QAN, QANTAS AIRWAYS LIMITED

[balance]

In Reply To: blacksheep's post @ Feb 8 2019, 02:54 PM

Passengers love them but they are a maintenance hog and the early ones at least could not perform as they were supposed to. I think QAN were waiting for production to die before officially cancelling. This may signal they are thinking about other Airbus products given they have backed out of contracts.
The "Project Sunrise" springs to mind with the A350 in line for Sydney-NYC or Sydney-London non stop. Can't do it yet, but both Boeing and Airbus are working on it.

[blacksheep]

Qantas officially cancels Airbus A380 order as manufacturer struggles to maintain production
Updated 42 minutes ago

Key points:
Qantas confirmed earlier suggestions its A380 fleet would remain at 12
It came after Emirates began talks with Airbus about switching its A380s for smaller models
Airbus began 2019 with a negative net total of 13 orders due to cancellations

read more - https://www.abc.net.au/news/2019-02-08/qant...-order/10794000
https://www.shortman.com.au/stock?q=qan

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[blacksheep]

If you believe in stockpickers........

May 15 2018 at 6:00 PM
Updated May 15 2018 at 7:19 PM

Qantas, Sensata, Spicers: Eight top stock pickers name their favourite stocks

extract

"I think that analysts will be forced to upgrade their earnings in August. A lot of them are under-appreciating that there's been structural changes and there's not a cyclical recovery in the domestic airline market," he said.

"The second catalyst will be the payment of a fully franked dividend by Qantas, which we think could happen as soon as August."

Mr King noted that it had been about 10 years since Qantas paid a consistent fully franked dividend, which has seen the number of Australian shareholders on the register fall.

"We think once it starts paying a fully franked dividend – which we think could be as high as 40¢ a share – the stock price should recover a lot more as it attracts a lot more domestic shareholders onto the register."

That leads to the third potential share price catalyst, he said, which was inclusion in the MSCI index.

Last November, Qantas was deleted from the MSCI index because it had too many foreign shareholders.

"When that happened, the share price fell 30 per cent over the next couple of months. So we think it could easily go up another 30 per cent this November when it gets added to the MSCI index."

http://www.afr.com/markets/equity-markets/...20180515-h103pt

[blacksheep]

QAN share price flying, pardon the pun, today - $6.270 +0.470 (+8.10%) on the back of a positive trading update

QANTAS GROUP TRADING UPDATE – THIRD QUARTER FY18
Sydney, 2 May 2018
 Quarter Three Group Revenue up 7.5 per cent to $4.25 billion versus prior corresponding period.
 Expecting a full year record Underlying Profit Before Tax1 of between $1.55 billion and $1.60 billion.
 Six additional Dreamliners ordered for Qantas International and accelerated retirement of remaining
747s by end-2020.

“Qantas is on track to deliver another record full year result even though we’re facing a $200 million
increase in our total fuel bill in FY18,” said Mr Joyce.
https://www.shortman.com.au/stock?q=qan

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[blacksheep]

Qantas's new Perth to London 17-hour flight in economy class

PLANE AWFUL Qantas flights direct from London to Perth – we reveal the hell of flying non-stop for 17 hours from Australia in economy on the UK’s longest route
Entering the 'familiar kingdom of screaming kids and aching bottoms' on the UK's longest flight

EXCLUSIVE
By Sun Travel Writer Jacob Lewis

https://www.thesun.co.uk/travel/5894968/qan...-economy-class/

[balance]

In Reply To: blacksheep's post @ Jan 17 2018, 06:54 PM

The boss is worth every bit of his 25 million or so . Still flying old 747s across the Pacific. Great aircraft, but they are thirsty compared to late model big twins such as the 777 and 787.

The A380 maybe nice to fly on, but it too is a bit thirsty being a 4 engine behemoth.

While fuel remains relatively cheap they'll keep a core of 747s running.

[blacksheep]

In Reply To: blacksheep's post @ Nov 13 2017, 10:36 AM

https://www.bloomberg.com/news/articles/201...fly-the-pacific
The Thirsty Kangaroo
Qantas Is the Least Fuel Efficient Airline to Fly the Pacific
By Kanika Sood
January 17, 2018, 12:11 PM GMT+11

Qantas Airways Ltd. is the least fuel efficient and burns the most carbon of major airlines that fly across the Pacific Ocean, according to a report by the International Council on Clean Transportation.

Qantas burns an average of one liter of aviation fuel to fly a passenger 22 kilometers, 64 percent more than the 36 kilometers achieved by the region’s two most efficient carriers - Hainan Airlines Holding Co. and All Nippon Airways Co. - according to a study by the researcher that exposed Volkswagen AG’s emissions cheating. The ICCT looked at 20 airlines that operate flights from mainland U.S. to East Asia and Oceania in 2016.

https://www.shortman.com.au/stock?q=qan

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[blacksheep]

Notable short sales alert on Thursday last week

Thu 9th Nov, 2017 12,068,962 1,783,358,259 0.67% 16,266,970 74.19%

https://www.shortman.com.au/stock?q=QAN

[blacksheep]

Obscene amount of pay, IMHO. Joyce may be able to claim some credit, but fuel prices have played a part in achieving profits - and in previous years, particularly 2014 - losses..

Qantas CEO Alan Joyce's record $25 million pay this year makes him just one of five CEOs to receive more than $20 million in reported pay in one year, and the first to top highs not seen since the financial crisis.

The Qantas annual report, released on Friday, showed that Mr Joyce's high pay reflects a large payout of his long-term incentives and shares (Mr Joyce's base pay was just $2.1 million) which have ridden the benefits of the growing company share price which has increased from a low of almost $1 in 2014 to close to $6 today.

Mr Joyce, who is widely credited for turning around the ailing airline, made a personal donation of $1 million to the 'yes' campaign for same-sex marriage earlier this week.

Three years ago, 97 per cent of Qantas shareholders voted to weight Mr Joyce's long-term incentives to pay-out this year if he could deliver the goods.

The Irish-born Australian citizen has delivered on his promise and seen his pay jump from $12 million in 2015 and $13 million in 2016 to $24.58 million this year.

[blacksheep]

The World’s Longest Flight Is Coming
Qantas wants to fly from Sydney to New York or London nonstop—with a little help from Boeing and Airbus.
By Justin Bachman
August 25, 2017, 7:52 AM GMT+10

Pretty much everyone prefers a nonstop flight—business people, especially. And they are more likely than most to be in a position to afford the premium. But right now, all the money in the world won’t get you from Sydney to the Big Apple or U.K. without a pit stop, because commercial planes just don’t have that kind of range.

That may soon change. For many years, executives at Australian carrier Qantas Airways Ltd. have coveted a nonstop offering from Sydney and Melbourne to London. Now, as technology has matured, Qantas executives finally see the potential to realize that dream. Two new models planned by Airbus SE and Boeing Co., they hope, will be able to make the nonstop trip to London—20 hours and 20 minutes—from Sydney. This new model would also jet across the Pacific Ocean to New York in about 18 hours.

On Friday, Qantas Chief Executive Officer Alan Joyce issued a public “challenge” to the companies to extend the range of Boeing’s new 777X, which is slated for 2020, and the planned “Ultra-Long Range” version of Airbus’s A350, which rolls out next year. Qantas hopes to take delivery of such a plane and begin its Sydney to London service in 2022, the company said as part of its full-year income results.

https://www.bloomberg.com/news/articles/201...-london-nonstop