Search found 923 matches

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by moa999
Thu Aug 06, 2020 11:10 pm
Forum: Civil Aviation
Topic: Australian Aviation Thread - August 2020
Replies: 119
Views: 13700

Re: Australian Aviation Thread - August 2020

Personally wouldn't be surprised if leisure travel to safer Covid countries (eg. Malaysia, Korea, Taiwan, China) Recommences before much business travel. Many businesses will be struggling financially, cautious about employees catching Covid on their watch, and will have decided that video conferenc...

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by moa999
Fri Jul 31, 2020 3:26 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

Exactly, it is just a "marquee" address to impress clients but otherwise empty. Don't forget that Platinum One members are allowed to use the DB offices... Really seems like an unnecessary expense, the rent is surely not cheap. Think the main QF building with engines and aircraft is far m...

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by moa999
Wed Jul 29, 2020 8:01 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

Doesn’t Qantas own a major stake in Helloworld? I know they sold down a portion, but thought they still retained a fair chunk. Having not taken up it's rights in the recent raising down to 13% or so. This is all from the original Qantas holidays business, merged with Jersey, merged with Stella, and...

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by moa999
Wed Jul 29, 2020 3:46 am
Forum: Civil Aviation
Topic: Jetstar Pacific Is No More, Now Renamed Pacific Airlines (Updated)
Replies: 148
Views: 21109

Re: Jetstar Pacific Is No More, Now Renamed Pacific Airlines (Updated)

And they've switched booking systems from Navitair to Sabre

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by moa999
Wed Jul 29, 2020 1:05 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

The 4 oldest 332s (EBA-EBD) are all older than the last 747 OEJ, being 2002/03 deliveries. Then you've got the 333s which are all 2003/04/05 deliveries. If you believe the Covid stats places like Thailand, Malaysia, Taiwan have very low Covid stats and could form part of a limited bubble, and probab...

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by moa999
Sun Jul 26, 2020 1:27 pm
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

I can confirm that VH-OQD did in fact got a full refurb, I was told by an ops guy who was at LAX today. She also received a fresh coat of paint, looked pretty crisp on final to 24R today.. So assuming the two in DRS were refurbed (as was expected. That makes 6 refurbs - OQD, OQG, OQH, OQI, OQJ, OQK...

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by moa999
Sat Jul 25, 2020 1:53 pm
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

That should have been "Do we know"

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by moa999
Sat Jul 25, 2020 6:52 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

Done know if OQD also got a refurb? Or just the big check?

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by moa999
Thu Jul 23, 2020 11:12 pm
Forum: Civil Aviation
Topic: AA 2020 Q2 results
Replies: 56
Views: 11408

Re: AA Q2 results

Any commentary on fleet plans or write-offs to on-balance sheet aircraft value?

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by moa999
Wed Jul 22, 2020 2:01 pm
Forum: Civil Aviation
Topic: Petition to Change China Airlines name to Taiwan Airlines as Countries Mistakenly Ban it Over Caronavirus
Replies: 100
Views: 16592

Re: Petition to Change China Airlines name to Taiwan Airlines as Countries Mistakenly Ban it Over Caronavirus

Suspect Taiwan Air/Airlines may also cause issues with China.

Something like Blossom Airlines (after the plum blossom logo) might be more acceptable.

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by moa999
Wed Jul 22, 2020 2:14 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

As a result of being unaligned I understand VA has generally got the majority of both Star and SkyTeam onward traffic.

Go towards one, you possibly lose the traffic from the other.

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by moa999
Sun Jul 19, 2020 10:27 am
Forum: Civil Aviation
Topic: Inching towards a collapse of the leasing industry
Replies: 54
Views: 14505

Re: Inching towards a collapse of the leasing industry

I'd add a few global Airports to that list.
The privatised ones often operate under a heavy debt structure, often borrowing to pay returns as their 'asset value' increases.

The tide has gone out for many of these financially structured companies and the tsunami warnings are sounding.

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by moa999
Mon Jul 13, 2020 7:49 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

Wonder why it can't go direct like the MEL-VCV flights?

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by moa999
Thu Jul 09, 2020 1:22 am
Forum: Civil Aviation
Topic: Southeast Asia Aviation Thread - 2020
Replies: 9
Views: 828

Re: Southeast Asia Aviation Thread - 2020

Concerns expressed by auditor re AirAsia. https://www.bbc.com/news/amp/business-53331387 Rumours of rights issue. Share price dropped quite a bit in last few days, though not back to Feb lows. And I'd expect if the parent is in trouble, the multiple subsidiaries (both narrow and X) are at even more ...

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by moa999
Wed Jul 08, 2020 1:47 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

I haven't read much on this: why would VIC be stopling flights for six weeks when the sole purpose of quarantine, whether you have the virus or not, is to ensure you come out the other side virus-free? Because police and health resources rightly focused on the 1000 new cases they've had in the past...

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by moa999
Sun Jul 05, 2020 2:00 am
Forum: Civil Aviation
Topic: Did people really fly all the way on flights like this?
Replies: 119
Views: 29264

Re: Did people really fly all the way on flights like this?

Put simply aircraft engines weren't as fuel efficient so that was the only way to fly - with lots of little hops - one reason why Aus-UK became known as the Kangaroo route. In addition many of the middle airports didn't have home airlines so the predominately Euro carriers became in effect the home ...

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by moa999
Fri Jul 03, 2020 9:50 am
Forum: Civil Aviation
Topic: Jetstar Pacific Is No More, Now Renamed Pacific Airlines (Updated)
Replies: 148
Views: 21109

Re: Jetstar Pacific: QF reportedly transferring its stakes to Vietnam Airlines

JeremyXWB wrote:
Can I be the first to ask: How is this "inspired by VN's brand colors and design"?


VN is a real and gold
The new BL is a bluer teal and yellower gold

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by moa999
Thu Jul 02, 2020 2:14 am
Forum: Civil Aviation
Topic: AA reconsidering seatback video screens
Replies: 107
Views: 16334

Re: AA reconsidering seatback video screens

Nothing worse than some kid playing games on IFE and hitting the back of your seat every 5 seconds. Give me BYOD any day. The in-seat hardware quickly gets dated, scratched etc, whereas people update tablets and phones regularly and look after them. And on some BYO installs you still have a moving m...

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by moa999
Thu Jul 02, 2020 1:25 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - July 2020
Replies: 366
Views: 54839

Re: Australian Aviation Thread - July 2020

https://specials.virginaustralia.com/au/sale/happy-hour

Mind you they'd have to pay me to fly SYD-MEL at present
-->

Virgin already running a happy hour (that goes for 12 hours) till 11pm Thursday
https://specials.virginaustralia.com/au/sale/happy-hour

Mind you they'd have to pay me to fly SYD-MEL at present

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by moa999
Wed Jul 01, 2020 7:01 am
Forum: Civil Aviation
Topic: Updated: LATAM files for Bankruptcy
Replies: 298
Views: 60263

Re: Updated: LATAM files for Bankruptcy

This DIP was arranged at the time of the bankruptcy declaration; it does not increase Qatar's stake (10%). Delta was not part of the DIP arrangements. Delta holds 20% of the airline. . Most bankruptcies wipe out (or substantially dilute) existing equity holders. Would surprise me if Qatar is puttin...

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by moa999
Wed Jul 01, 2020 3:47 am
Forum: Civil Aviation
Topic: Updated: LATAM files for Bankruptcy
Replies: 298
Views: 60263

Re: Updated: LATAM files for Bankruptcy

So back to oneworld? Nope. The above is just a confirmation to the court of the DIP (debtor in possession) financing from Qatar and the Cueto and Amaro families that had been promised to the court at the time of the bankruptcy filing back in May, Yes. But what's Delta's stake after this versus Qata...

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by moa999
Tue Jun 30, 2020 10:46 pm
Forum: Civil Aviation
Topic: Updated: LATAM files for Bankruptcy
Replies: 298
Views: 60263

Re: Updated: LATAM files for Bankruptcy

So back to oneworld?

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by moa999
Tue Jun 30, 2020 10:51 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

Isn’t Tiger an SQ brand? Do they have to pay a license fee to SQ for using it like they have to pay Richard Branson a fee for using the Virgin label? No they're completely separate and have been since 2015. There is no licence fee. Sent from my Pixel 4 using Tapatalk And SQ no longer operates under...

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by moa999
Mon Jun 29, 2020 10:20 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

DBT is a satirical website. You'd have to pay me to fly to Melbourne at the moment

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by moa999
Sat Jun 27, 2020 12:23 am
Forum: Civil Aviation
Topic: Air France A380 retirement/parking thread
Replies: 483
Views: 60931

Re: Air France A380 retirement/parking thread

lightsaber wrote:
At this time, I do not expect HiFly to lease another and I expect their A380 to be retired when a HMV is due.


Possibly before that.
The cerification on the Koito Business seats runs out in August 2021 so a decent capex bill to replace those.

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by moa999
Thu Jun 25, 2020 6:21 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

I think though it increases the propensity of people to go direct where they can. The most promising vaccines only seem to promise to give 12-month immunity to Covid-19 or any future strains (though it seemingly mutates more slowly than the normal flu). So even if we get a vaccine we might live in a...

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by moa999
Tue Jun 23, 2020 8:14 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

But do you think there might be some possibility that QF may consider taking on some A321NEOs to replace A330s for transcontinental flights and possibly some trans Tasman?


Not sure many airlines will be taking deliveries full stop at the moment.
Cash is king and they have an excess of aircraft.

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by moa999
Tue Jun 23, 2020 2:00 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

If NZ is on Strategy 1, they won't be opening the borders to us if we are also not on Strategy 1 IMO. And the Kiwis are beginning to think that (Plus they've got an election in 3 months. Similar to some of the decision making in Qld) https://i.stuff.co.nz/travel/news/121905826/why-the-transtasman-t...

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by moa999
Mon Jun 22, 2020 10:45 am
Forum: Civil Aviation
Topic: How hard have the Chinese Airlines been hit
Replies: 12
Views: 3137

Re: How hard have the Chinese Airlines been hit

Think I'd read a few places that domestic capacity was back to 70% (at least before the recent Beijing outbreak). Obviously international cratered. Remember China was down to under 15 new Covid cases a day at one point. They are certainly in a better position than most and majority have central and ...

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by moa999
Sun Jun 21, 2020 11:02 pm
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

And a significant part of the health of the population is reliant on keeping the borders closed.

Some of the new drugs under development (as against the recycled drugs) are progressing well and the outlook might look very different in a few months.

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by moa999
Sat Jun 20, 2020 11:09 pm
Forum: Civil Aviation
Topic: Rumour: Emirates to decommission 40% of A380 fleet
Replies: 504
Views: 90778

Re: Rumour: Emirates to decommission 40% of A380 fleet

But going forward will lessors be as agreeable to 10/12yr terms for VLAs or will they require a significant premium.

As for the 380s, would anyone even finance them

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by moa999
Sat Jun 20, 2020 8:58 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

At a guess taken from one of the Tempe parks given the containers in the background.

It's the North Sydney skyline on the left (Genworth, former Optus tower) and the under construction Crown in Barangaroo on right.

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by moa999
Thu Jun 18, 2020 2:10 pm
Forum: Civil Aviation
Topic: Last A380 Road Convoy Ever?
Replies: 33
Views: 7864

Re: Last A380 Road Convoy Ever?

And the others

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by moa999
Tue Jun 16, 2020 1:28 pm
Forum: Civil Aviation
Topic: Jetstar Pacific Is No More, Now Renamed Pacific Airlines (Updated)
Replies: 148
Views: 21109

Re: Jetstar Pacific: QF reportedly transferring its stakes to Vietnam Airlines

Can't imagine VN wanting to run BL as anything but an LCC.. remember VietJet and Bamboo have massively expanded and taken away BLs initial first mover LCC advantage. Not sure what an LCC vibe is.. I'd argue both VN and the various Jetstar's livery are off global trend being non-Eurowhite for both LC...

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by moa999
Tue Jun 16, 2020 1:15 pm
Forum: Civil Aviation
Topic: UA monetizing frequent flyer program for $5B liquidity
Replies: 37
Views: 6080

Re: UA monetizing frequent flyer program for $5B liquidity

As did Virgin Australia, selling off 35% of Velocity in 2014 and buying it back for double the price in 2019.... oops. Yes we'll run programs generate significant external profit by selling points to credit card companies and others. And internal profit by getting a small percentage of seats at marg...

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by moa999
Mon Jun 15, 2020 8:25 am
Forum: Civil Aviation
Topic: Jetstar Pacific Is No More, Now Renamed Pacific Airlines (Updated)
Replies: 148
Views: 21109

Re: Jetstar Pacific: QF reportedly transferring its stakes to Vietnam Airlines

Both are inspired by VN (blue and yellow), and both feature a somewhat similar multi-chevron logo, so I'd say they are leaks.

Airfleets shows VN still has 5 stored 777s, albeit I'd be surprised to see them coming back in the current environment.

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by moa999
Mon Jun 15, 2020 5:35 am
Forum: Civil Aviation
Topic: Jetstar Pacific Is No More, Now Renamed Pacific Airlines (Updated)
Replies: 148
Views: 21109

Re: Jetstar Pacific: QF reportedly transferring its stakes to Vietnam Airlines

https://www.miragenews.com/brand-change-and-streamlining-functions-for-jetstar-pacific/ Looks like a rebrand from Jetstar Pacific to Pacific Airlines and Qantas will exit the business. My Google translate of the 2nd last para seems to suggest Qantas will retain a stake (unclear if still 30%) for no...

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by moa999
Sun Jun 14, 2020 2:11 am
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

Indonesia no chance.

I'd see some possibility of JQ being used on Japan, Singapore (outside the dorms Covid is under control) and maybe even Taiwan routes.

New destinations could well be created by whoever we decide to bubble with - people will be keen just to get away.

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by moa999
Fri Jun 12, 2020 3:28 pm
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

Completely agree. US has barely reduced it's infection rate. From a peak of 200k a week to about 150k today. They still have a long way to go.

While we are bumping along at just a handful of community infections, most new cases are overseas returnees.

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by moa999
Mon Jun 08, 2020 11:19 pm
Forum: Civil Aviation
Topic: Australian Aviation Thread - June 2020
Replies: 495
Views: 68331

Re: Australian Aviation Thread - June 2020

Indeed. Chase high yield, expect to get burnt.
Equity is burnt as are I suspect the bulk of unsecured debt holders (including these retail notes).

Secured debt (which includes the loan from Velocity) is probably better off.

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by moa999
Sun Jun 07, 2020 9:32 am
Forum: Civil Aviation
Topic: Qantas Project Sunrise developments
Replies: 48
Views: 5166

Re: Qantas Project Sunrise developments

RJMAZ wrote:
Fuel prices has QUARTERED! No evaluation process would have taken that into account.
.


HAD.
WTI Crude averaged US$55-60/bbl over 2019.
Yes it went down to US$15 (indeed negative for the end month) but as of Friday it's back to US$39 and climbing fairly quickly.

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by moa999
Sun Jun 07, 2020 9:00 am
Forum: Civil Aviation
Topic: Qantas Project Sunrise developments
Replies: 48
Views: 5166

Re: Qantas Project Sunrise developments

A lot has changed. Global demand has changed Ability to get financing has changed Fuel price has changed In QFs operations Australia's domestic demand will recover more quickly. Covid is almost eradicated within Australia and NZ. International will take more time. Now might be an opportune time to b...

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by moa999
Fri Jun 05, 2020 2:38 pm
Forum: Civil Aviation
Topic: SpaceX Starlink Satellites / Internet during flights
Replies: 16
Views: 2701

Re: SpaceX Starlink Satellites / Internet during flights

No knowledge directly on the tech but the 3-sat ViaSat3 Ka band constellation is still scheduled for the next couple of years.

Can't imagine this would still be going ahead if Musk's fleet was a game changer for aircraft.

Possibly very different matter for remote properties

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by moa999
Wed Jun 03, 2020 11:27 pm
Forum: Civil Aviation
Topic: New Jetstar livery
Replies: 31
Views: 7226

Re: New Jetstar livery

Agree Zip was weird. Even if QF and Mitsubishi didn't want to invest in long haul, surely you could have had a 100% JL Jetstar Japan Long haul - but still all the benefits of a known brand. Air Asia even has separate stock market listings for the group (AAGB) and long haul (AAX) divisions. But also ...

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by moa999
Wed Jun 03, 2020 2:06 pm
Forum: Civil Aviation
Topic: New Jetstar livery
Replies: 31
Views: 7226

Re: New Jetstar livery

This could gives us some reasons for the livery change. The revised livery suggests JetStar were looking at investing in their product in the near term. Seriously. The livery has gone from silver with orange highlights.... To Silver with slightly more orange highlights. Think the various changes ar...

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by moa999
Wed Jun 03, 2020 2:46 am
Forum: Civil Aviation
Topic: New Jetstar livery
Replies: 31
Views: 7226

Re: New Jetstar livery

anstar wrote:
Given this aircraft is destined for Jetstar Japan I'd say i yes it will go to all the Jetstar Group.


Hadn't spotted the 26 on the wheel well

So will likely be JA26JJ.

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by moa999
Wed Jun 03, 2020 2:37 am
Forum: Civil Aviation
Topic: New Jetstar livery
Replies: 31
Views: 7226

Re: New Jetstar livery

Think JJ (Japan) were going to get 3 and JQ (Australia) 18 in the initial deliveries. Don't think any particular expansion planned (particularly not with Covid) - for JQ these were mainly meant to improve efficiency on the shorter SEAsia routes from Australia. New type is always a good excuse for a ...

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by moa999
Tue Jun 02, 2020 12:24 pm
Forum: Civil Aviation
Topic: CCTV in Aircrafts
Replies: 54
Views: 4852

Re: CCTV in Aircrafts

As above, already cameras in key areas. While I can see some benefit to extending their use - you've also got questions of who can access them. And often video is no good without audio. - black box style after an incident - police/ airport authorities after an onboard incident (like most public tran...

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