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Search: Posts Made By: 1A_Please
Showing results 1 to 35 of 76
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Forum: Australia, New Zealand & the Pacific
28th Mar 2024, 00:10
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

The wacky way we measure OTP performance in...

The wacky way we measure OTP performance in Australia means this is assessed exactly the same way as a plane that leaves the gate 20 minutes late but manages to arrive pretty much on schedule.
Forum: Australia, New Zealand & the Pacific
1st Mar 2024, 03:40
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

You need to park a lot of Saabs to cover for the...

You need to park a lot of Saabs to cover for the capacity of 2 738s. Their results are truly terrible. At some point PAG has to decide if it is going to put in good money after bad or just let the...
Forum: Australia, New Zealand & the Pacific
29th Feb 2024, 21:56
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

REX's investor presentation is amazingly...

REX's investor presentation is amazingly amateurish It looks like it was put together by someone who was using PowerPoint for the first time.

Their performance is disastrous. YoY, they increased...
Forum: Australia, New Zealand & the Pacific
21st Oct 2023, 00:29
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

REX has never been especially profitable in...

REX has never been especially profitable in competitive operations. Much of its money was made on the back of subsidised monopoly routes. Strategically, it has made numerous missteps probably the...
Forum: Australia, New Zealand & the Pacific
19th Oct 2023, 00:39
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Sorry, but I can't read your posts until you...

Sorry, but I can't read your posts until you inject some basic punctuation and grammar at least.
Forum: Australia, New Zealand & the Pacific
3rd Oct 2023, 03:46
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Interesting to see they are not big believers in...

Interesting to see they are not big believers in gender diversity at REX. According to their annual report, which their own comments make to seem like it may be their last, they have no female...
Forum: Australia, New Zealand & the Pacific
3rd Oct 2023, 00:34
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Only if REX were happy for their CEO to...

Only if REX were happy for their CEO to permanently manage the company from Dublin!! I don't think AJ is too keen to come back to Australian shores anytime soon.
Forum: Australia, New Zealand & the Pacific
25th Sep 2023, 01:42
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

REX got bargain basement pricing on their initial...

REX got bargain basement pricing on their initial 737s which were signed at the time when no one knew how the industry would recover from COVID. The fact that they have only been marginally...
Forum: Australia, New Zealand & the Pacific
10th Sep 2023, 23:53
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Given Sydney Swans played a final in Melbourne on...

Given Sydney Swans played a final in Melbourne on Saturday, it would astonishing if just about every seat on MEL-SYD was not full on all airlines yesterday.
Forum: Australia, New Zealand & the Pacific
21st Jun 2023, 05:16
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

REX are bigger grifters than Donald Trump; it is...

REX are bigger grifters than Donald Trump; it is only a matter of time before they cry poor and say to governments, both state and federal, that regional services will be cut unless assistance is...
Forum: Australia, New Zealand & the Pacific
26th Jul 2022, 09:57
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

I think VA's regional strategy is no regional...

I think VA's regional strategy is no regional strategy. Apart from FIFO which is a very Australian opportunity, VA is operating very much from the disciplined Southwest playbook with a single fleet...
Forum: Australia, New Zealand & the Pacific
4th May 2022, 02:50
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

They are able to keep going because their...

They are able to keep going because their regional franchise is profitable so the cash isn't running out as fast as it would otherwise. At some point, some shareholders are going to start asking...
Forum: Australia, New Zealand & the Pacific
17th Jan 2022, 22:11
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Like you, I doubt the REX 737 operation can...

Like you, I doubt the REX 737 operation can survive but I don't think it would bring down the turboprop side; you'd hope the directors have enough brains to know what is their core business and...
Forum: Australia, New Zealand & the Pacific
8th Dec 2021, 00:53
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

I hope they have paid their Directors' and...

I hope they have paid their Directors' and Officers' insurance policy because the risk of a class-action from pi$$ed off shareholders increases by the day.
Forum: Australia, New Zealand & the Pacific
1st Dec 2021, 23:34
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Yes, it was a weather diversion due to...

Yes, it was a weather diversion due to thunderstorms around MEL yesterday afternoon.
Forum: Australia, New Zealand & the Pacific
18th Oct 2021, 05:24
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

They will lose more money flying than when they...

They will lose more money flying than when they were just parked; that is one weird business model they've got going.
Forum: Australia, New Zealand & the Pacific
11th Oct 2021, 01:36
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Press reports today indicate that the NSW and Vic...

Press reports today indicate that the NSW and Vic premiers are now discussing the complete reopening of their Murray border probably from when Victoria reaches 80% double-vaxxed in early November. ...
Forum: Australia, New Zealand & the Pacific
1st Sep 2021, 01:19
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

I don't think we can trust them on that at all...

I don't think we can trust them on that at all and their reluctance to provide properly segmented accounts "bells the cat". The known facts are that they were struggling to get 40% occupancy and...
Forum: Australia, New Zealand & the Pacific
12th Aug 2021, 03:09
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

It's kind of hard to find any of their listed...

It's kind of hard to find any of their listed assumptions that they have met.

Nowhere near 80%LF, they rarely made 40%
$200 average fare They were flogging Business Class for $200 and couldn't...
Forum: Australia, New Zealand & the Pacific
10th Aug 2021, 05:36
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Given NSW didn't go into lockdown until 26 June,...

Given NSW didn't go into lockdown until 26 June, I don't believe it could have affected the results for last year (2021) too much. This financial year (2022) is a different matter.
Forum: Australia, New Zealand & the Pacific
22nd Jul 2021, 23:58
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

I'd be surprised if VA were ordering MAX8s given...

I'd be surprised if VA were ordering MAX8s given they only cancelled their order for them last December. They obviously are preparing for their MAX10s which are due in about 2 years but it is hard...
Forum: Australia, New Zealand & the Pacific
22nd Jul 2021, 04:56
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Bain is very disciplined about how they manage...

Bain is very disciplined about how they manage their VA investment. They have resisted being rushed into making decisions about lounges, catering etc. They are not likely to deviate now and be...
Forum: Australia, New Zealand & the Pacific
22nd Jul 2021, 01:28
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Sadly true. The business case was built around...

Sadly true. The business case was built around there being no VA so ZL able to move into that vacated market space like DJ did when AN collapsed 20 years ago. As soon as it became obvious that VA...
Forum: Australia, New Zealand & the Pacific
21st Jul 2021, 10:21
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Rex is suspending all 737 operations and most...

Rex is suspending all 737 operations and most Saab operations except WA due to NSW, Victorian and SA lockdowns.
Forum: Australia, New Zealand & the Pacific
14th Jul 2021, 05:36
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

It's only a rort if you're not in on it.

It's only a rort if you're not in on it.
Forum: Australia, New Zealand & the Pacific
13th Jul 2021, 22:56
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

With their rubbish loads, REX probably makes more...

With their rubbish loads, REX probably makes more money when they can't fly MEL-SYD.
Forum: Australia, New Zealand & the Pacific
5th Jul 2021, 22:48
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

A fairly blatant attempt to rort Long service...

A fairly blatant attempt to rort Long service leave and probably illegal. If the union aren't strong enough to stand up to REX, I'd be calling an employment lawyer.
Forum: Australia, New Zealand & the Pacific
24th Jun 2021, 01:38
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

JS too!!!:ok:

JS too!!!:ok:
Forum: Australia, New Zealand & the Pacific
17th Jun 2021, 23:24
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

It's all a bit confusing. I take QF's 70% share...

It's all a bit confusing. I take QF's 70% share as being the group's (inc JQ and QFLink) share of the total domestic scheduled market not just jet operations. In that case, I'd have thought REX's...
Forum: Australia, New Zealand & the Pacific
9th Jun 2021, 02:51
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

The Australian is reporting that REX has...

The Australian is reporting that REX has announced to stock exchange that t now expects to lose$15M this year but bizarrely blames the loss on the latest Victorian lockdown. Seriously!!! The...
Forum: Australia, New Zealand & the Pacific
27th May 2021, 04:41
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

With their current loads, REX would make more...

With their current loads, REX would make more money by cancelling the flights rather then operating them.
Forum: Australia, New Zealand & the Pacific
25th May 2021, 02:02
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

I think the QF 90% load is probably explained by...

I think the QF 90% load is probably explained by the cancellation of the 12:30 flight so a lot of its pax will have been shifted onto the 1PM departure.
Forum: Australia, New Zealand & the Pacific
18th May 2021, 02:41
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

JS's stuff-up will take lots of $39 seats to pay...

JS's stuff-up will take lots of $39 seats to pay off
Forum: Australia, New Zealand & the Pacific
18th May 2021, 02:34
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

Yes, but a deed of cross guarantee means the...

Yes, but a deed of cross guarantee means the debts are assumed by everyone. If the jet operation goes down, the banks, lessors, airports etc who hold the guarantee would pursue all parties to the...
Forum: Australia, New Zealand & the Pacific
12th May 2021, 22:48
Replies: 2,839
Views: 1,103,955
Posted By 1A_Please

That is pretty damning. Cost per pax was...

That is pretty damning. Cost per pax was estimated at $50 with a load factor of 80%. Currently it seems REX is getting a LF of around 40% at best meaning cost per pax is $100. At the same time they...
Showing results 1 to 35 of 76
 
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