DJ fleet expansion announcement?

[markis10]

I asked about this in the announcement thread and I'll bring it up again, where was this information about delays for the 738 in what QF announced? I guess a related question relates to changes to QF82. Sounds such a change is logical but I can't see anything about it in the announcements.

Have another look at the announcements, in particular the investor slides, 2013-1018 delivery, it was precipitated 6 months earlier:

http://www.asx.com.au/asxpdf/20110615/pdf/41z70sxg68v449.pdf

 

[maninblack]

Indeed, at 2000kms shorter than SYD LAX no issues for a VA B777 .

A330-200 can also fly the route SYD-BOM. QF flew it for a while with an A330-300 tech stopping in DRW westbound. (non-stop eastbound)

 

[medhead]

Have another look at the announcements, in particular the investor slides.

I did skim the slides, I'll take a closer look, thanks. I had to check the announcement for the 787-800 delays about 3 times to make sure I read that correctly.


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[oz_mark]

Have another look at the announcements, in particular the investor slides.

I still can't find anything specific on this. Just comments that the 734's will be replaced with 738's. Can you point to a specific slide?

 

[777]

I can't see them getting another 777 for this route. I really think any international expansion will be via the 330s for the foreseeable future.

 

[markis10]

I did skim the slides, I'll take a closer look, thanks. I had to check the announcement for the 787-800 delays about 3 times to make sure I read that correctly.


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I still can't find anything specific on this. Just comments that the 734's will be replaced with 738's. Can you point to a specific slide?

Balance of delivery of the 737s is now 2013-2018, I have added the ASX announcement 6 months earlier that precipitated this in an edit to my earlier post.

A330-200 can also fly the route SYD-BOM. QF flew it for a while with an A330-300 tech stopping in DRW westbound. (non-stop eastbound)

No one is saying it cannot but you answered the question why not, the route has significantly higher headwinds than LAX-SYD owing to the great circle routing keeping more of the track in the southern hemisphere, making it uneconomical for the A330. Mr Fines did not seem to mind the trip apparently.

 

[straitman]

A330-200 can also fly the route SYD-BOM. QF flew it for a while with an A330-300 tech stopping in DRW westbound. (non-stop eastbound)

Which of course leeds to the question of what loads can the A330 carry over that distance :?:

 

[maninblack]

Mr Fines did not seem to mind the trip apparently.

Don't tempt me,

 

[777]

I do wonder whether we're all underestimating PER as a base for flights around the Indian Ocean region. I have no insider knowledge but i really believe that VA will target it as an international base when they co-locate at the International terminal in the next couple of years. They will have a lot of a330s going to and from there and significant parts of SE Asia would be in NB range.

 

[maninblack]

Which of course leeds to the question of what loads can the A330 carry over that distance :?:

A330-200, in theory a full payload.

 

[Justchecking]

So....we're back on the VA are getting more 777s are we? Can't say the prospect excites me very much, can't say I see any sense in expanding international destinations when they've gone to great lengths to cover those destinations with alliances. I guess my excitement factor is pretty much non-existant at his point. Ok, I'll come back on Thursday and partake of the gut-wrenchingly exciting 'announcement'.

 

[smit0847]

MEL-HNL now that Air Aus has dropped out? Hawaii seems to be a rapidly growing tourist destination and is only serviced out of SYD I believe? Dropping the SYD-AUH route which seems really pointless?

I can't see the 777s flying to India. The 777 product is specifically marketed to modern, progressive yet patriotic Australians/cashed up bogans - surely the tourist market for India is more backpacker (LCC) orientated? I can't imagine the average Indian migrant on their once a year holiday back home seeking an airline with mood lighting and Luke Mangan 'gourmet' cuisine.

I know Indian airlines have safety issues flying to Australia but I'm still amazed there are no direct flights into Melbourne by someone given the enormous amount of Indians living in Melbourne.

 

[medhead]

Have another look at the announcements, in particular the investor slides, 2013-1018 delivery, it was precipitated 6 months earlier:

http://www.asx.com.au/asxpdf/20110615/pdf/41z70sxg68v449.pdf

Ah, that makes more sense. Of course, that isn't a contraction that was announced last week. In fact last week's announcement said 5% group wide expansion is being targetted, which (approximately) matches the announcement from June 2011. I still have to take a proper look at the slides from last week, but is there anything new to do with 737s?

 

[markis10]

Ah, that makes more sense. Of course, that isn't a contraction that was announced last week. In fact last week's announcement said 5% group wide expansion is being targetted, which (approximately) matches the announcement from June 2011. I still have to take a proper look at the slides from last week, but is there anything new to do with 737s?

Key being group wide of course, with JQ getting the expansion in the main which is obvious in the slides and also QF link. The slides show the 737 s in the 2013-2018 bracket and in the capital expense area it's clear QF are pursuing options to further reduce their spending, they state as much.

 

[maninblack]

MEL-HNL now that Air Aus has dropped out? Hawaii seems to be a rapidly growing tourist destination and is only serviced out of SYD I believe? Dropping the SYD-AUH route which seems really pointless?

MEL-HNL makes some sense. Of course I am biased because I travel there several times a year. Nevertheless it's an open door and VA passengers can connect through to several US mainland destinations with DL. CO ran the route succesfully for quite a long time but since the advent of longer range aircraft it finished. Now with the strong A$ Hawaii is of course very attractive. Apparently Air Australia was getting half decent loads despite being rather unknown and having no alliances. Melbourne; 4 million people looking for a holiday. Take a look VA.

Yes the AUH route seems quite pointless. They must have some reason for running it...? Other than LAX VA has not really had much success picking long range destinations.

 

[markis10]

I doubt you will see any VA equipment on MEL LOTFAP soon, let alone to HNL, I expect Delta to take over the LAX service so they are probably your best bet for a HNL service. While AUH may be seen as pointless by some, it's doing very well apparently, for whatever reason!

 

[maninblack]

I doubt you will see any VA equipment on MEL LOTFAP soon

Don't get you. VA11/12 has been running MEL-LAX for several years.

But a DL service MEL-HNL would work just fine too

 

[oz_mark]

Key being group wide of course, with JQ getting the expansion in the main which is obvious in the slides and also QF link. The slides show the 737 s in the 2013-2018 bracket and in the capital expense area it's clear QF are pursuing options to further reduce their spending, they state as much.

They also state that they are continuing to allocate capital to performing areas of the business. One specific example is that the 734's will be replaced by 738's (slide 15 of the latest investor presentation)

Now while they will be continuing to invest in domestic (which means 737's and later A330's), international is a bit of a problem. Given the lack of detail on the Asian airline, I think it is an area without any clear strategy for arresting its decline. I guess we'll just see routes continue to be cut, and no new routes introduced.

 

[maninblack]

They also state that they are continuing to allocate capital to performing areas of the business. One specific example is that the 734's will be replaced by 738's (slide 15 of the latest investor presentation)

Now while they will be continuing to invest in domestic (which means 737's and later A330's), international is a bit of a problem. Given the lack of detail on the Asian airline, I think it is an area without any clear strategy for arresting its decline. I guess we'll just see routes continue to be cut, and no new routes introduced.

Interesting discussion but somewhat OT isn't it?

 

[oz_mark]

Interesting discussion but somewhat OT isn't it?

Relevant to where VA is countering QF's contraction. The latest announcements of contractions were international focussed and not domestic.

There was no new announcements on the 737's being delayed.