Originally Posted by
Aeirum
... but to assume that there are no business loans, that parking 747’s cost him nothing, and that we are assured business on airplanes others are dumping left and right is typical K4 lemming effect. It’s myth and idolization. It feels good but no one really knows what’s going on.
To add to the points you made, the phasing out of 400's and MD11's, could that make Western Global the proverbial canary in the coal mine? MD11's are starting to have a parts availability crisis according to my connections at Fed Ex and UPS.