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karatecatman
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the_380
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 Posted: Thu Apr 19, 2007 2:16 pm Post subject: |
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Seems like DN is slowly "withering" away 
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HAWK21M
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| Posted: Thu Apr 19, 2007 3:53 pm Post subject: |
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Thats a plus for AD if they can get Reliance to Invest.
regds
MEL
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Nimish
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| Posted: Thu Apr 19, 2007 5:59 pm Post subject: |
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| the_380 wrote: | | Seems like DN is slowly "withering" away |
I'm missing something here... You have a company where Anil Ambani is willing to pump in lots of money. How does that become "withering away"??? |
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the_380
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| Posted: Thu Apr 19, 2007 6:35 pm Post subject: |
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| Quote: | | I'm missing something here... You have a company where Anil Ambani is willing to pump in lots of money. How does that become "withering away"??? |
Just like Air Sahara being bought over by Jet Airways
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HAWK21M
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| Posted: Fri Apr 20, 2007 6:10 pm Post subject: |
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On the Contrary....With a Reliable player like Reliance willing to Invest in AD.There would be a positive feel def.Im sure AD Share prices will rise.
If Reliance adds some valuable input,We could see AD improving its Profits & getting better organised.
regds
MEL
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Nimish
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| Posted: Fri Apr 20, 2007 10:52 pm Post subject: |
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| the_380 wrote: | | Just like Air Sahara being bought over by Jet Airways |
You're quite off the mark here.
Now that Mukesh Ambani is investing in 9W does it mean they are also "withering away"? |
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the_380
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| Posted: Fri Apr 20, 2007 11:15 pm Post subject: |
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| Quote: | | Now that Mukesh Ambani is investing in 9W does it mean they are also "withering away"? |
Time will tell about DN, dun wanna hurt any 'sentiments' by talking about 9W either
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COUGAR
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| Posted: Sat Apr 21, 2007 1:29 am Post subject: |
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I am holding Deccan. Bought 800 at 92 levels. It is now at 115 and my "advisor" tells me it is headed for 170 levels.
The ADAG rumors shurely should help!
Anyways i am holding long term.
(Talking about SHARES here. of the airline DUH!)
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HAWK21M
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| Posted: Sat Apr 21, 2007 11:41 am Post subject: |
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| the_380 wrote: | | Quote: | | Now that Mukesh Ambani is investing in 9W does it mean they are also "withering away"? |
Time will tell about DN, dun wanna hurt any 'sentiments' by talking about 9W either |
Pls elaborate.Don't worry about Sentiments.
regds
MEL
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the_380
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| Posted: Sat Apr 21, 2007 11:44 am Post subject: |
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| Quote: | | Pls elaborate.Don't worry about Sentiments. |
Don't worry Hawk i'll get my point out at the right time, i can very well remember being pulled down about the time i joined when i made a point about S2 getting sold, noone agreed then...
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HAWK21M
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| Posted: Sat Apr 21, 2007 11:49 am Post subject: |
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| the_380 wrote: | | Quote: | | Pls elaborate.Don't worry about Sentiments. |
Don't worry Hawk i'll get my point out at the right time, i can very well remember being pulled down about the time i joined when i made a point about S2 getting sold, noone agreed then... |
Avi....Its no point stating 50%.If you are confident of your statement,debate it.
I would believe it about AD not 9W in 2007 
regds
MEL
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tayaramecanici
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| Posted: Sun Apr 22, 2007 2:36 pm Post subject: |
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Air Deccan plans foray into cargo services
http://www.moneycontrol.com/india/news/business/airdeccannofrills/airdeccanplansf/market/stocks/article/277209
This was mentioned by self last year (in the prev wedsite) when the first reports of AA investing in DN was printed. There were some then, who claimed it was only a simple case of a mutual fund investing in an airline and had nothing to do with the CARGO potential of DN. The example quoted then by sef for my analysis was about cotumbeer, coriandar being transported from kolhapur to mumbai.
I am quite chuffed with this forum gives me an oppurtunity to prove my forecasting, now how do i get this on my CV  |
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COUGAR
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| Posted: Sun Apr 22, 2007 7:09 pm Post subject: |
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Is the belly space of their A320's being marketed now? this could be fruitfully utlised to earn some extra revenue and make up the shortfall in their Yield Deficit.
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tayaramecanici
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| Posted: Mon Apr 23, 2007 12:51 pm Post subject: |
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| My guess is its the ATRs with their built-in cargo door that can be used as a QC config from the remote airports for a night cargo flt. I think they can carry a load of over 8t which equates to 4xmini-trucks. On a route with a 1hr flying time (probably 8hrs by road on a hilly terrain) they can have 2 turnarounds in a 8hr night segment with buffer to change back to Pax config. |
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COUGAR
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| Posted: Mon Apr 23, 2007 1:04 pm Post subject: |
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The QC ATr's dont have solid bulkheads in the front. I dont think the current ATR's with DN are of that kind. Also the Galley position will come in the way of a pure QC kind of role.
In any case the ATR42 will be able carry around 4/5 LD3's while theireATR72 should be able to take around 9. Decent load.
However DN will have to make investments in container handling etc unless they want to restrict themselves to carrying bulk loaded.
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tayaramecanici
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| Posted: Mon Apr 23, 2007 2:31 pm Post subject: |
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| COUGAR wrote: | | The QC ATr's dont have solid bulkheads in the front. I dont think the current ATR's with DN are of that kind. Also the Galley position will come in the way of a pure QC kind of role. |
None of the Freighters have solid bulkheads in the front except for the B747F. They have 9G nets. The QC versions have containerised cabins for Roll ON Roll OFF i.e. Galleys, Toilets and Seats are all In container sections. Obviously DN will have to invest in these if they wish to exploit the potential, having said that i am not sure how accessible it is to remove and install the present pax config on a ATR, considering the fact that they have a built-in door on the side i am sure thay must have designed the pax cabin around it.
Don't need containerised freight to move perishables on short distances especially if it is vegetables and fruits, can be done on pallets. Whilst i was in AI they would transport Goats mutton on pallets in the hold, personally i would prefer it being transported in containers, you don't want the cabin to smell like a abbattoir. |
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COUGAR
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| Posted: Mon Apr 23, 2007 2:55 pm Post subject: |
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Yes. I am referring to the pax ATR's. right now there is a solid bulkhead between the pax cabin and the front baggagee hold with a door to provide access between the cabin and the cockpit. In a QC configuration this solid bulkhead would NOT have been there and instead there would have been a net as you mention.
In the QC config, the seats would be on rail mounted sections of 3 rows each, again which is not what we see in DN's current ATR's.
Future ATR's on order could be converted to a QC mode but converting existing ATR's (many of which are on lease) would be an expensive proposition.
My tkae is that for now they would restrict themselves to aggresively marketing the belly space on their A320 fleet. Upto 9 tonnes of freight can be carried on a typical PNQ-DEL segment: a significant amount IMO.
If they are serious becoming a player in the cargo business, they have to invest in containerisation. And I think even the DN team is aware of this. IMO they WILL invest in containerisation.
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tayaramecanici
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| Posted: Mon Apr 23, 2007 5:05 pm Post subject: |
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| COUGAR wrote: | | Yes. I am referring to the pax ATR's. right now there is a solid bulkhead between the pax cabin and the front baggagee hold with a door to provide access between the cabin and the cockpit. |
Without sounding pedantic, Its Only a bulkhead like any inside a cabin dividing zones, as you correctly mentioned it is the only access to the flt deck as the doors to the aircraft are aft of the large cargo door. A solid bulkhead would mean one that takes pressurisation loads.
http://www.atraircraft.com/downl/FicheATRQC.pdf
here's the link to a QC Pdf doc explained with illustrations. LD3s can only be loaded in the WB bellys |
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Nimish
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| Posted: Mon Apr 23, 2007 5:09 pm Post subject: |
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Coming back to topic - it seems like there are other biggies interested as well:
From: http://avindia.blogspot.com/2007/04/ryan-eyes-100m-air-deccan-stake.html
Ryan eyes $100m Air Deccan stake
| Quote: | Ryanair founder Tony Ryan's investment vehicle Irelandia is thought to be looking at buying a 26 per cent stake in India's largest low-cost carrier, Air Deccan, for around $100m.
It is understood that the Ryan family's Irelandia, and Texas Pacific Group have both conducted due diligence over the last month.
However, local private equity player Reliance Anil Ambani Group already holds a 5 per cent stake in Air Deccan and it is said to have submitted a serious bid already. Indian investment bank Edelweiss Capital is handling the sale of the minority stake for the airline.
Ryan's Irelandia already owns a 16 per cent stake in fast growing Singapore airline Tiger Airways, which recently announced that it would set up another carrier in Australia. The Ryan family has also ploughed large sums into setting up a low-cost Mexican airline Viva Aerobus, which commenced services recently. |
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HAWK21M
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| Posted: Mon Apr 23, 2007 7:31 pm Post subject: |
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| tayaramecanici wrote: | | COUGAR wrote: | | Yes. I am referring to the pax ATR's. right now there is a solid bulkhead between the pax cabin and the front baggagee hold with a door to provide access between the cabin and the cockpit. |
Without sounding pedantic, Its Only a bulkhead like any inside a cabin dividing zones, as you correctly mentioned it is the only access to the flt deck as the doors to the aircraft are aft of the large cargo door. A solid bulkhead would mean one that takes pressurisation loads.
http://www.atraircraft.com/downl/FicheATRQC.pdf
here's the link to a QC Pdf doc explained with illustrations. LD3s can only be loaded in the WB bellys |
Isn't there a 9G bulkhead/net present for freight.
regds
MEL
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