Moderators: richierich, ua900, PanAm_DC10, hOMSaR
evanb wrote:SCFlyer wrote:a19901213 wrote:It's official now that Japan is opening up next month, I wonder what Virgin is gonna do with their HND slot.
The demand to Japan without surprise will be super high for the rest of the year and I don't see Virgin can start this route anytime soon.
Assuming VA hasn't got a waiver extension, the authority simply lapses at end of October and the slot goes back to the IASC for tender. QF would be the only candidate for the slots if VA lets their slot lapse.
In July, VA sought and received an extension for an additional 6 months until 26 March 2023 (the start of the Northern Summer 2023 season). Noteworthy in the confirmation from IASC was that VA had sought an extension until 30 June 2023, but IASC only gave them until 26 March 2023. One might speculate that it's a signal that to VA that IASC are putting some soft pressure on VA to use it or lose it. More importantly, the conformation also notes: "Virgin Australia provided the Commission, on a confidential basis, with its firm commercial plans to commence operating these services at the beginning of the Northern Summer 2023 season". Let's face it, they are not getting widebodies by middle of 2023, so let the speculation begin ...
IndianicWorld wrote:Could VA try and organise a wet lease arrangement to launch flights maybe?
Given that it does seem unlikely they will be in a position to have their own wide body fleet by then, there really don’t appear to be many options available to launch these flights.
Honestly though, I really don’t see the point in VA trying to launch long-haul services again, as it is unlikely to be able to get to a fleet scale that would stack up. Sticking to the 737 and operating domestic and some limited international operations would appear to be a smarter move.
smi0006 wrote:
Could they not just do a wetlease if they really wanted? Go so far as to contract NH to operate on VA’s behalf? Selling VA ticket stock?
Or go the European model like NZ did to PER with Hi-Fly?
Deano969 wrote:One would think that a small fleet of 789s serving
Japan
Again to the US
Hong Kong when it open up with connections through VS
Fiji
Bali
Even throw in trans Tasman and Perth
Would be enough to keep fleet of 10 or so productive
Deano969 wrote:One would think that a small fleet of 789s serving
Japan
Again to the US
Hong Kong when it open up with connections through VS
Fiji
Bali
Even throw in trans Tasman and Perth
Would be enough to keep fleet of 10 or so productive
SCFlyer wrote:The only opportunity for VA should they resume LAX in the future, if at all, is only BNE-LAX, considering UA isn't a rush anytime to fly that route in it's own right.
However UA have only started dipping their toes into the Queensland market with the State of Queensland and BAC funding support under the AAIF funding model to operate BNE-SFO at x3 weekly.
I suspect UA entering BNE-LAX may depend on how the BNE-SFO service will go.
Only chance of UA fast-tracking BNE-LAX is if the State of Queensland/BAC approaches them with AAIF funding support similar to the BNE-SFO service.
IndianicWorld wrote:With UA now their partner and having a larger operation in Australia than DL did, I don’t see the point of VA returning to LAX. I seem to recall the DL partnership had a requirement for VA to operate its own services, but they don’t seem to be in any rush to do the same with the UA agreement, so may well be that there is no requirement to do so this time.
IndianicWorld wrote:HKG failed last time around and things may well not be as favorable there in future after the events of the last few years. Time will tell on that one.
NAN, DPS and flights across the Tasman and PER also don’t need a 789. With the 737-8 coming into the fleet soon, it will be able to operate the East Coast-DPS flights with improved range/payload too.
HND still hasn’t been flown by VA so it’s still questionable how they will go, so basing a fleet decision on just one route would be interesting.
smi0006 wrote:Could they not just do a wetlease if they really wanted? Go so far as to contract NH to operate on VA’s behalf? Selling VA ticket stock?
Or go the European model like NZ did to PER with Hi-Fly?
evanb wrote:Okay, I'll jump in with some speculation. I suggested a creative solution, and made note of the dates in the last regulatory filing as a hint to see what everyone else came up with, but nobody pieced them together.
Virgin told IASC they would operate start by 30 June 2023. Virgin will start received B737-8 in February 2023, with the first four being in service by end of June. That is a key date since they'll need more than one aircraft to do this. The Max will have an improved business class, not flatbed, but certain better than domestic business class. I expect to see them use this, probably flying from CNS or DRW. The lower density of the cabin compared to some Max's will limit payload restrictions, but it would likely fly non-stop, especially from DRW. It'll still make renewal difficult, but it gives them a chance.
qf2220 wrote:Interesting theory. To confirm, is the Australian departure port unspecified from the Japanese or IASC perspective?
angusjt wrote:Is there any rule against 5th freedom flights being used to sustain the slot? I'm thinking Virgin could fly CNS-GUM-HND to maintain the slot.
United used to fly Cairns-Guam on a 737 until 2015, there was demand, albeit not much, although United apparently used to charge a premium for the flight.
angusjt wrote:Is there any rule against 5th freedom flights being used to sustain the slot? I'm thinking Virgin could fly CNS-GUM-HND to maintain the slot.
United used to fly Cairns-Guam on a 737 until 2015, there was demand, albeit not much, although United apparently used to charge a premium for the flight.
angusjt wrote:Is there any rule against 5th freedom flights being used to sustain the slot? I'm thinking Virgin could fly CNS-GUM-HND to maintain the slot.
United used to fly Cairns-Guam on a 737 until 2015, there was demand, albeit not much, although United apparently used to charge a premium for the flight.
angusjt wrote:Is there any rule against 5th freedom flights being used to sustain the slot? I'm thinking Virgin could fly CNS-GUM-HND to maintain the slot.
United used to fly Cairns-Guam on a 737 until 2015, there was demand, albeit not much, although United apparently used to charge a premium for the flight.
evanb wrote:Okay, I'll jump in with some speculation. I suggested a creative solution, and made note of the dates in the last regulatory filing as a hint to see what everyone else came up with, but nobody pieced them together.
Virgin told IASC they would operate start by 30 June 2023. Virgin will start received B737-8 in February 2023, with the first four being in service by end of June. That is a key date since they'll need more than one aircraft to do this. The Max will have an improved business class, not flatbed, but certain better than domestic business class. I expect to see them use this, probably flying from CNS or DRW. The lower density of the cabin compared to some Max's will limit payload restrictions, but it would likely fly non-stop, especially from DRW. It'll still make renewal difficult, but it gives them a chance.
redroo wrote:evanb wrote:Okay, I'll jump in with some speculation. I suggested a creative solution, and made note of the dates in the last regulatory filing as a hint to see what everyone else came up with, but nobody pieced them together.
Virgin told IASC they would operate start by 30 June 2023. Virgin will start received B737-8 in February 2023, with the first four being in service by end of June. That is a key date since they'll need more than one aircraft to do this. The Max will have an improved business class, not flatbed, but certain better than domestic business class. I expect to see them use this, probably flying from CNS or DRW. The lower density of the cabin compared to some Max's will limit payload restrictions, but it would likely fly non-stop, especially from DRW. It'll still make renewal difficult, but it gives them a chance.
I believe Virgin are slot squatting so qantas can’t use the slots. They have no intention of using the slots any time soon.
And fool on the regulators for believing them… no wide bodies flying… no international routes… sure you’re going to launch HND.
SCFlyer wrote:Hence why IASC reportedly gave VA a March 2023 date (before it lapses) rather than the June 2023 date they requested
bunumuring wrote:Hey guys.
My son is on JQ203 right now, Sydney to Auckland. It took off nearly four hours late from Sydney and has just landed in Christchurch instead of Auckland. The passengers were told that the plane has to wait four hours at Christchurch before taking off again to fly to Auckland… with no explanation given.
It’s 240am here at the moment… anyone know what happened to this flight? Apparently the mood on the plane is NOT good.
Take care
Bununuring
PS: looking at the playback on Flightradar24, the plane headed straight for Christchurch not long after taking off from Sydney…. Yet I can see other planes currently heading towards/landing at Auckland…
a320fan wrote:bunumuring wrote:Hey guys.
My son is on JQ203 right now, Sydney to Auckland. It took off nearly four hours late from Sydney and has just landed in Christchurch instead of Auckland. The passengers were told that the plane has to wait four hours at Christchurch before taking off again to fly to Auckland… with no explanation given.
It’s 240am here at the moment… anyone know what happened to this flight? Apparently the mood on the plane is NOT good.
Take care
Bununuring
PS: looking at the playback on Flightradar24, the plane headed straight for Christchurch not long after taking off from Sydney…. Yet I can see other planes currently heading towards/landing at Auckland…
Does Auckland have a curfew? Maybe it would keep the aircraft in position better if they beat the SYD curfew out, sat the plane in CHC for a few hours and then dropped it in to AKL once it opened rather than delaying the flight overnight in SYD. To not announce this in advance, or even choose to do this rather than put the PAX up for the night in SYD is very much the JQ way of treating customers.
SCFlyer wrote:redroo wrote:evanb wrote:Okay, I'll jump in with some speculation. I suggested a creative solution, and made note of the dates in the last regulatory filing as a hint to see what everyone else came up with, but nobody pieced them together.
Virgin told IASC they would operate start by 30 June 2023. Virgin will start received B737-8 in February 2023, with the first four being in service by end of June. That is a key date since they'll need more than one aircraft to do this. The Max will have an improved business class, not flatbed, but certain better than domestic business class. I expect to see them use this, probably flying from CNS or DRW. The lower density of the cabin compared to some Max's will limit payload restrictions, but it would likely fly non-stop, especially from DRW. It'll still make renewal difficult, but it gives them a chance.
I believe Virgin are slot squatting so qantas can’t use the slots. They have no intention of using the slots any time soon.
And fool on the regulators for believing them… no wide bodies flying… no international routes… sure you’re going to launch HND.
Hence why IASC reportedly gave VA a March 2023 date (before it lapses) rather than the June 2023 date they requested
a19901213 wrote:SCFlyer wrote:redroo wrote:
I believe Virgin are slot squatting so qantas can’t use the slots. They have no intention of using the slots any time soon.
And fool on the regulators for believing them… no wide bodies flying… no international routes… sure you’re going to launch HND.
Hence why IASC reportedly gave VA a March 2023 date (before it lapses) rather than the June 2023 date they requested
If VA is seriously thinking about flying this route by Mar 2023(even Jun 23) it’s already kinda too late to arrange for the fleets and etc.
They probably just want to delay the time as much as possible so Qantas wont have their hand on the slots.
zkncj wrote:a320fan wrote:bunumuring wrote:Hey guys.
My son is on JQ203 right now, Sydney to Auckland. It took off nearly four hours late from Sydney and has just landed in Christchurch instead of Auckland. The passengers were told that the plane has to wait four hours at Christchurch before taking off again to fly to Auckland… with no explanation given.
It’s 240am here at the moment… anyone know what happened to this flight? Apparently the mood on the plane is NOT good.
Take care
Bununuring
PS: looking at the playback on Flightradar24, the plane headed straight for Christchurch not long after taking off from Sydney…. Yet I can see other planes currently heading towards/landing at Auckland…
Does Auckland have a curfew? Maybe it would keep the aircraft in position better if they beat the SYD curfew out, sat the plane in CHC for a few hours and then dropped it in to AKL once it opened rather than delaying the flight overnight in SYD. To not announce this in advance, or even choose to do this rather than put the PAX up for the night in SYD is very much the JQ way of treating customers.
AKL is a 24hr airport, with no curfew in place.
Likely a operational reason eg no staff to handle the delayed flight?
SCFlyer wrote:a19901213 wrote:SCFlyer wrote:
Hence why IASC reportedly gave VA a March 2023 date (before it lapses) rather than the June 2023 date they requested
If VA is seriously thinking about flying this route by Mar 2023(even Jun 23) it’s already kinda too late to arrange for the fleets and etc.
They probably just want to delay the time as much as possible so Qantas wont have their hand on the slots.
On a related note: Qantas are largely assuming that the VA slot will lapse, hence the split MEL/BNE-HND operations. The soonest that QF could probably bump MEL and BNE to HND up to daily is by Late June/July (after VA slot assumably lapses at the end of March and it goes through tender by the IASC).
a19901213 wrote:If VA is seriously thinking about flying this route by Mar 2023(even Jun 23) it’s already kinda too late to arrange for the fleets and etc.
They probably just want to delay the time as much as possible so Qantas wont have their hand on the slots.
evanb wrote:a19901213 wrote:If VA is seriously thinking about flying this route by Mar 2023(even Jun 23) it’s already kinda too late to arrange for the fleets and etc.
They probably just want to delay the time as much as possible so Qantas wont have their hand on the slots.
Hence why I suggested the B737-8 is the only option - the deliveries are scheduled. The IASC decision notes that "Virgin Australia provided the Commission, on a confidential basis, with its firm commercial plans to commence operating these services at the beginning of the Northern Summer 2023 season". That indicates that they provided specifics which indicates that they have a plan in place.
beachroad wrote:ACMI (Aircraft, Crew, Maintenance and Insurance) might be an option, it's a part of VA's business model for routes that a 737 doesn't fit after all (look at all the Fokkers flying around). I'm not too sure that the wet leased aircraft has to be re-registered in Australia, CASA didn't require it for Air Australia who wet leased from HiFly.
ACMI is a good way to start operations without too much capital. We'll see......
SCFlyer wrote:beachroad wrote:ACMI (Aircraft, Crew, Maintenance and Insurance) might be an option, it's a part of VA's business model for routes that a 737 doesn't fit after all (look at all the Fokkers flying around). I'm not too sure that the wet leased aircraft has to be re-registered in Australia, CASA didn't require it for Air Australia who wet leased from HiFly.
ACMI is a good way to start operations without too much capital. We'll see......
The Alliance wet-lease Fokker work on VA seems to be dwindling for the last few years, the Alliance Fokkers seems to be mostly restricted to thin intra-Qld and thin Qld interstate routes (e.g from BNE to NTL).
VA's own Fokkers are set to be replaced by the all-economy 737-700s as well as some extra 73G aircraft 'on order', so some current Fokker work (their own or some of the current Alliance wetlease work) may eventually see upgauges to 73Gs.
SCFlyer wrote:Though using wet lease aircraft for IASC international decisions are generally 'not' permitted unless the carrier has requested for it prior as part of their application (e.g the now defunct Air Australia initially applied for a temporary wetlease before they acquired dry-leased aircraft - which actually never occured as they filed bankruptcy and subsequently liquidated).
I suspect the Air Australia fiasco may had led to IASC not permitting wet-leases since then as part of an application from any Australian registered carrier to fly international routes.
In most IASC cases iirc, the airline has to fly it on their own aircraft (owned, dry-leased or damp-leased (pilots from aircraft owners with lessee's FAs)) with the aircraft registered in Australia.
beachroad wrote:SCFlyer wrote:beachroad wrote:ACMI (Aircraft, Crew, Maintenance and Insurance) might be an option, it's a part of VA's business model for routes that a 737 doesn't fit after all (look at all the Fokkers flying around). I'm not too sure that the wet leased aircraft has to be re-registered in Australia, CASA didn't require it for Air Australia who wet leased from HiFly.
ACMI is a good way to start operations without too much capital. We'll see......
The Alliance wet-lease Fokker work on VA seems to be dwindling for the last few years, the Alliance Fokkers seems to be mostly restricted to thin intra-Qld and thin Qld interstate routes (e.g from BNE to NTL).
VA's own Fokkers are set to be replaced by the all-economy 737-700s as well as some extra 73G aircraft 'on order', so some current Fokker work (their own or some of the current Alliance wetlease work) may eventually see upgauges to 73Gs.
Yes, but in view of the ongoing Qantas purchase of Alliance, that's hardly a surprise.
tullamarine wrote:beachroad wrote:SCFlyer wrote:
The Alliance wet-lease Fokker work on VA seems to be dwindling for the last few years, the Alliance Fokkers seems to be mostly restricted to thin intra-Qld and thin Qld interstate routes (e.g from BNE to NTL).
VA's own Fokkers are set to be replaced by the all-economy 737-700s as well as some extra 73G aircraft 'on order', so some current Fokker work (their own or some of the current Alliance wetlease work) may eventually see upgauges to 73Gs.
Yes, but in view of the ongoing Qantas purchase of Alliance, that's hardly a surprise.
It is highly unlikely that the QF offer to buy all of Alliance will succeed. This can be confirmed by looking at the Alliance share price which is currently $3.17 compared with Qantas' offer of $4.75. Were the takeover considered likely, no one would ignore such a huge arbitrage opportunity. When the takeover offer was announced, the share price spiked to $4.14 and has fallen over 25% since.
It will be interesting to see what both companies choose to do if, as seems likely, the takeover is knocked back. Alliance will need to revert to a strategy of its own and Qantas will need to decide what to do with its stranded 19.9% interest.
tullamarine wrote:beachroad wrote:SCFlyer wrote:
The Alliance wet-lease Fokker work on VA seems to be dwindling for the last few years, the Alliance Fokkers seems to be mostly restricted to thin intra-Qld and thin Qld interstate routes (e.g from BNE to NTL).
VA's own Fokkers are set to be replaced by the all-economy 737-700s as well as some extra 73G aircraft 'on order', so some current Fokker work (their own or some of the current Alliance wetlease work) may eventually see upgauges to 73Gs.
Yes, but in view of the ongoing Qantas purchase of Alliance, that's hardly a surprise.
It is highly unlikely that the QF offer to buy all of Alliance will succeed. This can be confirmed by looking at the Alliance share price which is currently $3.17 compared with Qantas' offer of $4.75. Were the takeover considered likely, no one would ignore such a huge arbitrage opportunity. When the takeover offer was announced, the share price spiked to $4.14 and has fallen over 25% since.
It will be interesting to see what both companies choose to do if, as seems likely, the takeover is knocked back. Alliance will need to revert to a strategy of its own and Qantas will need to decide what to do with its stranded 19.9% interest.
Boof wrote:tullamarine wrote:beachroad wrote:
Yes, but in view of the ongoing Qantas purchase of Alliance, that's hardly a surprise.
It is highly unlikely that the QF offer to buy all of Alliance will succeed. This can be confirmed by looking at the Alliance share price which is currently $3.17 compared with Qantas' offer of $4.75. Were the takeover considered likely, no one would ignore such a huge arbitrage opportunity. When the takeover offer was announced, the share price spiked to $4.14 and has fallen over 25% since.
It will be interesting to see what both companies choose to do if, as seems likely, the takeover is knocked back. Alliance will need to revert to a strategy of its own and Qantas will need to decide what to do with its stranded 19.9% interest.
I agree 100% that the stock price is a strong indicator that the deal is dead, but the 19.9% isn’t stranded if Alliance maintain the Embrear services for QLink. It gives QF a potential double return on services operated and dividends, assuming QQ return to paying dividends post Covid (last was 2019).
qf789 wrote:Qantas Customer Experience Officer Stephanie Tully has been announced as the next Jetstar CEO
https://australianaviation.com.au/2022/ ... -ceo-role/
RyanairGuru wrote:tullamarine wrote:beachroad wrote:
Yes, but in view of the ongoing Qantas purchase of Alliance, that's hardly a surprise.
It is highly unlikely that the QF offer to buy all of Alliance will succeed. This can be confirmed by looking at the Alliance share price which is currently $3.17 compared with Qantas' offer of $4.75. Were the takeover considered likely, no one would ignore such a huge arbitrage opportunity. When the takeover offer was announced, the share price spiked to $4.14 and has fallen over 25% since.
It will be interesting to see what both companies choose to do if, as seems likely, the takeover is knocked back. Alliance will need to revert to a strategy of its own and Qantas will need to decide what to do with its stranded 19.9% interest.
Has Alliance’s strategy really changed with Qantas’ investment? I feel like it hasn’t, and that the Alliance board and management are still perusing their own strategy. Yes, they’re operating E190s as QantasLink, but they were flying for VA for several years before Covid and at one time were flying (a much more limited schedule) for Qantas as well (around 2014 IIRC?). I would assume the E190 leases are on commercial terms and they’re making money on that operation, in which case it’s just a case of carrying on with a large FIFO operation with some branded flying on the side, the same as they were doing before Qantas’ minority investment.
tullamarine wrote:qf789 wrote:Qantas Customer Experience Officer Stephanie Tully has been announced as the next Jetstar CEO
https://australianaviation.com.au/2022/ ... -ceo-role/
If recent experience is anything to go by, her idea of customer experience may be more appropriate at Jetstar.
LamboAston wrote:Does anyone know when Jetstar repaints are starting into the new livery?