Hounds theory on management and effect on profitability
Quote:
Originally Posted by
dobby41
Why bother with analysis if you gotta feeling :t_up:
LOL - What's a feeling anyway ?
Quote:
feel|ing
[ˈfiːlɪŋ]
NOUN
an emotional state or reaction:
"a feeling of joy"
synonyms: love · care · affection · fondness · tenderness · warmth · [more]
an idea or belief, especially a vague or irrational one:
"he had the feeling that he was being watched"
synonyms: suspicion · sneaking suspicion · notion · inkling · hunch · [more]
the capacity to experience the sense of touch:
"a loss of feeling in the hands"
synonyms: sensory faculty · feeling · sensation · perception · sight · [more]
a sensitivity to or intuitive understanding of:
"she says I have a feeling for medicine"
synonyms: aptitude · knack · flair · bent · talent · gift · skill · art · [more]
I think when one tunes into their conference calls you get the feeling "intuitive understanding" that senior management are very switched on.
Give good assets to fair management and you get reasonable results.
Give good assets to very poor management and you get awful results.
Give good assets to excellent management and you get outstanding results :t_up:
Some interesting comments regarding China market and if you have a spare 12 minutes makes for a good listen
http://www.nzherald.co.nz/business/n...ectid=11917676 Chris Luxon - Let's reach for the Sky.
I think our see weed's feeling is well founded but I also think the SP at circa $3.50 ex divvy is about fair value for now, ($550m before tax gives 35 cps after tax so 2018 PE is currently 10) until we get further visibility on earnings from management, possibly at the annual meeting...but to be honest at the ASM I simply expect management to reiterate their confidence in profit growth this year without putting a number on it.
'Young and Fuel Efficient'
Price of Singapore Jet continues to trend up. Current price [I have] is $66.90 a sip.
Best Wishes
Paper Tiger
Everybody sees what they want to see and ignores the facts
Quote:
Originally Posted by
Baa_Baa
Who would know, do you? Irrelevant really, insiders forced to broadcast their trades, just follow the money. They're consistently correct on the trend, and particularly the turning points. Would be stupid to ignore the insiders. Few stocks are so prone to insider sentiment.
So what about his sale of 243,493 shares at about $2.32 each around 13th March then?
Or Mr Jones selling at $2.78 in May?
or Mr Whittaker selling at $3.00 in June?
Maybe the smart ones are Ms Jenkinson buying at $2.39 late March or Ms Walsh buying at $2.55 in early May?
On the plus side there are more than one insider so insiders trades and other plural words is correct.
Best Wishes
Paper Tiger
PS I believe this airline (& a few others) to be over-priced.
you can download an excel spreadsheet to play with if you want
Copy of Communication to Airpoints Members
As you will no doubt have seen in the media over the past couple of days, the temporary shut-down of Refining New Zealand’s fuel pipeline into Auckland is impacting all airlines operating into and out of Auckland Airport and limiting the volume of jet fuel able to be uplifted.
Unfortunately Air New Zealand is experiencing disruption to services as a result of this issue including a number of flight cancellations as we work to consolidate passenger loads and minimise fuel usage. We are working with affected customers to offer alternative flight options.
In addition to the cancellations, some long-haul services to and from Asia and North America will undertake necessary refueling stops at selected Pacific or Australian airports in order for us to alleviate pressure on fuel supplies in Auckland.
If you are currently booked to travel into or out of Auckland in the coming days, please keep an eye on the Air New Zealand Travel Alerts page for the most up to date information on flight cancellations – this page will be updated regularly.
Should your flight be affected, we will be in touch with you directly about the options available to you.
Unfortunately, this issue is beyond Air New Zealand’s control and we are extremely disappointed that this key infrastructure failure is now impacting on our operations and on you, our customers.
Please rest assured we are doing everything within our control to minimise the impact on customers’ travel plans. In the meantime – to those of you impacted, we do appreciate your patience and understanding and thank you for your ongoing cooperation.