Originally Posted by
pilotpayne
I would also bet on more frequencies,
Look at the size of SWA and JetBlue. Look at how many city’s they both serve. It’s almost the same number yet SWA is way bigger vs JetBlue so we definitely have room to add flying to existing city’s as well as Europe and new places.
If we don’t hit the $2.50 target then all bets are off. I wouldn’t be surprised to see Europe indefinitely delayed, new management team, and real merger talk.
Wall St has the ELT by the B—-ls. They hate growth because it is expensive and want to see our EPS go up. I think if they can hit that they could make a case for more aggressive growth both to the board and Wall St.
But the above is all a guess.
Agreed. More frequencies would be a conservative add. 2020 will be a cautious growth year, with all eyes focused on the EPS $2.50-$3.00 target. If we meet that then 2021+ will be a new era in growth and likely big shifts in risk appetite.
If we don’t hit the $2.50 target then I could see Europe indefinitely delayed, new management team brought in, and real merger discussions.