Airasia buys private jet.
LH buys from RH. Duh!

LOL !!!

*wink* *wink*

AirAsia places order for 100 A321neos
http://www.theedgemarkets.com/my/article/a...?type=Corporate

wtf tony trying to do take more debts huh

http://www.theedgemarkets.com/my/article/a...imb-ib-research

In his note to investors today, Yap said investors have generally been cautious on the potential orders, fearing that AirAsia is once again over-expanding.
"Investors did not like the additional 100 orders which come at a list price of US$125.7 million each, as they come on top of the undelivered 304 A320neo orders," he said.




304 belum deliver...
Order 100 lagi.....


LOL

How to write the word DIE ah?

just when we thought everything going to be good..

AA went on to order another 100 plans

now back to old problem again..

This post has been edited by nexona88: Jul 13 2016, 01:50 PM

100 plans?

what plans?





seriously... do you know the rough implication?


roughly....

304 fei kei not yet taken by AirAsia.
How much? ________

Current cash balance. How much?
Current total loans. How much?

Add in 100 new one at USD$125.7 million each.

125 million x 100 = ..... ?

Add this figure to the 304 fei kei....

how many BEEEEEEEEEEE-lioooooons ?


15 year or 20 year delivery period?
So that BEEEEEEEEEEE-lioooooons divided by say 20. (20 years la. Tony's mouth gung fu so geng)


which means....

AirAsia.... has to find a way.... to beg or borrow.... or maybe gift-a-ton or donatr-ton.......
that much money........
in order to take in delivery of the new fei keis.....



you follow so far ah?





so is Tony's new toy company...
there that the leasing company....
where AirAsia sell and then leaseback own fei kei....
so is this leasing company so geng ?






if you know history...
last time...
the same exact thing happened !




Dejavu baby!

Memang déjà vu ..
Keep on buying new planes..

Give u kasar numbers...

Cash 1.7 Billion ring
Total loans 10.9 Beeeeeeeeeee-liiiiions.

304 fei kei ~ 86 Beeeeeeeeeee-liiiiions.



now go add in the 100 new ones.







Tony head always kembang one....

mine too.

Unker Tony is super aggressive eh.
Either way, I think it's good that he is bold and has big bola to do anything and everything.
If he is so pussy, how is everyone gonna make money haha
Chill and enjoy the game as it folds.

Lol !

Typical.
Instead of simply saying chill...
Go do some research la ...

Like i said the same events happened before.
It went overly aggresive....
Bought many fei kei...
Stock tanked big time when its debts went crazy....
He was forced to eat humble pie....
Started to postpone delivery of fei kei...
No choice....
Debts too high...
No money...
Balance sheet imptoved immediately....
Stock soared....
He got cocky....
Lol....typical....
Ordered crazy amount of new fei kei.....
Stock tanked again....
Aax born..
No help...
Lol....
It soon became a penny stock....

Then it was forced to....
Sell and leaseback...
Private placement to raise funds...
Lol...owners ownself bought....
Lol.. owners ownself fry stock or maybe ..what if they could not find any other party to buy?....doesn't matter....
Then...it postoone delivery....

Now is one a trader or is one the stupid keyboard warrior?
Lol......

Stock flew of course....
Hmmmm.....
Why do people study history?

Lol...

Recent events....
Harloo....

Started to poke poke MAHB....
Buy corporate jets...
Talking big....
Started ordering many new fei kei....

Lol....
Washing machine?

Doesn't matter.........

Yeah I am a keyboard warrior....
My these comments are simply poison .....

Hahahahaha

We have discussed before about him.

Key thing for me is he is very entrepreneurial and seems like a smart arse (or maybe that's his tonne of advisors).
So whatever he does... I dun think it really matters at all.
I just see more opportunities to trade or invest from whatever actions (whether it's dumb, smart, strategic or innovative) he makes in AA, AAX, tunepro, new listings etc.

For all u know, he could be a Master trader himself either directly or indirectly as well and plays a major role on the trend of his counters.

So if history were to supposedly repeat and AA drops to 1 Buck with other stories coming in later to defer the orders of the new planes or to do new listings etc, then not good for u? So just chill and let him play his game lo.

LOL!

Really it doesn't matter?

Look at the core numbers la...

Cash 1.7 Billion ring
Total loans 10.9 Beeeeeeeeeee-liiiiions. (It was reaching 13 Beeeeeeeeeee-liiiiions until he was forced to embark on his sales and leaseback program)

304 fei kei means total capital commitment of 86 Beeeeeeeeeee-liiiiions.

86 Beeeeeeeeeee-liiiiions if AirAsia takes delivery of 304 fei kei.

Go imagine for a moment or two or maybe you need more ....
Can 1.7 Billion buy 86 Beeeeeeeeeee-liiiiions worth of fei kei?

Is the funding possible?

How much will AirAsia debts ballooooon to?

How many Beeeeeeeeeee-liiiiions?


if that was remotely even possible...

now bring in the super computers to do the math and add in the 100 new fei kei.....

can a company sustain such an illogical and reckless setup?




and so why does it matter?

it matters to me...
cos one day....
AirAsia will be one company drowned in Beeeeeeeeeee-liiiiions of debts....
and when it does fail.....

what will happen?

gift-a-ton to bailout AirAsia?

will it matters to me then?





... and needless to say I am chill ....
(actually that's such a stupid remark from me... do I go berserk or do I jump myself happily silly when I am a keyboard warrior. LOL! ) .... but unfortunately I have been wide awake and aware of such an unsustainable business model of AirAsia for many years already...

yeah... Tony gifts me the chance to fly cheap....
but I won't idolize just cos of that....
and neither will I idolize him for this recent wonderful, incredible flying stock.

LOL!

what to do...

Aiyoyo. Awal pagi already Abang Boon3 sudah banyak energetic and excited oh.
Type long long and main with Beeeeeeeeeee-liiiiions.
Make Beeeeeeeeeee-liiiiions sound like tissue paper money d

Let Unker Tony manage his biz and play with his Beeeeeeeeeee-liiiiions lo.
Whether possible to fund ke, sustainable or not, to be bailed out eventually or whatever, let him do whatever he wants lo. Who knows we might have our kampung made "too big to fail" scenario and have a movie made about it

Either way, I'm sure all the big boys are watching and taking notes.

PS: I was thinking last night, whether all this planes (about 400?) will still be used say after 2 to 3 decades. Why so hasty to over-commit and dominate everywhere. If there is a new tech or or even something close to a spaceship that comes out later, he could be screwed bad. But yeah, I'm sure he knows his biz well enuf to know what he is doing.

i think this could be another episode of the last series, or an entire new show already.

time to collect and speculate when the price tank again?

...and that's becoming of our culture....





... in the stock market when the stock is correct.....
one is ALWAYS correct...
so correct one can not be wrong !


Many years I pointed out Ah Booo high fees for doing nothing....
But market hot...
Stock hot...
How can Ah Booo be wrong....

Now?
Lol !!!!




Ps when the publuc money is used for bailout....
Hope you diam and don't complain...





Oh... chiiiiiillll dude.
I may be wrong.....
My figures all fei kei one..
Pluck from sky.....








Good to be a smartphone keyboard king !!!!!
Hell yea !!!!!!

hahaha chillax lo Abang Boon3

U have made a huge killing already (or is it considered immaterial to you?) since u have made a correct assessment on their prior news and bet in the change in trend.
No one is saying AA is correct and a sure win stock forever. It's subjective.

But, I'm sure there will be more trends to come from Unker Tony's stocks. And I'm also sure u will be actively looking out for any good opportunities to trade after all your poison prerequisites are met.

Lol... yea...everything is subjective.
And if you trade the market long enough...
The market never always trade to its value or fundamentals....
That is why there is overvalue and undervalue ....
And oh....then there are the comatose.....

And that's why there is stock forum discussion.....

And the issue that is subjective at this moment....
Is not whether the stock is going up or going down...

The simple issue is the subject of airasia buying 100 new fei kei...
When it still has 300 plus fei kei ....
Yet to be delivered....

Yeah....so subjective.....why should we even be talking about it...
ESPECIALLY....
When the stock is clearly breaking out higher.....

LOL !











Of course most important is the stock fei higher or lower.

Oolala....new engine orders somemore...

http://www.theedgemarkets.com/my/article/a...ircraft-engines

So power Tony.
Lol



Ah Boon sure wrong....
See....

http://www.theedgemarkets.com/my/article/a...rs-good-airasia

Syukur~~~
Just a couple more Beeeeeeeeeee-liiiiions in the capcom. No worries mate~
They won a number of dildo awards too eh from the “Oscars of the Aviation Industry”

Message to ownself...

http://www.thestar.com.my/business/busines...1bil-in-2-days/




Sounding damn cocky once more....

It was just recently that AirAsia the stock was dying....

Never change. LOL!
Same old same old.

List price.

20% discount ah?
LOL!

Haiyaaaa.... make it 25% la.... why? Tony mouth geng ma!

So we are talking about 45.7 Beeeeeeeeeee-liiiiions

Existing order of 304 fei kei.
In latest account, these order is worth 86 Beeeeeeeeeee-liiiiions
Give or take a couple 86 Beeeeeeeeeee-liiiiions to account for USD fluctuations laaa...
Note majority of debts is in USD.
Note last I remember a portion of the debts is hedged at USD3.50 to the ringgit.

So.....
drum roll phluzzzzzzzzzzeeeeeeeeeeeeeee......

the new order means...
AirAsia is committed to buy 131.75 Beeeeeeeeeee-liiiiions worth of fei kei and engines!

* note if AirAsia has no marney, it has to do what it is so good at.... ie.... borrow! *

Note its balancing shiiit shows cash 1.7 Billion
Total loans 10.9 Beeeeeeeeeee-liiiiions. (It was reaching 13 Beeeeeeeeeee-liiiiions until he was forced to embark on his sales and leaseback program) (LOL! Copy and paste from recent own remarks)

Note....
Does this sound remotely possible...
Can a person who has cash asset of 1.7 86 Beeeeeeeeeee-liiiiion and currently owing 10.9 86 Beeeeeeeeeee-liiiiions COMMIT itself to buy new assets worth 131.75 Beeeeeeeeeee-liiiiions????


Where is the damn calculator????

LOL!

Yes, yes, yes.... the 131.75 Beeeeeeeeeee-liiiiions is not one time one...
can split...
can postpone one....
but assuming a time span of .... not 20.... but 25 years....
AirAsia is committing itself to 5.27 Beeeeeeeeeee-liiiiions worth of new asset EACH year....

do the math....
do the risk assessment of such ridiculously absurd corporate exercise........







note:
this posting does not suggest anything about the stock....
I am no fortune teller...
I can not tell you if the stock will fei or lam....
do contact your own saham bomoh....

note:
previous postings earlier have NOTED that its hedging profits and losses is a huge integral of the company...
sometimes much more than the fei kei's core profits.....
yeah... a company whose fortunes depends a lot on the company's gamble in the oil and forex company.




This post has been edited by Boon3: Jul 15 2016, 09:25 AM