Problem is you can't restructure Jet properly unless you also restructure the industry (ie. Air India and it's continual losses).
I can't see why any foreign investor would invest in any Indian airline whilst AI exists as is, and Jet has its existing cost structure
In a normal world, there would have been a trading halt on Jet stock a long time ago. Why is trading Jet stock still possible in India? A stock market listed airline has suspended operations and the financial regulator thinks that trading should go on as usual? All depends on the market rules. Obvi...Jump to post
the rumours of the 788 being moved to QF are true, and I personally remain skeptical. Could they work on domestic only? Replace the 767 on the golden triangle. Or is the refuelling slow too like the 330s was claimed to be? Joyce has previously said the economics don't work for 787s domestically htt...Jump to post
Tend to agree zero chance of the 380s going to JQ. Anecdotally they struggle to fill the 787s outside of holiday periods. What Sunrise means for the A380s is interesting. Arguably 12 is too many once you have a fleet of Sunrise aircraft which will diminish the need for A380s on LHR and LAX routes. W...Jump to post
Can't see it. It was saveable six months ago by keeping 80% of the fleet, pushing through the pay cuts that NG blocked and slimming management, as well as the new investor(s) and debt-equity conversion. Now it's too late. At best you might keep 20% of the fleet after all the resumptions. But then yo...Jump to post
9Patch wrote:Yes but EK (and ANA with 2) still have a bunch of A380 deliveries left (it's a fairly lengthy supply chain) Jump to postArion640 wrote:
To be fair - EK are growing their fleet for a short period of time and BA will continue to hold theirs.
Didn't EK just cancel 39 A380s?
Depends what you're paying for it.
HiFly had almost nothing internal mods, engines presumably on power by hour deal..
Still waiting to understand their summer customer
While it may not have worked for BA... You'd think at some point it has to work for someone. Only so many A380s can be parted out before you have an oversupply of parts, and there isn't a massive amount of value in pure scrap. On a passenger aircraft, you should be able to buy it and refit cheaper t...Jump to post
Great detailed report.
Love the look of the new airport - very modern, yet definitely Japanese with all the wood and detail.
Push what along?
I can't imagine anyone would be making a jet booking at present.
If Jet fails, why will Naresh Goyal not have to go to jail , but Mallya has to go to jail when his airline failed? What separates the two cases? Businesses fail all the time (not generally this big) but it's not normally a criminal issue. Only when you add other elements like insolvent trading, fal...Jump to post
Sorry but not at all true. Debt is usually tied to assets while equity value is based on assets and a business' potential. Banks take haircuts on debt all the time. Haircuts are not common at all. Debt refinancing is not a haircut. The old debt is fully repaid. Btw - Enterprise Value (or company va...Jump to post
Looks like EBF in for Internet and maintenance (possibly lengthy like EBE). Report on the Sydney Airport board from C Patters that EBG will be next and go in for refurb mid-May. Combined with OEBs expected end-April retirement that will be the end of the line for SkyBed Is and Rockwell Collins IFE i...Jump to post
If the manufacturers really cared about noise levels they'd fill in all the windows and replace with window strip TVs (like EKs fake window in its new F class centre seat). Would allow for a lot more sound and temperature proofing and I suspect make a plane a lot lighter and simpler and cheaper to c...Jump to post
Possibly. Or they could just send it back empty. Latest AusBT article suggested that refurb won't start until July, so possibly just a repaint (or two) over June The first 8 were repainted by Emirates in DXB but I don't think a contract for the remaining 4 (OQE, OQH, OQI, OQJ) has been announced. Ot...Jump to post
Cointrin330 wrote:The six ERs are scheduled to be retired between late 2019 and end 2020. Jump to postDoes anyone know when Qantas will retire VH-OEF, the oneworld logo 747-400ER?
Is there a consensus view on this issue? Or are views as divided as QF and the airport? Your above suggests you're of tje same view as Perth Airport? Doubt anyone (at least willing to comment on the issue) on this forum knows the issues fully. Not sure about the $ cost that's building up, but I sus...Jump to post
Oh... This implies a fleet replan to occur with project sunrise. Either A or B could win in my opinion. I'm betting A380 replacement with either A350-1000 or 779. QF isn't spending big $s refurbing the A380s to pension them off (given there is no secondary market) and they own them all. They'll fly...Jump to post
With the chopping and changing of routes and the lack of growth - I'd say doing OK but possibly a few too many widebody aircraft. Could definitely see a smaller 788 fleet of say 6-8 supplemented by 10-12 international configured 321neos With the balance of the 321neos going into domestic all economy...Jump to post
Same as why MH didn't select the full Inmarsat tracking subscription. Apart from the fact that *many* airlines did not order that, this system adds nothing to safe operation of the airplane. Or do you suggest that MH370 passengers would still be alive if the system had been installed? Not at all su...Jump to post
I think the reporting comes down to accounting standards which is along the line of a sensible split that provides information to investors and generally is about 3-4 amongst mostnASX companies - to bore yourself to sleep Google - AASB 8 Operating Setments Two of the Jetstars's (Japan and Vietnam/Pa...Jump to post
We are getting there with trains, albeit generally only on greenfield dedicated track, there haven't been many conversions from driven to driverless. Cars are coming along, but a truly integrated system is a long way off. Planes are far more complex again and the danger of getting it wrong more ampl...Jump to post
Same as why MH didn't select the full Inmarsat tracking subscription.Jump to post
While the lack of additional investment in JQs 788s including not basing any aircraft in Singapore would suggest they aren't meeting return hurdles, I can't see QF being able to add 11 788s to its fleet profitably, particularly with Sunrise aircraft also adding to the fleet. Also of note in the regi...Jump to post
Exactly - it's not that different to an electric articulated bus. The advantage over a train is it can have multiple stops at the airport (given how spread out the terminals are) and is effectively at street level rather than multiple stories underground like a train would likely be. For LAX I think...Jump to post
quote="Polot"] you need to look at standards of living/average wages too. $113 is a lot more money for your typical Indonesian .[/quote] Cost of operating a flight though is mostly in USD. Aircraft purchase/rental Fuel. Yes pilot/FA/Mgmt costs might be a little less in Indonesia, but it do...Jump to post
you need to look at standards of living/average wages too. $113 is a lot more money for your typical Indonesian . Cost of operating a flight though is mostly in USD. Aircraft purchase/rental Fuel. Yes pilot/FA/Mgmt costs might be a little less in Indonesia, but it doesn't substantially change the o...Jump to post
lostsound wrote:Just preparing y'all for the inevitable:
Current inflight internet rollout (different to WiFi IFE) is to the 75 737s and 10 332s only. Uses the domestic only NBN SkyMuster Ka band satellites (so no service over Australian bight or Tasman Sea) Qantas has reportedly signed a deal with ViaSat for its new Gen 3 satellites for global coverage (...Jump to post
Or a purple splotch, like LHs tiny yellow square.
Or an accent like QFs silver stripe
SeaEagle8 wrote:Oh ok. Sorry mixed that up with something else maybe. Not sure if Malindo would have the aircraft to go nonstop to KUL. That would be one hell of a long flight on a single aisle if they did!
A lot of Malindo OD fifth freedom flights then.
Yet Perth is the only one served by an actual Indonesian based aircraft with Batik ID.
And no actual Lion Air JT aircraft - internationally it seems to mostly serve China, along with Malaysia, Singapore and Saudi Arabia