Originally Posted by
Mea25000
I think you have nothing to be afraid of. Growth is coming, I think exciting growth. The only slowing this down is Boeing at this point. Large order will be announced soon, single fleet. AS will take an expedited delivery schedule. More displacements from the Airbus, fall of 2020. 250-350 a year hiring, indefinitely moving forward.
What you guys are missing is when they say “growth” per the q3 conference call found here https://www.fool.com/earnings/call-transcripts/2019/10/24/alaska-air-group-inc-alk-q3-2019-earnings-call-tra.aspx
Is that they literally state on page 12/39 that “place an aircraft order that would fund growth and allow us to retire smaller less efficient aircraft which would improve both our ability to generate additional revenue and lower unit costs.”
Your growth will be see you later A319,320,737-800 here fly this max9 instead for the same rate.
Also regarding near term growth Brad states “organic growth and merger/acquisition” (p32/39).
Reference the seniority list off today’s bid, place has supposedly hired 300 this year and the seniority list hasn’t even grown by a hundred!