PanAm_DC10 From Australia, joined Aug 2000, 3987 posts, RR: 93 Posted (7 years 5 months 4 weeks 22 hours ago) and read 2756 times:
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They've exercised 5 more options
By Romina Nicaretta
Nov. 23 (Bloomberg) -- Gol Linhas Aereas Inteligentes SA, Brazil's third biggest airline, said it boosted its order for Boeing Co. aircraft by five units.
The Sao Paulo-based airline said it will exercise five options for Boeing 737 aircraft, increasing its firm backlog of orders for the aircraft to 65 units, the airline said in a statement sent by e-mail. Gol will take delivery on the aircraft
between 2006 and 2012, the statement said.
Really amazing, every result they publish, the more options they confirm as firm. Gol profits are probably higher than any Gol's expectation. They are right on the path to be the number 1 on domestic market as well as South America.
They will start ROS and COR on the next two weeks, MVD and ASU up to the end of the year and will strong their domestic network.
Good times for Gol !
Congratulations to G3 staff
Felipe
New York + Rio de Janeiro = One of the best combinations !
Lumberton From United States of America, joined Jul 2005, 4708 posts, RR: 21 Reply 2, posted (7 years 5 months 4 weeks 21 hours ago) and read 2656 times:
Quoting LipeGIG (Reply 1): They are right on the path to be the number 1 on domestic market as well as South America.
I'm sure most people saw the extremely positive article on GOL in "Fortune" (or was it "Business Week"? Man, I really can't remember!) awhile back. I was very impressed by their cost control regimen. However, I wonder how long they can keep the lid on their pilots' salaries? Anyway you slice the data though, this is one very well run airline.
"When all is said and done, more will be said than done".
PanAm_DC10 From Australia, joined Aug 2000, 3987 posts, RR: 93 Reply 3, posted (7 years 5 months 4 weeks 21 hours ago) and read 2655 times:
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I've always considered them to be a candidate for the 739ER. It would be nice if they convert some of their options to that model though it seems the 738 suits them just fine.
Neo From Brazil, joined Jan 2001, 671 posts, RR: 7 Reply 4, posted (7 years 5 months 4 weeks 20 hours ago) and read 2604 times:
Quoting LipeGIG (Reply 1): They are right on the path to be the number 1 on domestic market as well as South America.
In the domestic market I agree, it is a matter of time untill G3 overcomes JJ too. However in the S.America they still have a long way to go if they want beat RG as number 1, although I think it is totally possible.
LipeGIG From Brazil, joined May 2005, 11200 posts, RR: 61 Reply 5, posted (7 years 5 months 4 weeks 17 hours ago) and read 2491 times:
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Quoting Lumberton (Reply 2): However, I wonder how long they can keep the lid on their pilots' salaries?
The huge difference is the bonnus. Their employees will receive this year up to 20 salaries (7 as a bonnus). Their staff is highly motivated due to this and other advantages they have.
Quoting Neo (Reply 4): In the domestic market I agree, it is a matter of time untill G3 overcomes JJ too. However in the S.America they still have a long way to go if they want beat RG as number 1, although I think it is totally possible.
You're have a good point but with twice the jets they have nowadays (Gol), i only believe they will expand more and more to South America countries.
Rgds,
Felipe
New York + Rio de Janeiro = One of the best combinations !
Jrosa From Brazil, joined Jun 2005, 365 posts, RR: 12 Reply 6, posted (7 years 5 months 4 weeks 15 hours ago) and read 2415 times:
7 salaries?... Uhn I don´t think so. I believe G3 has a bonus cap of 4 salaries.
G3 pilots earn 40% less than RG and around that number compared to JJ.
JJMNGR From Brazil, joined May 2004, 1018 posts, RR: 17 Reply 7, posted (7 years 5 months 4 weeks 15 hours ago) and read 2393 times:
They are very agressive but from the moment their fleet growns, the performance won´t be the same . On an ABC curve they are on the correct size...meybe their performance won´t be the same forever.
Today there was a ceremony where GOL earned a premium and TAM was also there to receive another premium and there had the chance of meeting some friend at G3 and they are very attempt to the last market moves, most directly speaking; in regards to BRA and Ocean Air. Top management of G3 was there and all of them told the same.
In regards to VARIG, they are very confident and really believe in a colapse, much more tham TAM.
Incitatus From Brazil, joined Feb 2005, 3777 posts, RR: 14 Reply 8, posted (7 years 5 months 4 weeks 14 hours ago) and read 2381 times:
Quoting Neo (Reply 4): In the domestic market I agree, it is a matter of time untill G3 overcomes JJ too.
Counting the orders, in a few years Gol will have a fleet of 105 737s. TAM on the other hand will have ~95 narrow bodies minus any additional F100 retirements. So, as their fleet plans stand now, Gol will be #1.
I hope that either Gol or a competitor will build a fleet of smaller aircraft. 150 seats is too many to serve any airport beyond the state capitals and a few other cities. Brazil is a big country and air transportation is essential to the growth of many mid size cities.
Brasuca From Brazil, joined Mar 2004, 717 posts, RR: 12 Reply 10, posted (7 years 5 months 4 weeks 14 hours ago) and read 2337 times:
Quoting JJMNGR (Reply 7): from the moment their fleet growns, the performance won´t be the same .
Did it happen to TAM, at the time of its recent years' growth?
Quoting JJMNGR (Reply 7): meybe their performance won´t be the same forever.
For every size of fleet there is a certain performance to carry out. One of the main principles under which LCCs are manged is a high use of their aircraft. I think they'll reckon how to handle the fleet properly, but only time will tell.
HiFi From Brazil, joined Apr 2005, 192 posts, RR: 0 Reply 11, posted (7 years 5 months 4 weeks 13 hours ago) and read 2302 times:
Quoting Incitatus (Reply 8): Counting the orders, in a few years Gol will have a fleet of 105 737s
Actually, their plan is to be around 85 a/c when they get all their orders.. They'll return some older 737s they're operating, I believe.
On the other hand, I heard that GOL might consider the E190 for their LCC project in Mexico... This came out on Nov 17th (sorry, I only have a portuguese version):
Gol prevê operar jatos da Embraer no México - Gazeta Mercantil
O Embraer 190, de até 100 lugares, poderá fazer parte da frota da nova empresa de baixo custo que está sendo formada pela Gol Linhas Aéreas no México. A companhia entrará em operação no segundo semestre de 2006.
A Copa Airlines, do Panamá, recebeu ontem a primeira unidade das 12 que adquiriu desse modelo. A empresa pretende voar com o jato na rota Panamá-Manaus. O presidente da Copa, Pedro Heilbron, disse que está negociando a concessão com autoridades brasileiras. "Dependendo da evolução de nossas operações no Brasil e do número de vôos diários, poderemos incrementar ainda mais nossa frota do modelo 190."
Já a BRA, conhecida por operações de vôos charters, estréia na próxima segunda-feira vôos regulares. Serão 12 destinos a preços, segundo a companhia, de 15% a 20% menores que os da concorrência. A empresa opera em 32 aeroportos com vôos fretados e projeta ter 80% da malha voltada para os regulares.
A Embraer poderá fornecer aviões para a nova empresa de baixo custo que será criada no México pela Gol Linhas Aéreas. Segundo o presidente da companhia brasileira, Constantino de Oliveira Junior, naquele país há condições de se operar aeronaves pequenas, de até 100 passageiros, diferentemente do Brasil, onde a Gol mantém uma frota de 40 aviões de grande porte. Ele acrescentou que a empresa mexicana entra em operação no segundo semestre do próximo ano e as negociações finais para a composição acionária da companhia estarão fechadas até dezembro. "Pelas leis mexicanas uma empresa estrangeira não pode ter mais de 25% das ações com decisão de voto. Por isso estamos ainda avaliando de quanto será nossa participação", afirmou.
"Não é interessante para nós trabalharmos com equipamentos menores aqui no Brasil. Além do mercado brasileiro requerer aviões maiores, não estamos interessados em diversificar a frota atual", disse Oliveira Junior.
O executivo ressaltou que a empresa norte-americana de baixo custo Jet Blue está operando aeronaves de 100 lugares o Embraer 190, mas "o que é interessante para a Jet Blue nem sempre é interessante para nós. Os custos com mão-de-obra na companhia norte-americana são bem maiores que os nosso e eles têm que reduzir isso", acrescentou.
Segundo Oliveira Jr., os custos com profissionais na Jet Blue representam 40% das despesas totais da companhia. "Operando aviões menores, há um acordo com os empregados para reduzir os salários. A expectativa é um custo de 11% com a folha de pagamentos", explicou Oliveira Junior.
O analista de mercado da Raymond James Associates, de Nova York, James Parker, disse que é uma tendência das companhias de baixo custo operar aviões pequenos. "É uma excelente oportunidade. A Jet Blue, por exemplo, poderá oferecer uma tarifa para uma distância de 350 milhas por US$ 90, enquanto suas concorrentes trabalharão com preços de US$ 200. Outras empresas podem também operar aviões menores. Abre-se um espaço para a Embraer e Bombardier", disse o analista.
Aviões de menor porte não interessam a Boeing. Segundo o vice-presidente sênior da empresa, Mike Cave, é um segmento que representa apenas 4% em termos financeiros na indústria aeronáutica. "Já existem muitas empresas para concorrer nesse nicho, por isso, a Boeing não fará jatos pequenos, pelo menos a curto prazo", garantiu Cave.
Classes B e C, novo alvo
O presidente da Gol disse também que a companhia pretende lançar, ainda este ano, um sistema diferenciado de venda de passagens, direcionado às classes B e C. O dirigente preferiu não dar maiores detalhes, porém, adiantou que o novo sistema poderá contemplar outras formas de pagamento, como financiamentos mais longos e utilização de cartões de débito para a compra do bilhete. Além disso, Oliveira Jr., admitiu que também poderão ser utilizadas tarifas especiais para o segmento.
LipeGIG From Brazil, joined May 2005, 11200 posts, RR: 61 Reply 13, posted (7 years 5 months 4 weeks 7 hours ago) and read 2184 times:
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Quoting Incitatus (Reply 8): Counting the orders, in a few years Gol will have a fleet of 105 737s. TAM on the other hand will have ~95 narrow bodies minus any additional F100 retirements. So, as their fleet plans stand now, Gol will be #1.
I imagine you included the options. The total Gol's order are 101 planes, only 70 are firm orders with 31 options. But i believe they will buy all the options at a 3 to 5 quarterly.
Gol will be the number 1 on domestic, TAM IMO will keep looking for profits.
Felipe
New York + Rio de Janeiro = One of the best combinations !
Hardiwv From Brazil, joined Oct 2004, 8780 posts, RR: 52 Reply 14, posted (7 years 5 months 3 weeks 4 days 14 hours ago) and read 2074 times:
Quoting LipeGIG (Reply 1): Really amazing, every result they publish, the more options they confirm as firm. Gol profits are probably higher than any Gol's expectation. They are right on the path to be the number 1 on domestic market
Agree 100%.
Quoting Lumberton (Reply 2): I'm sure most people saw the extremely positive article on GOL in "Fortune" (or was it "Business Week"?
Could anyone confirm the source, Biz Week or Fortune and the edition?
Quoting LipeGIG (Reply 5): The huge difference is the bonnus. Their employees will receive this year up to 20 salaries (7 as a bonnus). Their staff is highly motivated due to this and other advantages they have.
Tks for the info.
Quoting JJMNGR (Reply 7): They are very agressive but from the moment their fleet growns, the performance won´t be the same
We already discussed this issue before and I totally disagree with your point of view. It has been quite some time now that you keep saying that the more GOL grows it will deteriorate its financial performance. What about major major airlines that keep on growing every year? Would they also have a poor financial performance, say everytime KL, BA etc expands its fleet? NO! On the contraty, in my understanding the more GOL expands, both in fleet size and market and destination served, the more it will improve its financial performance, especially if they continue their management - btw, GOL was named the "Best Managed Company in Brazil in 2005" by PWC.
Quoting Hardiwv (Reply 14): NO! On the contraty, in my understanding the more GOL expands, both in fleet size and market and destination served, the more it will improve its financial performance, especially if they continue their management - btw, GOL was named the "Best Managed Company in Brazil in 2005" by PWC.
Agree 100%. Expanding their fleet, they get stong economy of scale and they keep lower costs than any other brazilian airline.
Felipe
New York + Rio de Janeiro = One of the best combinations !
Quoting LipeGIG (Reply 15): Agree 100%. Expanding their fleet, they get stong economy of scale and they keep lower costs than any other brazilian airline.
Completely correct. The more GOL expands, if it continues with its sound management, the more it can capitalise on ecomies of scale and improve even further its financial operations.
[Felipe: are you going to be in GIG for New Year's eve? Maybe we could meet in January in Rio...I still want your tips about the Tijuca Forest visit!!]
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