crj-700 they’re also adding phx https://ksltv.com/636832/american-airlines-to-add-flights-from-provo-to-dfw-phoenix-this-fall/ Obviously taking a slap at Breeze, look for them to match Breeze fares, triple or quadruple FF points on these routes ... it will go on until one cries uncle ... Right...an...
Jump to postReading the article, it doesn't strike me that Boeing is saying no to moving back to Seattle. What they are saying no to is letting a non-binding shareholder vote be held. I think it is unlikely Boeing moves back, but I think we need to be careful of what Boeing is actually objecting to here. They ...
Jump to postAA revenue problems widening ... https://crankyflier.com/2024/04/11/americans-revenue-performance-sinks/ Not sure this is the best analysis. I don't discount it entirely but it does follow the "sun belt" strategy they spoke to in the investor day conference. Let's wait for their earning c...
Jump to postWho knows what the numbers are, but they are huge ... https://companiesmarketcap.com/american-airlines/total-debt/ Assuming this site uses similar methodology across companies, AA's doesn't seem as dire as some make it sound. AA is at $40.66B with over $50B in 2023 revenue. DAL is at $27.28B with $...
Jump to postAnd AA’s debt as of 12/23 was $29.32 billion, not $70. This is a dangerous balance sheet. If travel hits a downturn, American's finances are going to be in a world of hurt. Especially with continued elevated interest rates. Who knows what the numbers are, but they are huge ... https://companiesmark...
Jump to postAs a reminder to the crowd, operating profit is before net interest costs of debt, and with all U.S. carriers (except WN) carrying a lot of debt, debt costs can't be ignored. DL's net interest expense 1Q24 was $205 million, and AA's will likely be twice that. Agree that Operating Profit is only one...
Jump to postFlip the question...what are the reasons to actively choose DL or UA? The only things that really matter to most people are prices, times, fewest connections and FF status. That's it. I'll bite on this one... as Platinum Pro on AA and Platinum Medallion on Delta, I get to fly both quite a bit and f...
Jump to postDespite the comment about them not being satisfied as a parts supplier, that's precisely what they could best spend the money on...hydrogen fuel storage & propulsion. Using the funding to develop the next tube seems wasteful.
Jump to postThere's also the piece about having people's lives in your control. A minor but important detail.
Jump to postI did read a while back that when the FAA changed the passenger weight calculation that AA moved more 738’s to CLT for performance reasons.
Jump to postTo be fair, you literally said "the experience in economy is the same" then pointed out the differences. FWIW, in-seat IFE (plus better BOB options) do make a difference in economy for a lot of people! UA and DL have specifically made it a point to enhance their on-board product to indust...
Jump to postJust airing out the dirty laundry...gets smelly down there.
Jump to postI’ll admit, I’m a bit ignorant on the scope clause issue, however why hasn’t AA or another carrier offered a deal like you let us fly the E175-E2 which is above the limit as long as the exemption is made watertight so no other planes could get through the same hole and in return we give the pilots ...
Jump to postI'm not an AA or CLT fan, but I still think there is little difference between CLT connections and connections at other airports. The connection experience at my home airport, MSP, is about as bad as the connection experience at CLT. I feel the worst connection experience in the country is an inter...
Jump to postThe only way that MCI/KCI grow with passenger count, I believe, is for SWA to connect more passengers and add more non stop destinations. The new terminal is a beauty for connecting traffic and passengers. Beats connecting throu DIA or STL hands down WN updated their city fact sheets and it’s very ...
Jump to postAA will still fly 65 seat E70 and CR7 fleets. The smaller markets will get those types. Too large of plane for many markets ... can't make money filling 45 seats on a 76 seat aircraft But then, why fly there at all? I am not been malicious. It is a genuine question - why cities with such a low dema...
Jump to postWhy would they order the E1 instead of the E2? I'm assuming two words: Scope clause What would happen if the government changes emissions, noise and other rules that would force the unions to give on the weight limits in scope clauses. Smaller communities that can't support mainline lose service, r...
Jump to postCLT works because of its low costs, and seeing how poorly airport projects go elsewhere AA understandably doesn't want to risk that. It is however a little silly (read: cheap) that AA is this stingy about their finances. Their current management team isn't willing to spend a $1 to make a $1.10 They...
Jump to postIf AA was going to get another NB type, I wouldn't rule out the E195-E2. Sure it's a little smaller than what they need, but Embraer's order books are drying up and they need to move some planes. An order for 100 E2-195s at cheap prices with immediate deliveries and few major production hiccups mig...
Jump to postCLT has issued a RFP for the final pier for Concourse A North ("Phase III"). https://www.charlottenc.gov/files/content/city/v/2/growth-and-development/doing-business/contract-opportunities/rfq-capiii/rfq-avia-24-21-concourse-a-expansion-phase-iii.pdf Yay! Let's just keep hacking more conc...
Jump to postHere is some interesting reading on what can’t and can’t be done. 3. Icahn Group Restrictions A. From and after the date hereof, until the later of (x) thirty (30) days before the nomination deadline for stockholders to nominate candidates for the annual meeting following the 2024 Annual Meeting an...
Jump to postFor the sake of historical accuracy: https://www.wsj.com/articles/carl-icahn-didnt-drive-family-dollar-deal-buyer-says-1407803496 Your representation of the Family Dollar situation could not be further from the truth. There is quite a lot of Icahn hysteria among the posters on this thread based on ...
Jump to postHere is some interesting reading on what can’t and can’t be done. 3. Icahn Group Restrictions A. From and after the date hereof, until the later of (x) thirty (30) days before the nomination deadline for stockholders to nominate candidates for the annual meeting following the 2024 Annual Meeting an...
Jump to postSo if Carl decides to break up Jetblue, it will be broken up? The other investors and board members will just sit there in silence? Fascinating! Ignore the TWA experience. Put it out of your mind. Act as if it never happened. Now look at all the other transactions he's been involved with. He doesn'...
Jump to postOh great we are back to JetBlue being broken into parts. Yay Icahn's entire reason for being is to extract cash in the short term. If he decides the way to do that is through an asset sale, assets will be sold. We may already be seeing the beginning of this with B6 apparently being paid to defer so...
Jump to postJust because CLT is a megahub doesn't mean it's immune to the traffic downfall in the winter Roundtrip Load Factors January '23 LH CLT-MUC 69% AA CLT-MUC 58% CLT-FRA 64% CLT-LHR 69% February '23 LH CLT-MUC 56% AA CLT-MUC 52% CLT-FRA 59% CLT-LHR 62% "Just because CLT is a megahub doesn't mean i...
Jump to postGood grief ... I recall when PEOPE EXPRESS charged 3 bucks a bag back in the 80's ... AA is desperate for cash It's probably going to make AA good money. Either people can pay for priority boarding or have the credit card just to avoid checked bags. AA will probably still make off a ton of money of...
Jump to postGood grief ... I recall when PEOPE EXPRESS charged 3 bucks a bag back in the 80's ... AA is desperate for cash It's probably going to make AA good money. Either people can pay for priority boarding or have the credit card just to avoid checked bags. AA will probably still make off a ton of money of...
Jump to postkcdjs wrote:Eastern is officially moving their HQ to KC.
https://www.kctv5.com/2024/02/21/eastern-airlines-chooses-move-headquarters-kansas-city-near-mci/
ICHAN needs to force B6 to open up another hub in the MIDWEST .. an airport that already has existing gate space, routes that can support the hub with existing PDEW today on routes that were abandoned years ago to mergers and a a BK ... that airport is MKE ... MKE is a beautiful idea. Milwaukee cou...
Jump to postThis may have been already mentioned on another thread, but AA is following AS and B6 in raising checked baggage fees to $40. https://www.wfaa.com/article/news/local/american-airlines-checked-baggage-bag-policy-fee-price-how-much/287-4d94685b-581f-4660-b3e9-4afd6c1dae18 I rather AA charge for carry...
Jump to postExactly! First off, he isn't gaining anywhere near a controlling share with a 9.9% stake. Second, he likely won't even get a seat at the board. You're right, he won't get a seat...he already got TWO! I stand corrected. Apparently, the two seats are non-voting seats until after the annual stockholde...
Jump to postWasn’t he banned from dealing with airlines??? No He will NOT be looking to take over the airline or strip assets, he will be looking for management to figure out how to actually run the airline properly as many of us on here have been calling for. That will boost share prices which will make him m...
Jump to postI just don’t think the quickest way to make some cash is to refit the whole fleet to a ULCC model, and lower ticket prices. The #1 thing that Icahn will demand is no sacred cows. He won’t care whether something is the ‘JetBlue way’, if it isn’t generating short-term gains then he would say it shoul...
Jump to postIt only took 10% to get 2 board seats. So, for all those saying, it’s only 10%, what can he really do….he now has pretty big sway in the company’s direction.
Jump to postGiven that AA has stated that they are strategically focused on solidifying the domestic network and allowing JV partners to take on more of the responsibility on int'l (to the extent allowed by contractual obligations), I don't see how much of this conversation is relevant about LAX without includi...
Jump to postVery nice summary! Of the European Summer-seasonal...which one(s) are likely to go year-round? I'd say CDG first. Then FCO. DUB is easily the most likely — it resumes this year on March 5 and is a partner (IAG joint venture) hub. When the A321NEO XLRs join the fleet, I suspect we'll see the flight ...
Jump to postWell, this devolved into an emotional TWA thread pretty quickly. Given how many anutters are armchair bean counters, I’m quite surprised the pool here are missing this trade. 23% gain in 2 days! Seeking Alpha shows a short interest of 10.63%. The Icahn news is the catalyst that’s caught them off gu...
Jump to postBEST case he wants to drive wall-street-centric decisions to maximize his own profit. Worst case, he wants to part out the company to recoup his losses. One is obviously far worse than the other, but neither is good. Nevermind that Icahn being involved at all is a canary-in-the-coalmine situation. ...
Jump to postSo let’s say he gets control and wants to sell off jfk or dca slots as well as anything else. Will the DOJ and all those here worried about the consumer object if it’s Delta and United doing the buying? With that said the optimistic view is maybe he will push the ELT to run an airline and make mone...
Jump to postRealistically, what can Mr. Icahn do at this current moment with less than 10% of the shares? Doesn’t the board have to agree to give him a seat? Even at that, he is only one person, with one board vote. He owned 9.4% of Family Dollar when he began to push them to put themselves up for sale. At his...
Jump to postA TWA type takeover is highly unlikely. He doesn't want to run an airline most likely. What we're more likely to see is him work to force them to seek a merger or takeover in some way. No, I'm not oblivious to recent events with B6 but it is his recent M.O. (see Family Dollar). What that looks like,...
Jump to postMIflyer12 wrote:SRQLOT wrote:Wasn’t he banned from dealing with airlines???
That's not how capitalism works in the U.S.A.
Of course, if B6 employees want to put up their own money to buy a majority stake...
Toinou wrote:Will this really happen? Many things have changed, both politically and economically since covid. Sometimes thing don't come back.
Jshank83 wrote:November international loads
AA CUN 87.3%
WN SJD 84.27%
WN CUN 78.32%
WN MBJ 66%
F9 CUN 46%
With AA adding DFW-BNE with QF and about to add JFK-HND realistically the only missing piece is DFW-HKG coming back. The issue they had with that was the time the aircraft spent on the ground in HKG without it linking into something like a LAX-HKG service. Not sure if the likely profitable DFW serv...
Jump to postI think all the talk of Crandall being a tough negotiator oversimplifies reality. That's his job to minimize the cost to AA and thus revenue to PA. Having had a chance to hear an insider's perspective on how Icahn negotiated the TWA LHR authorities away to AA, Crandall had no game comparatively beca...
Jump to postAA studied DFW-DEL BEFORE Russian airspace closed and determined there was no way of it being Successful with its ultra long stage length and low yields. AA isn't loosing any sleep over Air India (one of the world's worst run airlines) coming to DFW. AI will operate in the red and and AA will be ev...
Jump to postSo much for the argument they needed Spirit's planes and people. They needed Spirit's planes and people... to not be flying on the same routes as JetBlue's planes and people. Getting a quick injection of a substantial fleet and the crews with it would allow them to quickly build additional focus ci...
Jump to posthttps://finance.yahoo.com/news/jetblue-airways-corp-jblu-reports-115417268.html#:~:text=JetBlue's%20fourth%20quarter%20saw%20a,%25%20year%2Dover%2Dyear. Jetblue's Q4 earnings are out. 19 fewer aircraft will be delivered this year, but I still need to see the new delivery schedule. Also, the A220 wi...
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