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Old 05-27-2020 | 06:26 AM
  #185  
Cyio
Gets Weekends Off
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Gets Weekends Off
 
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Originally Posted by rld1k
Go to the beach it's packed. Disney announcement tomorrow about opening in June. When the states open in June/July domestic is going to skyrocket. Intl is opening similarly. Doom and gloom from hacks on seekingalpha and airline MGMT fishing for concessions.

Maybe I'm bias because I just made a lot of money on airline and cruise stock options today.
Yeah I am not seeing it either, at least not to the extent you are proclaiming. Beaches can be full because it is locals going to the place they used to go to almost everyday, much like a grocery store. If you lived near a beach you would understand that. Same can be said for restaurants even though they have not seen a giant recovery yet either.

Long story short, comparing a beach to travel is ignorant and overly optimistic. Disney can open all they want, doesn't mean people are going to rush to it and we dont know "how" they will open. Maybe they greatly limit how many people can enter the part, thus again brining down your optimistic feeling of airline recovery in the next month or two.

I am not trying to be negative Nancy or anything, but it seems so many people are clinging to any bit of hope and not looking at the big picture. Envoy is insulated from a lot of this because we are picking up the required flying from AA as well as flying from our competition, mainly due to cheaper costs. TSA is still well over 2,000,000 people a day short of what they were last year, with just a couple exceptions. Think about that, 2,000,000 empty seats a day that are not being filled, a day. That will not just suddenly rush back to normal because states reopen or Disney opens.

Sorry, we are stuck here for awhile, which goes back to the days of fighting so strongly for solid contract improvements.
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