[Anonymous]

[VintageKrug]

Some quite interesting bits in this lengthy presentation:

WARNING VERY LARGE FILE!!

http://media.corporate-ir.net/media_files/IROL/24/240949/IAG%20Capital%20Markets%20Day%202011.pdf

[Hippocampus]

Thanks for posting this VintageKrug.

A very interesting document and it is well worth taking the time to read through and digest its contents.

[VintageKrug]

Interesting that they are planning on updating the Iberia logo.

[Bucksnet]

They seem to think that the Republic of Ireland is part of the UK.

[VintageKrug]

Which page?

[Hippocampus]

Page 53. Ireland is coloured as domestic (UK & Spain).

[VintageKrug]

Not good; poor attention to detail.

[FlyingChinaman]

May be it’s a form of Imperialism!

[Flagflier]

Great Britain, Ireland, the Isle of Man and the Channel Islands have formed a Common Travel Area. Flights between countries of the travel zone are considered to be domestic flights without immigration processes although immigration officers may check arriving airplanes.

So not incorrect!

[FlyingChinaman]

Flagflier: Good to know this information.

[Bucksnet]

I know about the Common Travel Area, but this is not the issue.

Flights may be regarded as domestic, but the presentation refers to domestic markets.

[Tete_de_cuvee]

Perhaps tempting fate or wishful thinking with respect to Aer Lingus which Walsh has apparently coveted since leaving the CEO role when his MBO was rejected in Jan 05.

[FlyingChinaman]

Tdc: Could this be London Airways’ Big Brother syndrome?

[LeTigre]

I thought it immensely interesting that the presentation provides explicit evidence to show just how very weak IAG is in Asia and the Middle East and Africa.

Another interesting point is that the fleet plan indicates 9 A380s will be delivered before 2015 (4/5 a year), I predict that BA will take the options as A380s are just the right aircraft for LHR but when can/will they take them and when will the option deliveries be?

I also find it a little strange that IAG will not give the actual percentage figures of satisfaction (they just say +whatever%) such as on the new BA First, which is surely an unnecessary level of propaganda.

I recently read somewhere that an analyst still thinks that despite Mr Walsh’s statements to the contrary (mainly due to the pension deficit), IAG will still lunge for Aer Lingus because they actually have rather a lot of Heathrow slots (2-3%). There is of course nothing in the presentation regarding acquisitions (specifically), does anyone think it likely?

Finally, I am too bored I know but I estimate that between now and 2015 the total seat capacity of the BA long-haul fleet will increase from about 30k to 35k mainly due to the 787-9s and A380s. This was done with as accurate as possible seat figures and mean averages on other parts of the fleet, but I think I’m pretty close. All this with the same landing slots seem to be a wise move (15% capacity rise, same aircraft movements), well done BA.

[Author]

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