Originally Posted by
DrDHD
management sure is good at providing “color” and “pushing the levers” They mentioned 30 planes they can return to lessors in the q1 call no penalty - watch for that next.
There are gonna be lots of barely flown and recently built NEOs freed up by the bankruptcies of European carriers. It wouldn’t surprise me if they could be picked up fairly cheaply. For that matter, interest rates are REALLY low. Ditching older CEOs on lease to get newer and more efficient NEOs might be a good thing. Even if you had to borrow money from the government and give them an equity interest in Spirit to do it. Your management damn sure ought to be shopping for discount parts in that market.