Originally Posted by
Skyvector
Interesting analysis, and one that I agree with. Only thing I'm not 100% sold on is a merger. I assume you mean Envoy merging with Piedmont. But that would reduce the company's ability to whipsaw.
But I agree that there is a long term plan for Envoy which involves us being the E-175 operator. In fact, AA said as much in their last meeting with Envoy. But first there is a size they need to get us down to.
What if they consolidate all of the flying onto one certificate (PSA), and then keep all the ground handling in a separate company (Envoy). This would not facilitate the whipsaw, but may help them lower costs by running only 1 certificate versus 3. Who knows. Who cares.