You're such a smart person, so I'm wondering if you could answer a few questions to assist me in the assessment of VBA from a future investment point of view? (Yes or No answers should suffice).
1) Is VBA's current "game change" plan a good or a bad thing? 2) Would VBA be in a better position (going forward) if it had just done nothing, and continued with being 100% risked to the leisure market? 3) Is Air NZ stupid for taking up a 14.99% position in VBA? (if answering yes, is the AirNZ position a good or bad thing for VBA? - you might have to elaborate a little here) 4) Do you think the Etihad/Air NZ/Delta/Hawaiian Airlines alliances/code share will result in more "bums on seats" for VBA? if answering yes, could this possibly result in a consistently higher revenue load factor for VBA? (above it's current levels) 5) Is JB's game change plan of increasing it's market share of the higher margin corporate/government clientele a bad idea? 6) Is addressing the in flight food offering by forming an alliance with celebrity chef Luke Mangan a good thing or a bad thing? 7) Will the planned overhaul of the Frequent Flyer program potentially drive more revenue to VBA? 8) Do you think JB has implemented the above changes (amongst a list of other changes not mentioned) with the sold aim (and no other reason) of "self promoting himself"?
There are so many more questions i could ask, which your insight would be greatly appreciated, however I'm comfortable that the above 8 questions will give me a clearer picture on whether my stake in VBA is reasonably safe for the future.
VBA Price at posting:
29.5¢ Sentiment: LT Buy Disclosure: Held