Capital Markets Day: new announcements

Old Nov 3, 2017, 2:08 am
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Capital Markets Day: new announcements

Presentation here: http://www.iairgroup.com/phoenix.zht...-presentations

Seen so far:
Product
- Extra £200m to be invested in Club World (£600m in total)
- Lounges in 2018 (include): JFK, Rome & Aberdeen
- "Improved catering in every cabin" - whether that means no more snack basket in Economy. "New" long-haul catering starts January 2018 "greater quantity and improved quality....new and better snacks."

Fleet
- Heathrow B747 refurbishment starts 2018 (?) - > Anyone know more about what is going on here?
- B767s gone by 2017 and 10 A320NEOs 3 A321NEOs in 2018
- Page 17 and 120 linked. It appears BA will get 3 more B777-300s based on the document -replacing three B777-200s (I initially thought it was a mistake because there is no mention in the IAG fleet plan)
- By 2020, there will be 2 more B787s at BA (compared to previous 2020 plan last year)

Technology
- Auto-boarding for international flights to be rolled out

More to follow...

Last edited by SinoBritAsia; Nov 3, 2017 at 3:24 am
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Old Nov 3, 2017, 2:17 am
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Originally Posted by SinoBritAsia
Presentation here: http://www.iairgroup.com/phoenix.zht...-presentations

Seen so far:
Extra £200m to be invested in Club World (£600m in total)

By 2020, there will be 2 more B787s at BA (compared to previous 2020 plan last year

"Improved catering in every cabin" - whether that means no more snack basket in Economy

More to follow...
Just been looking at the Singapore airlines new offering. And I wonder if this investment in CW is going to be enough to keep it competitive.
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Old Nov 3, 2017, 2:19 am
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Originally Posted by SinoBritAsia
"Improved catering in every cabin" - whether that means no more snack basket in Economy
Buy on board coming to long haul economy, nailed-on.
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Old Nov 3, 2017, 2:21 am
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'24 B747s retired over next five years'....
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Old Nov 3, 2017, 2:24 am
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Originally Posted by SinoBritAsia
Extra £200m to be invested in Club World (£600m in total)
Where did the first £400m go? Some blankets and food for LHR-JFK?
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Old Nov 3, 2017, 2:24 am
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Originally Posted by ESFLYER95
'24 B747s retired over next five years'....
Excellent news. The world has moved on.
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Old Nov 3, 2017, 2:28 am
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Originally Posted by Worcester
Just been looking at the Singapore airlines new offering. And I wonder if this investment in CW is going to be enough to keep it competitive.
I guess competitive will not trying to compete to be the best product in the world.
More likely competitive enough to keep it mostly full!
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Old Nov 3, 2017, 2:30 am
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Page 17 and 120 linked. It appears BA will get 3 more B777-300s based on the document
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Old Nov 3, 2017, 2:35 am
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Originally Posted by SinoBritAsia
Page 17 and 120 linked. It appears BA will get 3 more B777-300s based on the document -replacing three B777-200s
Could be the end of the line for the three non-ER 772s (G-ZZZ*) by the sound of it?
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Old Nov 3, 2017, 2:48 am
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Originally Posted by ESFLYER95
'24 B747s retired over next five years'....
sad indeed. Assume these will be the 52J birds?
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Old Nov 3, 2017, 2:49 am
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Originally Posted by V10
Excellent news. The world has moved on.
That might be the logical view but my heart will miss those beautiful aircraft.
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Old Nov 3, 2017, 2:56 am
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it is me or is the WTP launch picture on page 15 stolen from the fleet tracker on FT?
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Old Nov 3, 2017, 2:57 am
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Originally Posted by Worcester
That might be the logical view but my heart will miss those beautiful aircraft.
And that is pretty much it - rose-tinted nostalgia.

So much about many of these aircraft is now tired - the cabins, the IFE, the seating, and especially the passengers who were not fortunate enough to be on the upper deck that just got off one after a 10 hour flight.
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Old Nov 3, 2017, 3:00 am
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Originally Posted by sts603
sad indeed. Assume these will be the 52J birds?
I think there are 18 in the 52J set-up. There are also some 86J aircraft which date back to the mid 1990s. I counted 36 747s in all, so that suggests a dozen will be retained.

I still think an ageing 747 beats pretty much any 777.
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Old Nov 3, 2017, 3:00 am
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Originally Posted by rossmacd
Where did the first £400m go? Some blankets and food for LHR-JFK?
Would it not make sense to analyze the detail first before heading down this negative train of thought?
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