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  1. L

    Strategy to obtain US Amex

    There have been very few NLL links in circulation in recent months. Mostly they have been targeted offers that appear in the Amex portal when you're logged in. Danny Deal Guru is a good public source of such links, but as I said, they're almost always targeted. I have two columns in my budget...
  2. L

    Major Hilton tier changes coming - new Diamond Reserve tier, others downgraded

    Looks like a big nothing burger to me. Hilton continues to be an excellent program for the credit card gamer through large numbers of uncapped free night certificates + free Diamond status.
  3. L

    2025 Amex Membership Rewards Devaluation

    Yes it is, welcome to the brave new world of credit card points earning (or lack thereof).
  4. L

    Citi cards become myCard - no more CX, KF, EY, QR from 16/11/25

    I'm sure NAB is happy for the optimisers to self-select out & quit NAB/Citi, leaving only people who use credit cards in a sub-optimal fashion, making the bank lots of money.
  5. L

    Article: Have Australians Stopped Flying to the USA? Here’s What the Data Says…

    The BITRE data does not break down arrivals by nationality. The article is making a claim about nationality.
  6. L

    Article: Have Australians Stopped Flying to the USA? Here’s What the Data Says…

    The BITRE data cannot answer the question posed by the article. It's a complete non-sequitur. It's like asking: What will the weather in Sydney be tomorrow? Then answering: Looks good judging by the forecast for London.
  7. L

    Article: Have Australians Stopped Flying to the USA? Here’s What the Data Says…

    It's also in the very first sentence of the article: 'There have been plenty of anecdotal reports of fewer people travelling to the United States in 2025, compared to previous years. But is this actually true for Australians?'
  8. L

    Article: Have Australians Stopped Flying to the USA? Here’s What the Data Says…

    Even if that were correct (and I'm not saying it is), all it would show is that the article is even more misleading than it already is, because Australian visitor numbers are even lower.
  9. L

    Article: Have Australians Stopped Flying to the USA? Here’s What the Data Says…

    The year to date figure also masks increasing weakness. Monthly arrivals were up in January & February compared to the same months in 2024, but have been down by considerable amounts recently: 8% in August, 7% in July & 10.2% in June
  10. L

    Article: Have Australians Stopped Flying to the USA? Here’s What the Data Says…

    The headline and entire premise of the article are wrong. It asks if Australians have stopped flying to the US, but presents data that does not breakdown by nationality. The United States Government provides break downs of incoming tourist arrivals by nationality. The data shows that total...
  11. L

    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    If they add 66% capacity to the route as some in this thread are suggesting they'll do, you will be in luck 😂
  12. L

    Strategy to obtain US Amex

    Fairly standard. It goes as low as 60K & as high as 100K.
  13. L

    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    Indeed, I think that will be the first step.
  14. L

    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    And it's going to need to be a whole lot cheaper once the route loses a bunch of passengers to Sunrise, especially given SIN-LHR will be losing the airline's most profitable customers (SYD/MEL-originating corporate & wealthy pax). At a certain point, the route becomes unprofitable either because...
  15. L

    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    That's certainly possible, but the end result is simply that it makes QF's SIN-LHR route even more vulnerable to a capacity war. You start trying to steal customers from a bunch of much bigger competitors, you know who's going to lose. Just ask Virgin when it tried to fight a capacity war in the...
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    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    Qantas has said that PER-LHR is among the airline's best performing routes, so I'm not sure why you'd sacrifice it over SIN-LHR when SIN-LHR currently requires the premium traffic from SYD/MEL, which will be stolen by Sunrise. Qantas' competitive advantage is the ability to offer non-stop...
  17. L

    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    Sunrise is going to steal many of the price insensitive corporates and wealthy because of the convenience factor. Indeed, that's the whole point of these planes and why they are so premium heavy. Once you take out those high yielding passengers, the SIN service becomes uneconomical. They're now...
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    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    That's exactly my point! My prediction is SIN-LHR will not survive long-term for precisely this reason.
  19. L

    Qantas Project Sunrise goes ahead, 12 new A350-1000s ordered

    Whether it is 2x SYD-LHR or MEL-LHR + SYD-LHR, I can't see them maintaining four services into LHR (2x Sunrise, PER-LHR and SIN-LHR). The trend for Qantas has been to reduce capacity into LHR.
  20. L

    Strategy to obtain US Amex

    I don't think it's going to make a big difference at most major retailers. You have to remember that wealth inequality is massive in the US. The vast majority of spend is done by the top 10-15% of households. What cards do those households mostly carry? Ultra premium ones. With that said, be...
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