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QAN, QANTAS AIRWAYS LIMITED
balance
post Posted: Feb 23 2019, 07:01 AM
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In Reply To: blacksheep's post @ Feb 22 2019, 12:34 PM

That's not a bad write up on QAN. One factor not covered is the cost of replacing an aging fleet. Their 737s are up to 17 years old as are the earlier 330s. The 747s are going slowly and 380s have been cancelled. There is no direct replacement for the 380 or 747.

Joyce afaik has not ordered a single aircraft for Qantas mainline since he took over. The current 787s were ordered by his predecessor and Joyce sent those fuel efficient 787s to jetstar and then complains that Qantas international is in terminal decline.
Orders for new jets ie Airbus 321NEO, 737 max, 777X and or the Airbus 350 variants need to come soon. With him sensibly bailing out of the remaining 380 orders they may have to buy another airbus product as a penalty, so possibly the 350s.

So in short I think they will face quite a capex bill for years to come with fuel prices creeping up.





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Day Trader: Lowest form of life in the known universe.
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Said 'Thanks' for this post: henrietta  
 
blacksheep
post Posted: Feb 22 2019, 12:34 PM
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Qantas Better Watch the Bloat as Fuel Costs Rise
The carrier seeks to ramp up ultra-long-haul flights. That might not help the bottom line.

By David Fickling
February 22, 2019, 6:00 AM GMT+11
QUOTE
Fuel costs rose A$416 million ($296 million) in the first half, driving the carrier's key measure of underlying profit before tax to its biggest decline in four-and-a-half years, according to results announced Tuesday. The pain was particularly concentrated on longer overseas routes, which accounted for just over half of the increased kerosene spending.

read more - https://www.bloomberg.com/opinion/articles/...-haul-ambitions?
Total short positions as at 21 Feb 2019 = 0.31%
Shorts reported yesterday - not yet included
QUOTE
Thu 21st Feb, 2019 4,590,382 1,625,648,997 0.28% 19,152,469 23.97%

https://www.shortman.com.au/stock?q=qan
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: balance  
 
balance
post Posted: Feb 9 2019, 06:53 AM
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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.




--------------------
Day Trader: Lowest form of life in the known universe.
Shorter: Can limbo under a day trader.
Investor: Salt of the Earth.Sits to the right of God (Warren Buffet)
Share prices are only ever manipulated down.
Paper losses are not really losses.
Chat site posters always know better & know more than anyone about anything.
I'm 29.
The cheque is in the mail.

Said 'Thanks' for this post: blacksheep  
 
blacksheep
post Posted: Feb 8 2019, 02:54 PM
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Qantas officially cancels Airbus A380 order as manufacturer struggles to maintain production
Updated 42 minutes ago

QUOTE
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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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: May 15 2018, 09:27 PM
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If you believe in stockpickers........

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

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

extract
QUOTE
"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



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: May 2 2018, 10:25 PM
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QAN share price flying, pardon the pun, today - $6.270 +0.470 (+8.10%) on the back of a positive trading update
QUOTE
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.


QUOTE
“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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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


blacksheep
post Posted: Mar 26 2018, 08:06 PM
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Qantas's new Perth to London 17-hour flight in economy class

QUOTE
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/



--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: rog  
 
balance
post Posted: Jan 17 2018, 07:16 PM
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In Reply To: blacksheep's post @ Jan 17 2018, 06:54 PM

The boss is worth every bit of his 25 million or so thumbdown.gif . 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.



--------------------
Day Trader: Lowest form of life in the known universe.
Shorter: Can limbo under a day trader.
Investor: Salt of the Earth.Sits to the right of God (Warren Buffet)
Share prices are only ever manipulated down.
Paper losses are not really losses.
Chat site posters always know better & know more than anyone about anything.
I'm 29.
The cheque is in the mail.

Said 'Thanks' for this post: blacksheep  
 
blacksheep
post Posted: Jan 17 2018, 06:54 PM
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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
QUOTE
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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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 13 2017, 10:36 AM
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Posts: 5,699
Thanks: 2125


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
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
 


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