Let's Buy Qantas Shares

[TheRealTMA]

I kept the ones I bought under $1.
Unfortunately I kept the Virgin and Rex shares too.

Yes I look at my portfolio and wish the ones that were -45% were more like the ones that are +450% but if you make a small profit, plus dividends, overall, and are not paying churning fees, you can cry into your medium priced Italian wines you bought on your last trip.

 

[serfty]

Bought a stack at under a Dollar.

Some time later I sold half, gaining enough all up to more than cover the nett costs of purchase for original stack. So after that it was play value.

In the last year I divested myself of all shares including the Qantas ones.

 

[Jacques Vert]

Still have the ones we bought at 99c, plus others at various prices for an average of ~$1.29

Currently showing a profit of >340%

If only the rest of the portfolio was showing even a quarter of that.

 

[cove]

My REX shares are coming good too. Still have QAN shares. As for my Virgin shares I am a little under water.....

 

[Drpopper]

Qantas has been good to me in the past 4 years...I bought at $1.26 ... still holding but I'd like to see imputation credits.
On a wider scale discussing investments I still like BHP ...bought for $7.86...sold for $43.50...bought back for $14.80 now at $26.84 (looking for $30+ before selling) and collected nice dividends along the ride. CBA was my previous best ride ...bought for $27.45 sold for $92.80 but oh those dividends along the way were tasty ....
Everyone talks about how great inner city Sydney property is so in comparison an apartment in Kirribilli bought for $935k sold for $2.320k in 8 years and it never returned more then 2.7% on a cash return basis.
Investment is just a series of educated guesses in my experience but sometimes it's just a gut feeling about a business or industry. I'm currently about 35% invested in pure dividend plays (cash equivalents in my view) and about 40% in long growth plays. The rest is in property but I have been a net seller of property recently however I do have one larger property investment that's a pre CGT acquisition therefore it's become practically unsellable as pure tax free investments are rare.

 

[UP4014]

My REX shares are coming good too. Still have QAN shares. As for my Virgin shares I am a little under water.....

Bottom of the cove so to speak.

 

[cove]

Yes those Virgin shares are almost bottom of the harbour BAM1748. Cove is a building that is quite near a tsunami warning zone a bit north of LAX so that was a name I grabbed.

 

[QF WP]

Thought some here would be interested in this from Macquarie regarding http://images.mail.mfg.macquarie.com/Web/MACQUARIEBANKLIMITED/{7956bc36-a0d0-4695-8f9e-f5d345a58d0a}_20171031_Qantas_typeset_adviser.pdf?utm_campaign=MIMRetail FTD Adviser 20171027 October 2017&utm_medium=email&utm_source=Eloqua]Qantas shares[/url]

 

[Melburnian1]

It's interesting analysis from Macquarie but if interest rates rise, demand for domestic air travel may decline (or fail to increase at the same rate, or above, population growth.) Yields might also decline.

QFi's operations are profitable but some routes are not (I'm looking at you, LHR) and competition is very fierce for our traveller dollars, pounds, Euros or pesos.

If one looked at the last decade as a whole, QF's financial performance, overall, has been poor. It's better at present but surely it is still subject to the whim of unpredictable events such as terrorism, very adverse weather or an increase in fuel prices as three quick ones that come to mind.

I can see VA imploding, but cannot predict when. If it become a monopoly, Qantas might then face increased scrutiny from government as to its fares, or even allowing foreign airlines to carry passengers domestically.

 

[Dr Ralph]

Thought some here would be interested in this from Macquarie regarding http://images.mail.mfg.macquarie.com/Web/MACQUARIEBANKLIMITED/{7956bc36-a0d0-4695-8f9e-f5d345a58d0a}_20171031_Qantas_typeset_adviser.pdf?utm_campaign=MIMRetail FTD Adviser 20171027 October 2017&utm_medium=email&utm_source=Eloqua']Qantas shares[/URL]

Link blank for me

 

[Blackbird]

Try this:
http://images.mail.mfg.macquarie.co...ober 2017&utm_medium=email&utm_source=Eloqua'

 

[drross]

thanks - as maxwell would say 'very interesting'

 

[TheRealTMA]

Thought some here would be interested in this from Macquarie regarding http://images.mail.mfg.macquarie.com/Web/MACQUARIEBANKLIMITED/{7956bc36-a0d0-4695-8f9e-f5d345a58d0a}_20171031_Qantas_typeset_adviser.pdf?utm_campaign=MIMRetail FTD Adviser 20171027 October 2017&utm_medium=email&utm_source=Eloqua']Qantas shares[/URL]

Interesting article but can’t see the point in buying QAN now. A bit like buying Amazon now instead of 1-2 years ago?

 

[cove]

With the fuel price moving up a bit in recent days the chance of record profits is hard to see.

 

[drross]

Interesting article but can’t see the point in buying QAN now. A bit like buying Amazon now instead of 1-2 years ago?

or Ten CENT

 

[TheRealTMA]

Or bitcoin!

 

[whatmeworry]

QF share price v Oil Price.

 

[cove]

I did sell most of our QAN shares after the AGM. They didn’t answer my written in questions on A380s and loyalty program extensions. Glad I did seeing the fuel price went up and the share price went down.

 

[trblvb]

I did sell most of our QAN shares after the AGM. They didn’t answer my written in questions on A380s and loyalty program extensions. Glad I did seeing the fuel price went up and the share price went down.

Have you had too much Eggnog?

Today 5.19AUD Qantas Airways Limited ASX: QAN - 19 Dec., 4:10 pm AEDT

Kept all my shares and paid $0.96 on the OP’s advice.

Woohoo Merry Xmas

 

[cove]

I wrote in to ask what the written down values of the 12 A380s were. Seeing the SQ lessor has not found a buyer for their first two A380s other than scrap it could become an important issue for QAN sooner rather than later.
No answer so I sold into their share buy back just under $6.