Originally Posted by
CQKSNT
“Lower demand growth than other months” is not at all the same as “lower demand.” Once again, there is no bad news in this report. You who are taking this to mean the economic conditions are weakening such that our negotiating environment is not as strong (for pilots) are hurting yourselves and the entire pilot group by misunderstanding this.
Yes, lower demand in Jan and Feb than what Kirby and the team forecast, he himself admitted that it was a bad forecast. All of this is unrelated to the pulling forward of the pilot contract charge, that obviously did have an impact as well. Kirby's forecasts aren't very conservative and he even mused about issuing more conservative guidance yesterday. The last thing he wants to do is miss quarterly guiadance and get grilled about his credibilty like he did yesterday from investors and analyst. He needs all of the pieces to fall into ant that offers significant leverage for the pilot group.
I suggest you listen to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A.
to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A. you listen to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A. you listen to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A.I suggest you listen to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A.I suggest you listen to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A.suggsuggest you listen to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A.est you listen to the JP Morgan Industrials Conference yesterday and hear for yourself, especially the investor Q&A.