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Search: Posts Made By: PoppaJo
Showing results 1 to 35 of 163
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Forum: Australia, New Zealand & the Pacific
7th Nov 2023, 03:17
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Great….will just result in more bitching and...

Great….will just result in more bitching and moaning with all this ‘relentless pillaging’ going on.
Forum: Australia, New Zealand & the Pacific
3rd Nov 2023, 00:49
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Mick, do PAG have an exit clause in all of this?...

Mick, do PAG have an exit clause in all of this? One without significant financial penalty to itself?

You would assume PAG didn’t plan on financing Saab issues, even if they planned this...
Forum: Australia, New Zealand & the Pacific
2nd Nov 2023, 00:47
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Project Mother. Yes who can forget. Now what...

Project Mother.

Yes who can forget. Now what bout the $1-1.6B valuation they had on a new upcoming frequent flyer program.

Yes, Billion.
Forum: Australia, New Zealand & the Pacific
1st Nov 2023, 19:21
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

PAG will shortly have a 48% stake and two board...

PAG will shortly have a 48% stake and two board seats. I would assume that stake will increase as they will need more cash from around 2025 onwards.

The question is what do they want to to do with...
Forum: Australia, New Zealand & the Pacific
30th Oct 2023, 22:20
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

You would be surprised what people will book to...

You would be surprised what people will book to save a buck.

It’s a route notorious for exorbitant last minute fares. Having a quick look the other two are 30-40% more expensive for comparable...
Forum: Australia, New Zealand & the Pacific
25th Oct 2023, 08:20
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Will then likely cite the business is in terminal...

Will then likely cite the business is in terminal decline and we have axed all these regional routes, can we get a government bail out?

They seem to be positioning the regional arm up for some...
Forum: Australia, New Zealand & the Pacific
25th Oct 2023, 07:34
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

People are going from a C208 up north to the RHS...

People are going from a C208 up north to the RHS of a A320.

The days of using Rex as a 5-10 year stopover point after a GA stint is gone. Perhaps 1-2 years tops. Some rusted on Rex Management...
Forum: Australia, New Zealand & the Pacific
20th Oct 2023, 21:04
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Alliance are in the position to borrow...

Alliance are in the position to borrow significant amounts of cash, to the tune of a few hundred million to fund the E190 project. They are also highly profitable. They are having no issues getting...
Forum: Australia, New Zealand & the Pacific
19th Oct 2023, 06:43
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

The future isn’t Q400s on the current balance...

The future isn’t Q400s on the current balance sheet, perhaps a 737 operation alongside a smaller Saab operation. They need the 737 operation to start pumping some cash, and that time is right now....
Forum: Australia, New Zealand & the Pacific
18th Oct 2023, 01:27
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

I assume another cash injection will be needed to...

I assume another cash injection will be needed to come from somewhere?

Don’t Rex need to fund the loss associated with any notes that are traded below $1.50? Mick might be across the financial...
Forum: Australia, New Zealand & the Pacific
17th Oct 2023, 13:01
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Well those convertible notes are about to become...

Well those convertible notes are about to become very costly for Rex, I recall the use by date was April next year, with potential extensions.

I don’t think we will be getting those monthly...
Forum: Australia, New Zealand & the Pacific
3rd Oct 2023, 00:26
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

So the same guy who said in front of the media………...

So the same guy who said in front of the media………

‘we are going to rip away all those entitlements that these Pilots have built up over the years, 10% below Jetstar!’

….is now whinging to the...
Forum: Australia, New Zealand & the Pacific
2nd Oct 2023, 07:02
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Well considering the banks, main supermarkets,...

Well considering the banks, main supermarkets, car hire, travel, retailers, fuel providers are all tied up with the other two, I struggle to see how they expect to hit the ridiculous ten figure...
Forum: Australia, New Zealand & the Pacific
25th Sep 2023, 02:14
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

They took 3/5 leased Singapore 737s so one would...

They took 3/5 leased Singapore 737s so one would assume they would take the last two within the next year after a heavy check as SQ appear to be deposing of the NG fleet post a heavy check,...
Forum: Australia, New Zealand & the Pacific
24th Sep 2023, 01:16
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

I assume the Virgin VO series jets? Should be...

I assume the Virgin VO series jets? Should be scrapped or converted to freighters. They are pretty ratty old machines.
Forum: Australia, New Zealand & the Pacific
22nd Sep 2023, 08:38
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

They are laughable.

They are laughable.
Forum: Australia, New Zealand & the Pacific
17th Sep 2023, 08:45
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

The day I see a Rex 777 in Doha is the same day...

The day I see a Rex 777 in Doha is the same day I’ll ask my doc to get my head checked.
Forum: Australia, New Zealand & the Pacific
17th Sep 2023, 03:52
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

At a pinch one could see Virgin operating a heavy...

At a pinch one could see Virgin operating a heavy twin to Doha for its potential investor, we have seen Virgin operating to Abu Dhabi and Kuala Lumpur on behalf of Etihad in the past. That is a multi...
Forum: Australia, New Zealand & the Pacific
17th Sep 2023, 02:57
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

So do what Virgin did. Invest, Go Broke,...

So do what Virgin did.

Invest, Go Broke, Equity Buyout, Go Broke, Next Equity…
Forum: Australia, New Zealand & the Pacific
17th Sep 2023, 02:03
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Can you explain the last bit, how do they get a...

Can you explain the last bit, how do they get a larger ROI vs Virgin?
Forum: Australia, New Zealand & the Pacific
16th Sep 2023, 08:20
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

I think Blues fans will fork out $1300 return. ...

I think Blues fans will fork out $1300 return.

Once in a generation event for those fans.
Forum: Australia, New Zealand & the Pacific
16th Sep 2023, 05:33
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Someone told me this week the next 737 will be...

Someone told me this week the next 737 will be named after John Sharp including the rego?

Please tell me that was just a joke?
Forum: Australia, New Zealand & the Pacific
6th Sep 2023, 09:24
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Mick the trend appears to be, they do well in off...

Mick the trend appears to be, they do well in off peak non business times, but do terrible in peak business periods.

If you have a look, flights are actually much heavier at lunchtime and late...
Forum: Australia, New Zealand & the Pacific
4th Sep 2023, 21:56
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

What about this morning Mick? Time to update the...

What about this morning Mick? Time to update the market on the declining performance?

These slots would be better off given to Bonza.
Forum: Australia, New Zealand & the Pacific
4th Sep 2023, 02:55
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Project Mother was built on opinion, not reality....

Project Mother was built on opinion, not reality. It was purely what Rex wanted to hear, and what Rex wanted to eventuate, completely disregarding the reality of the situation.

The statement in...
Forum: Australia, New Zealand & the Pacific
2nd Sep 2023, 01:38
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Once the 777s arrive and they start hitting LAX...

Once the 777s arrive and they start hitting LAX and DOH they should become a bit more well known.

When is that starting again?
Forum: Australia, New Zealand & the Pacific
1st Sep 2023, 23:32
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

I don’t think people care if it’s a NEO or an old...

I don’t think people care if it’s a NEO or an old 737. The passenger they are targeting likely wouldn’t even know what they are flying on, nor would they care. It’s all about price.

Rex would be...
Forum: Australia, New Zealand & the Pacific
30th Aug 2023, 06:23
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

7777777777s are coming. LAX and DOH It’s all...

7777777777s are coming. LAX and DOH

It’s all gonna be good!
Forum: Australia, New Zealand & the Pacific
30th Aug 2023, 02:07
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Now considering they released monthly, unaudited,...

Now considering they released monthly, unaudited, 737 profit numbers to the market for 5 months, one would assumed they would be posting a profit today, well that is what they have led the market to...
Forum: Australia, New Zealand & the Pacific
22nd Aug 2023, 21:29
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Your screwed if it swings to 25 in Sydney in the...

Your screwed if it swings to 25 in Sydney in the arvo regardless of carrier and if you make make it home that night, buy a lotto ticket.

I still don’t know why they are quoting that Virgin Perth...
Forum: Australia, New Zealand & the Pacific
22nd Aug 2023, 09:57
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

The key dangling has started. I disagree...

The key dangling has started.

I disagree with the way they write these press releases, especially the comments around cancellations. Saying they are ‘spectacular’ compared to the opposition as...
Forum: Australia, New Zealand & the Pacific
21st Aug 2023, 01:31
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

The day of spending 7/8 years in GA are over just...

The day of spending 7/8 years in GA are over just like the days of spending 5-10 years in Rex.

CPL Ticket to GA to Rex to Virgin under 5 years. You will not find a better time to get a CPL , the...
Forum: Australia, New Zealand & the Pacific
20th Aug 2023, 07:56
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Take me on a Rex 777X

Take me on a Rex 777X
Forum: Australia, New Zealand & the Pacific
20th Aug 2023, 07:11
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

The day I see Rex flying to LAX and DOH is the...

The day I see Rex flying to LAX and DOH is the day I’ll move to mars.
Forum: Australia, New Zealand & the Pacific
20th Aug 2023, 05:36
Replies: 2,839
Views: 1,103,906
Posted By PoppaJo

Can you elaborate on what you actually mean by...

Can you elaborate on what you actually mean by that?
Showing results 1 to 35 of 163
 
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