time I visited them than they used to be.
Looking at the DOC website and the video again confirms you are right.
Nearly 12 years since I last visited them.
I usually ignore the safety demonstrations/videos - but have a quick glance at the card.
Anyway, what is this about an old man grounding AIR ?
Best Wishes
Paper Tiger
Tourism now growing at 12% per annum !
Quote:
Originally Posted by
bonmaklad
Still holding. I have a weighted av of $1.79 since a few months ago. I only look to make 30% a year.. so I am tempted to plan my out towards $2.2
Everyone still in for the long?
More than happy to hold for the long haul. High quality companies that meet my ten key investment criteria are very thin on the ground and 1.5% on my call account does not make for a very rewarding alternative ! Still holding nicely above the 100 day MA, even for those who prefer to use unadjusted charts :)
Tourism growth continues at even higher level's http://www.sharechat.co.nz/article/e...boom-year.html
I have some bad news and some badder news
Year on Year Cumulative Revenue Comparisons:
Short Haul:
Jul: 99.36%
Aug: 99.26%
Sep: 99.18%
Oct: 99.65%
Nov: 99.30%
Long Haul:
Jul: 99.99%
Aug: 98.62%
Sep: 98.07%
Oct: 97.13%
Nov: 96.21%
Year on Year November Month Revenue Comparison (Estimate)
Short: 97.88%
Long: 92.52%
Best Wishes
Paper Tiger
Blantant request to vote for me
Quote:
Originally Posted by
workingdad
Love the headings.....
Your 'estimate' for year on year is presumably projected to June 2017. Why would a combined average of 95% on the best year in history be such bad news? Maybe my head is in the clouds..... but 2.10 s/p with those returns - dream dream dream :)
1/ Thanks - you can press the little star thing in the bottom left corner of the post if you want :blush:.
2/ No the estimate is the revenue for, in this case, the month of November 2016 compared to the month of November 2015. I call it an estimate because I may not be totally accurate.
They are a worry:
Because long haul despite flying 9% more people 11% further they earned 7% less revenue and you can talk all the fuel-efficiency you like but that is going hurt the profit number.
Short haul is less bad.
Best Wishes
Paper Tiger
Your dividend is probably safe
Quote:
Originally Posted by
workingdad
...Why would a combined average of 95% on the best year in history be such bad news? ...
I have run with that and the answer my friend is a NPBT of about $350M.
But, on the assumption that the current year to date percentages persist through to the end of the financial year then NPBT is about $475M.
The market got a little spooked today maybe it sees something between the two.
As the year unfolds we will see.
Best Wishes
Paper Tiger
Disc: Accurately predicting the future has a low success rate.
Baa Baa Blah Blah Lah Lah Ding Dong Merrily On High
Quote:
Originally Posted by
Roger
PT is the only one casting doubt on here. I think Tony Carter and the board are committed to the highest standards of integrity and if they thought that based on year to date data and known forward bookings that the profit before tax was going to fall outside the guidance range they would have updated the market to that effect already. We are almost half way through the FY17 year and the fact that they haven't updated guidance speaks for itself. SP is still holding about the 100 day MA and well above that for those like me that chose to use an special dividend adjusted calculation. Dividends look pretty safe to me.
W69 - Not a concern at this point, 3 expensive ~ (U.S.$150m each), Dreamliners just arrived. Currency not at too much of a variance from expectations at this stage and they have forward cover and natural hedges.
I am not casting doubt on anything.
I provided some solid numbers derived from AIR supplied data.
I was asked a question about same and I answered it and also provided what is a more likely scenario, which is inline with your dreams.
But I get accused of casting doubt.
I demand that you return my Christmas Card promptly.
BTW I have flown in first class, on AIR on a 747. It was a free upgrade from business.
The seat pitch was so great that you had to call the hostess to get and put stuff in your seat pocket for you.
Best Wishes & Happy Holidays If You Are Into That Sort Of Thing
Paper Tiger