LAN Airlines S.A. (LFL)

All Comments on LFL

  • commenter
    David Lentz
    Sep 04 01:27 PM
    Chile, Facing Challenges, Sees Stocks Stall in the Second Quarter [view article]
    In addition to being a large fertilizer producer, SQM is also the world's largest supplier of lithium, making SQM (and indirectly ECH) an interesting play as 2010 approaches, with the promise of plug-in electric hybrid vehicles utilizing lithium-based batteries (there are a number of assumptions required to get here, but they seem pretty sound) with amounts of lithium FAR in excess of that used in the typical notebook computer or camera battery.

    While fertilizer sales are headed lower -- temporarily, people still need to eat, and the last time I checked, they were still making people at a ridiculous rate -- this is a temporary situation that is probably best treated as an opportunity to accumulate more SQM. Hopefully, the managers of ECH will be loading up on SQM at depressed levels.

    Food never goes out of favor for long, and it takes fertilizer to make food.

    disclosure: yes (isn't it obvious?), I own SQM.     Reply
  • commenter
    susi_mg8
    Jul 27 01:17 PM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    Bigger planes doesnt mean LESS crew. It actually requires more of a crew as far as flight attendants go. People can complain as much as they want about airlines but the truth is, despite the "crappy" service u will all be flying in them. They have become a necessity for us. Esp when you cant drive to the place u need to get to.

    Allegiant air is one of the few airlines i know that charges FOR EVERYTHING. If u want a certain seat u pay for it, a checked bag, u pay for it. Any refreshment/snack on the plane u pay for it. People may not like it because they are use to getting these for free, but it works for them very well. They have been doing this for years and their flights are doing well. In order for the airlines to survive they need to do this, im sure a lot more airlines will be adopting this.

    Travelers need to think smart. If u dont want to be charged for a Checked bag then pack a bag good enough to carry on with u. Yes that means no extra items on that bag, just what you need. Your toiletrees have to be on that under 3oz rule or get them when u get to ur destination. Everyone (airlines included) is trying to save money and survive, with this economy is the only thing we can do.     Reply
  • commenter
    cal48koho
    Jul 25 12:18 PM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    Good comments. Larger more fuel efficient planes.....hmmmm. That implies only long haul routes will be serviced which is probably likely. Fuel efficient jet planes is an oxymoron. I think the wave of the future even long haul are MUCH SLOWER fuel efficient aircraft, maybe even a return to prop aircraft at least for less affluent travelers. Big aircraft also need big airports. Say goodbye to jet service in small to medium towns. Say good bye to new airport construction. Perhaps new train service could use the empty degrading air terminals but likely not. Most are too far from city centers to have any value.If Boeing is betting its future on big jet aircarft as its only business model, your logical purchase of BOEING stock is a short. They may be able to sell aircraft to KSA, Dubai and the Gulf states for a while, and then what? Reply
  • commenter
    kmanm
    Jul 25 08:42 AM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    Just because high oil price is not good for US, it doesn't mean it is not good for oil producing countries. What we are seeing right now is wealth transfer from the west to the east. Middle east is booming. Russia is booming. The people in these countries and becoming rich and powerful. Their demand for new planes will grow. Reply
  • commenter
    notmyrealnam
    e
    Jul 24 03:39 PM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    More people fly today (even with the high cost of fuel) than they did even 5 years ago. To stay competative they have got to be more efficeint. That means fewer planes, but new bigger, more fuel efficient planes. Air traffic in recent years has been a limiting factor. When air travel picks back up, and it will in the next couple of years (contrary to your prediction past tense). Those that made the investment in larger more fuel efficient aircraft will be able to fill their alloted takeoffs with more butts in the seats, be more effiecient and be better off for it. Expect demand for larger, more fuel effiecent planes to be in high demand for years to come. Yes, even in tough economic times. Airlines know they have to keep up with the efficencies of the competition or die due to short sighted cost cutting. Reply
  • commenter
    PastTense
    Jul 24 03:18 PM
    How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
    It doesn't matter if only 10% of sales are from the US; high fuel prices impact airplanes throughout the world. While Boeing sales will hold up for the next couple years because of the order book, after that I expect a substantial decline--the airlines just won't be ordering new aircraft when they don't need the aircraft (because their traffic will be way done) and because they are too broke to pay for them. Reply
  • commenter
    notmyrealnam
    e
    Jul 24 01:32 PM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    Airlines will need to keep costs down to keep travelers in their seats. The way to do that is by reducing the number of flights but not the number of travelers. You can fly one bigger new fuel effiecient airplane cheaper than two. Newer bigger planes means less fuel, less crew, less maintenance, less airtraffic. Expect to see Boeing Dreamliners to fly NY - Houston - LA. As bad as this economy is for the airlines it's still a go for Boeing (BA). Reply
  • commenter
    Yellowhair14
    8
    Jul 24 11:12 AM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    Hey Dr.M. Do you even know what type of aircraft you were on? Remember also you can fly on the best made by USA union workers or you can fly on a plane built by EU union workers in the 100+ seat catagory. These are your only choices. Maybe a nice pair of Nike's would be better for you and just walk!!!!!!!!!!! Reply
  • commenter
    drmalaka
    Jul 24 02:25 AM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    Did he mention a specific date they would be filing for bankruptcy? I hope he replaces the plane I flew on last week, it sucked. I thought they were going to ask us to get out and push.

    The official slogan of all the airlines should be "a crappy product with crappy service made in America by your trusty unions."     Reply
  • commenter
    PastTense
    Jul 23 11:01 PM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    What are the economics of new airplanes to save fuel costs? How much fuel can you save?... Reply
  • commenter
    User 229640
    Jul 23 05:58 PM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    "have added wing widths to all long-haul 757 aircraft"

    That makes no sense as written. Probably a transcription error. Given the context is fuel economy, it probably should have been "winglets", which are small extensions which curve up from the wingtips and reduce energy lost in vortexes created as air slides sideways off the end of the wing.     Reply
  • commenter
    mbacapitalis
    t
    Jul 23 03:37 PM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    I would expect more "ala carte pricing" in the future. I did notice one thing that could potentially save a substantial amount of fuel for airlines in the future. On an American Airlines flight to Dallas recently, the attendants asked that all window passengers closer their window shades before deplaning. Given that its extremelly sunny and hot at DFW, the blocking of the suns rays will prevent heat from building inside the aircraft while it is parked (greenhouse effect - pretty popular in the 80's and currently making a come back!). Since the airplane will require less fuel to run the A/C, it'll save on gas. This is especially effective at extremelly hot airports where planes have long waits in between flights (ATL, MEM, CLT). Reply
  • commenter
    DM226
    Jul 23 02:06 PM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    I agree about the "ala carte pricing" but who's not going to fly a particular airline because of a lack of in filght movies? Read a book, listen to your MP3 players, or take a nap...coach isn't that bad unless you are either extremely tall (then I understand your pain) or you are overweight. Reply
  • commenter
    grewjac
    Jul 23 01:12 PM
    5 Key Quotes from US Airways on the Airline Industry [view article]
    Haven't these people heard of price elasticity of demand? "Ala carte pricing" is still pricing: raising rates to bolster, or at least increase the hope of profitability is strictly limited by the market's (fliers') willingness to pay.

    Another lesson Continental learned by observing how well letting the bean-counters decide what service costs to cut. Greg Breneman said, "They ruined the product. Who wants to fly in a hot, dirty aircraft with seating cannibalized from planes with six different color schemes?" Eliminating in-flight entertainment to save fuel sounds "green," but they will lose "folding green" from business travelers who can only tolerate so much time trying to use a laptop sitting in coach.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on LFL
    Is this a buy or a sell? Reply
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