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Bullboard Post History

by logicandinertia

T.AC

RE:RE:RE:Bon Weekend Shorties

What does any of your post have to do with valuing the business?  ...

May 16, 2020

T.AC

RE:Bon Weekend Shorties

Let me get this straight.  Your rambling post suggests that this is a...

May 16, 2020

T.AC

RE:So much for a bailout

Wow.  Getting back to only 25 percent of capacity by end of year ONLY if...

May 16, 2020

T.AC

So much for a bailout

to the tin-hat brigade looking for a v-shaped recovery and good margins in...

May 16, 2020

T.AC

RE:The cost of focusing only on Air Canada

A sensible and very salient post.   As you know, everything is...

May 14, 2020

T.TRZ

RE:RE:RE:RE:Doesn’t look good

Here you go cowboy - https://www.travelweek.ca/news/lead-story/canadians...

May 13, 2020

T.TRZ

RE:RE:Doesn’t look good

Good points.  Thanks.  I suppose it will all come down to the...

May 13, 2020

T.TRZ

Doesn’t look good

At a time when Air Canada has announced plans to retire 79 aircraft and doesn...

May 13, 2020

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

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