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18-11-2015, 06:28 PM
#4151
The island has obviously grown up
Originally Posted by brend
to bad AIR doesn't fly to Suva ah
Yes, I was surprised to discover that Fiji has two International Airports !
Best Wishes
Paper Tiger
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18-11-2015, 07:01 PM
#4152
The s/p doesn't signal strong confidence atp and other brokers have t/p's from $2.80 to $3.03. Anyone got other broker reports?Time will tell re if are they "usually" right or" seldom".Craigs have re 7 Airline stocks ahead of AIR in target prices atm.With oil prices staying low , it certainly helps. Not a high conviction stock for me atp but holding with a good margin of safety atm , price purchasewise.Then theres things like terrorism alerts to worry about, unfortunately.
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18-11-2015, 09:05 PM
#4153
Member
Originally Posted by Traderx
Yeah I think air NZ will have to be helping out Amex here with a cheaper acquisition rate on APD or the like, would be interesting to know the split of the "cost". Qantas are making a bit more of a push on their frequent flyer program in NZ recently, with some billboards, launching travel money, guaranteed earnings on Jetstar flights, 20k CC sign-up bonus through ANZ etc so think this is probably just Air NZ seeking to really lock in that more wealthy >$65kpa demographic into airpoints.
I'm not 100% convinced that AIR has had to offer anything to Amex to make this offer available, as they have a similar offer available in Australia on VAH (Virgin) and QAN cards (actually a better offer - 50,000 Velocity points is enough for a return Business class reward seat from BNE to MEL, and you actually get 80,000 points with a referral)
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19-11-2015, 10:09 AM
#4154
Originally Posted by Joshuatree
"flexibility and and responsive to changes in competitive dynamics and AIR successfully filling extra seats it has created"
A couple of good examples of this below.Announcements coming thick and fast.AIR be nimble AIR be quick.
Read more »
Read more »
Last edited by Joshuatree; 19-11-2015 at 10:11 AM.
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19-11-2015, 10:19 AM
#4155
The 787-9 is destined to take over the AKL-HNL sector from May 2016. That'll be a welcome change from the 767, allowing higher margin Bus/PE and Skycouch product to be used.
http://www.stuff.co.nz/travel/news/7...honolulu-route
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19-11-2015, 10:30 AM
#4156
Originally Posted by Joshuatree
A couple of good examples of this below.Announcements coming thick and fast.AIR be nimble AIR be quick.
Read more »
Read more »
So what does that mean? Flight center will promote AIR ahead of other airlines?--Surely they will make all good priced specials for any airline available-(but not include them in ads?)-If not -Ill be looking elsewhere
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19-11-2015, 10:40 AM
#4157
This from a retired fund manager might help, skid
"I see FLT as an intermediary between airlines and their customers, and the only intermediary that has the sort of brand resonance and scale that makes it indispensable to the optimal financial operation of airlines.
FLT’s commercial moat lies in it being the best by far in what I call the “business of catching marginal bums”.
No one other organisation can deliver the marginal bums-on-seats that are critically-important to, and the most profitable ones for, airlines, like FLT can with its scale and brand presence."
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19-11-2015, 10:55 AM
#4158
Originally Posted by Zaphod
Sweet, that just became my dream summer holiday for next winter.
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19-11-2015, 11:56 AM
#4159
Not a single one of Rog's valued AIR shares changed hands and its nearly lunch time
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19-11-2015, 12:09 PM
#4160
Originally Posted by blockhead
Not a single one of Rog's valued AIR shares changed hands and its nearly lunch time
You are right. Quite obviously this is a most illiquid share so I recommend you dump all yours and smack the SP down to $2.70.
Disc: I might know someone trying to get a cheeky top-up at that price
Last edited by Beagle; 19-11-2015 at 12:12 PM.
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