Jacob Kakanas
speaker
73 appearances
1 recordings
1 series
first heard May 2026
last heard 26 May
Jacob Kakanas’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
And you referenced off the top, Sean, that there's been some delays with Project Sunrise.
We've gone from originally a December delivery date to
in 2027 now looking like it's going to roll into the following April.
So whilst in terms of timelines, it's not a big shift, it is important when they can start taking bookings and I guess when consumers get bored on that journey as well.
Yeah, it's especially important in a higher fuel price environment because what we're realizing is the efficiency and the technology upgrades in terms of the engine and the burn rates on fuel, again, without getting too esoteric, is super important.
They're much more efficient aircraft.
they're much more comfortable to be in.
I know my experience on the A220s, it's a smaller aircraft, but it's much more comfortable.
It's a great flying product.
And I guess it reaffirms the premium for what we all pay in the ticket price for Qantas.
It's very hard when you've got an old aircraft, at least on average, what it looks like, it's about 14 to 15 years old for Qantas.
Some of that skewed
buy an older resources fleet, but I don't think something that would be disputed is that the fleet's aging and we're still asked to pay a premium ticket price for that.
I think finally the fleet delivery is catching up technology and then the customer experience is improving off the back of that.
Yeah, we were reminded again that even we have these long stretches of really favourable competitive dynamics and market dynamics, the demand side's been strong definitely for the last three years that we've been speaking.
The events in the Middle East just remind us again that these are highly capital intensive businesses that are subject to external shocks and we're getting an external oil shock, whether it proves temporary or something a little bit more structural that the global airline industry has to deal with.
It's unsure at this stage, but
Investors are always brought back to this.
The next crisis is just over the horizon.
And credit to Vanessa and the management team in Rob Marcolino, the CFO, they've done a good job at cauterizing some of the potential spillover impacts from an oil shock.
Showing 21–40 of 73 · page 2 of 4
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