Let's Buy Qantas Shares

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Get the 747s back from the desert if the oil price continues to fall. You could probably buy a dozen of them for a million a piece as a speculative investment.
With QAN shares don't hold your breath for a dividend.
 
Anyone know what price and how long they've hedged fuel?
 
Any amount of forward buying would be a problem for any airline if the price of jet fuel tumbles.
 
Not just QF.Even AA has gone up nearly 8% in the last couple of weeks.
But if the oil price starts rising use those parachutes.
 
Not just QF.Even AA has gone up nearly 8% in the last couple of weeks.
But if the oil price starts rising use those parachutes.

Mid October Air NZ hit a low of 1.60. Today closed at 2.25. About 40 pc in 6 weeks.
 
Hedging its bets leaves Qantas safe from Iraq fallout
  • JUNE 18, 2014 12:00AM


IT is still too soon to tell what impact the crisis in Iraq will have on aviation fuel prices but Qantas is insulated against short-term issues, Qantas International chief executive Simon Hickey says.

International carriers have been battling consistently high fuel prices for the past three years and there are concerns the unrest in oil-rich Iraq could drive them even higher.

This would be a blow to Qantas International which has also been hit by stiff competition from foreign carriers and weak consumer sentiment.

“I think it is too soon,’’ Mr Hickey said. “We’ve got to see how Iraq unfolds.

“But the second point for Qantas (is) we’re very well hedged for the first half.

’’Mr Hickey said short-term *issues with fuel had not been a problem for the airline because of the hedging.
Cookies must be enabled. | The Australian
 
QAN seems like a compelling short to me.

In a market full of irrational actors, any benefit from lower fuel prices will quickly get frittered away through additional capacity/lower fares.

Not to mention that I think everyone has overreacted to QAN saying the transformation program is going well. Going well is not the equivalent to a lasting return to profit. A temporary truce in the capacity war is unlikely to persist.

YMMV.
 
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QAN seems like a compelling short to me.

In a market full of irrational actors, any benefit from lower fuel prices will quickly get frittered away through additional capacity/lower fares.

Not to mention that I think everyone has overreacted to QAN saying the transformation program is going well. Going well is not the equivalent to a lasting return to profit. A temporary truce in the capacity war is unlikely to persist.

YMMV.

Your sinking what little hope that was floating in this market. There are too many wanting to shoot stuff down. Hope persisting for Qantas is vital. Don't go chipping away at Qantas's Hope.
 
the bubble has burst ..... 6 months still downward. Aussie to US dollar 0.70
 
I don't believe any number of shares buys CL access, it's more judged on your perceived 'influence' as a politician, high ranking judge, executive in a company with a big QF travel spend (eg BHP, Macquarie) or a 'celebrity' of sorts.

I'm pretty sure that 51% of Qantas shares effectively buys you CL access.
 
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