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snowblaze Member	16-Mar-2020 19:21        snowblaze About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmm is there news on this yet? If so, Don?t know what price they will issue at? Too high, maybe there will be no takers ? john_ric      ( Date: 16-Mar-2020 18:46) Posted: right issues to get free money?? lailai      ( Date: 16-Mar-2020 15:38) Posted: If SIA cont to drop 40c a day, by another 7 sessions, will be worth just $4. Wiil not be too surprised, as kongsi has almost no passengers to carry and almost no place to fly to. Where to get revenue to finance its huge expenses??? Just opinion, not asking remaining passengers to exit.
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john_ric Supreme	16-Mar-2020 18:46        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	right issues to get free money?? lailai      ( Date: 16-Mar-2020 15:38) Posted: If SIA cont to drop 40c a day, by another 7 sessions, will be worth just $4. Wiil not be too surprised, as kongsi has almost no passengers to carry and almost no place to fly to. Where to get revenue to finance its huge expenses??? Just opinion, not asking remaining passengers to exit.
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iluvgambling Master	16-Mar-2020 18:39        iluvgambling About Contact  Quote this Post!
x 0   x 0  Alert Admin	very high vol traded.........longist capitulated ?
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investshare Supreme	16-Mar-2020 16:39        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	SYDNEY (Bloomberg): The coronavirus pandemic will bankrupt most airlines worldwide by the end of May unless governments and the industry take coordinated steps to avoid such a situation, an aviation consultant warned. Many airlines have probably been driven into technical bankruptcy or substantially breached debt covenants already, Sydney-based consultancy CAPA Centre for Aviation warned in a statement Monday (March 16). Carriers are depleting cash reserves quickly because their planes are grounded and those that aren?t are flying more than half empty, it said.
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muifan Supreme	16-Mar-2020 15:41        muifan About Contact  Quote this Post!   Yells: "Take the leap of faith dont regret 20 years later!"
x 0   x 0  Alert Admin	All in short, free money
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uiop1223 Supreme	16-Mar-2020 15:40        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Target price still $6.50 not greedy. Close shorts
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lailai Elite	16-Mar-2020 15:38        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	If SIA cont to drop 40c a day, by another 7 sessions, will be worth just $4. Wiil not be too surprised, as kongsi has almost no passengers to carry and almost no place to fly to. Where to get revenue to finance its huge expenses??? Just opinion, not asking remaining passengers to exit.
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Justice888 Supreme	16-Mar-2020 10:34        Justice888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Holding well. Goldfinger      ( Date: 16-Mar-2020 10:27) Posted: Ah ok - got it. They may have entered into oil forwards, to take delivery at the higher locked in prices. Yes, that sounds odious.  They really do need better risk and money managers over there. uiop1223      ( Date: 16-Mar-2020 10:22) Posted: They enter into forward contracts and will need to pay the higher price than current mkt price for its oil. So when they enter into such contracts, sia would have projected passenger and cargo load etc. so this crisis is double whammy for sia as assuming no virus outbreak, paying higher oil prices is fine as other assumptions such as passenger and cargo load are as per projection. Im not sure on cargo load but passenger load sure is much below its projection
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Goldfinger Supreme	16-Mar-2020 10:27        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ah ok - got it. They may have entered into oil forwards, to take delivery at the higher locked in prices. Yes, that sounds odious.  They really do need better risk and money managers over there. uiop1223      ( Date: 16-Mar-2020 10:22) Posted: They enter into forward contracts and will need to pay the higher price than current mkt price for its oil. So when they enter into such contracts, sia would have projected passenger and cargo load etc. so this crisis is double whammy for sia as assuming no virus outbreak, paying higher oil prices is fine as other assumptions such as passenger and cargo load are as per projection. Im not sure on cargo load but passenger load sure is much below its projection. Goldfinger      ( Date: 16-Mar-2020 10:14) Posted: Just sounding out - is this the worse that can happen to SIA now? Effectively, no one can/should fly out and no one should/can fly in without a 14-day stay home notice.  Will this dry up demand altogether? Or can there be even more bad news lurking such as cancelling all flights and announcing oil hedge losses - for the latter, if they are only hedging and paying premiums, why should they even make trading losses from those unless they are speculating in oil derivatives? Trying to understand the real risk.
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uiop1223 Supreme	16-Mar-2020 10:22        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They enter into forward contracts and will need to pay the higher price than current mkt price for its oil. So when they enter into such contracts, sia would have projected passenger and cargo load etc. so this crisis is double whammy for sia as assuming no virus outbreak, paying higher oil prices is fine as other assumptions such as passenger and cargo load are as per projection. Im not sure on cargo load but passenger load sure is much below its projection. Goldfinger      ( Date: 16-Mar-2020 10:14) Posted: Just sounding out - is this the worse that can happen to SIA now? Effectively, no one can/should fly out and no one should/can fly in without a 14-day stay home notice.  Will this dry up demand altogether? Or can there be even more bad news lurking such as cancelling all flights and announcing oil hedge losses - for the latter, if they are only hedging and paying premiums, why should they even make trading losses from those unless they are speculating in oil derivatives? Trying to understand the real risk.
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Goldfinger Supreme	16-Mar-2020 10:14        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just sounding out - is this the worse that can happen to SIA now? Effectively, no one can/should fly out and no one should/can fly in without a 14-day stay home notice.  Will this dry up demand altogether? Or can there be even more bad news lurking such as cancelling all flights and announcing oil hedge losses - for the latter, if they are only hedging and paying premiums, why should they even make trading losses from those unless they are speculating in oil derivatives? Trying to understand the real risk.
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Shifu8888 Supreme	16-Mar-2020 09:43        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shorted... Goldfinger      ( Date: 16-Mar-2020 08:33) Posted: Yes - let it tank. They have been arrogant for too Long. I always thought they were a mess up after they converted all economy seats to business when they first had the popular SG to NY non-stop before the GFC. Never cared about the normal Singaporean. They get what they deserve now. Shifu8888      ( Date: 16-Mar-2020 08:18) Posted: Yes. Let it tank.
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Goldfinger Supreme	16-Mar-2020 08:33        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes - let it tank. They have been arrogant for too Long. I always thought they were a mess up after they converted all economy seats to business when they first had the popular SG to NY non-stop before the GFC. Never cared about the normal Singaporean. They get what they deserve now. Shifu8888      ( Date: 16-Mar-2020 08:18) Posted: Yes. Let it tank. Dusktilldawn      ( Date: 16-Mar-2020 08:07) Posted: --- Post Removed by User ---
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bwavep Senior	16-Mar-2020 08:32        bwavep About Contact  Quote this Post!
x 0   x 0  Alert Admin	absolutely part and parcel of life  that what makes the trading and investment game! incidentally, the european response to covid has been disappointing - and airlines/hospitality will pay the price...for these few months      there' s bad and good from this, isn' t there? uiop1223      ( Date: 16-Mar-2020 08:24) Posted: Recession is part and parcel of life. And trump has been artificially pumping up economy. If a biz is good, it cannot be brought down. If it sucks, it shld go out of biz. This is economics. Dusktilldawn      ( Date: 16-Mar-2020 08:07) Posted: --- Post Removed by User ---
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uiop1223 Supreme	16-Mar-2020 08:24        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Recession is part and parcel of life. And trump has been artificially pumping up economy. If a biz is good, it cannot be brought down. If it sucks, it shld go out of biz. This is economics. Dusktilldawn      ( Date: 16-Mar-2020 08:07) Posted: --- Post Removed by User ---
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Shifu8888 Supreme	16-Mar-2020 08:18        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. Let it tank. Dusktilldawn      ( Date: 16-Mar-2020 08:07) Posted: --- Post Removed by User ---
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bwavep Senior	16-Mar-2020 07:50        bwavep About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, that' s a key point when it comes to airlines in current climate - need for capital raises.  good to assess which global airlines need funding.  upcoming numbers will be horrid, no surprises there.  and some of the european countries are almost mad - their policy responses or lack thereof are going to scale up covid infection figures! aside from playing the trading swings, the real investment game is assessing when the market is pricing well below intrinsic value.  plenty of time for that over next few months as recessionary forces hit most sectors    Shifu8888      ( Date: 16-Mar-2020 06:05) Posted: Of cos they will support.... soon with a Rights issue. Cheap oil yes but TOP line sales is gone. But note here, their oil prices were forward contract hedged at much higher price. Go read. Anyway, all the best. Right price is Half price. Short. Jesmar      ( Date: 16-Mar-2020 06:02) Posted: Love our national carrier... has been our pride for years... Temasek will support.... buy opportunity... w lighter overhead and cheap oil now... this counter at a bargain... ready to Huat ah!! Happy trading folks.
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Goldfinger Supreme	16-Mar-2020 07:36        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	It will be a bargain maybe at sgd4 - heading that direction I suppose too.
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Jesmar Master	16-Mar-2020 06:13        Jesmar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many pilots and crew now walking the street... SIA save massive overhead... Super bargain now.... BUY.... Huat ah!! Happy trading folks. Shifu8888      ( Date: 16-Mar-2020 06:05) Posted: Of cos they will support.... soon with a Rights issue. Cheap oil yes but TOP line sales is gone. But note here, their oil prices were forward contract hedged at much higher price. Go read. Anyway, all the best. Right price is Half price. Short. Jesmar      ( Date: 16-Mar-2020 06:02) Posted: Love our national carrier... has been our pride for years... Temasek will support.... buy opportunity... w lighter overhead and cheap oil now... this counter at a bargain... ready to Huat ah!! Happy trading folks.
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Shifu8888 Supreme	16-Mar-2020 06:05        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Of cos they will support.... soon with a Rights issue. Cheap oil yes but TOP line sales is gone. But note here, their oil prices were forward contract hedged at much higher price. Go read. Anyway, all the best. Right price is Half price. Short. Jesmar      ( Date: 16-Mar-2020 06:02) Posted: Love our national carrier... has been our pride for years... Temasek will support.... buy opportunity... w lighter overhead and cheap oil now... this counter at a bargain... ready to Huat ah!! Happy trading folks. Shifu8888      ( Date: 16-Mar-2020 05:53) Posted: SHORT! Not worth even half the price now. Will keep burning cash
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