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[TÍTULO ATUALIZADO] A saga da reestruturação da South African

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SAA set to execute turnaround plan - BRPs

30.07.2020 - 14:46 UTC


Business Rescue Practitioners (BRPs) Les Matuson and Siviwe Dongwana are set to implement South African Airways' turnaround plan after confirming that all the conditions necessary for business rescue had been met.

There had been consternation last week over the source of the ZAR16.4 billion rand (USD988 million) the BRPs had demanded in funding for the plan given the carrier's sole shareholder, the South African government, had kept mute since the plan was accepted earlier this month. However, ahead of a potential July 30 showdown with creditors where a possible liquidation scenario could have been voted in, the government has now stepped up and pledged funding.

"Please note that all the conditions set out in paragraph 42.1 were fulfilled on or before July 27, 2020 and the business rescue practitioners are currently attending to and finalising the remaining outstanding administrative issues before filing a notice of substantial implementation in terms of section 152 (8) of the Companies Act 71 of 2008, as amended," the BRPs wrote. "There will be no meeting on July 30, 2020 and the Plan has become unconditional and has come into operation."

Sources familiar with developments told Bloomberg the money would be put into a receivership by the government over the next three years and will be taken off SAA’s balance sheet. Finance Minister Tito Mboweni has said the funding will be sought from private investors such as “strategic partners,” or private equity, the news agency added.

The BRPs' plan requires ZAR10.3 billion rand (USD624.7 million) of which ZAR2.8 billion (USD170 million) will go towards working capital, ZAR2.2 billion (USD133.4 million) towards retrenchments, ZAR3 billion (USD182 million) towards reimbursements for unflown tickets, ZAR600 million (USD36.4 million) towards general concurrent creditors, and ZAR1.7 billion (USD103.1 million) will be left for lessors.

Sources told Bloomberg that lessors were originally owed around ZAR10 billion (USD606.5 million) but agreed to a significant haircut under unspecified terms.

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Que pena que CGH vai perder seu único voo internacional...

Há uns 18 anos atrás a South African tinha um projeto interessante chamado Networking Africa, ou algo assim, na qual ela montaria dois hubs regionais nas costas leste e oeste da África. Chegou até com

Seventeen bidders vie for SA Express assets


10.08.2020 - 14:09 UTC


Seventeen parties have submitted expressions of interest (EOI) regarding the sale of South African Express (XZ, Johannesburg O.R. Tambo) which is currently in provisional liquidation.

In June, the bankrupt carrier's joint provisional liquidators (JPL), Tshwane Trust, called for EOIs covering either the sale of the business in its entirety as a going concern, investment as an equity partner, or a buyer for part or all of the airline's assets.

In addition to four CRJ200ERs, General Electric CF34-3B1 powerplants, spare parts, rotables, tools, and support equipment, the asset group includes SA Express's various licences (operator's licence, AOC, AMO, ATNS, ICASA, etc.).

According to a leaked report seen by SA Tourism Update, Liquidity Services/GoIndustry DoveBid, the asset disposal company appointed by Tshwane Trust, compiled the following dossier on the bids that had been submitted:

  • Uprise Aviation, a South African equity crowd-funding platform, has partnered trade unions NUMSA and SACCA and plans to purchase SA Express as a going concern by investing ZAR75 million rand (USD4.25 million) in cash plus ZAR175m (USD9.93 million) in working capital. A due diligence is to be done by Lufthansa Consulting;
  • Gulf Development Council, a Emirati/South African consortium, proposes to acquire SA Express for ZAR10 million (USD567,160), with all creditors compromised. It also proposed to re-employ all employees in phases, starting with 250 by November 1;
  • Setna iO, a US-based aftermarket aircraft parts supplier, proposes to purchase all or part of SA Express's assets;
  • SIMGROUP, a South African/Malawian group, proposes to purchase SA Express's entire business for ZAR88.1 million (USD5 million) through NBS Bank in Malawi. It also wants to enter into a new airline agreement with the South African government;
  • Kinfedi/Trident, part of South Africa's Poseidon Consortium, proposes to acquire the SA Express business in its entirety but did not specify a sum;
  • Autogas SA/Aviation Connection plans to partner US and Emirati interests to acquire SA Express as a complete business;
  • Woodford Vehicle Rental, a South African car hire firm, is interested in SA Express as a whole but gave no further details;
  • BDS Airways, a South African start-up carrier, is interested in SA Express including all assets, facilities, brand and brand equity, including all office and field equipment;
  • Tiger Africa, a South African firm, plans to purchase all or part of SA Express's assets;
  • Matekane Group, a Lesotho-based firm whose defunct Maluti Sky (7D, Maseru) is a major SA Express creditor and claimant, is interested in two aircraft engines, spare parts, and tools;
  • Monocoque Diversified Interests, a Texas-based aviation investment firm, proposes to pay USD551,000 for all aircraft and engines;
  • Q400 Leasing (RMB) has expressed interest in acquiring SA Express's DHC-8-Q400-related tooling and parts;
  • Fly Modern Ark (Johannesburg O.R. Tambo), a South African start-up that specialises in aircraft leasing and sales, proposes to pay ZAR10 million (USD567,160) for all of SA Express's aircraft and engines; or ZAR10 million for all of its current operating and AMO licenses; ZAR100 million (USD5.67 million) for all shares, all assets, and licenses, but excluding all creditor liabilities and employees;
  • Sol Air (Zimbabwe) (ZS, Harare Int'l), a Zimbabwean/South African consortium, is interested in acquiring SA Express's assets, shares, and claims using Chinese and Singaporean funding connections;
  • Avmax Holdings, a Canadian aviation consortium, submitted two proposals for SA Express's assets and aircraft parts;
  • Imbani Holdings, a South African firm, has proposed paying ZAR20 million (USD1.13 million) for SA Express's entire issued share capital as well as its valid licenses, route authorities, and other select assets.

A due diligence of the offers is being carried out and will end on September 7. Tshwane Trust will only accept bids if they are signed and accompanied by a deposit payment of 25% of the purchase price as indicated in the agreement. These offers will be subject to a seven-day confirmation period.


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SAA restructuring team sifts through unsolicited investor approaches

By David Kaminski-Morrow24 August 2020

  • More than 10 unsolicited approaches expressing interest in South African Airways have been received from potential investors and partners.

The South African government’s department of public enterprises states that the approaches concern SAA and its subsidiaries Mango Airlines, SAA Technical, and catering arm Air Chefs.

“[We have] been busy assessing the interests from several unsolicited local and international strategic equity partners,” the department says.

SAA underwent a prolonged business rescue programme which resulted in a strategic plan for the company being approved by creditors in mid-July.

SAA A330 header

Source: South African Airways

Around 1,000 personnel will be retained to relaunch the airline

The department claims it has been working “around the clock” to finalise the rescue process after stating, earlier in August, that all the conditions for implementation had been met.

It says it believes investments in the airline and its subsidiaries will “help support key economic sectors, including tourism” and “solidify” the country as a gateway to international markets.

SAA is being overhauled in four phases, it adds. Some 1,000 personnel will be retained for the restructured company, with another 1,000 placed on a social plan for integration as the airline expands. The remaining staff will be granted a voluntary severance package.

A smaller board – with members including a chief risk officer, chief operating officer, and chief information officer – is being appointed.

The process of raising funds and investment in the new carrier will be assisted by a transaction adviser, which the government has already identified.

This adviser will also assess the unsolicited expressions of interest from private sector investors and partners. The department says it had received more than 10 such unsolicited approaches by the beginning of this month.

Creation of a revamped SAA, the fourth phase, will result in an airline in which the department will maintain “a certain level of presence in the ownership”, it says.

Operating a modern fleet with various density options, it adds, the carrier will have a network structure based on the “right routes, at the right times, and at competitive prices” – one which ensures high aircraft utilisation and connectivity through hubs.


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SAA backs severance for 3,100+ staff; more buyer interest

25.08.2020 - 22:52 UTC

South African Airways (SA, Johannesburg O.R. Tambo) has approved voluntary severance packages for more than 3,100 employees, local media reported, with the African Press Agency putting the number so far at 3,142.

SAA is seeking to retrench over 3,700 of its 5,000 pre-crisis staff numbers as part of its restructuring process following the approval of the company's business rescue process last month. The plan aims to retain a total workforce of 1,000.

Of the 3,142 employees who have reportedly applied for the voluntary severance packages, 1,744 are ground staff, 978 cabin crew, 184 pilots, 135 specialists, and 101 in the management team.

Packages range from guaranteed payments of USD21,000 per employee and up to USD118,000 for pilots, unions told the news agency. This includes, among other things, a 13th monthly salary for the year, one week's severance pay, a one-month notice period, and accumulated leave paid out.

Only South Africa-based employees of SAA itself, and not subsidiaries such as Mango Airlines (JE, Johannesburg O.R. Tambo) and SAA Technical, can apply for the packages, according to Fin24 news.

Meanwhile, on August 24, the South African government said it had received "more than ten" unsolicited expressions of interest from private-sector investors and private equity firms for "a future restructured South African Airways and its subsidiaries" Air Chefs, SAA Technical, and Mango Airlines.

The Department of Public Enterprises outlined a preferred set of characteristics for the new-look carrier including "an efficient and modern fleet with hybrid density options acquired at competitive rates", "a right-sized and motivated workforce", "a customer-centric airline designed to be lean, technology savvy, digitally native, and agile to service all market segments", and "a smaller, effective, reinforced, and empowered board of directors".

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South African Airways needs State cash next week to survive

10.09.2020 - 20:19 UTC

The fate of South African Airways (SA, Johannesburg O.R. Tambo) hangs in the balance again with its administrators urgently needing short-term State funding for the business rescue process to succeed.

Administrators Les Matuson and Siviwe Dongwana in a statement on September 10, 2020 "found it prudent to advise affected persons of the status of the company’s dire financial position". They warned that "the existing funds, which are available for operational expenditure...are near depletion and thus the availability of the requisite funding to the company during the course of next week will determine whether the business rescue proceedings can continue".

The administrators need at least ZAR5 billion rand (USD300 million) in working capital, as well as to pay severance packages, and post-commencement creditors, before they can discharge the airline from business rescue.

"In the ongoing engagements on this issue, Government has continued to express its commitment to making this funding available and have undertaken to do so during the course of next week," they said.

Stakeholders would be advised on September 17, 2020, if the funds had been received, failing which another creditors' meeting would be convened on September 18, 2020, to consider the way forward.

They confirmed the government so far had advanced about ZAR9.3 billion (USD557 million) of ZAR16.4 billion (USD900 million) to repay various lenders, as set out in the business rescue plan.

They also confirmed that 33 of 40 aircraft leases had been terminated; and hoped to cancel the remaining aircraft leases by the end of September 2020, "failing which the company will have to institute legal proceedings to cancel onerous aircraft leases".

South Africa's Department of Public Enterprises (DPE), in response, issued a statement saying a decision on the sources of funding would be announced soon. It said DPE and National Treasury, under the guidance of an inter-ministerial committee tasked with overseeing the restructuring of SAA, were working hard to finalise the process.

DPE and the appointed transaction advisor, Rand Merchant Bank, were still assessing "unsolicited expressions of interest from private sector funders, equity investors and strategic partners". "A number of engagements have been undertaken with the potential partners, and the interest is encouraging that a suitable long-term investor will be found to enable the relaunch of the airline and its subsidiary businesses and divisions. The department remains confident that a solution will be found in time to avoid (the) liquidation of SAA," DPE said.

SAA has been in business rescue since December. Creditors at the end of July approved a business rescue plan that requires the government to raise at least ZAR10 billion (USD598 million) over the next three years to implement it, in addition to its existing commitment to lenders.

Given the economic climate, South Africa's Finance Ministry has refused to fund another bailout of the stricken state carrier. However, the government has committed to "mobilising" the necessary funds and is looking at "diversifying" SAA's investor base. It previously claimed to have received at least ten unsolicited expressions of interest and has reportedly engaged with Ethiopian Airlines (ET, Addis Ababa) about a pan-African partnership.

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South Africans urged to boycott SAA over government bailout

By David Kaminski-Morrow28 October 2020

South African citizens are being urged to boycott flag-carrier South African Airways by an anti-maladministration organisation which focuses on the country’s state-owned enterprises.

The Organisation Undoing Tax Abuse has sharply criticised the South African finance ministry’s bailout of SAA in its mid-term budget, after months of uncertainty over the sourcing of funding for the embattled airline’s rescue plan.

Finance minister Tito Mboweni told parliament on 28 October that SAA would receive another R10.5 billion, on top of a previous R16.4 billion injection.

OUTA describes SAA as a “vanity project” which “robs the poor” and takes priority away from other institutions.

“[We are] extremely concerned about the allocation…to implement what we believe is an unworkable business rescue plan at SAA,” says chief executive Wayne Duvenage. “We understand that debts need to be settled, but we cannot watch more precious tax revenue being wasted to revive a dying entity.”

SAA A330

Source: SAA

Critics of the government have not welcomed its funding of SAA

Duvenage adds that the organisation, which believes SAA should be liquidated, is calling on South African citizens to “boycott” the airline.

It insists that a relaunch of the carrier in the current economic climate would result in further large losses, saddling the taxpayer.

IATA downgraded its African forecast for 2020 in mid-October, three months after the creditors voted to accept SAA’s business rescue plan.

The airline association expects full-year passenger numbers for Africa to be down 70% on last year’s levels, rather than the 55% estimated in July.

IATA expects the number of passengers to reach 70 million in 2021, but this is still only 45% of the figure recorded in 2019. Restoration of pre-crisis levels is not expected until late 2023.

“We thought that demand reaching 45% [of 2019 levels] was as grim as it could get,” admits IATA’s regional vice-president for Africa and the Middle East, Muhammad Albakri.

But although African domestic travel is increasing, the association says, international travel remains “heavily constrained” with major markets including the European Union closed.

IATA says several African airlines have either ceased operations or remain in financial distress, and is supporting efforts by national governments to provide financial support.

“Much-needed financial relief has been pledged, but little has materialised,” claims Albakri.

But OUTA public governance division executive manager Julius Kleynhans argues that the deterioration in air traffic forecasts undermines the approved SAA business plan and the case for government funding.

“In our opinion, SAA’s funding request to [the national treasury] cannot be justified,” he says, adding that a funding commitment based on outdated information would be “throwing good money after bad”.

Kleynhans also believes that recent prospective partnerships between South African regional carriers and the Gulf airlines Emirates and Qatar Airways further weaken SAA’s business model.



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South African government to sell majority of SAA to investor consortium
By David Kaminski-Morrow11 June 2021

South Africa’s government is to sell a majority share in South African Airways to a consortium of investors, as part of the effort to relaunch the troubled flag-carrier.

Preferred investment consortium Takatso would take a 51% stake in the airline while the government would retain the balance, as well as a ‘golden share’ of 33% of voting rights to ensure certain protections.

But the government says it aims to conduct an initial public offering in the longer term and list the airline, enabling South African citizens to participate.

Takatso comprises African airport investor Harith General Partners and airline management firm Global Airways. The consortium is based in South Africa and will provide the required funding.

As a result of the provisional agreement the relaunch of SAA – intended later this year – would “no longer need state funding”, the government’s ministry of public enterprises claims.

The government has spent about a year seeking a strategic equity partner for the airline after it ran into severe financial difficulty and underwent a prolonged and fractious period of business rescue.

While agreement was eventually reached with creditors to restructure SAA, the government has been under pressure to limit allocation of public funding to the heavily loss-making company.

Public enterprises minister Pravin Gordhan says Takatso is a “clear choice” for SAA’s preferred partner. He insists it will provide the carrier with the necessary financial and operational expertise to emerge as a viable company.

“We have looked long and hard at the proposals submitted,” he says. “With this partnership we believe we are closer to achieving the important objective of having a sustainable national airline.

“The new SAA will not be dependent on the fiscus. It will be agile enough to cope with the current uncertainty, and improvement, in global travel.”

SAA will contribute its brand, landing slots, route licences, lounges and loyalty programme to the venture, he adds.

“We want to relaunch SAA as an iconic South African brand and are confident that we have the right partner to achieve this objective,” says Gordhan.

Takatso will carry out due diligence before finalising the transaction. Historical liabilities will be the responsibility of the government.

The ministry says that, through the public-private partnership, the revived SAA will be able to consider re-establishing relationships with other African and international carriers.

SAA’s relaunch will focus initially on domestic and regional routes, before expanding to long-haul destinations as travel restrictions recede.

The pandemic-driven air transport crisis has “created a momentum to re-imagine a future for aviation and its various components”, say Takatso representatives Tshepo Mahloele and Gidon Novick.

“There are great skills and talent available as well as an abundance of available aircraft, which makes the quest of creating a world-class airline a lot easier,” they add. “The consortium brings a unique combination of skills and infrastructure funding and aviation operator experience.”

 Takatso, which is a majority black-owned consortium, is “fully committed” to an “inclusive and diverse team”, says the ministry.

SAA’s board will have a South African chair, it adds, and “ideally all three” of the senior executive team members – the chief executive, chief financial officer and chief operating officer – will also be South African.


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5 hours ago, Raphael_Magalhaes said:

Essa saga da SAA não acaba nunca

Mas finalmente terá um sócio majoritário que não o governo, já é melhor que o que vimos com Alitalia e Tap

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On 11/06/2021 at 19:59, Luckert said:

Mas finalmente terá um sócio majoritário que não o governo, já é melhor que o que vimos com Alitalia e Tap

Com certeza. O uso político da TAP, as consequências, e o dinheiro que estão despejando, está passando de todos limites. Alitalia deixei de acompanhar. Tap, observo com vergonha. Torço que a SAA consiga sair do fundo do poço.

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On 11/06/2021 at 19:59, Luckert said:

Mas finalmente terá um sócio majoritário que não o governo, já é melhor que o que vimos com Alitalia e Tap

O que pode significar nada: VASP Canhedo, Alitalia CAI (quando tinha a Etihad como sócia), Mexicana com Grupo Posadas...

Às vezes sai da frigideira para entrar no fogo, aí alguns anos depois pede água ao governo, principalmente em países mais pobres.

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South Africa's Mango suspends all operations

27.07.2021 - 10:46 UTC

Mango Airlines (JE, Johannesburg O.R. Tambo) has suspended all its services and flights from today, July 27, 2021, until further notice due to outstanding payments to South Africa's Air Traffic and Navigation Services (ATNS) company, confirms Acting Chief Executive Officer William Ndlovu.

"Senior management and our shareholder are locked-in in emergency discussions to find an amicable solution to this impasse," he said in a statement.
"We plan to resume normal operations as soon as possible. We ask for calm and patience as we navigate through these challenges. We will update the public as soon as possible," he added.

This comes as three unions representing Mango Airlines on Monday (July 26) applied to the Gauteng High Court in Johannesburg for the airline to be placed into business rescue. The application will be heard on August 3, 2021. The founding affidavit by the Mango Pilots Association (MPA), South African Cabin Crew Association (SACCA), and the National Union of Metalworkers South Africa (NUMSA) revealed that business rescue had been proposed by the Mango board as early as June 2020. The application also follows a pending application from May 2021 by aircraft lessor Aergen, in which they sought to have Mango liquidated. The application was postponed on Mango's request to August to allow the airline to prepare for bankruptcy protection.

Mango parent South African Airways (SA, Johannesburg O.R. Tambo) on Monday evening issued a statement confirming revelations earlier in the day by its chief executive Thomas Kgokolo that Mango Airlines would go into business rescue (a local form of bankruptcy protection) following a decision between its board and the shareholder representative, the Department of Public Enterprises (DPE). He said the matter was receiving top priority with "intense consultations underway with all key stakeholders".

Mango's 750 employees have not been paid for at least two months despite the airline having maintained limited operations. The company is ZAR2.5 billion rands (USD168.3 million) in debt, of which employees are owed ZAR157 million (USD10.5 million).

The airline was left in limbo when SAA went into business rescue in December 2019. It is still awaiting the pay-out of ZAR819 million rands (USD57.3 million) of state aid allocated to it from ZAR2.7 billion (USD180 million) diverted to SAA's subsidiaries from ZAR10.5 billion (USD702.5 million) set aside for the business rescue of SAA.

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SAA will as an initial phase operate flights from Johannesburg to Cape Town, Accra, Kinshasa, Harare, Lusaka and Maputo. More destinations will be added to the route network as it ramps up operations in response to market conditions.

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O retorno ao longhaul vai ser demorado e não como antes, talvez um diário para os EUA, outro para Londres e alguns voos para São Paulo e Perth.

Melhor concentrar na África Austral mesmo, quem sabe não consiga fazer dinheiro.

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Meus prezados 

SAA de volta

Companhia aérea sul-africana volta a voar em setembro

South African Airways volta após um ano de paralisação

Companhia estava mergulhada em uma crise financeira acentuada pela covid-19.

Depois de um ano, a South African Airways vai voltar a operar voos comerciais no próximo dia 23 de setembro, após autoridades sul-africanas concederem novamente o Certificado de Operador Aéreo (AOC) para voos domésticos e internacionais.

A companhia havia suspendido suas atividades em setembro de 2020, após se ver mergulhada em uma crise que começou antes mesmo da pandemia do coronavírus. Em dezembro do ano anterior, ela entrou com pedido de recuperação judicial, mas a covid-19 só ajudou a piorar a sua situação financeira.

Em abril deste ano, a empresa conseguiu sair do processo e o controle foi dado de volta ao governo da África do Sul. Dois meses depois, a empresa Takatso Consortium adquiriu 51% de suas ações, prometendo investimentos de US$ 221,6 milhões (R$ 1,16 bilhão).

Inicialmente, a companhia fará rotas de Joanesburgo (JNB) e da Cidade do Cabo (CPT) com outros países do continente africano. A venda de passagens voltará a ser feita a partir do próximo dia 6.

·       Receba as notícias de AERO diretamente das nossas redes sociais clicando aqui

Fonte: Marcel Cardoso – Aero Magazine 25 ago 2021

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Thomas Kgokolo, afirmou que a SAA eventualmente pretende retornar às rotas que anteriormente geravam receita, como o Reino Unido, Alemanha, EUA e Brasil. “Devemos garantir que obteremos a frota certa para fazer essas viagens, para minimizar nossos custos e sermos capazes de competir


Só não tem previsão.

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Confesso que desconhecia a força do mercado Brasil - África do Sul. Evidentemente não é sustentado exclusivamente por leisure, certo?

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1 hour ago, F-GSPN said:

Confesso que desconhecia a força do mercado Brasil - África do Sul. Evidentemente não é sustentado exclusivamente por leisure, certo?

Não conheço mercado africano a fundo, mas penso que tem as peculiaridades:

- Turismo na África do Sul em ascensão (Cidade do Cabo, Johannesburgo e safaris...), além de Victoria Falls;

- Conexões na África Austral, principalmente para Angola, muitos não preferem voar TAAG;

- Algum tráfego corporativo proporcionado pelas mineradoras (Anglo American e Vale);

- Um dos poucos links América do Sul-África.

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On 9/20/2021 at 2:00 PM, A345_Leadership said:

Não conheço mercado africano a fundo, mas penso que tem as peculiaridades:

- Turismo na África do Sul em ascensão (Cidade do Cabo, Johannesburgo e safaris...), além de Victoria Falls;

- Conexões na África Austral, principalmente para Angola, muitos não preferem voar TAAG;

- Algum tráfego corporativo proporcionado pelas mineradoras (Anglo American e Vale);

- Um dos poucos links América do Sul-África.

A SAA levava muita gente do Brasil para HKG e Australia (PER) também. Era uma das mais passagens mais baratas.

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On 9/20/2021 at 12:00 PM, A345_Leadership said:

Não conheço mercado africano a fundo, mas penso que tem as peculiaridades:

- Turismo na África do Sul em ascensão (Cidade do Cabo, Johannesburgo e safaris...), além de Victoria Falls;

- Conexões na África Austral, principalmente para Angola, muitos não preferem voar TAAG;

- Algum tráfego corporativo proporcionado pelas mineradoras (Anglo American e Vale);

- Um dos poucos links América do Sul-África.

BR-Africa é pulverizado de certa forma. Tem interesses Brasileiros na África do Sul, Moçambique, Angola e Ghana, mas existe interação comercial entre multinacionais notadamente nos setores agrícola e industrial. 

O Brasil já foi mais presente na África no tocante a projetos de infra-estrutura, e tem sido subsituído pela China e seu apetite por mercados satélite. 

Do ponto de vista de turismo, existe um fluxo para a Africa do Sul e de mercados além do Brasil como a Argentina. 
Conforme citado, a antiga capilaridade da SAA permitia a empresa ser um ponto de acesso a Austrália, Ilhas do Indico e claro, boa parte da África. 

A questão aqui é que tirando UK e US que tem muito mais força em O&D (por razões históricas/imigratórias e econômicas), as demais rotas da SAA dependiam da capilaridade da empresa e a despeito do pensamento de que algumas rotas eram lucrativas, a empresa sucumbiu ao (pesado) prejuízo coletivo da sua operação.  


Não adianta ganhar US$ 1 milhão fazendo JNB-LON se ela perde US$ 2 milhões fazendo o feeding/alimentação das operações.


Perspectiva para o Brasil ? Não sei ao certo - vejo as empresas Brasileiras com presença reduzida na África, perdendo influência e projetos para os Chineses, e o turismo, a US$ 1 = R$ 5,30, sem duvida é mais limitado!  Um avião menor com um 787-800 poderia ser a solução ? Se o tráfego premium e a carga complementarem - creio que sim, funciona. 


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ET não deixou de operar com PAX nesse ano e meio de meio de pandemia,  jan e fev21 conseguiu 1.6k pagos embarcando no GRU-ADD, média 90pax/voo. Depois foi caindo pra 50-40, em jul21 foram 1.2k com média 74 pax/voo. 7M21 LF médio de +/- 30%


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