IAG chiude il 2017 con un utile operativo di 3 miliardi di euro

[13900]

Una domanda per 13900 se ne sa qualcosa per mia pura curiositá personale. Quando é previsto in BA il phase out dei 744?

Febbraio 2024, almeno attualmente. Però le cose possono cambiare, vedi i 744 mid-J: dovevano andarsene entro l'anno prossimo, ora 9 verranno ricondizionati e rimarranno più a lungo.

 

[MrMav]

IAG to develop own Austrian market presence post-Niki


The IAG International Airlines Group remains keen on the Austrian market despite having won then lost ownership of Niki (HG, Vienna) earlier this year.

The European airline conglomerate had acquired Niki from bankrupt Air Berlin (AB, Berlin Tegel) via a bid of EUR36.5 million in December last year only for the sale to be negated when a Berlin court ruled the Austrian production carrier's own bankruptcy proceedings should be heard in Austria and not Germany. The airline was then retendered for following which a consortium including namesake founder Niki Lauda acquired the carrier for what is reported to be around EUR47 million (USD58 million).

IAG had intended to place Niki under its Vueling Airlines (VY, Barcelona El Prat) unit's ownership with plans to base five A320-200s out of Vienna initially. The aircraft would then have allowed IAG to begin tapping into the vast Germany, Austria, Switzerland markets where it currently has a limited presence.

"The advantage for us is having seen what the market is like there and established a clearer understanding of present IAG," Walsh said during an FY2017 earnings call. "It's now looking to do something organically in Austria. We will decide which many of our brands we'll use to do that. But we see a market opportunity that we can pursue organically, and that's the beauty of it."

In early January, IAG CEO Willie Walsh confirmed that with Vueling's arrival in Austria, he foresaw the firm's LEVEL (Barcelona El Prat) low-cost long-haul initiative starting flights from Vienna within two or three years.

Turning to LEVEL's future development plans, Walsh said LEVEL was still looking to operate up to 30 aircraft by 2022 with offerings from both Airbus (AIB, Toulouse Blagnac) and Boeing (BOE, Chicago O'Hare) being studied. LEVEL currently operates two A330-200s with plans to add three more this year, and around eight more next year. As such, while the A330 has proven to be a cost-effective means of getting LEVEL up and running in terms of ownership cost-efficiencies, the B787 also presents very attractive operating efficiencies going forward.

"We're very clear that we could get into the market very efficiently with the A330-200 and with the configuration that we are talking about. And the unit cost performance has been better than we have expected. And we did highlight that the cost advantage of a 787 is significant, but with fuel prices where they were, at USD500 a tonne or even at USD650 a tonne, that isn't enough to offset the ownership cost. When you cross a couple of lines: One, there are more and more B787s in the market, there are more and more B787 qualified pilots in the market, there are more experience and support for B787. So as that aircraft matures and as ownership costs decline and as fuel prices may be changed, so we're looking at an aircraft decision as much as anything else. We still see opportunity with the Airbus aircraft and we see opportunity with the Boeing aircraft," Walsh added.
https://www.ch-aviation.com/portal/news/64685-iag-to-develop-own-austrian-market-presence-post-niki

 

[tiefpeck]

Ottima notizia per VIE, speriamo in un po' più di concorrenza, l'assenza di AB / HG si sente nelle scelte di viaggio (per i prezzi non ho dati).

 

[india9001]

Mi tolgo il cappellaccio in religioso silenzio.

 

[DusCgn]

Walsh, Iag: «Finita l’era dei super aeroporti»

16 marzo 11:59 2018
da Giorgio Maggi

«Chi arriva in aeroporto vuole solo salire a bordo di una aereo moderno. Punto e basta». Parola di Willie Walsh, ceo di Iag -International Airlines Group, che a margine dell’assemblea di Airlines for Europe tenutasi la settimana scorsa a Bruxelles, ha messo un pietra sopra al progetto di costruzione della terza pista (e del relativo Terminal) dello scalo londinese di Heathrow.

Un progetto, la cui approvazione definitiva dovrebbe avvenire quest’estate, da circa 14 miliardi di sterline che diventerebbe operativo nel 2025 (i costi sono stati ridotti dagli oltre 20 miliardi iniziali con l’ipotesi di costruire una pista più corta), ma contro il quale si sono già schierate le principali compagnie d’oltremanica, Ryanair compresa («Bisogna avere molta fantasia e talento per spendere tutti quei soldi», ha detto nella capitale belga Michael O’Leary).

«Il punto è che è finita l’epoca degli aeroporti con grandiose architetture – ha detto Walsh a L’Agenzia di Viaggi Magazine –tanto più che la regolamentazione in vigore sulle tasse aeroportuali non più sostenibile per le compagnie aeree».

Perché non funzionano più le regole attuali?
«Gli studi più recenti mettono in luce come, grazie alle fee, i principali scali europei abbiamo aumentato i loro profitti dell’8% all’anno. Il sistema è ridicolo, gli incentivi dati agli aeroporti della Unione europea sono uno spreco di denaro incredibile».

Cosa cercano i vettori oggi?
«Il modello di business è cambiato, sempre più persone viaggiano solo con bagagli a mano. Insomma, oggi i passeggeri vogliono soltanto volare in modo confortevole e non pagare di più il biglietto per avere un aeroporto con marmi e fontane. Sarà uno dei temi su cui mi impegnerò durante la mia presidenza di Airlines for Europe».

Tornando a Heathrow, come pensa andrà a finire la questione?
«Non credo ci siano più del 50% delle possibilità che il progetto vada in porto, almeno come è stato prospettato inizialmente. Da parte nostra, rimaniamo comunque disponibili a partecipare alla costruzione di un nuovo Terminal, ma a costi diversi. Come ad esempio ha fatto Lufthansa con il Terminal 2 dell’aeroporto di Monaco».

Recentemente il Financial Times ha scritto che a causa della Brexit verranno rivisti gli accordi per i voli tra Stati Uniti e Regno Unito…
«È un completo nonsense, tutto continuerà come prima. Anzi, come Iag, stiamo pensando di acquistare anche per queste tratte un numero maggiore di A380».

Quando?
«Attualmente stiamo operando con 12 di questi aeromobili, ma se il prezzo che ci ha fatto Airbus migliora…»

In questo discorso rientra anche il rafforzamento della flotta di Level?
«Sì, abbiamo bisogno di nuovi aeromobili per arrivare ad averne un trentina entro il 2022. Ma guardiamo a differenti tipologie di velivoli, oltre agli A330 che operano attualmente. Ad esempio, gli A330-neo o gli A350 e i Boeing 787. Ma tutte le decisioni sono subordinate alla nomina di un ceo della compagnia. Ormai manca poco, siamo alle battute finali».

L'adv

 

[13900]

Appena arrivato il messaggello per il Q1, che riporto paro paro.

IAG Q1 op profit €280m before exceptional items. BA achieve strong financial performance. Punctuality and NPS targets met

. Ulteriori info quando quelli di Communications arrivano al lavoro.

Edit: sono arrivati. IAG non dà più i risultati finanziari delle OpCo per il Q1 e 3 (travajuma nen trop), per cui per BA ci sono solo i risultati più importanti, ossia: lease-adjusted margin 9.9% (vly 8.1). ROIC 16.6% (target 15%), non fuel cost +1.7 (target -1.1%, e qui bisognerebbe onestamente domandarsi quanto sia realistico, specie con l'inflazione al 3%). Ready to Go target del 60% raggiunto, NPS pure, bagagli stendiamo un velo pietoso.

Commento a mio avviso interessante di Steve Gunning, CFO:

Some excellent news is that we’ve recently secured some very competitive financing - around $870m - which we’ll use to fund new aircraft this year. This shows strong market confidence in our financial health, which is something to be proud of. What’s more, Standard & Poor’s have recently upgraded our credit rating, meaning all three major ratings agencies (S&P, Moody’s and Fitch), now have us at investment grade.

 

[AZ209]

Appena arrivato il messaggello per il Q1, che riporto paro paro.

Edit: sono arrivati.

Metto per completezza
https://www.investegate.co.uk/intl-...st-quarter--2018-results/201805040700041391N/

 

[LH243]

Pare che IAG sia in contatto con Boeing per un ulteriore ordine di aerei lungo raggio da concludere entro pochi giorni.

https://www.cnbc.com/2018/05/04/boeing-looks-set-to-beat-airbus-in-new-plane-deal-with-iag.html

 

[AZ209]

Pubblicati i risultati del primo semestre 2018 per IAG.
Semplificando ai massimi: BA ok, EI in salute, VY in difficolta', IB stabile e LEVEL non e' ancora dato saperlo.

Aer Lingus doubles first-half profit but Vueling loss deepens

Aer Lingus doubled its operating profit to €104 million ($120 million) over the first half of the year, the strongest interim result of the four main IAGcarriers.
It generated 8% higher revenues, at €899 million, for the six months to 30 June.
But Spanish budget carrier Vueling suffered an €11 million operating loss, deeper than the €7 million recorded in restated figures for last year.
IAG says that Vueling continued its efforts to reduce network seasonality, with growth in the first half, but air traffic control strikes in France led to a “significant level of cancellations” for the airline.
Vueling’s revenues of just over €1 billion for the half-year were up by 11.5%, IAG has disclosed.
British Airways naturally contributed the largest operating profit, €868 million before exceptional items, a rise of 17%, although its revenues edged upwards only by 1.2% to €7.1 billion.
The UK flag-carrier also benefited from an exceptional gain of €620 million, taking its overall operating profit to €1.49 billion.
This gain was the result of changes to the airline’s employee pension scheme, partly offset by employee severance costs associated with a BA restructuring programme.
Spanish flag-carrier Iberia’s operating profit also increased by 17%, to €102 million, on largely flat revenues.
IAG has not detailed the financial performance of its long-haul budget airline Level, it simply lists “other” companies in the group as contributing a €52 million profit. FG

 

[AZ209]

Walsh su Vueling:

IAG chief executive Willie Walsh says the air traffic control problems are more predictable than they have previously been, and that the company is using artificial intelligence to change the network and schedule to build in these buffers.
Vueling is capitalising on data supplied by Eurocontrol, he adds, to avoid pursuing growth on certain routes.
“We’re confident of the ability to grow,” says Walsh. “It will be a different shape around the growth than we had in the past, and had in the original plans.”

Walsh also points out that Vueling faces a specific hurdle with pilot recruitment. The carrier has a Spanish-language air operator’s certificate, under which crews must be able to speak Spanish. “That clearly restricts you in terms of the market in which you can compete for pilots,” he says, contrasting the situation with budget arm Level which has an English-language AOC.
“The language of the industry is English. If you want to compete for people in that business, you have to facilitate recruitment in languages other than your home language.” Walsh believes the industry is not facing a shortage of pilots, but says there is a “tightening” of the market, with fewer captains or suitable first officers able to be promoted. FG

 

[AZ209]

Walsh su Aer Lingus

Aer Lingus more profitable than British Airways, says Walsh

IAG chief executive warns some airlines could ‘disappear’ this year amid Brexit turbulence

Irish carrier Aer Lingus is the most profitable in a group that includes British Airways and Spain’s Iberia.
Willie Walsh, chief executive of Aer Lingus’s parent, International Consolidated Airlines Group (IAG), said the Irish company had done a “great job” staving off competition from Ryanair.
He told the Aviation Club UK dinner in Dublin on Sunday that Aer Lingus was the “most profitable” in the group.
Mr Walsh, a former chief executive of Aer Lingus, warned that some airlines could fail this year.
“We’ll see some of these airlines disappear,” he said, referring to turbulence that had hit the sector in recent months.

https://www.irishtimes.com/business...ble-than-british-airways-says-walsh-1.3764618

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