Originally Posted by
FangsF15
Just for clarity, so did I. I went back to each AE as published and counted awarded WB A's manually, excluding the bypasses, in the 5 2019 AEs.
The vast majority were off the March MOAB, so that would make sense - they were awarding to fill predicted vacancies as advertised through Summer 2020. If they do a large WB A bid as predicted in January(ish), that may indicate the growth Sailing/BS/others have talked about and/or faster attrition than anticipated. Cautious optimism. Very cautious...
FYI to all, Curly's site has some pretty good analytics about the bids, to include how many have gone from which seat to another seat, and the % off each bid that has been converted (for which the March MOAB is still only 72% converted...)
As I pointed out long ago I did not expect the Nov now split Nov/Jan bid to have a massive number of widebody bids. We added 3 with a 4 th A330 the first week of 2021 to existing deliveries next year. The LATAM deal now adds some A350’s late in the year with a in service date yet published.