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Bullboard Post History

by airlineinvestor


T.AC

A Path Forward?

The Shopkeeper   There is a Sufi story about a man who went into a...

March 18, 2022

T.AC

Jazz Acquisition

In my March 3 post, I commented that the acquisition of Jazz would be an...

March 13, 2022

T.AC

Earnings Call Update and Five-Year FCF Estimate

Following are my thoughts on comments made by Executives on the recent...

March 3, 2022

T.AC

The Vagaries of Value Creation

The Capitalist’s Dilemma   “Clayton Christensen, a professor at...

December 1, 2021

T.AC

Making Cents of Air Canada's Fleet

Roger Sterling, “They’re daring them to bomb us, right when I got a second...

November 9, 2021

T.AC

Is Opportunity Knocking?

Strange Rites   It is the night of Saturday, especially...

October 31, 2021

T.AC

Blind Spots

Beyond Ghor there was a city whose inhabitants were blind.  A king...

October 8, 2021

T.AC

An Update on Air Canada Finances

Summer Capacity Guidance In my most recent post (see link below), I made...

September 27, 2021

T.AC

Summer Capacity

From Air Canada 2019 Q3 MD&A, and 2021 Q2 MD&A and Guidance: ...

September 17, 2021

T.AC

Revisiting Air Canada’s 2025 Valuation (Re-post)

Re-post to correct a couple of typos.  One typo made reference to 6th...

April 28, 2021

T.AC

Revisiting Air Canada’s 2025 Valuation

The following is an updated valuation for year end-2025 based on the most...

April 25, 2021

T.AC

An ‘Aha’ Moment!

The recent decision to walk away from a merger with Air Transat should be...

April 5, 2021

T.AC

RE:RE:Airline Investor & OTB comments?

To add to OTB’s and invinceableone’s posts:     A significant...

April 2, 2021

T.AC

The Smuggler

Time and again Nasrudin passed from Persia to Greece on donkey-back. ...

March 22, 2021

T.AC

Jailbreak!

A merchant kept a bird in a cage.  He was going to India, the land...

March 11, 2021

T.AC

All That Jazz

In my October 29, 2020 post, Thoughts on the Non-Binding Arbitration (see...

March 7, 2021

T.AC

RE:RE:NBF: New travel restrictions push recovery to the right

Here are excerpts from today’s London Financial Times, which supports my...

February 7, 2021

T.AC

RE:NBF: New travel restrictions push recovery to the right

  But new travel restrictions push out a recovery We suspect that new...

February 7, 2021

T.AC

A matter of design, and design within a design

Unjustly imprisoned, a tinsmith was allowed to receive a rug woven by his...

January 8, 2021

T.AC

Possible Sale of Aircraft

On Dec 22nd, the CBC reported that the Canadian Gov’t, as part of a planned...

January 5, 2021

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