Originally Posted by
pitchattitude
That article calls it a form order, but also a letter of intent. Also says deliveries to start 2020 and will position to BID for flying. Have any of those deliveries (besides the 6 AAG pulled out from Envoy) actually happened? So they have any additional contracts for those planes? Without contracts it’s still smoke and mirrors. Also have to be able to staff them which no one can do.
I have heard anecdotally that the RPA 170s will slide over to the AAG side, but no firm evidence. But moving which carrier those planes are flown for and one for one replacement isn’t growth. Also, I can’t imagine that “older 175s” are ready for replacement already if 170s are still good enough to fly. 145s are thirty years old. Very first 170s are just now 20 years old.
The article says it was a letter of intent but is now a firm order.
A global pandemic happened since LOI was firmed and deliveries were delayed but will begin in the 3rd quarter of 2022.
If the 170s are painted silver and new 175s come in to replace those on the United contract, yes that would be growth.
But again, staffing all of this is a different story.