Investor Day Presentation

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Altair

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Has anyone else read this presentation?
Qantas Investor Day 12 May 2105
I found some interesting points especially about fututre plans such as the flight disruption service via the Qantas apps, shorter turn around times (dual door boarding but also improved cabin bag management), increased utilisation (but what impact on OTP?), new lounges and how they have been flexible in moving aircraft around to address the change in the doemstic market eg Intra-WA and CBA and HBA.
Also the accounting for the QFF scheme, interesting that 66% is from externals and is 100% QFF EBIT, meaning the remaining 34% covers the cost of QFF.
Absent is the new Qantas Club dress standard impacts......:D
 
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This was an interesting read. The main things I learnt from this were that

(a) CBR routes were somehow loss-making before they replaced the 734s with 717s on CBR routes. I find this interesting as fares have always been quite high ex CBR, and loads are usually good if parliament is sitting/during holidays/etc. However I have also been on some very empty flights ex CBR outside peak times, maybe that was the issue.

(b) Jetstar makes an average of $31.80 in ancillary revenue from every passenger :!:

(c) Of 10.7 million QFF members, only 7.8 million actually have valid email addresses

(d) Only 0.3% of QFF members have joined Qantas Golf Club.

Aquire is notably missing - some figures on that would have been interesting!
 
Just thought I would add another poster's comments on this (originally posted in the Qantas Fleet thread) as they are relevant to the discussion here:

All depends on the lease agreements etc.
I am surprised that the return to lessor wasn't timed with another aircraft coming back from JQ

Some interesting insights from Investor Day Pres
https://www.qantas.com.au/infodetail/about/investors/investor-day-presentation-2015.pdf

p.70 of the Investor Day Pres that the 737 reconfiguration (ie. jam in an extra row) commence mid-2015
p.75 that QF is looking to reduce to 35min aircraft turns by FY16-17

And new Domestic lounges in Brisbane (which AusBT has picked up on) and Darwin.
as well as Terminal Investments in Perth and Regional WA (not clear which airport)

p93. Also I think the first time JQ has said it is profitable (at EBIT level) in NZ
p95.Jetstsr Japan looks like it continues to lose lots

p125. QF Int is really utilising its fleet harder - 16% across fleet
p126. Frist set of stats on QF/EK partnership with 4x increase in codeshares, and EK getting higher loyalty penetration (from QF and eK)

p133. China Eastern logo given similar prominence to Emirates
 
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