#21
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Quote:
My bet on the shares is that it is inevitable VBA will eventually go back past 1 dollar. QAN probably belongs somewhere between the 3.20 - 4.00 mark. What's more is that as we emerge out of the GFC into better times things will quickly pick up and earnings will improve. As for explanations for recent falls - possible reasons include upward pressure on interest rates and trend of crude oil prices (regardless of the hedges) http://www.aip.com.au/pricing/marketwatch.htm Last edited by D Chan; 27th April 2010 at 09:34 PM. |
#22
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There has been a substantial sale of shares by an investment company called Paradice Holdings - some 20 million shares - notified to the ASX on 15th April in a "Notification of ceasing to be a substantial shareholder"
(see http://newsstore.fairfax.com.au/apps...%26submit%3DGo From what I can gather Paradice Holdings picks up shares that are substantially undervalued (as VBA certainly were) then sells when they have achieved what they deem to be a reasonable (read high) return. They don't hang on to the shares after they reach their target regardless of the true value of the shares. They may not yet have finished disposing of all their shareholding. The share price will certainly recover when the Joint Delta Venture comes to fruition. Rick K |
#23
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Hi there
Notification to the ASX from both DJ & NZ regarding a possible commercial agreement on the Tasman routes. |
#24
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Not good:
Quote:
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#25
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Absolutely time now to buy more shares !!!
Even at only $1.00 in a year this is great capital growth! I really see V-australia being the biggest contributor to profit by then with the others (VB,PB) also performing well Rick K Last edited by Rick K; 19th May 2010 at 10:10 PM. |
#26
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are you sure given the transpac route is currently flooded with capacity?
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#27
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Transpac will perform much better with Delta JV operating but. as well, from all reports I've seen, Phuket and Fiji (given political stability in both) have been improving take-up rapidly.
Another 777 will add to this greatly. I've not seen a lot re loads to Jo'burg yet. |
#28
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The proposed Trans-Tasman alliance with Air New Zealand won't hurt either.
http://www.smh.com.au/business/virgi...0503-u29s.html This new partnership could provide DJ with additional pax for intra Australian routes coupling that with cost savings across the ditch. Upside for NZ as well of course. |
#29
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Well I hope you didn't buy any share then... the Virgin Blue share price has plummeted 28% today to $0.31 after announcing a lower profit forecast of $20M to $40M, down from the previous forecast of $80M.
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#30
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So it's either a REALLY good time to buy or a REALLY good time to start praying!!
Over 200 million shares have been traded today so far!!! (15:15) Last edited by Greg McDonald; 28th May 2010 at 03:35 PM. |
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