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[sharechat] Qantas, RMG, RBD, & SST Competition


From: "Wayne McDonald" <wayne.mcd@paradise.net.nz>
Date: Sun, 10 Aug 2003 01:07:32 +1200


Nothing like a contrast!

Qantas
Watch CNBC and Aussie Sky News regularly and it seems that most broker
recommendations lie above $4 yet stock trading at $3.15, and possibly
weakening. I understand that competition on key routes is
looming/happening - Emirates & Virgin Blue. Any views as to where this is
headed - might the RWC assist as some have suggested? Don't know - thinking
of quitting now at a small loss, as more recently I can only see downside -
terror, competition, looming union negotiations, questionable AIR tie-up.

RMG
Surely this must be worth something. They rolled profitable businesses into
a listed entity - fairly much scrip exchanges. Would be interested as to the
market cap. - appears in the Independent. Would a few (10K units of scrip)
be worth a bottom draw punt?

RBD
Still think it's a mutt. Anyone using their services and noticed an
improvement of late? Still not game myself!

Sunday Star Times
Like the comp - dipped out on securing a place. Think the table is not so
hot - better to see how they have fared on each trade. Think the Gore lass
won't be headed. Can certainly relate to the young fella in last place (he
may be better off punting against the Warriors) - more like the TAB, than
NZX (or should that be NZSX).  Wouldn't tax annihilate their gains - or
would they be OK?

Happy returns,
Wayne



Regards,
Wayne



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