Search found 84 matches

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by ShinyAndChrome
Fri Feb 16, 2018 3:59 pm
Forum: Civil Aviation
Topic: Should airlines share metal to ease hub capacity problems?
Replies: 17
Views: 2430

Re: Should airlines share metal to ease hub capacity problems?

Codesharing sasnt meant to curb capacity restraints. It allows airlines to sell tickets to places they otherwise wouldn't fly. I can buy an Air New Zealand flight from OKC and check my bag in at the United counter. The busy airports will always have congestion, the minute a slot becomes available s...

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by ShinyAndChrome
Thu Feb 15, 2018 12:37 pm
Forum: Civil Aviation
Topic: Minneapolis Air Service Discussion
Replies: 209
Views: 23212

Re: Minneapolis Air Service Discussion

SteveXC500 wrote:
Thanks. I just find it odd Norwegian would consider the route if it was nearly impossible to fly it with their A321LR.


To be fair, it often seems like Norwegian doesn't really know what they're doing.

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by ShinyAndChrome
Wed Feb 14, 2018 7:17 pm
Forum: Civil Aviation
Topic: Norwegian's next long-haul targets
Replies: 47
Views: 7332

Re: Norwegian's next long-haul targets

Be interesting to see how this all pans out in the medium-long term. The long haul flights they currently operate always tend to have sizeable loads on them from what I've seen when I'm at work at Gatwick. Most Passengers & colleagues who have travelled with Norwegian all speak very highly of t...

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by ShinyAndChrome
Wed Feb 14, 2018 5:39 pm
Forum: Civil Aviation
Topic: Ryanair has best passenger load factor of 96%
Replies: 31
Views: 3842

Re: Ryanair has best passenger load factor of 96%

PatrickZ80 wrote:
Amsterdam wrote:
No United and Air France figures?


They didn't make the list, meaning their load factors are lower than 76%.


Does it? I was under the impression that the Telegraph list was just a sample of other large carriers.

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by ShinyAndChrome
Wed Feb 14, 2018 5:27 pm
Forum: Civil Aviation
Topic: Delta wants to be the launch customer for 797
Replies: 171
Views: 23726

Re: Delta wants to be the launch customer for 797

Raise your hand if you find Delta wanting to be a launch customer for the 797 hard to be believe. (My hand is not raised.) I will raise my hand. What Delta says is one thing, what they actually do is another thing. I suspect what Delta really wants is the Airbus competitor to the 797 at the best pr...

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by ShinyAndChrome
Wed Feb 14, 2018 5:01 pm
Forum: Civil Aviation
Topic: Iran Takes Closer Look At Russian Passenger Jet As Airbus And Boeing Deals Face Ongoing Delays
Replies: 45
Views: 7462

Re: Iran Takes Closer Look At Russian Passenger Jet As Airbus And Boeing Deals Face Ongoing Delays

At the very least, they'd have an easier time with maintenance and part sourcing than Interjet, I'd suspect. An Iranian order would do well to further establish the SSJ in markets outside the CIS, especially after Interjet's high profile issues.

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by ShinyAndChrome
Wed Feb 14, 2018 3:57 am
Forum: Civil Aviation
Topic: Cathay Pacific to offer Macau ferry code-share service
Replies: 11
Views: 1652

Re: Cathay Pacific to offer Macau ferry code-share service

If Cotai was already operating to HKG, then this seems like an easy win. I don't know how CX schedules their different banks, but it'd be interesting to see what kind of minimum connecting times they figure in for these intermodal connections.

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by ShinyAndChrome
Wed Feb 14, 2018 3:29 am
Forum: Civil Aviation
Topic: NCA and SIA to form strategic cargo partnership
Replies: 6
Views: 959

Re: NCA and SIA to form strategic cargo partnership

A sensible move. The agreement might only cover Singapore-Tokyo for now but it will be interesting to see if and how it might expand to other parts of Japan and potentially other countries.

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by ShinyAndChrome
Tue Feb 13, 2018 11:46 pm
Forum: Civil Aviation
Topic: Delta wants to be the launch customer for 797
Replies: 171
Views: 23726

Re: Delta wants to be the launch customer for 797

Exactly. They don't need to abandon their business model that has made them successful, but there are certains areas where WN needs to grow up and start acting like other airlines. Codesharing with foreign carriers and expanding international service are among those areas. The 797 would be the perf...

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by ShinyAndChrome
Tue Feb 13, 2018 12:31 pm
Forum: Civil Aviation
Topic: Boeing's Newest Airplane Could Improve Alaska Air's Fortunes
Replies: 26
Views: 6851

Re: Boeing's Newest Airplane Could Improve Alaska Air's Fortunes

However, rising costs WHAT rising costs? Oil is still cheap, right? What possible rising costs could they encounter? Also, this article was written by a website called Motley Fool, a subsidiary of Motley Wealth Management. Anyone ever heard about them? Have you bought gas lately? Oil prices are ris...

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by ShinyAndChrome
Tue Feb 13, 2018 2:24 am
Forum: Civil Aviation
Topic: What Are Delta’s Premium Routes?
Replies: 51
Views: 5836

Re: What Are Delta’s Premium Routes?

Can we get a working definition of “Premium Route”? Without it, we’ll all just be aiming at different concepts.

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by ShinyAndChrome
Thu Feb 08, 2018 3:57 pm
Forum: Civil Aviation
Topic: Was Southwest's Move Into Denver Predatory?
Replies: 63
Views: 5485

Re: Was Southwest's Move Into Denver Predatory?

us330 wrote:
I think the only scenario where you could potentially call Southwest's behavior predatory is if it started service to Denver, rapidly expanded with the purpose of killing Frontier, and then pulled back or drastically reduced service once Frontier went bankrupt or left Denver entirely.


Seconded.

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by ShinyAndChrome
Thu Feb 08, 2018 12:55 am
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 292
Views: 26175

Re: Delta Air Lines Network Thread 2018

We actually discussed this during the ATL power outage back in December (see the Rest of Ohio 2017 thread for more info). Originally, I supported DL dehubbing CVG completely, but in the last few months, I have gone 180 and have been thinking DL made a mistake cutting back CVG as much as they have. ...

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by ShinyAndChrome
Wed Feb 07, 2018 6:27 pm
Forum: Civil Aviation
Topic: DL to end NRT-ROR and SPN
Replies: 55
Views: 7396

Re: DL to end NRT-ROR and SPN

We saw this coming. They've been winding the NRT hub down for years, and the KE JV only sealed the deal. I'd give PDX-NRT a few years at most, and NRT-SIN will probably be gone in a year The PDX-NRT is an interesting case. Don’t forget it is a very short PDX-SEA flight, and from Seattle you can the...

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by ShinyAndChrome
Tue Feb 06, 2018 5:04 pm
Forum: Travel, Polls & Preferences
Topic: Possible Alaska+JetBlue combination
Replies: 78
Views: 3612

Re: Forbes: New Indicators of JetBlue-Alaska Merger

I beat this horse to death on yesterday’s thread, but I’d like to add one new point since the article specifically cited the HP/US merger: When HP/US explored their merger, the competitive landscape in the US was much different. The industry was still suffering from the aftereffects of 9/11 And was ...

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by ShinyAndChrome
Mon Feb 05, 2018 4:35 pm
Forum: Travel, Polls & Preferences
Topic: Possible Alaska+JetBlue combination
Replies: 78
Views: 3612

Re: Possible Alaska+JetBlue combination

The synergies are that AS are strong out west but weak in the east, while B6 is strong out east but weak in the West. Both are fairly weak in the middle of the country, but the two airlines combined would still have a very attractive network to compete against the US3+WN. The same could be said of ...

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by ShinyAndChrome
Mon Feb 05, 2018 3:45 pm
Forum: Travel, Polls & Preferences
Topic: Possible Alaska+JetBlue combination
Replies: 78
Views: 3612

Re: Possible Alaska+JetBlue combination

I really can’t see the rationale. Most of the supposed synergies are really just cosmetic at best. AS and B6 are frankly two very different airlines with two different niches that they excel in. Merging would end up creating many more headaches than they would solve.

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by ShinyAndChrome
Mon Feb 05, 2018 3:31 pm
Forum: Civil Aviation
Topic: Will GE's trouble have influence on their aviation division
Replies: 29
Views: 3026

Re: Will GE's trouble have influence on their aviation devision

Per what the linked articles mentioned, I wouldn’t worry about the long term status of GE Aviation, though GECAS might be spun off in the near future. The Jack Welsh model of corporate organization is a relic, at least in the US. At so many investor events these days the main topic often revolves ar...

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by ShinyAndChrome
Sun Feb 04, 2018 9:35 pm
Forum: Civil Aviation
Topic: Is HND Now the Main Airport in Tokyo?
Replies: 44
Views: 7440

Re: Is HND Now the Main Airport in Tokyo?

After WW2 apparently the Japanese government talked about closing HND and building a new airport on an artificial island in Tokyo Bay. MacArthur & Co. vetoed it but it still makes for an interesting thought experiment. Instead of ending up with two space-constrained airports, Tokyo might have ha...

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by ShinyAndChrome
Sun Feb 04, 2018 9:25 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 292
Views: 26175

Re: Delta Air Lines Network Thread 2018

I personally think that the 787-8 is the perfect replacement for the 763ER. Delta only has 50 widebodies on order, and American and United have way more. (Ok, maybe not American but they just received a BUNCH of 787’s and have a lot of 777W’s.) All I’m saying is, 50 widebody orders from Airbus aren...

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by ShinyAndChrome
Sun Feb 04, 2018 5:29 pm
Forum: Civil Aviation
Topic: Spirit Airlines Closes In on a New Pilot Contract & What It Means for Investors
Replies: 16
Views: 1710

Re: Spirit Airlines Closes In on a New Pilot Contract & What It Means for Investors

Looks like the pay is in the neighborhood, but a lot of pilots are not pleased with the other components of the contract. I think it's very possible that it does not pass. Indeed. They don’t get the same degree of attention since they aren’t as quantifiable as pay, but work and scheduling rules oft...

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by ShinyAndChrome
Sun Feb 04, 2018 1:51 pm
Forum: Civil Aviation
Topic: Norwegian names possible transatlantic A321LR markets
Replies: 54
Views: 8427

Re: Norwegian names possible transatlantic A321LR markets

I’d appreciate if they went into detail about why DC needs frequency and the 787 doesn’t work for that market. Of course you never really can tell what Norwegian is thinking.

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by ShinyAndChrome
Sat Feb 03, 2018 5:19 pm
Forum: Civil Aviation
Topic: PEK surpassing ATL for busiest title?
Replies: 23
Views: 5827

Re: PEK surpassing ATL for busiest title

If any airport is likely to exceed ATL, I’d have to put my money on DWC but only once operations from DXB fully cut over well into the 2020s at the earliest. I’d have a hard time imagining any airport in a multi-airport town taking the top spot any time soon. Daxing would have a better shot if PEK w...

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by ShinyAndChrome
Sat Feb 03, 2018 3:11 am
Forum: Civil Aviation
Topic: Hypothetical: United builds a hub at BNA
Replies: 65
Views: 6739

Re: Hypothetical: United builds a hub at BNA

CLT is a unique case and without seeing AA's books we can only guess why but I'd bet the ground operation is more efficient & cheaper than at the legacy AA hubs. As contracts come up for renewal, I'm sure this will gradually change. No way can an 80%+ connecting hub reign as AA's most profitabl...

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by ShinyAndChrome
Sat Feb 03, 2018 12:01 am
Forum: Civil Aviation
Topic: Hypothetical: United builds a hub at BNA
Replies: 65
Views: 6739

Re: Hypothetical: United builds a hub at BNA

[ CLT has the banking industry to fill the front cabin to a lot of destinations. BNA doesn't have that. You're making generalizations. Those front cabins are filled with connecting passengers -- the same connecting passengers that a hypothetical UA SE hub would compete for. CLT has the least amount...

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by ShinyAndChrome
Fri Feb 02, 2018 10:49 pm
Forum: Civil Aviation
Topic: PEK surpassing ATL for busiest title?
Replies: 23
Views: 5827

Re: PEK surpassing ATL for busiest title

Once the SkyTeam airlines leave PEK, the Star Alliance airlines will have more room to grow, expand and offer additional connections. That, in theory, can boost PEK's numbers even more. In theory, CA and other Star carriers can backfill the vacating SkyTeam capacity seat for seat and beyond. In pra...

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by ShinyAndChrome
Thu Feb 01, 2018 5:13 am
Forum: Civil Aviation
Topic: Labor issues at jetblue
Replies: 11
Views: 2558

Re: Labor issues at jetblue

If they want to stay true to Neeleman’s original vision, then they’ll never be able to win on cost against the NKs of the world. But when they aimed for top line growth with things like Mint (or in the future maybe TATL, though I’m a bit more bearish than most here) they had more success. So maybe i...

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by ShinyAndChrome
Thu Feb 01, 2018 12:49 am
Forum: Civil Aviation
Topic: CSeries orders and possible orders for 2018
Replies: 31
Views: 5883

Re: CSeries orders and possible orders for 2018

If LX likes them, I could see the LH Group taking on more, whether that means exercising their options or buying even more. I’m personally of the opinion that the plane’s operating economics could open up a lot of possibilities for SN or OS.

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by ShinyAndChrome
Wed Jan 31, 2018 11:59 pm
Forum: Civil Aviation
Topic: American Airlines Wants to Grow in Charlotte
Replies: 104
Views: 12309

Re: American Airlines Wants to Grow in Charlotte

How will this impact MIA long-term if CLT grows more? It won't overtake DFW long-term will it? There will be negligible, if any impact on MIA. CLT and MIA serve two largely distinct niches in the AA network. Apologies for being the dumb guy here. What is the reason that CLT has a low cost? Is it be...

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by ShinyAndChrome
Tue Jan 30, 2018 10:46 pm
Forum: Civil Aviation
Topic: Tim Clark: QF's globe spanning plans could change alliance, plans A380's on all Australian services
Replies: 1
Views: 1872

Re: Tim Clark: QF's globe spanning plans could change alliance, plans A380's on all Australian services

While the Australian aviation scene is quite fixated on whatever happens re: LHR, for everywhere else, the EK partnership will still provide immense value.

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by ShinyAndChrome
Tue Jan 30, 2018 3:53 pm
Forum: Civil Aviation
Topic: Korean Airlines ordering A330, A350, 787 or 777 ?
Replies: 41
Views: 7104

Re: Korean Airlines ordering A330, A350, 787 or 777 ?

I wouldn’t be surprised to eventually see the A330neo at KE. The A330 family is a solid choice for short/medium haul intra-Asia routes and they could get attractive pricing on them if the neo’d sales figures are any indication. Those plus 787s/777s for long haul would be a strong lineup in my unprof...

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by ShinyAndChrome
Tue Jan 30, 2018 4:11 am
Forum: Civil Aviation
Topic: Trump Admin wont punish ME3; opts to leave open-skies alone
Replies: 188
Views: 22298

Re: Qatar Will Agree to Waive 5th Freedom Rights to the USA

This doesn’t strike me as much of a loss for QR. While EK’s JFK-MXP and EWR-ATH seemed unexpected when they were first announced, I don’t think QR was really in any position to try and replicate that even before the fall in energy prices and the current inter-Gulf political drama. If this can buy th...

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by ShinyAndChrome
Mon Jan 29, 2018 2:16 am
Forum: Civil Aviation
Topic: Southwest Airlines Network Thread 2018
Replies: 163
Views: 14117

Re: Southwest Airlines Network Thread 2018

If WN does decide to go into the inter-island business, I could see the announcement come in some time after they start Hawaii flights from the mainland. Lower 48-Hawaii is a different-enough market in itself and they might see it prudent to get a solid foundation in that before moving into the very...

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by ShinyAndChrome
Sun Jan 28, 2018 11:11 pm
Forum: Civil Aviation
Topic: The ME3 and PHX
Replies: 51
Views: 4636

Re: The ME3 and PHX

Seriously, is it possible to explain why a route is unlikely without putting people down? In any case, I’ll try my best. Considering that PHX’s only year-round TATL route is to London, which already offers connections to the Middle East and South Asia in addition to the obvious O&D and European ...

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by ShinyAndChrome
Sun Jan 28, 2018 7:03 pm
Forum: Civil Aviation
Topic: B6 Announces Q4 2017 Earnings
Replies: 53
Views: 7489

Re: B6 Announces Q4 2017 Earnings

I can’t see B6 getting any closer to EI than they already are, not when EI is planning to get into the AA/BA joint venture. If B6 does want to eventually go down that path (though they’ve protested recent JV applications from others), it would have to be with unaligned or weakly-aligned carriers lik...

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by ShinyAndChrome
Sun Jan 28, 2018 12:27 am
Forum: Civil Aviation
Topic: United Airlines Network Thread 2018
Replies: 209
Views: 25076

Re: United Airlines Network Thread 2018

There aren’t currently. UA would need to use one of their existing frequencies. With UA canceling GUM-PVG was that route utilizing a zone 1 frequency or did UA utilize some type of exemption to operate the twice weekly flight? Sorry for all the questions I'm just curios as to what hurdles UA would ...

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by ShinyAndChrome
Sat Jan 27, 2018 11:53 pm
Forum: Civil Aviation
Topic: United Airlines Network Thread 2018
Replies: 209
Views: 25076

Re: United Airlines Network Thread 2018

jayunited wrote:
I'm also wonder are there any zone 1 U.S. - China frequencies still available to U.S. carriers?


There aren’t currently. UA would need to use one of their existing frequencies.

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by ShinyAndChrome
Sat Jan 27, 2018 10:50 pm
Forum: Civil Aviation
Topic: Delta Air Lines Network Thread - 2018
Replies: 292
Views: 26175

Re: Delta Air Lines Network Thread 2018

I personally think that the 787-8 is the perfect replacement for the 763ER. Delta only has 50 widebodies on order, and American and United have way more. (Ok, maybe not American but they just received a BUNCH of 787’s and have a lot of 777W’s.) All I’m saying is, 50 widebody orders from Airbus aren...

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by ShinyAndChrome
Sat Jan 27, 2018 4:42 pm
Forum: Civil Aviation
Topic: B6 Announces Q4 2017 Earnings
Replies: 53
Views: 7489

Re: B6 Announces Q4 2017 Earnings

I looked at the same GC map earlier. While it might work out on paper, if B6 management has repeatedly tied the possibility of TATL specifically to the LRs, then clearly there’s something the publicly available data isn’t showing. Also, absolutely everything related to B6 TATL is still purely specul...

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by ShinyAndChrome
Sat Jan 27, 2018 3:20 pm
Forum: Civil Aviation
Topic: B6 Announces Q4 2017 Earnings
Replies: 53
Views: 7489

Re: B6 Announces Q4 2017 Earnings

Also, I feel like A321NEO should be sufficient for major destinations from BOS like LON/DUB/PAR? Is there any reason they need to wait for LR? If we just base it on publicly available range data, even the A321ceo could make those routes and we don’t see anyone flying those Transatlantic in large nu...

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by ShinyAndChrome
Fri Jan 26, 2018 10:10 pm
Forum: Civil Aviation
Topic: B6 Announces Q4 2017 Earnings
Replies: 53
Views: 7489

Re: B6 Announces Q4 2017 Earnings

The other thing they mentioned is that an a321lr evaluation is mostly complete and will make an announcement soon. Kind of crazy to me that they are not adding more mint aircraft this year when a route like fll lax is doing so well. I guess they are relying on the 200 seaters deliveries and a320 re...

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by ShinyAndChrome
Thu Jan 25, 2018 5:23 pm
Forum: Civil Aviation
Topic: AA Posts $425 Q4 Profit/ $3.1B FY17
Replies: 26
Views: 3543

Re: AA Posts $425 Q4 Profit/ $3.1B FY17

This was an interesting call. Cargo got a lot more spotlight from the analysts than it usually does. The machine learning piece was also cool. You could definitely see the UA call being very much on everyone’s minds. The usual PRASM hawks were subtly and unsubtly trying to gauge AA’s management on c...

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by ShinyAndChrome
Thu Jan 25, 2018 12:59 am
Forum: Civil Aviation
Topic: United posts 2017 net-income 2.1 billion
Replies: 58
Views: 8752

Re: United posts 2017 net-income 2.1 billion

That’s a fair way of looking at it and I hadn’t thought of it from the perspective of pulling off the bandage now and getting it over with. Presumably the Wolfe report isn’t publicly available? In any case, I think they did a good job hashing out specific revenue initiatives to take on some of the l...

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by ShinyAndChrome
Thu Jan 25, 2018 12:21 am
Forum: Civil Aviation
Topic: United posts 2017 net-income 2.1 billion
Replies: 58
Views: 8752

Re: United posts 2017 net-income 2.1 billion

Frankly I think such aggressive growth (more than double US economy growth rate) is not a positive for UA or the industry long term.. The market agreed with you today, and you could almost hear the shift on the call the second Scott opened his mouth about 4-6%. The stock and obviously the entire se...

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by ShinyAndChrome
Wed Jan 24, 2018 5:47 pm
Forum: Civil Aviation
Topic: United posts 2017 net-income 2.1 billion
Replies: 58
Views: 8752

Re: United posts 2017 net-income 2.1 billion

It's clear there is a performance difference between airlines. By that I mean the pre-tax margins compared between the airlines, particularly DL. Perhaps an ANetter who is a Wall St whizkid can clue the rest of us in about the wisdom of such large scale share buy backs when that capital could be us...

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by ShinyAndChrome
Wed Jan 24, 2018 12:33 pm
Forum: Civil Aviation
Topic: DL and AA resume IROP ticketing and baggage agreement
Replies: 67
Views: 8728

Re: DL and AA resume IROP ticketing and baggage agreement

Today is 1/24 and the interline is not yet in the system: W/*DL‡*AA« DL-006 DELTA AIR LINES INC/DELTA AIR LINES INC. CANNOT ISSUE TKT-NO AGREEMENT ON FILE AA-001 AMERICAN AIRLINES/AMERICAN AIRLINES, INC. CANNOT CHECK BAGGAGE NO AGREEMENT ON FILE AA W/*AA‡*DL« AA-001 AMERICAN AIRLINES/AMERICAN AIRLI...

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by ShinyAndChrome
Wed Jan 24, 2018 4:40 am
Forum: Civil Aviation
Topic: United posts 2017 net-income 2.1 billion
Replies: 58
Views: 8752

Re: United posts 2017 net-income 2.1 billion

If the investors don’t like it they can bring back Smisek. He said all the right things and they loved it. Two billion in cuts. Yes. Capacity cuts, aircraft retirements. Woohoo. Look how good that turned out. It seems to me that UAL has been criticized for it's under-sized domestic route system whe...

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by ShinyAndChrome
Wed Jan 24, 2018 3:46 am
Forum: Civil Aviation
Topic: American Airlines Network Thread 2018
Replies: 114
Views: 12582

Re: American Airlines Network Thread 2018

Thanks for starting this. I think it’s sensible to round out the rest of the US3. As for my predictions, the only thing I’d be fairly confident about right now in 2018 would be additional TATL announcements out of PHL. I can’t think of any obvious new routes to add, but maybe extending some of the s...

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by ShinyAndChrome
Wed Jan 24, 2018 12:40 am
Forum: Civil Aviation
Topic: DL and AA resume IROP ticketing and baggage agreement
Replies: 67
Views: 8728

Re: DL and AA resume IROP ticketing and baggage agreement

It would be interesting to see if the reimbursement rates between the two are any different compared to before. That’s what the original breakup was about wasn’t it?

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by ShinyAndChrome
Wed Jan 24, 2018 12:36 am
Forum: Civil Aviation
Topic: United posts 2017 net-income 2.1 billion
Replies: 58
Views: 8752

Re: United posts 2017 net-income 2.1 billion

Some of the first media takes from the investor call have come out. https://www.bloomberg.com/news/articles/2018-01-23/united-airlines-sees-fares-rebounding-as-overseas-slump-fades https://www.cnbc.com/2018/01/23/united-continental-earnings-4q-2017.html It’s solid enough performance on UA’s part, bu...

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