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At the FY they said debt financing was likely the option with very attractive rates coming out of Japan.

Interesting they are pulling them at the end of the FY but holding them until the lease expires. I wonder how long that is, explains why they have sort of stretched out the retirement. An operating lease is often 10 years which corresponds which a heavy check, so these three being 2006 builds...

As per the presentation seems to be many one-off costs. Engineering, EIS Costs, Wage provisions and some other related costs. International will likely start performing strongly when they get all these International configured XLRs and obviously Sunrise. The International segment is about to...

JB, which aircraft autopilot handled the crosswind/gusty/high wind approaches better. Airbus or Boeing? And any specific model?

Not after seeing all these A330 engineering challenges. I’d expect SYD-DPS and transcon flying to move away from the 330 while they try and free up some spare hours. I have suspicions that Joyce didn’t want XLRs with IFE or flat beds, ie the current model is what he planned for international...

I think it’s only a matter of time before they need to pull the A330 off SYD-DPS to sort out some of the fleet issues. A321 it is.

Even in Y you would be better off refunding and opting for PR. Having a look they appear to be 20-50% cheaper on many days.

That’s a pretty uncompetitive product against the PR A321 but I guess they are desperate.

What’s the exit option here? They can’t bank it as profits as the media and politicians already went them over that. 2030 onwards perhaps donate it to some company aligned charity? Donate it to the Great Barrier Reef?

Reports elsewhere that the XLR is taking over BNE-MNL later this year.

The risk is small, it’s what 30 flights each way across the period? Some are in peak period like conferences and sporting events, then we have the Australian holiday period in Jan. I’d imagine they will go out somewhat full. It’s probably more a matter could they make more moving this...

The cost saving won’t be huge compared to say basing crews in Bangkok etc, but it’s still a saving and someone probably got a bonus for coming up with the idea. There was a TikTok post a little while ago outlining some local salaries in Singapore. Jetstar Asia CC typically made around 2.5-3k...

If they intend to play on the Europe to Australia route in house, they need to step up the catering game if they intend to go up against the existing players. I certainly won’t have them on my if that is the standard.

Not a problem as such, more just a higher level of consistency when it comes to service levels from Asian based crews. That’s not just a QF issue. Customer service in general across the west can leave a lot to be desired at times. Don’t even get me started on retail.

Service will definitely improve, the unions will be jumping up and down however. Over a longer period it wouldn’t surprise me if they start to mirror the JQ model with using offshore crew for international flights. Finnair obviously do it on Asian flights.

Interesting I thought they would have been leased. Unless they are leased and lessor looking for new client.

According to the results today, they are purchasing one A330-300. I assume this is one of the Finnair aircraft.

Just a tad over 2 months, and 3 per week. Definitely seem like they are testing the waters at the moment.

Victoria needs many unfunded tens of billions for SRL so this will probably never eventuate. We have seen issues with Melbourne Airport rail, we have also seen issues with that inland rail. I don’t have much confidence on delivery here.

I’ve been up this way for the past week Weather has been pretty good until around 2/3pm when the odd storm roll on in (slowly), if not it’s just overcast, but it’s mostly been isolated cells on the tablelands side of the rainforest. It’s been a dry ish Feb compared to prior years. The city is...