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Bullboard Post History

by logicandinertia


T.AC

Airlines + AC disconnect from market rally over past 2-3 wks

Airlines are acting woefully.  The US airlines are not far from their...

May 11, 2020

T.AC

RE:RE:RE:Bond pricing needs to be watched

There is an inverse relationship betweeen price and yield.  So as...

May 8, 2020

T.AC

Bond pricing needs to be watched

Keep an eye on the debt markets for airlines.  United have been trying...

May 8, 2020

T.AC

RE:RE:RE:RE:RE:AIR CANADA VALUATION ANALYSIS

So In summary, everybody is going with the "It's different this time...

May 6, 2020

T.AC

USE OF EV/EBITDAR

Its use is rampant AIRLINEINVESTOR.   Here is from a recent GOLDMAN...

May 6, 2020

T.AC

RE:RE:AIR CANADA VALUATION ANALYSIS

Thanks for your eager post.  There are a number of non-sequiturs...

May 5, 2020

T.AC

RE:RE:AIR CANADA VALUATION ANALYSIS

My goal is help folks.  Cheerleading or talking down others is of no...

May 5, 2020

T.AC

AIR CANADA VALUATION ANALYSIS

I see a whole lot of positive and negative talk on this board, and lots of re...

May 5, 2020

T.AC

RE:RE:RE:RE:Transat

Good points.   It appears that there will be no lack of available...

May 4, 2020

T.AC

RE:RE:Transat

Some good points.  I think you are right re: break fee.   and...

May 4, 2020

T.AC

Transat

And anybody listening to that call who thinks that AC still wants to close...

May 4, 2020

T.AC

Tricky - all up to duration of downturn

Announced on call .  Burning $20 million per day , which equates to...

May 4, 2020

T.AC

RE:RE:RE:RE:Buffet Sells ENTIRE airline positions

All real possibilities.  Thanks for the points. Cheers.

May 3, 2020

T.AC

RE:RE:Buffet Sells ENTIRE airline positions

AirlineInvestor, It is nice to see somebody so passionate and an ardent...

May 3, 2020

T.AC

TOUGH DECISIONS ahead

One of the bigger issues associated with this Buffet announcement is the...

May 3, 2020

T.AC

Buffet Sells ENTIRE airline positions

Buffet has sold out of all his positions in the US Airlines, as announced at...

May 2, 2020

T.NWH.DB.H

RE:This puppy is on a leash...

Agreed.   As long as those sales close in Australia, they take care of n...

April 29, 2020

T.AC

RE:RE:RE:RE:RE:RE:RE:US peer Delta bleeding badly

Thank you for your response Airlineinvestor.   It is clear a...

April 4, 2020

T.AC

RE:RE:RE:RE:RE:US peer Delta bleeding badly

A good tell for all these airlines is to track how the debt is trading...

April 4, 2020

T.AC

RE:RE:RE:RE:US peer Delta bleeding badly

Fraud hunter, I hope you are right.  Good for all Canadians to have a...

April 4, 2020

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