James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard 3d ago

James Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 19 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Chanticleer · $3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle · 28 Aug 2026 podcast

That's when it might be. matched

At the moment though, things are holding up too well for the RBA's comfort, I think. matched

there's a danger of recency bias here, Anthony, uh, in that I looked at this company only a couple of days ago, but Qantas's result was very good. matched

I know they had a $400 million hit from higher fuel prices. matched

But look, people just won't stop travelling. matched

You talk about how we're spending. matched

People are prioritizing travel spending and they're spending at both ends of the spectrum. matched

So Jet Star, the low cost airline is going gangbusters, and then at the other end, Qantas's premium offerings, so first class, business class, they're doing well and and I think Quantus would love to get more capacity in those areas. matched

You know, Vanessa Hudson obviously it's been a matched

A pretty difficult few years, she's come out of it pretty well. matched

A and in twenty twenty seven the plan is they think they can offset most of the hit from higher fuel prices with better revenue growth. matched

You know, they're talking about eight to ten percent growth in the domestic quantas business, which is pretty good going, I would suggest. matched

And then Hudson's gonna add thirty one new planes to the fleet. matched

Mm-hmm. matched

Which is a lot of fleet renewal on its own, but all of these planes are little profit engines, you know, better technology, cheaper to fly, more fuel efficient. matched

They can have a few more seats so there's a a a bit better revenue out of them. matched

The more planes you bring on, the more profitable you become. matched

So I think Quantas is managing to sort of walk and chew gum at the same time in a pretty impressive way. matched

Anthony, who grabbed your attention this reporting season? matched

Oh, an a another stinker and I'm I'm not sure it's entirely their fault, but IDP Education Stinger. matched

Showing 1561–1580 of 6,026 · page 79 of 302