Originally Posted by
9easy
3 years from now with no contract, there'll be -500 pilots, no 737's, and the stock price will plummet. The company will become irrelevant.
To an extent I think mgmt knows this, but they are still trying to figure out what they want to do about it.
That sounds more likely than not, other than the 737 part. They have mentioned a few times that they "remain flexible" by being able to retire the 35 319's early. Essentially they could keep the fleet plan close to the same or shrink while still taking on the planned 737's until as late as spring 2025. After that some of the older 320's could be retired. Also the no new bases announcement for 2023 confirms they don't plan on plugging attrition with a new TA. I'll honestly be shocked if we see one in less than 3 years, 5-8 is more realistic IMO.