Wow. They got absolutely drilled for their peak off peak comment and the plan to change the operation accordingly. I think they are correct in their plan but the presentation was way off at the beginning. I think they finally recouped toward the end but we shall see with price movement tomorrow.

But ya. No contract for some time. OP and I heard the same thing. “Attrition right on target. 10 years you can make more at F9. Excess crew staffing…later called over staffing.”

On a positive note
2 AC leases confirmed extended until 2028
15 more aircraft coming this year
11.8 hours utilization for March
22% growth and raised guidance
83% load factor


Many more nuggets but that’s enough for now