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Discussione: Norwegian faces collapse

  1. #26

    Predefinito Re: Norwegian faces collapse

    Il titolo può anche voler dire "Le facce della Norwegian crollano" (cioè le facce disegnate sulle loro code)...
    ________________________________________________
    James G.

  2. #27

  3. #28
    Junior Member
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    Predefinito Re: Norwegian faces collapse

    Sembra che MXPARN non sia piu' in vendita con volo diretto

  4. #29
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    Predefinito Re: Norwegian faces collapse

    Willie dimostra ancora interesse per Norwegian

    'IAG won't get into bidding war for Norwegian Air' - Willie Walsh

    IAG won't get into q bidding war for Scandinavian airline Norwegian, chief executive Willie Walsh has insisted this evening in Dublin.

    IAG, which owns Aer Lingus, British Airways, Iberia, Vueling and Level, acquired a 4.6pc stake in Norwegian last year and said it was interested in buying it outright.
    Speaking at a dinner hosted by The Aviation Club UK, Mr Walsh said that he remains interested in Norwegian.
    "I like Norwegian. I like the brand. I like what Bjorn (CEO Bjorn Kjos) had done," said Mr Walsh.
    But he noted that Norwegian's share price has been declining and that there had been some rumour that another potential bidder could emerge.
    "I'm not getting into a bidding war," said Mr Walsh, adding that he believed Norwegian's decision to populate its fleet with Boeing 787s was the wrong one.
    Mr Walsh also said IAG "is not interested in third terminal at Dublin Airport".
    Mr Walsh, a former Aer Lingus pilot and once the CEO of the airline, said BA should have done a deal to tie up with KLM years ago.
    "Had KLM and BA got together it would have been a fantastic development," he said.
    Mr Walsh said he's confident there will be a "comprehensive agreement" between the UK and the EU for post-Brexit aviation.
    https://www.independent.ie/business/...-37730903.html

  5. #30

    Predefinito Re: Norwegian faces collapse

    A quanto pare si, ma sta mettendo pressione.

    https://mobile.ttgitalia.com/stories...te_diciamo_no/

  6. #31
    Senior Member L'avatar di B787
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    Predefinito Re: Norwegian faces collapse

    Norwegian chiude Milano-Stoccolma da Aprile

    https://mobile.ttgitalia.com/stories...ano-stoccolma/

  7. #32
    Senior Member L'avatar di alitaliaboy
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    Predefinito Norwegian faces collapse

    Crollo per Norwegian.
    IAG vende la sua quota in borsa perdendo il 20%.

    https://mobile.ttgitalia.com/stories..._la_sua_quota/
    Ultima modifica di alitaliaboy; 24th January 2019 a 15: 36

  8. #33
    Senior Member L'avatar di alitaliaboy
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    Predefinito Norwegian faces collapse

    .

  9. #34
    Senior Member L'avatar di Tiennetti
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    Predefinito Re: Norwegian faces collapse

    Non vedo dove venga detto che abbiano venduto la loro quota, quello che è certo è che non faranno un'offerta per loro
    https://www.bloomberg.com/news/artic...-norwegian-air

    Questo è il grafico delle azioni, sono a meno 20% in un giorno https://www.bloomberg.com/quote/NAS:NO

    Si mette male
    David

  10. #35
    Moderatore L'avatar di Dancrane
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    Predefinito Re: Norwegian faces collapse

    Quote Originariamente inviato da Tiennetti Visualizza il messaggio
    Non vedo dove venga detto che abbiano venduto la loro quota, quello che è certo è che non faranno un'offerta per loro
    https://www.bloomberg.com/news/artic...-norwegian-air

    ...
    "IAG “does not intend” to make a further bid and will be selling a 3.9 percent stake in due course, it said Thursday"
    Non l'hanno venduta, ma sembra lo vogliano fare


  11. #36
    Senior Member L'avatar di Tiennetti
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    Predefinito Re: Norwegian faces collapse

    Giusto, mi era sfuggito
    David

  12. #37

    Predefinito Re: Norwegian faces collapse

    Comprato a 176 NOK e vendita a 180 o giu' di li (meno in 0.7% gia' venduto in precedenza); almeno spero che sia stato un gioco a somma zero, o con qualche piccolo guadagno!
    Are we there yet? Stories from the road.

  13. #38

    Predefinito Re: Norwegian faces collapse

    Quote Originariamente inviato da 13900 Visualizza il messaggio
    Comprato a 176 NOK e vendita a 180 o giu' di li (meno in 0.7% gia' venduto in precedenza); almeno spero che sia stato un gioco a somma zero, o con qualche piccolo guadagno!
    Se ne uscite senza danni è un buon successo.

  14. #39
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    Predefinito Re: Norwegian faces collapse

    Risultati preliminari 2018 - EBITDA -2.2bn NOK (circa -226 milioni EUR). EBIT a quasi il doppio.

    According to its preliminary 2018 figures, the Company delivered revenues of approximately NOK 40.3 billion, EBITDA of approximately NOK -2.2 billion, EBITDA excl other losses/gains of NOK –1.2 billion, EBIT of approximately NOK -3.8 billion and EBT of approximately NOK -2.5 billion in 2018. At the end of Q4 2018, the Company had cash and cash equivalents of NOK 1.9 billion and equity position of NOK 1.7 billion. Due to the rights issue, the Company will publish its Q4 2018 results on 7 February 2019 as set out below.

    The Company is changing its strategic focus from growth to profitability. The Company intends to capitalize on the market position and scale built up over the last years. As a consequence of the changed focus, the capital expenditures will be reduced, which is expected to be achieved by a combination of (i) aircraft divestment, including JV, and (ii) postponement of aircraft deliveries. Further, the Company is working on several operational improvements, including (i) the extensive cost reduction program, #Focus2019, which will contribute to estimated reduction of minimum NOK 2 billion in 2019, (ii) optimization of the base structure and the route network and (iii) the agreement with Rolls-Royce related to compensation for the operational disruptions on its long-haul operations which was entered into in December 2018. The Company will update the market further on these initiatives on its Q4 2018 presentation. The fully underwritten rights issue in combination with these improvement initiatives will significantly improve the financial position of the Company during 2019.

    “Norwegian has been through a period with significant growth. Focus going forward will increasingly be on cost savings and CAPEX reductions. We will now get in place a strengthened balance sheet that supports the further development of the company. With the strengthened balance sheet, the organization can now devote all its attention to further development of the company,” says CEO Bjørn Kjos.
    https://media.uk.norwegian.com/press...illion-2829452

  15. #40

    Predefinito Re: Norwegian faces collapse

    Quote Originariamente inviato da AZ209 Visualizza il messaggio
    Risultati preliminari 2018 - EBITDA -2.2bn NOK (circa -226 milioni EUR). EBIT a quasi il doppio.
    Le azioni Norwegian a Oslo sono nuovamente crollate: -14.6%.
    Ciao

  16. #41

    Predefinito Re: Norwegian faces collapse

    The Company is changing its strategic focus from growth to profitability. The Company intends to capitalize on the market position and scale built up over the last years. As a consequence of the changed focus, the capital expenditures will be reduced, which is expected to be achieved by a combination of (i) aircraft divestment, including JV, and (ii) postponement of aircraft deliveries. Further, the Company is working on several operational improvements, including (i) the extensive cost reduction program, #Focus2019, which will contribute to estimated reduction of minimum NOK 2 billion in 2019, (ii) optimization of the base structure and the route network and (iii) the agreement with Rolls-Royce related to compensation for the operational disruptions on its long-haul operations which was entered into in December 2018.
    Tradotto dal businessese, "stiamo cercando di salvarci il deretano". Sarà molto interessante vedere la presentazione per il FY 2018. Storicamente DY non è mai riuscita a tenere l'aumento dei costi non inclusivi del carburante più bassi dell'aumento dei ricavi...
    Are we there yet? Stories from the road.

  17. #42
    Member L'avatar di OneShot
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    Predefinito Re: Norwegian faces collapse

    Terje Solsvik

    OSLO, Feb 6 (Reuters) - Norwegian Air postponed delivery of 16 aircraft from Boeing and Airbus to cut its capital expenditure as part of a broader strategy shift to focus on profitability over growth, the loss-making carrier said on Wednesday.

    Norwegian will put off delivery of 12 Boeing 737 MAX aircraft from 2020 to 2023 and 2024, and four Airbus 321LR from 2019 to 2020, reducing its investments this year and leading to a further significant cut next year, it said.

    "The postponements are in line with the company's strategy of capitalising on the scale built up over the last few years," Norwegian said in a statement.

    The airline, which has rapidly expanded its transatlantic business, recently announced plans to cut costs and raise cash from owners after IAG, British Airways' parent company, abandoned its attempt to buy the firm.

    It did not say whether the changes of delivery schedules would affect prices for the aircraft.

    Norwegian made more money than expected from each passenger in January but was less successful in filling its planes as it resisted slashing fares to sell tickets, its monthly traffic report showed earlier on Wednesday.

    "Norwegian has been through a period with significant growth, but now the company will change its strategic focus from expansion and growth to profitability," Chief Executive Bjoern Kjos said, echoing recent statements by the board.

    The airline has shaken up long-haul rivals by offering cut-price transatlantic fares, but its rapid expansion has left it with hefty losses and high debts, leading it to shift recently to focus on bolstering its finances.

    For the quarter-to-date, Norwegian Air estimated a gain of NOK 627 million from hedging, including NOK 701 million related to unrealized hedge positions.
    Norwegian's yield, a measure of revenue per passenger carried and kilometres flown, grew to 0.35 Norwegian crowns from 0.32 crowns a year earlier. Analysts had expected an increase to 0.33 crowns.

    Norwegian expanded its capacity in January by 27 percent year-on-year but revenue-generating passenger kilometres increased by only 18 percent, lagging a forecast of 20.1 percent passenger growth in a Reuters poll of analysts.

    The airline's load factor, a measure of how many seats are sold on each flight, fell to 76.1 percent in January, traditionally a time when travel ebbs following the holiday season. Analysts had forecast a load factor of 79.1 percent compared with 82.0 percent a year earlier.

    Norwegian's shares were up 1.4 percent at 1332 GMT, trading at 126.5 crowns. (Writing by Michael Kahn and Terje Solsvik; Editing by Nerijus Adomaitis and Jan Harvey)
    https://mobile.reuters.com/article/amp/idUSL5N2011IX

  18. #43

    Predefinito Re: Norwegian faces collapse

    Pubblicati i risultati del Q4 e dell'intero 2018. La borsa ha "festeggiato" i risultati con un -11.87%.
    Mi viene in mente la famosa massima coniata per AZ: "più vola, più perde".



    Norwegian presents 2018 full year results and the strategy for returning to profitability


    • Feb 07, 2019 06:01 GMT


    Norwegian today reported its full year and fourth quarter 2018 results, figures strongly affected by engine issues, fuel hedge losses and tough competition in a period of strong growth. The net loss was NOK 1,454 million in 2018, while the company’s unit costs, excluding fuel, have decreased by 12 percent during the same period.

    The key priority going forward is returning to profitability through a series of measures, including an extensive cost reduction program, an optimised route portfolio and sale of aircraft. The company is also strengthening its balance sheet through a fully underwritten rights issue of NOK 3 billion in order to increase its financial position.
    The company was hit by several unforeseen challenges during 2018. Continued tough competition and high jet fuel prices affected the results, in addition to significant costs related to Rolls Royce engine issues on the Dreamliners. Norwegian was forced to wetlease aircraft to avoid delays and cancellations on intercontinental flights. Norwegian has now reached an agreement with the engine manufacturer, which will have a positive effect in 2019. The Dreamliner operation is now running smoothly, and we don’t foresee that engine issues will affect our service going forward. Going into 2019, Norwegian’s growth and investments will decrease considerably, and a series of initiatives have been undertaken to return to profitability this year.
    The company’s total revenue was more than NOK 40 billion, an increase of 30 percent compared to 2017. A total of 25 brand new aircraft entered the fleet, contributing to a production growth (ASK) of 37 percent. The load factor was 85.8 percent and more than 37 million passengers chose to travel with Norwegian, an increase of 13 percent compared to the previous year.

    Fourth quarter results

    For the fourth quarter, the total revenue was NOK 9.7 billion, an increase of 23 percent from the same period last year, primarily driven by international growth as well as increased traffic in the Nordics. More than nine million passengers flew with Norwegian this quarter, a growth of 12 percent. The load factor was 80.9 percent. The company incurred losses of NOK 1.8 billion on its current hedge positions in Q4. Some of the loss has since reversed due to the latest increase in the jet fuel price.The company’s unit costs, excluding fuel, decreased by 14 percent compared to the fourth quarter in 2017.
    “We have taken a series of initiatives to improve profitability by reducing cost and increasing revenue going forward. We have optimised our base and route structure to streamline the operation as well as divested aircraft, postponed aircraft deliveries and not least started an internal cost reduction program, which will boost our financials and bring us back to profitability,” said CEO of Norwegian Bjørn Kjos.
    “Going into 2019, we will enter a period of slower growth and fewer investments, while constantly looking for new and smarter ways to improve our efficiency and offer new products and services to attract new customers,” Kjos added.
    For detailed information, please see pdf attached.

    Norwegian in the UK and Ireland:

    • Norwegian carries almost 6 million UK passengers each year from London Gatwick, Edinburgh and Manchester Airports to 30 destinations worldwide
    • Norwegian is the third largest airline at London Gatwick, with 4.6 million yearly passengers, and with more than 1,000 UK-based pilots and cabin crew
    • In 2014, Norwegian introduced the UK’s first low-cost, long haul flights to the U.S. - the airline now flies to 12 U.S destinations, Buenos Aires and Rio de Janeiro from London Gatwick
    • In 2017, Norwegian also launched affordable transatlantic flights from Edinburgh, Belfast, Dublin, Cork and Shannon to the US East Coast, using the brand new Boeing 737 MAX aircraft
    • Norwegian is the only airline to offer free inflight WiFi on UK flights to more than 30 European destinations
    • The airline has one of the youngest aircraft fleets in the world with an average age of 3.7 years, including next-generation Boeing 787 Dreamliner, Boeing 737 MAX and Boeing 737-800s
    • Norwegian has been voted ‘Europe’s best low-cost carrier’ by passengers for six consecutive years at SkyTrax World Airline Awards from 2013-2018, along with being awarded the ‘World's best low-cost long-haul airline’ in 2015, 2016, 2017 and 2018
    • Norwegian Reward is the airline's free to join award-winning loyalty programme offering members CashPoints and Rewards that reduce the cost of Norwegian flights

    https://media.uk.norwegian.com/pressreleases/norwegian-presents-2018-full-year-results-and-the-strategy-for-returning-to-profitability-2833546




    Ciao

  19. #44

    Predefinito Re: Norwegian faces collapse

    Revenues su, unit cost giù e malgrado tutto EBIT a picco.

    Qualcosa non mi torna.
    Are we there yet? Stories from the road.

  20. #45

    Predefinito Re: Norwegian faces collapse

    Quote Originariamente inviato da 13900 Visualizza il messaggio
    Revenues su, unit cost giù e malgrado tutto EBIT a picco.

    Qualcosa non mi torna.
    Credo che sia per il fatto che il costo unitario non comprende il costo del carburante (probabilmente aumentato), mentre l'EBIT lo comprende.
    Quando pubblicheranno i dati in dettaglio, sarà interessante osservare il trend del debito monstre che attanaglia la compagnia.
    Ciao

  21. #46

    Predefinito Re: Norwegian faces collapse

    Tempo fa si vociferava di blocco assunzioni e blocco degli upgrade, però di recente ho visto su Instagram qualche blogger/pilota della Norwegian fare dei corsi per il 787. Anche se forse erano già in programma da tempo.

  22. #47

    Predefinito Re: Norwegian faces collapse

    Quote Originariamente inviato da belumosi Visualizza il messaggio
    Credo che sia per il fatto che il costo unitario non comprende il costo del carburante (probabilmente aumentato), mentre l'EBIT lo comprende.
    Quando pubblicheranno i dati in dettaglio, sarà interessante osservare il trend del debito monstre che attanaglia la compagnia.
    Vero.

    Però... Anche contando il fuel il peggioramento vs l'anno scorso é bello grosso! I dati completi diranno di piú.
    Are we there yet? Stories from the road.

  23. #48

    Predefinito Re: Norwegian faces collapse

    Anche oggi male in borsa: -4.31%. L'azienda capitalizza circa 500 M€. Per avere un termine di paragone, FR capitalizza circa 12.6 MLD€.
    Ciao

  24. #49

    Predefinito Re: Norwegian faces collapse

    Quote Originariamente inviato da 13900 Visualizza il messaggio
    Vero.

    Però... Anche contando il fuel il peggioramento vs l'anno scorso é bello grosso! I dati completi diranno di piú.
    Al di là di questo caso specifico, in determinate condizioni, è effettivamente possibile che l’incremento dei ricavi e la contestuale riduzione del costo unitario si risolvano in un calo dell’EBIT anche quando il costo unitario comprenda tutte le voci, incluso il carburante.
    Questo succede quando le diseconomie strutturali di gestione sono tali da far sì che l’aumento dei ricavi si risolve in aumento in valore assoluto delle perdite, nonostante il parziale recupero di efficienza; tale recupero, però, avviene ad un misura insufficiente a controbilanciare l’effetto perverso della crescita dei ricavi.
    Un esempio numerico: immaginiamo una situazione di partenza in cui abbiamo 1 mln di passeggeri ad una tariffa media di 100 euro e un costo unitario per passeggero di 110. I ricavi sono, ovviamente, 100 mln e i costi totali 110 mln, con un risultato operativo di -10.
    Poniamo, ora, che si abbia un incremento di passeggeri del 20%, a tariffa media immutata: i ricavi diventano 120 mln. Se la riduzione del costo unitario è minima (poniamo che passiamo da 110 a 109 euro), i costi totali passano da 110 a 130,8 mln, e l’EBIT quindi scende da -10 a -10,8.
    Il punto è che quando ci sono inefficienze strutturali, l'aumento dimensionale determina inevitabilmente il peggioramento dei margini. Perché le perdite comincino a ridursi, occorrono recuperi di efficienza ben più alti.

  25. #50

    Predefinito Re: Norwegian faces collapse

    Mi chiedo (consapevole che non potrò mai saperlo) quante rotte abbiano che siano effettivamente in attivo: non essendo un vettore hub & spoke, dovrebbe essere relativamente semplice per l'azienda sapere quante delle rotte siano in attivo, quante si stiano avvicinando all'attivo, e quante perdono e basta. A giudicare dai risultati mi pare piuttosto probabile che siano poche (o pochissime) le rotte in attivo: il modello proprio non funziona.
    Fa quel che può. Quel che non può, non fa.

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